The Phil Bak Podcast Nate Geraci - The ETF Educator
Nov 3, 2025
Nate Geraci, an ETF industry expert and president of NovaDAX Wealth Management, dives into the evolving world of ETFs. He discusses the divergence between advisor/institutional and retail markets, explaining the rise of niche retail-oriented ETFs. Nate debates the risks of exotic ETFs and the impact of inflated return expectations on investor behavior. He also sheds light on the potential flood of active ETFs through new share class filings. With insights on compliance and education, Nate emphasizes the importance of informed investing in today's dynamic market.
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Episode notes
Start Podcasting For Passion And Persistence
- Start a podcast from passion, not to drive business or sales.
- Stick with it and publish consistently to improve and build an audience.
Bell-Ringing Episode With Beers
- Nate recalled recording a conversational podcast with Phil right before a bell-ringing, enjoying beers and a relaxed format.
- The informal setting made the episode feel natural and memorable to him.
Why Retail-Focused Exotic ETFs Multiply
- Retail investor growth plus competitive dynamics explain many exotic ETF launches.
- Smaller issuers target niches avoided by giants like Vanguard and BlackRock to capture retail flows.
