Podcast Episodes
Back to Search“You’re never wrong if you follow the money” 11/3/25
The ETF industry is pacing ahead of schedule for yet another record year of inflow. But exactly where that money is flowing could surprise you… and p…
1 year ago
Letting your hedges grow? 10/27/25
As the markets grind higher, many have been questioning the proliferation of the new hedging products. Could that mean it is, in fact, time to consi…
1 year ago
“End of simplicity, beginning of complexity” 10/20/25
With more money flowing into more exotic alternatives, the ETF industry is arguably entering phase that stands in stark contrast to one of its origin…
1 year ago
Hedging through allocation 10/13/25
The recent dramatic whipsaw in the markets is a reminder to review your portfolio’s safety mechanisms. This time, it may not be about what you’re add…
1 year ago
Novel ways to play against history 10/6/25
A historically volatile time for the markets is compounded by even more looming catalysts than usual. We have three plans to help see you through fro…
1 year ago
Re-emerging markets? 9/25/25
While many emerging markets have been outperforming the U-S this year, many investors might still be missing the biggest opportunities yet-to-come. …
1 year, 1 month ago
“Alternatives” going mainstream 9/22/25
There’s been an explosion of interest and offerings in the “alt” etf category. But the role those types of funds play for investors might be changing…
1 year, 1 month ago
Two biggest drivers through year’s end 9/15/25
Choose your adventure: fed decisions or tech dominance… or maybe, both? A nuanced game-plan is in order, and we have two novel ways to play.
Hosted …
1 year, 1 month ago
Getting paid to follow Bill Ackman? 9/8/25
High-income ETFs are all the rage right now. To help itself stand out, one company is playing off some of the biggest names in investing. But will th…
1 year, 1 month ago
Hedging September Volatility with value and the under-valued 9/3/25
September is already volatile and we haven’t even had a Fed meeting yet! Now might be the right time to look into the “value” promise of AI… and add …
1 year, 2 months ago