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
Q1 ETF Flow Trends & Next Evolution Options Strategies (NEOS)
Cinthia Murphy, Investment Strategist at VettaFi, examines key trends in first-quarter ETF flows and looks ahead to the remainder of the year. Troy Cates, Co-Founder & Managing Partner of NEOS Investments, offers a tour of one of the industry’s fastest-growing ETF lineups and discusses key considerations for investors evaluating options-based ETF strategies.
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
Thematic Investing, Single Treasury Bond ETFs, & Private Equity
VettaFi’s Tom Hendrickson and Jane Edmonson discuss the firm’s recent acquisition of EQM Indexes and offer several predictions on the future of thematic investing. F/m Investments’ Alex Morris explains why the firm is pursuing a mutual fund share class of their single treasury bond ETFs. Vanguard’s Rich Powers highlights their private equity offering and its potential benefits to investors.
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ETF Prime – Upcoming Guest Lineup
In addition to the following guests, be sure to catch our weekly segment with the experts at VettaFi! Subscribe to receive the latest ETF Prime podcast directly to your inbox.
October 3rd – Alex Morris, President & Chief Investment Officer of F/m Investments, discusses the firm’s efforts to offer a mutual fund share class of their ETFs. Rich Powers, Head of Private Equity Product at Vanguard, explains how private equity can improve investor outcomes.
October 10th – Rich Lee, Head of Program Trading/ETF Trading & Execution Strategy with Baird, covers a variety of topics including the S&P 500’s concentration risk and the rise of active ETFs. Ed Rosenberg, Head of ETF & Funds Management at Texas Capital Bank, spotlights the Texas Capital Texas Equity Index ETF (TXS).
October 17th – Rob Arnott, Founder & Chairman of the Board of Research Affiliates, dives into factor investing and the smart beta ETF landscape.
October 24th – James Seyffart, ETF Research Analyst at Bloomberg Intelligence, goes in-depth on the current state of play with crypto ETFs.
October 31st – Jeff Benjamin, Wealth Management Editor at ETF.com, offers an inside look at how the media approaches covering the ETF industry.
November 7th – Matt Kaufman, Head of ETFs at Calamos, explains the firm’s plans to build out a unique ETF lineup. Tony Bancroft, Portfolio Manager/Research Analyst at Gabelli Funds, describes their suite of actively managed ETFs.
November 14th – Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, goes around the world of ETFs.
November 21st – Liz Simmie, Co-Founder of Honeytree Investment Management, walks through the Honeytree U.S. Equity ETF and the firm’s approach to responsible investing. John Hooson, Managing Director – US ETF Product at Brown Brothers Harriman, weighs in on the potential impact of ETFs moving to T+1 settlement next year.
November 28th – Daniil Shapiro, Director at Cerulli Associates, highlights the firm’s latest ETF market research. Patrick Ryan, President of Mutual Funds and ETFs at Madison Investments, discusses their recent ETF entrance.
December 5th – Ben Johnson, Head of Client Solutions – Asset Management at Morningstar, recaps the year in ETFs and offers some industry predictions.
December 19th – Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, parses through 2023’s ETF flows and looks ahead to 2024.
All guest interviews are available through our featured section “ETF Expert Corner” at etfstore.com and can be played directly from any mobile device. Full podcasts of ETF Prime can be downloaded for free at etfprime.com, VettaFi, Apple Podcasts, Spotify, Android, and other major podcast apps.
For all media inquiries regarding ETF Prime, please visit here.
SEC “Names Rule”, Active Management, & Commodities
VettaFi’s Todd Rosenbluth discusses potential ETF industry impact of the SEC adopting amendments to the “Names Rule” and also covers several recent topics including the first defined maturity TIPS ETFs and Schwab’s fee cuts. BNY Mellon’s Matt Camuso offers a framework for incorporating actively managed ETFs into a portfolio. Neuberger Berman’s Hakan Kaya goes in-depth on their Commodity Strategy ETF (NBCM) and offers an outlook for the commodities complex.
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Zero-Day Options ETFs, Quality Factor, & Securitized Income
VettaFi’s Dave Nadig covers the launch of the first ETF holding 0DTE options, along with IPOs in ETFs, flows, and stories to watch moving forward. Astoria’s John Davi spotlights their recently launched U.S. Quality Kings ETF (ROE) and discusses current model portfolio positioning. Fort Washington Investment Advisors’ Laura Mayfield explains the management process behind two Touchstone ETFs, including their Securitized Income ETF (TSEC).
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VettaFi’s Lara Crigger on Spot Ether ETF Filings, Bond ETFs, Thematics, & More
VettaFi’s Lara Crigger goes around the world of ETFs, covering recent spot Ethereum ETF filings, short duration bond ETFs, Nasdaq 100 ETF flows, Amplify ETFs’ purchase of ETFMG’s ETF lineup, and the recipe for thematic ETF success. Franklin Templeton’s David Mann discusses the firm’s approach to passive, smart beta, and actively managed ETFs.
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