Episodes
Panagram’s John Kim goes in depth on the collateralized loan obligation market and CLO ETFs.  VettaFi’s Zeno Mercer highlights recent earnings reports from several of the biggest players in artificial intelligence and discusses AI-related ETFs.
Published 04/30/24
Published 04/30/24
VettaFi’s Saleem Khan dives into their latest behavioral intelligence data, highlighting key investing trends among advisors.  Strategas’ Chris Verrone explains their recently launched Macro Momentum ETF (SAMM) and offers perspective on the current macro environment.
Published 04/23/24
VettaFi’s Todd Rosenbluth and Kirsten Chang discuss year-to-date ETF flows, along with tackling the challenges presented by fixed income right now.  etf.com’s Kristin Myers previews their upcoming 2024 industry awards ceremony and highlights several hot ETF topics.
Published 04/15/24
VettaFi’s Lara Crigger discusses Fidelity’s decision to charge a $100 trading fee on ETFs from issuers who won’t engage in “pay-to-play”.  Lara also discusses Cboe’s recent SEC filing which seeks a rule change allowing fund companies to offer an ETF share class of existing mutual funds.  Davis Advisors’ Chris Davis goes in-depth on the current stock market environment and the value of active management.
Published 04/09/24
VettaFi’s Todd Rosenbluth walks through the latest advisor polling data from their recently held Equity Symposium, highlighting several equity ETF categories.  Troop’s Felix Tabary explains how the firm is making it easier to build and apply custom proxy voting policies across portfolios.  Alpha Architect’s Jess Bost offers her unique framework on model portfolio construction and selecting ETFs.
Published 04/02/24
VettaFi’s Zeno Mercer discusses the significance of BlackRock launching a tokenized money market fund and offers perspective on the future tokenization of securities.  Matthews Asia’s Andrew Mattock highlights the firm's new Discovery active ETF suite and expands on the investment case for China.
Published 03/26/24
VettaFi’s Lara Crigger parses through first quarter ETF flows, uncovering several interesting stories across stocks, bonds, and alternative assets.  Dimensional’s Rob Harvey goes in-depth on the differences between a systematic active approach and traditional indexing.
Published 03/19/24
VettaFi’s Todd Rosenbluth delivers an early assessment of Host Nate Geraci’s 2024 ETF predictions.  Todd and Nate also offer several new prognostications for the remainder of the year.
Published 03/11/24
VettaFi’s Brian Coco explains the index construction process and highlights three future indexing trends.  Financial regulation expert Sean Tuffy discusses crypto ETFs, importance of multi share class structure, SEC’s swing pricing proposal, and more.  CVA’s Ben Harburg spotlights the Core Values Alpha Greater China Growth ETF (CGRO) and offers the overall investment case for China.
Published 03/05/24
VettaFi’s Zeno Mercer discusses Nvidia, the artificial intelligence boom, and whether investors should be concerned over a top-heavy S&P 500.  State Street’s Matt Bartolini offers perspective on the SPDR S&P 500 ETF (SPY) becoming the first ETF to hit $500 billion in assets and also goes in-depth on so-called “concentration risk”.  Arch Indices’ Yang Tang explains their approach to optimized portfolios and spotlights the Arch Indices VOI Absolute Income ETF (VWI).
Published 02/27/24
VettaFi’s Lara Crigger goes in-depth on the Simplify Tail Risk Strategy ETF (CYA), which is down nearly 100%.  PIMCO’s Greg Hall discusses the potential benefits of active management in fixed income and highlights the firm’s expanding ETF lineup.
Published 02/20/24
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, ETF Think Tank's Cinthia Murphy, and VettaFi's Todd Rosenbluth to recap the ETF event of the year and discuss the industry's hottest trends.
Published 02/14/24
VettaFi’s Roxanna Islam offers perspective on the “Magnificent Seven” and their growing concentration in market cap-weighted indices.  BondBloxx’s Joanna Gallegos highlights the firm’s unique lineup of precision fixed income ETFs.  Goldman Sachs’ Greg Tuorto discusses the Goldman Sachs Small Cap Core Equity ETF (GSC) and the potential opportunity in small cap stocks overall.
Published 02/06/24
BlackRock’s Jay Jacobs discusses the recent debut of the iShares Bitcoin Trust (IBIT) and offers key takeaways from the firm’s 2024 thematic outlook.  VettaFi’s Stacey Morris highlights indexes underlying the Texas Capital Texas Oil Index ETF (OILT) and the Alerian MLP Index ETN (AMJB).  GMO’s Tom Hancock expands on the quality factor and the GMO U.S. Quality ETF (QLTY).
Published 01/30/24
Jim Bianco, President of Bianco Research Advisors, explains the index behind the WisdomTree Bianco Total Return Fund (WTBN) and offers perspective on interest rates and credit risk.  VettaFi’s Zeno Mercer discusses the latest around artificial intelligence, including valuations of companies involved in the space and considerations when gaining exposure through ETFs.  Academy Asset Management’s Seth Rosenthal spotlights the Academy Veteran Impact ETF (VETZ).
Published 01/23/24
Bitwise’s Matt Hougan answers all of the key questions surrounding how spot bitcoin ETFs actually work.  VettaFi’s Todd Rosenbluth offers perspective on the launch of spot bitcoin ETFs and highlights the latest VettaFi polling data on advisor crypto usage.  Calamos’ Matt Kaufman explains the brand new Calamos CEF Income & Arbitrage ETF (CCEF).
Published 01/16/24
Hashdex’s Bruno Caratori discusses their Bitcoin ETF (DEFI), the importance of crypto experience, spot bitcoin ETF competitive dynamics, and the role of bitcoin in a portfolio.  VettaFi’s Roxanna Islam offers perspective on how the spot bitcoin ETF race might play out.  Tema’s Maurits Pot explains their unique, actively managed ETF platform.
Published 01/09/24
Strategas’ Todd Sohn and CFRA’s Aniket Ullal join in a roundtable discussion on several key ETFs and industry trends to watch in 2024.  VettaFi’s Lara Crigger offers her ETF predictions for the upcoming year.
Published 01/03/24
VettaFi’s Todd Rosenbluth discusses whether some of the year’s biggest equity ETF stories can carry momentum into 2024.  State Street’s Matt Bartolini recaps 2023 ETF flows and highlights three missed opportunities for ETF investors.
Published 12/19/23
VettaFi’s Dave Nadig offers his 2024 ETF predictions.  Valkyrie’s Steven McClurg provides an update on the spot bitcoin ETF race.
Published 12/12/23
Morningstar’s Ben Johnson recaps the year in ETFs, discussing the industry’s most noteworthy stories, trends, and players.  VettaFi’s Lara Crigger offers her most overlooked ETF stories in 2023.
Published 12/05/23
VettaFi’s Tom Lydon offers perspective on using alternative ETFs in a portfolio.  Madison’s Patrick Ryan discusses the firm’s recent ETF entrance and explains the rise of active ETFs.  Cerulli’s Daniil Shapiro highlights several of the industry’s biggest trends.
Published 11/28/23
VettaFi’s Stacey Morris recaps the year in energy ETFs and offers an outlook for 2024.  Honeytree’s Liz Simmie spotlights their recently launched U.S. Equity ETF (BEEZ) which focuses on “responsible growth”.  Brown Brothers Harriman’s John Hooson discusses the potential pros and cons of ETFs moving to T+1 settlement next year.
Published 11/21/23
Bloomberg's Eric Balchunas goes around the world of ETFs, highlighting the industry's top stories, key trends, and future opportunities. VettaFi's Zeno Mercer offers the current state of play in artificial intelligence and ETFs investing in the space.
Published 11/14/23