Welcome to the ETF Prime Podcast
One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg Businessweek
Latest Episode
Rethinking Sector ETFs & Baron Capital’s ETF Debut
Michael Cohick, Director of Product Management at VanEck, breaks down the firm’s lineup of TruSector ETFs and how they aim to address tracking error caused by regulatory diversification limits – constraints that can force traditional sector funds to underweight the largest companies in their benchmarks. Matt Camuso, Head of ETF Solutions at Baron Capital, discusses the firm’s recent entry into the ETF space and outlines its distinctive approach to actively managed growth equity investing, including the Baron First Principles ETF (RONB).
About the Podcast
ETF Prime is hosted by Nate Geraci. Learn how to make ETFs a part of your investment portfolio as Nate spotlights individual ETFs and interviews experts from across the country. ETF Prime is available on Apple Podcasts, Android, Spotify, and most other major podcasting platforms. Specific guest interviews can be accessed by visiting the ETF Expert Corner.
Recent Episodes
5 Questions You Must Ask Your Financial Advisor
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The ETF Store’s Nate Geraci Named to Ingram’s 40 Under Forty
Nate Geraci, President of The ETF Store, Inc., has been recognized as one of Kansas City’s most influential business leaders in Ingram’s 40 Under Forty program. Since its debut in 1998, Ingram’s has set the standard for identifying the most accomplished business and community leaders in the region under 40 years of age. Click here to view the full list of Ingram’s 40 Under Forty selections.
Geraci helped launched The ETF Store in 2008 and has since led the firm to a doubling of size in the past two years. The ETF Store is a nationally recognized, fee-based, independent registered investment advisor providing clients with low cost, diversified portfolios comprised primarily of Exchange Traded Funds (ETFs). Geraci has been quoted by national publications such as Money Magazine and The Wall Street Journal and hosts the weekly radio show The ETF Store Show, the first and only radio program focused solely on Exchange Traded Funds. Prior to The ETF Store, Geraci was instrumental in building out a significant portion of the administrative and operational infrastructure at Freightquote.com as the company grew from $1 million in annual revenues to nearly $400 million.
Geraci is a graduate of The University of Kansas, earning both his undergraduate degree in Business Administration and Master of Business Administration. Geraci also serves on the Board of Trustees for the Missouri Council on Economic Education.
We Talk “ETF OneSource” with Schwab’s Eric Pollackov
Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing.
Click here to listen to The ETF Store Show now.
Back in February, Charles Schwab announced what we called an “ETF Game Changer” – the launch of Schwab ETF OneSource. On our most recent radio broadcast, Eric Pollackov, Managing Director of ETFs at Charles Schwab, joined us to offer his thoughts on this new ETF platform and also discuss some exciting new “fundamental” ETFs that Schwab has in registration. We also chatted about Schwab’s core lineup of inexpensive, broad-based ETFs and why investment costs have become an even bigger concern for investors over the last several years.
In addition to our conversation with Eric, we spent a good chunk of the show offering a nice refresher on how Exchange Traded Funds compare to mutual funds or even individual stocks and bonds. We explained how ETFs can potentially lower your investment costs, offer greater tax efficiency, allow for more diversification, and remove the risk of mutual fund manager underperformance. We also fielded our “Listener Question of the Week” and spotlighted one of the aforementioned Schwab core ETFs – the Schwab U.S. Mid-Cap ETF (ticker SCHM).
We Talk “ETF OneSource” with Schwab’s Eric Pollackov
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Is Your Mutual Fund Manager “Eating Their Own Cooking”?
Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing.
Click here to listen to The ETF Store Show now.
If you’re still investing in mutual funds, have you ever wondered whether your mutual fund manager is actually investing their own money into the same mutual fund that you’ve put your hard earned money into? In other words, is your mutual fund manager eating their own cooking so to speak? Morningstar, one of the largest third party evaluators of investment products, recently delved into just this very subject and what they found may surprise you. Looking at all of the mutual funds in the U.S., Morningstar found that an alarming 49% do not have a manager with even a single dollar invested in their own mutual funds! If you’re a mutual fund investor, this should give you pause. Does your mutual fund manager not believe strongly enough in their own abilities to invest in the fund that they’re managing on your behalf? Or, do they know something that you might not about how difficult it is to outperform the market? We discussed this in detail on our most recent radio broadcast and also explained why we believe focusing on asset allocation and minimizing investment costs though Exchange Traded Funds is a better way to invest than by trying to find the next hot mutual fund manager who may or may not be able to beat their benchmark (and who may or may not even be investing in their own fund).
In our weekly market update, we discussed the latest market turmoil and why investors should be careful not to overreact. We also looked at the most recent jobs report. In our ETF Spotlight segment, we highlighted a physical gold ETF (iShares Gold Trust – ticker IAU) and explained the various roles of gold in a well-diversified portfolio. We also debated whether the continued race to devalue currencies by countries around the globe is bullish for gold long-term.