Exchange Traded Fridays by etf.com

The etf.com editorial team discusses small cap ETFs and the launch of Leaders.

Vanguard ETF specialist Bill Coleman takes a deep dive into the latest research on where financial advisors and individual investors view the financial markets.

The etf.com editorial team discusses the week’s biggest ETF stories.

The etf.com editorial team discusses the week’s biggest ETF stories.

etf.com’s editorial team takes on counterintuitive investing and talks preferred ETFs with Lance McGray.

Aniket Ullal joins the etf.com editorial team to discuss debuts, flows, crypto, and the elections.

etf.com’s Editorial team tackles the hottest topics of the week.

In this week's episode of Exchange Traded Fridays, the etf.com editorial team discusses the Israel-Iran conflict, the dockworker strike, the Schwab ETF share split, and which ETFs are being impacted the most by these events. With rising tensions in the Middle East, investors are bidding up the price of oil, which has lifted shares of funds that track crude's price, such as the United States Oil Fund (USO), as well as equity-based energy ETFs like the Energy Select Sector SPDR Fund (XLE). Meanwhile, Schwab's share split on two-thirds of its ETF lineup has raised great interest and many questions in the investment community, including whether share splits provide value to investors or if they're primarily a marketing ploy. Tune in to this week's episode to hear etf.com editor in chief Kristin Myers, wealth management editor Jeff Benjamin, and research lead Kent Thune discuss these topics and what ETF investors and advisors need to know about them.

etf.com’s Editorial team tackles the hottest topics of the week.

Also, we dive into Motley Fool’s ETF lineup.

Also, a groundbreaking private credit ETF is proposed.

Fixed income's big moment has arrived while utility ETFs are beating the S&P 500.

Allianz Investment Management’s Johan Grahn explains the appeal of downside protection.

Founder of ProcureAM shares his thoughts on investing in space technology.

KraneShares’ CIO shares his thoughts on the future of China ETFs.

PIMCO’s head of Global Wealth Management sits down with etf.com.

CNIC’s Kramer discusses AMPD ETF.

NEOS’ Cates explains the growing popularity of options strategies.

Roundhill’s Mazza talks Mag 7 stocks, GLP-1 drugs, online gambling and the metaverse.

Kurv’s Chan discusses why investors should consider covered call strategies tied to popular companies.

Bloomberg’s Gibb talks her firm’s approach to the two asset classes.

Tradr’s Matt Markiewicz talks leveraged and single stock ETFs.

Franklin’s O’Connor talks about the firm’s success.

NEOS’ Paolella talks about his firm and its lineup of ETFs.

BlackRock strategist Nagrath talks fixed income ETFs.

ReSolve Asset Management’s Gordillo talks about the return stacking strategy.

Vanguard’s Sharp discusses the multiple costs associated with owning ETFs.

Goldman’s Mantil joins the show to talk about the ETF Accelerator.

etf.com’s Sumit Roy, Ron Day and Kent Thune discuss the 2024 etf.com awards' nominees.

VanEck’s Rakszawski talks moat ETFs

The excitement over artificial intelligence and its potential to deliver outsized returns has spurred many investors to consider investing in AI-related stocks. Naturally, AI exchange-traded funds are a place where investors have been looking to get exposure to this ultra-hot theme. But how do you decide which AI ETF to buy? In this episode of Exchange Traded Fridays, Chris Gannatti, global head of research at WisdomTree, sits down with etf.com senior analyst Sumit Roy and etf.com finance reporter Lucy Brewster to answer that question. He also dives into the growth outlook for the AI industry, including which companies he sees as being the biggest beneficiaries of the new technology. Chris Gannatti is global head of research for WisdomTree, where he is responsible for numerous communications on investment strategy globally, particularly in the thematic equity space. Gannatti came to WisdomTree from Lord Abbett, where he worked for four and a half years as a regional consultant. He received his MBA in Quantitative Finance, Accounting, and Economics from NYU’s Stern School of Business in 2010, and he received his bachelor’s degree from Colgate University in Economics in 2006. Gannatti is a holder of the Chartered Financial Analyst (CFA) designation.

Vanguard insider shares his take on the CEO's departure and the future of the firm.

Sprott’s Ciampaglia talks uranium and copper performance trends.

BlackRock’s Prince talks about the firm’s new ETFs and their other active funds.

New York Life Investments’ Wong discusses her firm’s dual impact ETFs.

Pacer’s O’Hara discusses his firm’s cash cow ETFs.

GraniteShares’ Rhind talks gold, Nvidia and tech.

GMO’s Hancock discusses the firm’s foray into ETFs.

Matthews Asia’s Dali discusses the outlook for Asia.

Co-Founder of BondBloxx talks bond ETFs and the market growth of fixed-income assets.

PGIM Investments’ Collins talks bond, buffer and CLO ETFs.

Investment strategist Taylor Krystkowiak details how the new issuer plans to capture share in the thematic space.

Just three years ago, Dimensional Fund Advisors made its first foray into the crowded ETF field. Today, the firm is the eighth-largest ETF issuer, with over $112 billion in assets under management. How did Dimensional succeed where others had failed? In this episode of Exchange Traded Fridays, Rob Harvey, co-head of product specialists and vice president at Dimensional Fund Advisors, sits down with etf.com senior analyst Sumit Roy and etf.com wealth management editor Jeff Benjamin to discuss Dimensional’s success. At the time of DFA’s entry into the exchange-traded fund space, there was no guarantee of success. Even though the DFA name was big in the mutual fund space, plenty of mutual fund companies had attempted to break into the ETF industry with little to show for it. Harvey also gets into how his firm’s “systematic active” strategies work and what new ETFs DFA might launch in the future.

Talk on charity fund and how SPAC ETF could be a money market alternative.

Fund launches, closures, covered-call ETFs, fee hikes among 2023 industry trends.

BlackRock’s Akullian discusses her investment outlook for 2024.

Bloomberg’s Balchunas and Invesco’s McCormack discuss QQQ.

CFRA’s Ullal discusses the most important ETF trends for this year and next.

The famous author, investor and crypto expert believes advisors will embrace spot bitcoin ETFs.

In this episode of Exchange Traded Fridays, Bob Smith, president and co-chief investment officer at Sage Advisory Services, sits down with etf.com senior analyst Sumit Roy and etf.com wealth management editor Jeff Benjamin to discuss the recent moves and future outlook for the fixed income markets.

Scott Acheychek, CEO of REX Shares, sits down with etf.com senior analyst Sumit Roy and etf.com wealth management editor Jeff Benjamin to discuss the investment case for the REX FANG & Innovation Equity Premium Income ETF (FEPI), a new covered call ETF focused on big tech stocks.

Arch Indices’ Tang makes the case for his new ETF, which utilizes a next-generation index.

BKGI Portfolio Manager Jim Lydotes makes the case for his infrastructure ETF.

Is the spike in long-term bond yields justified? Alex Morris, co-founder of the US Benchmark Series, and co-portfolio manager of the funds, thinks so.  In this episode of Exchange Traded Fridays, Morris sits down with etf.com senior analyst Sumit Roy to discuss the outlook for bonds. He also breaks down the case for investing in single-bond ETFs—which have been gathering assets at a rapid pace this year— explains why his firm is trying to break into the mutual fund industry.

Is the Federal Reserve done hiking rates? Why are so many people putting money into the iShares 20+ Year Treasury Bond ETF (TLT)? Those are some of the questions that Karen Veraa, head of iShares US Fixed Income Strategy, answers in this episode of Exchange Traded Fridays.  Veraa sits down with etf.com Senior Analyst Sumit Roy to discuss everything you need to know about the current fixed income investing environment.

The Reverb ETF (RVRB) is fascinating. The fund’s holdings are weighted based on signals received from a mobile app in which users rate companies. Can such a strategy outperform the market and how exactly do these signals translate into actionable insights that the ETF can use?  Tune in as etf.com Senior Analyst Sumit Roy sits down with Patrick Neal, Managing Partner and founder of Distribution Cognizant, to discuss.

It’s been a tumultuous year for financial stocks. From the regional banking crisis to the inverted yield curve, the sector has faced numerous headwinds in 2023. It’s no surprise then that most financial sector ETFs are underperforming the broader market—but not all of them. excha The Gabelli Financial Services Opportunities ETF (GABF)—an actively-managed nontransparent fund— is beating the market handily. To find out why that is, ETF.com Senior analyst Sumit Roy sat down with GABF’s portfolio manager, Mac Sykes. Tune in to this episode to hear Sykes explain the success of his ETF.

Indian stocks are richly valued—and rightfully so. That’s according to Angus Shillington, Deputy Portfolio Manager for the active Emerging Markets Equity Strategy, at VanEck. In this episode, Shillington sits down with ETF.com Senior Analyst Sumit Roy to discuss why Indian stocks deserve their premium valuation and where else he sees opportunity within emerging markets.

Most investors are familiar with equity real estate investment trusts. These companies, which own and operate physical real estate, make up most of the stock market’s real estate sector. But equity REITs aren’t the only REITs investors can buy. Mortgage REITs, or mREITs, are a lesser-known type of real estate investment trust. How do they work and who are they for? Tune in as etf.com Senior Analyst Sumit Roy sits down with Chris Acito, CEO of Gapstow Capital Partners, to discuss. Acito breaks down everything you need to know about investing in mREITs, including the risks and opportunities in the space.

Should investors be concerned about the recent 16-year high in the 10-year Treasury bond yield? And should they be using the recent sell-off in the stock market as a buying opportunity? How about the Fed? Is the central bank finally done hiking interest rates? Those are some of the questions that Nancy Tengler, CEO and chief investment officer for Laffer Tengler Investments, discusses with etf.com's Senior Analyst Sumit Roy. Tune in as Tengler also breaks down the investment case for the Laffer Tengler Equity Income ETF (TGLR), her newest exchange-traded fund focused on high quality stocks and dividend yields.

What do green infrastructure, semiconductors and cybersecurity all have in common? They are themes tied to exchange-traded funds that DWS Group just launched: the Xtrackers US Green Infrastructure Select Equity ETF (UPGR), the Xtrackers Semiconductor Select Equity ETF (CHPS), and the Xtrackers Cybersecurity Select Equity ETF (PSWD). etf.com's Senior Analyst Sumit Roy sits down with Arne Noack, head of systematic investment solutions for DWS Group, to discuss these new ETFs. Noack talks about why these make compelling ETFs, and how recently passed laws like the Inflation Reduction Act and the CHIPS Act will benefit the stocks held in their portfolios.

Launching an exchange-traded fund today is much easier than it was in the past. What used to be something that only massive asset management firms could accomplish is being democratized thanks to services offered by firms like Vident. etf.com’s Senior Analyst Sumit Roy sits down with Amrita Nandakumar, president of Vident Asset Management, to discuss how her company is making life easier for prospective ETF issuers. She also gets into how a subadvisor like Vident differs from white-label exchange-traded fund issuers who offer competing services, and what trends she's seeing in the broader ETF industry. Don't miss this exciting episode.

It’s been a big year for active ETFs. About $65 billion has flowed into active exchange-traded funds, or about a quarter of all the money that’s gone into U.S.-listed ETFs this year. What’s causing the surge in demand for active funds? etf.com Senior Analyst Sumit Roy sits down with Matt Barry, vice president of product management and head of capital markets at Touchstone Investments, to discuss. Barry also talks about his firm's active philosophy and runs through several of Touchstone's most interesting ETFs, including the Touchstone Securitized Income ETF (TSEC), the Touchstone Ultra Short Income ETF (TUSI) and the Touchstone Climate Transition ETF (HEAT).

Why own many bonds when you can own one? That's the thesis behind the US Benchmark Series, a suite of single-Treasury-bond ETFs co-created by Alex Morris. etf.com's Senior Analyst Sumit Roy recently sat down with Morris to discuss these novel bond ETFs, which now have more than $2 billion in assets under management, including over $1 billion in the US Treasury 3 Month Bill ETF (TBIL) alone. Single-bond ETFs potentially offer more liquidity and precision than their multibond counterparts, and they aren't just for sophisticated investment strategies (though they can certainly be used for those). To learn more, tune in to this exciting episode.

Kristy Akullian, senior iShares investment strategist at BlackRock, sits down with etf.com's Senior Analyst Sumit Roy to discuss her latest outlook for the markets. Akullian suggests that investors position themselves defensively in the stock market, while adding duration to their fixed income portfolios.

Kevin T. Carter, founder and chief investment officer of EMQQ Global, sits down with etf.com's Senior Analyst Sumit Roy to discuss the outlook for emerging markets and why he thinks India and China offer compelling investment opportunities today.

21Shares, along with ARK Invest, are first in line in the latest batch of eight current applications to get the first spot bitcoin ETF approved in the U.S. In the latest episode of Exchange Traded Fridays, 21Shares’ Ophelia Snyder talks to etf.com's Managing Editor Daria Solovieva about the firm’s experience in Europe and explains why it matters to be the first issuer to offer a spot bitcoin exchange-traded fund.

Where are investors putting their money this year, and what are they avoiding? Will a spot bitcoin ETF be approved this year? Those are some of the questions that Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, answers. Tune in as he sits down with etf.com's Senior Analyst Sumit Roy in this wide-ranging discussion.

Lance Humphrey, a senior portfolio manager at Victory Capital Solutions, a diversified global asset management firm with $154.8 billion in assets under management, sits down with etf.com's Senior Analyst Sumit Roy to discuss the brand-new VictoryShares Free Cash Flow ETF (VFLO). What differentiates this fund versus other ETFs on the market? Tune in to hear the answer and much more.

The moat is an analogy used by legendary investor Warren Buffett to describe the durable competitive advantages some companies enjoy. But can investors use moats to generate higher returns? Brandon Rakszawski, director of product management at VanEck, sits down with etf.com Senior Analyst Sumit Roy to discuss why investing in companies with moats makes sense.

Direxion knows leveraged and inverse ETFs. It manages some of the most popular funds in the space, including the Direxion Daily TSLA Bull 1.5X Shares (TSLL), the largest single-stock ETF. Who is using these funds, and how are they being used? Ed Egilinsky, managing director at Direxion, sits down with etf.com's Sumit Roy to discuss.

Komson Silapachai, VP of research and portfolio strategy at Sage Advisory, sits down with etf.com's Senior Analyst Sumit Roy to discuss Sage’s work with ETFs, the portfolios he and his colleagues are building and running, how they vet ETFs, and the big-picture ETF trends and topics on Sage’s radar.

Jeremie Capron, director of research and managing partner with ROBO Global, sits down with etf.com Senior Analyst Sumit Roy to discuss the rally in Nvidia and the broader investment opportunity in artificial intelligence, robotics and healthcare technology.

etf.com Senior Analyst Sumit Roy sits down with four ETF veterans in this special edition of Exchange Traded Fridays. Tune in to hear Simplify’s Brian Kelleher and Eric McArdle, and CFRA’s Aniket Ullal and Matthew Tuttle discuss the latest developments in ETFs on the sidelines of the Inside ETFs conference in Hollywood, Florida.

Raymond Bridges is the managing member at Bridges Capital, an independent specialist investment management firm focused on international equities for qualified investors. Last week, the firm launched the Bridges Capital Tactical ETF (BDGS), which Bridges has moved its clients into. etf.com Senior Analyst Sumit Roy sits down with Bridges to discuss why he launched the fund and why it makes sense for investors.

Winner of etf.com's ETF Issuer of the Year award, Dimensional Fund Advisors has seen tremendous success with its active ETFs. How did this relatively new entrant into the ETF industry became a powerhouse, with $85 billion in active ETF assets under management, and 20% of all U.S.-listed active ETF AUM? Nicole Hunter, head of ETF Capital Markets for Dimensional, sits down with etf.com Senior Analyst Sumit Roy to explain.

Artificial intelligence is reshaping the future, and changing how investment vehicles are selecting stocks and tracking indexes. There are currently around 30 ETFs with exposure to AI, and the segment now has roughly $6.3 billion in assets under management—highlighting a corner of the market with significant room for growth.

Pioneered by Innovator ETFs, defined outcome exchange-traded funds have become a hit with investors over the past few years. Why are so many investors embracing these funds, and how do they work? etf.com Senior Analyst Sumit Roy sits down with Graham Day, chief investment officer for Innovator ETFs, to help answers those questions and more.

Will Rhind, founder and CEO of GraniteShares, joins the podcast to discuss why gold is getting more investor attention lately and what lies ahead for single-stock ETFs. etf.com's Heather Bell and Sumit Roy also discuss the pending redemptions of 21 iPath ETNs and the quiet tanking of natural gas prices.

The founder and CEO of Capital Wealth Planning joined etf.com's Heather Bell and Sumit Roy to talk about what options strategies can offer investors in the current market environment.

etf.com's Managing Editor Daria Solovieva and Senior Analyst Sumit Roy discuss the best ways to invest in the AI revolution and why the ETF structure is such a great vehicle for this moment. They also talk to Morningstar's Ryan Jackson about the long-term prospects for banking stocks and why investors are shying away from U.S. equity ETFs this year.

David Abner took home the etf.com Lifetime Achievement award for 2017. At the time, he joked about hoping the award didn't mean the end of his career. Abner joined the podcast to speak with etf.com's Heather Bell and Sumit Roy about what he's been up to since, as well as his thoughts on cryptocurrencies and capital markets.

ETF industry stalwart and global head of AllianceBernstein's ETF business Noel Archard joins the podcast to talk about his firm's approach to launching ETFs, while etf.com's Sumit Roy and Heather Bell discuss the latest developments around two key cryptocurrency-related stocks and the Fed's recent rate hike.

F/m Investments President and CIO Alexander Morris joins etf.com Managing Editor Heather Bell to talk about what makes his firm's Treasury ETFs different from previous Treasury products and the advantages that come with them.

Hypatia Capital launched the Hypatia Women CEO ETF (WCEO) in January, and so far it’s been outperforming the S&P 500 Index, with $1.6 million in assets under management. Patricia Lizarraga speaks to etf.com’s Managing Editor Daria Solovieva about her investment thesis, what it took to bring the fund to market and the investors they’re looking to attract going forward.

Neil Azous, founder and chief investment officer at Rareview Capital, joins etf.com Senior Analyst Sumit Roy to discuss the firm's four active ETFs, including one designed to navigate inflationary environments and another that invests in the esoteric but lucrative closed-end fund space.

Pacer ETFs reached $20 billion in assets under management at the start of 2023 compared with $10.2 billion in early 2022. Much of that growth has been driven by the firm's eight funds in the cash cow ETF series. etf.com's Managing Editor Daria Solovieva speaks to Sean O'Hara about why the focus on free cash flow has resonated with investors in the past year.

Chris Huemmer is the senior investment strategist for the FlexShares family of ETFs, which are issued by Northern Trust Asset Management. He joined etf.com's Heather Bell and Sumit Roy to discuss the current economic environment and how investors should be positioning their portfolios amid the uncertainty.

IndexIQ Chief Investment Officer Sal Bruno joined etf.com's Heather Bell and Sumit Roy to discuss where flows are going in his firm's products and where investors should be looking in the current market environment.

etf.com Managing Editor and Senior ETF Analyst Sumit Roy discuss the Fed's recent action, January's low number of launches and predictions for the ETF industry's future, among other topics.

John Davi, founder and CEO of Astoria Portfolio Advisors, speaks to etf.com's Managing Editor Daria Solovieva and Senior Analyst Sumit Roy about what the next 30 years will look like for the ETF industry, the strategy behind his AXS Astoria Inflation Sensitive ETF (PPI) and why 2023 is likely to be a "big year for fixed income."

As SPY's 30th anniversary nears, Aniket Ullal, head of ETF data and analytics at CFRA, spoke with etf.com's Heather Bell and Sumit Roy about trends in the ETF industry he thinks will emerge in the next 30 years, as well as some he's seeing develop in the near term.

Defiance ETFs' chief executor officer shares her take on a range of industries, from quantum computing to green hydrogen.

etf.com's Sean Allocca, Heather Bell and Sumit Roy talk about their top predictions for the year ahead, touching on bitcoin, actively managed ETFs and single-stock ETFs, among other topics.

etf.com's Editor-in-Chief Sean Allocca and Managing Editor Daria Solovieva speak to Bryan Armour, Morningstar's Director of Passive Strategies Research for North America, about the biggest winners and losers among this year's ETF launches as well as his predictions for 2023.

Kristy Akullian, a senior strategist with BlackRock's iShares Investment Strategy team, joins etf.com's Heather Bell and Sumit Roy to dig into what investors should be thinking about when positioning their portfolios for what's to come in 2023.

etf.com's Managing Editor Daria Solovieva and Senior ETF Analyst Sumit Roy speak to Bilal Hasanjee, senior investment strategist at Vanguard Canada, about cryptomarket development, Bank of Canada's rate decision this week and the most interesting opportunities across asset classes for next year.