Episodes

The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments — these are important topics for today’s investors. In this special episode of the Inside ETFs Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Brendan Ahern, chief investment officer at KraneShares, Simeon Hyman, global investment strategist with ProShares and Devon Drew, CEO of DFD Partners. They explore the evolving landscape of i...

In this episode, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Shana Sissel, founder, president and chief executive officer of Banríon Capital Management. Shana shares her insight on the importance of alternative investments, the evolution of asset allocation and the potential of interval funds. She also discusses how her media appearances and presence helps with connecting with advisors and clients. Nabia and Shana discuss: The importance of alternative investments in portfol...

After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance. Specifically, Mar...

As we close out 2022, a year of volatility across almost every asset class, how should a modern investor be positioning themselves for 2023? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Christian Magoon, CEO of Amplify ETFs and Founder of Magoon Capital, in discussing where the ETF market is moving and how the next generation of investors focus on investment strategies. Douglas and Christian discuss: Amplify’s position in the ETF ...

When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (tick...

The markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Ed Lopez, Head Of Product Management at VanEck, on recent trends within the capital markets, and how those trends can become opportunities for growth. Douglas and Ed discuss: Current product development trends ...

Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the curren...

ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year. Douglas and Will discuss: ...

The ETF industry has grown exponentially, with many companies moving to include launching ETFs as part of their business plan for growth. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Camille Clemons, Executive Director of Business Development at Cohen & Company, on her entry to the ETF industry, how her team supports new firms entering the marketplace, and her approach to supporting career growth across the industry. Douglas and Cam...

While markets have continued to remain volatile, ETFs have maintained their potential for growth. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Noel Archard, Global Head of ETF and Portfolio Solution at AllianceBernstein (AB), diving into the drive behind ETFs as an investment tool and how they fit within the current market environment. Douglas and Noel discuss: How and why Noel entered the ETF industry What drew AllianceBernstein ...

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jed Laskowitz, Global Head of Asset Management Solutions at JP Morgan, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions. Douglas and Jed discuss: The ways in which JP Morgan focuses on product development for ETFs Best practices for advisors when considering the impact of global market events on portfol...

Predicting returns for specific investments with certainty is an impossible task. However, predicting where industries might be headed and choosing investments based on future impact to our lives can be a bit easier. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO and CIO of Defiance Investments, on how Defiance engages with investors in order to predict market and industry trends, with a focus on future growth, ...

Market volatility, inflation, increasing interest rates, how should an advisor be positioning portfolios? And what opportunities can investors take advantage of in a high-risk environment? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine focuses on changing market conditions in order to find opportunities in regardless of the capital market conditions. Do...

Historically, overnight markets have demonstrated a tendency to outperform daytime trading sessions. This is called the “Night Effect.” NightShares’ ETFs help investors capture value from the Night Effect in US large cap and small cap equity. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, talks to Bruce Lavine, Founder and CEO of NightShares, about night trading sessions and their place as a unique option in an investment portfolio. Douglas and B...

ERShares has been running a range of award-winning investment solutions across SMAs, mutual funds, and ETFs. Its founder Dr. Joel Shulman has contributed to the formation of a proprietary investment model and the Entrepreneur Factor®. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Dr. Joel Shulman, Founder, CEO and CIO of ERShares, on ETF investment options for the modern investor. Douglas and Joel discuss: Joel’s journey from enteri...

Though Simplify may be a young company, its leadership team brings decades of ETF experience and investment expertise through an advisor-focused platform. Simplify’s mission is clear: Build innovative portfolio building blocks, designed to directly solve today’s most pressing portfolio challenges. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Brian Kelleher, Chief Revenue Officer at Simplify Asset Management, to discuss Simplify’s E...

Janus Henderson is a global asset manager with over 360 billion in assets under management. Today’s round table discussion with the team from Janus Henderson touches on different areas of the ETF market and how they have been impacted by recent inflation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by the leadership team of Janus Henderson: Nick Cherney, Head of Exchange Traded Products; John Kerschner, Portfolio Manager for JAAA CLO...

As advisors and investors continue to seek global investment opportunities, the DWS lineup of ETFs can help to reduce volatility from currency fluctuations. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group. Listen in as they discuss today’s market volatility, how to find opportunities for long term portfolios, and how ETFs can offer currency diversification alon...

There was a time when only institutional traders has access to sophisticated product strategies. The boom of ETFs democratized investing and created new opportunities for tactical traders. Today, Direxion provides opportunities for tactical trading alongside precise investment exposures for portfolios, all utilizing the ETF wrapper. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Mazza, Managing Director and Head of Product at D...

Many advisors utilize ETFs to follow investment trends alongside the reduction of risk in their portfolios. Understanding how world events can shift capital markets, while focusing on ETFs that cut across countries and investment risk profiles, allows advisors to provide greater opportunities for their clients in turbulent markets. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Dina Ting, Head of Global Index Portfolio Management, Fr...

Originally used as institutional trading communities, ETFs have evolved as a preferred investment vehicle, providing access to new asset classes and fund managers; and changing the way many advisors and wealth managers think about portfolio allocation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors. Lisa shares her thoughts on ETFs through the multicultural viewpoint of...

Given the backdrop of market volatility and geopolitical uncertainty, agriculture and energy commodities have moved to center stage as investors remain focused on inflationary pressure alongside price volatility. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sal Gilbertie, Chief Executive Officer and founder of Teucrium. Sal discusses the agricultural side of ETF investments, sharing how and why he decided to build an ETF franchise...

Throughout the substantial COVID-19 recession, and the equally aggressive bounceback, advisors have been forced to address market volatility and ensure prudent handling of clients’ portfolios. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Braun, Head of US Financial Institutions Portfolio Management and senior member of the portfolio management team at PIMCO. David shares how PIMCO provides information to investors and advisor...

Over the past several decades, technology has become increasingly present in all aspects of life. Investments and finance will be no different as technology continues to integrate our lives more each year. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David LaValle, the global head of ETFs at Grayscale Investments. David shares his knowledge of ETFs, starting from his first experience trading ETFs on the Floor of the Exchange, to hi...