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Latest episodes

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Apr 23, 2024 • 43min

Advisor Behavioral Trends, Strategas Macro Momentum ETF

Saleem Khan from VettaFi discusses advisor behavioral trends using behavioral intelligence data. Chris Verrone talks about the Strategas Macro Momentum ETF, focusing on technical analysis. Topics include advisor interest in US equities, dynamic allocation strategies, BuffC ETF for downside risk management, and market trends for the upcoming election cycle.
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Apr 15, 2024 • 58min

ETF Flows, Fixed Income Conundrum, & Industry Awards

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.
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Apr 9, 2024 • 1h 3min

Fidelity “Pay-to-Play”, Cboe ETF Share Class Filing, & Chris Davis on Stocks

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.
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Apr 2, 2024 • 1h 9min

Equity ETFs, Proxy Voting, & Model Portfolio Construction

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.
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Mar 26, 2024 • 41min

Asset Tokenization & Investing in China

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.
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Mar 19, 2024 • 1h 7min

ETF Flow Stories & Dimensional’s Systematic Active Approach

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.
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Mar 11, 2024 • 51min

Early Assessment of 2024 ETF Predictions

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.
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Mar 5, 2024 • 1h 2min

Index Construction, Fin Reg, & China Growth

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.
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Feb 27, 2024 • 58min

SPY Hits $500 Billion, Concentration Risk, & Optimized Portfolios

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).
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Feb 20, 2024 • 45min

Tail Risk ETFs, Active Fixed Income, & PIMCO’s ETF Lineup

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.

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