Inside ETFs: Recent Episodes
Informa/Wealth Managment
The Inside ETFs podcast is the only podcast that specifically provides financial advisors with a targeted summary of the key trends, innovations and developments in ETFs. Each episode of the Inside ETFs podcast is a deep-dive with an ETF industry thought leader and is designed to help financial advisors understand how they can construct portfolios that are highly customized, cost efficient and designed to meet a wide range of client needs. The Inside ETFs podcast will focus on how ETFs are changing and re-defining the world of traditional asset management – and guests will include some of the most influential investors and asset managers in the world.
The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments — these are important topics for today’s investors.
In this special episode of the Inside ETFs Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Brendan Ahern, chief investment officer at KraneShares, Simeon Hyman, global investment strategist with ProShares and Devon Drew, CEO of DFD Partners. They explore the evolving landscape of investment with insights into technology, AI and emerging asset classes, including cryptocurrency.
Nabia, Brendan, Simeon and Devon discuss:
- Why is leveraging deep learning, neural networks and computational data science important in investment decisions
- How can machine learning potentially improve traditional investment strategies
- What is the potential of new asset classes, particularly in the crypto market
- What are the challenges of reaching and engaging with clients in the financial industry
Resources
- WealthManagement.com
- Listen to the latest episodes of The Inside ETFs Podcast
Connect with Nabia Jenkins-Johnston
- LinkedIn: Nabia Jenkins-Johnston
- LinkedIn: Informa
- LinkedIn: WealthManagement.com
Connect with Brendan Ahern
- LinkedIn: Brendan Ahern
- KraneShares
Connect with Simeon Hyman
- LinkedIn: Simeon Hyman
- ProShares
Connect with Devon Drew
- LinkedIn: Devon Drew
- DFD Partners
In this episode, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Shana Sissel, founder, president and chief executive officer of Banríon Capital Management. Shana shares her insight on the importance of alternative investments, the evolution of asset allocation and the potential of interval funds. She also discusses how her media appearances and presence helps with connecting with advisors and clients.
Nabia and Shana discuss:
- The importance of alternative investments in portfolio planning
- How asset allocation has evolved
- The impact of new investment strategies on the use of alternative investments
- The importance of financial and investment education in the industry
- And more
Resources
- WealthManagement.com
- Listen to the latest episodes of The Inside ETFs Podcast
Connect with Nabia Jenkins-Johnston
- LinkedIn: Nabia Jenkins-Johnston
- LinkedIn: Informa
- LinkedIn: WealthManagement.com
Connect with Shana Sissel
- LinkedIn: Shana Sissel
- Banríon Capital Management
After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients.
In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance.
Specifically, Mark and Brett discuss:
- The outlook for equities, fixed income and key investment sectors
- How are advisors discussing the current market with clients
- How to guide younger investors through their first downmarket
- What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm
Resources
- WealthManagement.com
- Listen to the latest episodes of The Inside ETFs Podcast
Connect With Mark Bruno:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Mark Bruno
- Twitter: Mark Bruno
- LinkedIn: Informa
Connect with Brett Orvieto
- LinkedIn: Brett Orvieto
- Dakota Wealth Management
As we close out 2022, a year of volatility across almost every asset class, how should a modern investor be positioning themselves for 2023?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Christian Magoon, CEO of Amplify ETFs and Founder of Magoon Capital, in discussing where the ETF market is moving and how the next generation of investors focus on investment strategies.
Douglas and Christian discuss:
- Amplify’s position in the ETF marketplace
- The long term trends within investment portfolios
- The biggest challenges investors face today
- Where advisors should look for future investment opportunities
Resources
- WealthManagement.com
- ETF Central
Connect with Douglas Yones
- LinkedIn: Douglas Yones, ChFC®
- LinkedIn: Informa
Connect with Christian Magoon
- LinkedIn: Christian Magoon
- Amplify ETFs
When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock
Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (ticker: IVOL) and The Quadratic Deflation ETF (ticker: BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options.
Douglas and Nancy discuss:
- Her pioneering vision for the ETF industry
- The biggest challenges as 2022 closes, and how should investors be managing interest rate risk in the new year
- Where the IVOL ETF can fit within a model portfolio
- How should advisors consider IVOL across traditional investment planning
Resources
- WealthManagement.com
- IVOL ETF
Connect with Douglas Yones
- LinkedIn: Douglas Yones, ChFC®
- LinkedIn: Informa
Connect with Nancy Davis
- LinkedIn: Nancy Davis
- Quadratic Capital Management
The markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Ed Lopez, Head Of Product Management at VanEck, … Continue reading The Inside ETFs Podcast: Ed Lopez on How ETFs Take Advantage of All Opportunities Within Investment Markets →
Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at … Continue reading The Inside ETFs Podcast: Jon Maier on ETFs in Model Portfolios Throughout Dynamic Markets →
ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is … Continue reading The Inside ETFs Podcast: William Rhind on Maximizing Year End Planning with ETFs →
The ETF industry has grown exponentially, with many companies moving to include launching ETFs as part of their business plan for growth. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Camille Clemons, Executive Director of Business Development at Cohen & Company, on her entry to … Continue reading The Inside ETFs Podcast: Camille Clemons on The Growth Of ETFs →
While markets have continued to remain volatile, ETFs have maintained their potential for growth. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Noel Archard, Global Head of ETF and Portfolio Solution at AllianceBernstein (AB), diving into the drive behind ETFs as an investment tool … Continue reading The Inside ETFs Podcast: Noel Archard on The Advantages Of ETFs in a Volatile Market →
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jed Laskowitz, Global Head of Asset Management Solutions at JP Morgan, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions. Douglas and Jed discuss: The … Continue reading The Inside ETFs Podcast: ETF Strategies For The Modern Portfolio with Jed Laskowitz →
Predicting returns for specific investments with certainty is an impossible task. However, predicting where industries might be headed and choosing investments based on future impact to our lives can be a bit easier. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO … Continue reading The Inside ETFs Podcast: Looking Into The Future While Investing Today with Sylvia Jablonski →
Market volatility, inflation, increasing interest rates, how should an advisor be positioning portfolios? And what opportunities can investors take advantage of in a high-risk environment? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine … Continue reading The Inside ETFs Podcast: Finding Investment Opportunities In Today’s Capital Markets with Jeffrey Sherman →
Historically, overnight markets have demonstrated a tendency to outperform daytime trading sessions. This is called the “Night Effect.” NightShares’ ETFs help investors capture value from the Night Effect in US large cap and small cap equity. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, talks to Bruce … Continue reading The Inside ETFs Podcast: Bruce Lavine on Growing Your Investments While You Sleep →
ERShares has been running a range of award-winning investment solutions across SMAs, mutual funds, and ETFs. Its founder Dr. Joel Shulman has contributed to the formation of a proprietary investment model and the Entrepreneur Factor®. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Dr. Joel … Continue reading The Inside ETFs Podcast: Dr. Joel Shulman on The Entrepreneur Factor In ETF Investing →
Though Simplify may be a young company, its leadership team brings decades of ETF experience and investment expertise through an advisor-focused platform. Simplify’s mission is clear: Build innovative portfolio building blocks, designed to directly solve today’s most pressing portfolio challenges. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock … Continue reading The Inside ETFs Podcast: Expanding ETF Opportunities with Brian Kelleher →
Janus Henderson is a global asset manager with over 360 billion in assets under management. Today’s round table discussion with the team from Janus Henderson touches on different areas of the ETF market and how they have been impacted by recent inflation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New … Continue reading The Inside ETFs Podcast: ETFs for Inflation with Nick Cherney, John Kerschner, Greg Kuhl, and Tim Gerrard →
As advisors and investors continue to seek global investment opportunities, the DWS lineup of ETFs can help to reduce volatility from currency fluctuations. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group. Listen in … Continue reading The Inside ETFs Podcast: A Global ETF perspective with DWS Group’s Arne Noack →
There was a time when only institutional traders has access to sophisticated product strategies. The boom of ETFs democratized investing and created new opportunities for tactical traders. Today, Direxion provides opportunities for tactical trading alongside precise investment exposures for portfolios, all utilizing the ETF wrapper. In this episode, Douglas Yones, Head of Exchange Traded Products … Continue reading The Inside ETFs Podcast: Timing Opportunities Utilizing ETFs with Direxion’s David Mazza →
Many advisors utilize ETFs to follow investment trends alongside the reduction of risk in their portfolios. Understanding how world events can shift capital markets, while focusing on ETFs that cut across countries and investment risk profiles, allows advisors to provide greater opportunities for their clients in turbulent markets. In this episode, Douglas Yones, Head of … Continue reading The Inside ETFs Podcast: Franklin Templeton’s Dina Ting on Engineering Portfolios of ETFs →
Originally used as institutional trading communities, ETFs have evolved as a preferred investment vehicle, providing access to new asset classes and fund managers; and changing the way many advisors and wealth managers think about portfolio allocation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by … Continue reading The Inside ETFs Podcast: Dimensional’s Lisa Dallmer on culture, volatility, and portfolio allocation in today’s capital markets →
Given the backdrop of market volatility and geopolitical uncertainty, agriculture and energy commodities have moved to center stage as investors remain focused on inflationary pressure alongside price volatility. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sal Gilbertie, Chief Executive Officer and founder of … Continue reading The Inside ETFs Podcast: Agriculture Investing with Teucrium’s Sal Gilbertie →
Throughout the substantial COVID-19 recession, and the equally aggressive bounceback, advisors have been forced to address market volatility and ensure prudent handling of clients’ portfolios. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Braun, Head of US Financial Institutions Portfolio Management and senior … Continue reading ETF Evolution Through the Pandemic with PIMCO’s David Braun →
Over the past several decades, technology has become increasingly present in all aspects of life. Investments and finance will be no different as technology continues to integrate our lives more each year. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David LaValle, the global … Continue reading The Future Of Finance and ETFs with Grayscale’s David LaValle →
2021 was a year to be attentive to market trends for many ETF investors. But what have investors learned as we approach 2022? Will trends change in the new year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Michael Arone, Chief Investment Strategist and … Continue reading The Inside ETFs Podcast: The Impact of the Pandemic on ETFs with Michael Arone →
In the early days of ETFs, investors focused solely on the headline indices, and some believed ETFs could be a fleeting trend. Today, you can barely open a newspaper without reading something about the growth and benefits of ETFs. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, … Continue reading The World Of ETFs – The ETF Evolution From Broad Beta to Broad Scale Adoption with John Feyerer →
There are massive economies outside of the US that offer investors the opportunity to get involved utilizing ETFs alongside other investment products. The Chinese equity and fixed income markets have historically been under-allocated in American portfolios, but in recent years, this has changed significantly. In this episode, Douglas Yones, Head of Exchange Traded Products at … Continue reading 3. Inside The World Of ETFs – Investing Beyond The US with Jonathan Krane →
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jan van Eck, Chief Executive Officer, VanEck. Jan shares his knowledge of global ETFs, including his current favorites, and the transformation this asset class has undergone and will continue to undergo as the current economy adapts … Continue reading 2. Inside The World Of ETFs with Jan van Eck →
In this episode, David Armstrong is joined by Chris Davis, CEO of Davis Advisors. Chris shares how Davis Advisors, long-time asset managers, were early pioneers in rolling out active ETFs, putting their trading strategies in the transparent wrapper without fear, and why a high-conviction active stock manager in a low-cost fund is a better option … Continue reading 1. See Straight Through ETFs with Chris Davis →