Episodes

Nate and VettaFi’s Todd Rosenbluth go around the world of ETFs, discussing flows, the year’s biggest stories, launches, new entrants, SEC filings, and much more.

VettaFi’s Lara Crigger explains why the SEC allowed leveraged and inverse single stock ETFs and discusses the future of this nascent category. Phil Huber, Author of “The Allocator’s Edge” and CIO at Savant Wealth, goes in-depth on alternative assets. Blue Horizon’s Tim Johnston spotlights the Blue Horizon New Energy Economy 100 Index ETF (BNE).

VettaFi’s Dave Nadig offers his take on the SEC approving leveraged and inverse single stock ETFs. BlackRock’s Bob Hum and MSCI’s Hitendra Varsani discuss the relevance of factor investing given the global macro backdrop, specifically focusing on value and minimum volatility. ProShares’ Simeon Hyman spotlights their recently launched Short Bitcoin Strategy ETF (BITI).

VettaFi’s Tom Lydon recaps ETFs in the first half of 2022 and looks ahead to the remainder of the year. SEI’s Jim Smigiel discusses the firm’s recent foray into ETFs. Quadratic Capital’s Nancy Davis offers perspective on the current bond market and spotlights their Interest Rate Volatility and Inflation Hedge ETF (IVOL).

ETF industry veteran Joanne Hill discusses the early days of ETFs and what’s next for the industry. VettaFi’s Tom Hendrickson explains how the changing market environment is impacting advisor attention in certain asset classes and ETFs. Aptus ETFs’ JD Gardner highlights their unique lineup of actively managed ETFs.

Morgan Creek’s Mark Yusko discusses SPACs, crypto, and several ETFs including the Morgan Creek-Exos Active SPAC Arbitrage ETF (CSH). VettaFi’s Dave Nadig dissects Hester Peirce’s recent speech on crypto regulation and offers his latest thinking on the prospects for a spot bitcoin ETF. Pacer ETFs’ Sean O’Hara explains why the firm has become the fastest growing ETF issuer of 2022.

VettaFi’s Lara Crigger dives into ESG ETF flows, performance, and overall investor interest. Plus, Lara offers perspective on recent SEC proposals that could impact ESG ETF naming and disclosures. New York Life Investment’s Wendy Wong spotlights their IQ Dual Impact Suite of ETFs. ACA Foreside’s Sonja Formato provides an inside look at ETF distribution, including mutual fund to ETF conversions, active semi-transparent ETFs, and platform access.

VettaFi’s Todd Rosenbluth recaps the recent Inside ETFs conference and explains why bond mutual funds are experiencing outflows. Nate visits with FLX Network’s Jillian DelSignore, industry veteran Phil Bak, Freedom Day Solutions’ Ryan Krueger, Davis Advisors’ Dodd Kittsley, Alpha Architect’s Jack Vogel, Magnifi’s Matt Barley, Charles Schwab’s D.J. Tierney, and MacMillan’s Chris Sullivan.

Nate revisits some of his favorite conversations this year including with Cambria’s Meb Faber, VettaFi’s Dave Nadig and Lara Crigger, Vanguard’s Rich Powers, BNY Mellon’s Ben Slavin, and Grayscale’s Dave LaValle.

VettaFi’s Tom Hendrickson discusses their newly branded platform and offers insight into which equity ETFs are resonating with advisors. Strategas’ Nick Bohnsack goes in-depth on the financial markets and explains their recently launched ETFs. Armada ETF Advisors’ David Auerbach spotlights the Home Appreciation U.S. REIT ETF (HAUS).

ETF Trends’ Dave Nadig explores the potential ramifications of relentless flows into passive investment strategies. Fidelity’s Greg Friedman offers perspective on thematic ETFs. CoinDesk Indices’ Kelly Ye discusses the current crypto markets and the future of digital asset investing.

ETF Trends’ Tom Hendrickson offers new insight into advisor usage of commodity ETFs. Engine No. 1’s Yasmin Dahya Bilger explains how leveraging voting power and actively engaging with companies can drive positive change. The BAD Investment Company’s Tommy Mancuso spotlights the B.A.D ETF (BAD).

ETF Trends’ Lara Crigger highlights concerns over Finra’s “complex” product proposal and offers her take on an SEC probe into ETF revenue-sharing practices. BNY Mellon’s Ben Slavin covers a range of topics including the Finra proposal, Vanguard’s share class patent, mutual fund to ETF conversions, and crypto ETFs. Leverage Shares’ Oktay Kavrak discusses their unique lineup of leveraged and inverse ETPs.

ETF Trends’ Tom Lydon talks year-to-date ETF flows and performance. Newfound Research’s Corey Hoffstein explains the concept of “return stacking” and highlights their suite of Structural Alpha model ETF portfolios. Bloomberg’s Eric Balchunas discusses his new book, “The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions”.

ETF Trends’ Todd Rosenbluth discusses the rise of actively managed ETFs and offers perspective on cannabis ETFs. Poseidon’s Morgan Paxhia explains the investment approach behind the AdvisorShares Poseidon Dynamic Cannabis ETF (PSDN) and what’s next for the cannabis space. Strategy Shares’ David Miller spotlights the Strategy Shares Nasdaq 7HANDL Index ETF (HNDL).

ETF Prime Host Nate Geraci is joined by ETF Trends’ Dave Nadig and Todd Rosenbluth, along with Advisor Circle’s John Swolfs, to recap the ETF event of the year.

ETF Trends’ Lara Crigger discusses new volatility ETFs, Morgan Stanley’s ETF entrance, and Charles Schwab’s direct indexing platform. State Street’s Matt Bartolini dissects year-to-date ETF flows and offers a prediction on active ETFs. V-Square’s Mamadou-Abou Sarr spotlights the V-Shares U.S. Leadership Diversity ETF (VDNI).

ETF Trends’ Todd Rosenbluth explains where advisors are seeking income given inflation concerns. iShares’ Sarah Kjellberg and MSCI’s Guillermo Cano discuss the impact of Russia’s invasion of Ukraine on ESG ratings and the energy transition. FolioBeyond’s Dean Smith spotlights their Rising Rates ETF (RISR) and offers perspective on current fixed income markets.

ETF Trends’ Tom Lydon discusses the results of a recent advisor survey on the financial markets and managing client portfolios. Nasdaq’s Giang Bui dives into another new survey on how “ETPs are empowering the next generation of investors”. Kelly ETFs’ CEO Kevin Kelly spotlights their recently launched ETF lineup including the Kelly Residential & Apartment Real Estate ETF (RESI).

ETF Trends’ Lara Crigger discusses surging investor interest in commodity ETFs. Global X’s Jon Maier goes in-depth on the current financial markets and highlights several thematic ETFs. Loup Funds’ Gene Munster explains the investment case for the index behind the Innovator Loup Frontier Tech ETF (LOUP).

ETF Trends’ Dave Nadig offers the latest on Russia ETFs, along with Emerging Market ETFs with exposure to Russian securities. Emles’ Gabriel Hammond explains their approach to the ETF market and spotlights several ETFs including the Emles Federal Contractors ETF (FEDX).

ETF Trends’ Tom Hendrickson discusses how recent geopolitical events are impacting the ETF world and investor behavior. Direxion’s Dave Mazza offers perspective on the current market environment and spotlights several thematic ETFs including the Direxion mRNA ETF (MSGR). Infrastructure Capital’s Jay Hatfield explains the investment process behind the recently launched InfraCap Equity Income Fund (ICAP).

ETF Trends’ Tom Lydon discusses ETF flows and performance, including ARK’s recent challenges. Northern Trust’s Michael Natale goes in-depth on inflation hedging a portfolio. Amplify’s Christian Magoon spotlights their recently launched Inflation Fighter ETF (IWIN) and talks bitcoin ETFs.

Grayscale’s Dave LaValle goes in-depth on their efforts to bring a spot bitcoin ETF to market and also highlights the recently launched Future of Finance ETF (GFOF). ETF Trends’ Tom Hendrickson discusses the Bitwise/ETF Trends 2022 Benchmark Survey of Financial Advisor Attitudes Towards Crypto Assets. Astoria’s John Davi explains the investment case for the AXS Astoria Inflation Sensitive ETF (PPI).