ETF Prime Archive

Check out our archive of podcasts

The Automation of Active Management

“Smart beta” ETFs have been one of the fastest growing segments of the overall ETF universe.  Nate & Conor explain why traditional active mutual fund companies are launching, and investors are gravitating to, these ETFs.  Also, Mike LaBella, Portfolio Manager at QS Investors, offers his views on the shortcomings of market cap weighting and spotlights the Legg Mason lineup of Diversified Core ETFs.

Investing in Disruptive Innovation

Disruptive innovation occurs when a game-changing innovation completely disrupts the status quo, turning an old way of doing business upside-down.  Nate & Jason discuss investing in disruptive innovation, considering both the enormous upside and potential risks.  Also, Cathie Wood, Founder & CEO of ARK Invest, offers her perspective on disruptive innovation and spotlights the ARK lineup of disruptive innovation ETFs.

Rash of 401k Lawsuits Hitting Mutual Fund Companies

A growing number of mutual fund companies are being hit with lawsuits from their own employees over the mutual funds being offered in their 401k plans.  Nate & Conor explain the rationale behind these lawsuits and why they should get the attention of every 401k investor.  Also, Frank Holmes, CEO of U.S. Global Investors, spotlights the U.S. Global Jets ETF (JETS) and goes in-depth on the airline industry.

Reflecting Social Views Through Your Investments

A growing area of investing is sustainable or socially responsible investing, where companies are screened based on environmental, social, and governance (ESG) factors.  Nate & Jason discuss the trends driving this expanding segment and explain how ETFs are at the forefront of helping investors reflect social views through their investments.  Also, Ben Johnson, Director of Global ETF Research at Morningstar, discusses his recent article on the topic, offering perspective on the intersection of sustainable investing and ETFs.

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