Episodes

Oct. 26, 2015

Here Come the Millennials

Mike Savage, Managing Director & Portfolio Strategist at Charles Schwab, joins us in studio to discuss the unique behaviors of Millennial investors, including why Millennials view ETFs as the future building blocks of portfolios. Nate and Jason also offer five ETFs for Millennial investors to consider.
Oct. 19, 2015

ETF 101: Must-Know Basics

ETFs have been called the next generation mutual funds. What are ETFs, how exactly do they compare to mutual funds, and how do you select the right ones for your portfolio? Nate, Conor, & Jason explain the basics and offer some helpful tips.
Oct. 12, 2015

Mutual Fund Companies Launch ETFs, Investors Win

With yet another mutual fund giant making the leap into ETFs, we explain how investors are reaping the rewards. We also walk through fund fee basics and AlphaClone’s Maz Jadallah & Brad Bredemann spotlight the AlphaClone Alternative Alpha ETF (ALFA).
Oct. 5, 2015

Why Oil Matters

Oil continues to play a major role in the financial markets, economy, and even politics. Matt Smith, Director of Commodity Research at ClipperData joins us to discuss the unique dynamics of the oil market. Van Eck Global’s Brandon Rakszawski also spotlights two oil-related Market Vectors ETFs.
Sept. 28, 2015

With Cash Outperforming Stocks & Bonds, Where Do You Turn?

With cash outperforming both stocks and bonds for the first time since 1990, we continue last week’s conversation on the merits of alternative investment options. Plus, IndexIQ’s Executive V.P. & Chief Portfolio Strategist, Kevin DiSano, spotlights hedge fund replication and currency hedged ETFs.
Sept. 21, 2015

Are You Really Diversified?

We explain what the weather in Miami has to do with your investment portfolio and why proper diversification is critical in today’s markets. Simeon Hyman, Head of Investment Strategy at ProShares, also discusses the importance of alternative investments and spotlights several ProShares ETFs.
Sept. 14, 2015

ETF.com’s Matt Hougan on Rise of ETFs, 2015 ETF Predictions

Matt Hougan, CEO of ETF.com, discusses the continued rise of ETFs and his 3 ETF predictions for the remainder of 2015. Nate & Conor also explain recent trading issues surrounding ETFs and spotlight the Vanguard Total International Bond ETF (BNDX).
Sept. 7, 2015

ETF Trading, Oil ETFs, & More

We answer your questions on ETFs and investing. Topics include recent ETF trading issues, oil ETFs, and mutual fund cash drag. Nate & Conor also spotlight the popular iPath S&P 500 VIX Short Term Futures ETN (VXX), a product most investors would be well-advised to steer clear from.
Aug. 31, 2015

Should You Own Gold in Your Portfolio?

With volatility returning to the financial markets, gold has been thrust back into the spotlight. Juan Carlos Artigas, Director of Investment Research at the World Gold Council, joins us to discuss whether gold makes sense for long-term investors and offer his perspective on the current gold market. Nate & Conor also highlight several gold-related ETFs.
Aug. 24, 2015

Financial Literacy: Why We Need to Do Better

Financial literacy is important not only when it comes to investing, but in all aspects of our financial and personal lives. Latoya Goree, Director of the Center for Economic Education at the University of Missouri Kansas City and Interim Director for the Missouri Council on Economic Education, joins us in studio to discuss how we can improve financial literacy, resulting in better outcomes for both individuals and communities.
Aug. 17, 2015

An Index Card with All the Financial Advice You’ll Ever Need

Amazingly, it’s been said the best financial advice can fit on a single index card. Nate, Conor, & Jason try their hand at this exercise, attempting to simplify an unnecessarily complicated investment world. Also, Jeff Klearman, Chief Investment Officer at Rich Investment Solutions, spotlights the ALPS Enhanced Put Write Strategy ETF (PUTX).
Aug. 10, 2015

FactSet’s Dave Nadig on ETF Growth and Innovation

Dave Nadig, Vice President & Director of ETFs at FactSet, discusses ETF growth trends and offers his thoughts on several new ETFs to hit the market. Nate & Conor also explain an eyebrow-raising Wall Street Journal report on mutual fund fees and talk currency values according to the most recent Big Mac Index.
Aug. 3, 2015

Selecting the Right ETFs, Finding Investment Costs, & More…

We answer your questions including how to select the right ETFs for your portfolio and where to find mutual fund and ETF costs. Nate and Jason also spotlight the recently launched O’Shares FTSE US Quality Dividend ETF (OUSA), backed by Kevin O’Leary of ABC’s Shark Tank.
July 28, 2015

StateStreet’s Dave Mazza Talks ETF Flows, Spotlights Bond ETF

Dave Mazza, Head of Research for SPDR ETFs at StateStreet Global Advisors, discusses where ETF investors have been placing their money in 2015 and also spotlights the SPDR DoubleLine Total Return Tactical ETF (TOTL).
July 20, 2015

Psychology of Index Investing

In Part Two of our two-part series on active versus passive management, we discuss the psychology of index investing and why you may have to overcome natural tendencies in order to achieve success as an investor. Frank Holmes, CEO & Chief Investment Officer of U.S. Global Investors, also spotlights the U.S. Global Jets ETF (JETS) tracking the airline industry.
July 13, 2015

Active or Passive Management?

In Part One of our two-part series on active versus passive management, Morningstar’s Ben Johnson discusses the recent investor shift towards index-based investments, the role of investment costs in the debate, and some of the challenges facing active managers.
July 7, 2015

Christian Magoon Spotlights PureFunds ISE Cyber Security ETF (HACK)

ETF industry veteran Christian Magoon spotlights the PureFunds ISE Cyber Security ETF (HACK). Nate & Jason also answer your ETF questions.
June 30, 2015

Value & Momentum Investing

Value and momentum investing can both offer the opportunity for additional returns. We discuss the underlying investor behaviors explaining why. Alpha Architect’s Wes Gray and Jack Vogel also join us to offer their thoughts.
June 23, 2015

Advisor Roundtable: Midyear Portfolio Checkup

As the midway point of 2015 approaches, now is the perfect time to give your investment portfolio a checkup. Nate, Conor, & Jason offer some simple tips to help keep you on track.
June 16, 2015

Ben Carlson: A Wealth of Common Sense

Ben Carlson, institutional portfolio manager and popular investment blogger, discusses his new book A Wealth of Common Sense explaining how simplicity trumps complexity in any investment plan. Nate, Conor, & Jason also spotlight the Schwab U.S. Broad Market ETF (SCHB).
June 9, 2015

We Answer Your ETF Questions

We answer your ETF questions and Ric Dillon, CEO & Portfolio Manager at Diamond Hill Capital Management, spotlights the Diamond Hill Valuation-Weighted 500 ETF (DHVW).
June 2, 2015

Former St. Louis Fed VP & Economic Advisor on Fed’s Role, Current Policies

Dan Thornton, former Vice President and Economic Advisor at the Federal Reserve Bank of St. Louis, explains the role of the Fed and how their policies are impacting the economy and financial markets. Nate and Conor also spotlight the iShares TIPS Bond ETF (TIP).
May 19, 2015

Are You Trading Too Much?

Investor trading activity has grown significantly since the 1990s. We discuss the reasons why and offer some good rules of thumb for trading in your own account. Brandon Rakszawski, Product Manager at Van Eck Global, also spotlights the Market Vectors Morningstar Wide Moat ETF (ticker MOAT).
May 12, 2015

We Answer Your ETF Questions

We answer your ETF questions on topics including ETFs in 401ks and how stock ETFs pay dividends. We also spotlight the newly launched US Global Jets ETF (ticker: JETS).