ETF Radio Show

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Your Perfect Portfolio: A Conversation with Discipline Funds’ Cullen Roche

Cullen Roche, Founder & Chief Investment Officer of Discipline Funds, discusses his new book, Your Perfect Portfolio: The ultimate guide to using the world’s most powerful investing strategies.  He also breaks down the firm’s recently launched suite of Defined Duration ETFs.  Todd Rosenbluth, Head of Research at VettaFi, shares the five ETF stories he’s watching most closely as 2026 gets underway.

Vanguard’s Crypto ETF Access, Goldman’s ETF Deal, 5x Leverage Pushback & More

Roxanna Islam, Head of Sector & Industry Research at VettaFi, shares her perspective on several recent ETF developments, including Vanguard opening brokerage access to spot crypto ETFs, Goldman Sachs’ acquisition of Innovator ETFs, and the SEC’s pushback on filings for 5x leveraged products.  Petra Bakosova, CEO of Hull Tactical and Portfolio Manager of the Hull Tactical U.S. ETF (HTUS), explains the firm’s approach to delivering tactical, risk-managed S&P 500 exposure.

Horizon Enters, Fidelity Enhances

Clark Allen, Head of Product at Horizon, discusses the firm’s ETF entrance earlier this year and how its model portfolio business shapes product development.  Mike Hagopian, Institutional Portfolio Manager at Fidelity, highlights the firm’s actively managed Enhanced ETF lineup, which aims to deliver outperformance and offer a thoughtful alternative to traditional passive investing.

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