First Look ETF: Recent Episodes
Ronald DeLegge
First Look ETF is a monthly show from ETFguide TV with Wall Street's top minds providing their insights on new ETFs. Listen. Subscribe. Profit. Follow us on Twitter @ETFguide and watch us @YouTube.com/ETFguide
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Robert C. Doll, CFA, CEO & CIO, Crossmark Global Investments
3. Brett Meyer, CFA, FRM, Head of Capital Formation, Towle & Co.
4. Victor Haghani, CIO & Founder of Elm Wealth
First Look ETF is sponsored by the New York Stock Exchange
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In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. John Kim, Co-Founder, CEO, Reckoner Capital
3. Alex Berg, Head of ETF Sales, Cohen & Steers
4. David Souccar, CIO Quality Growth, Vontobel Asset Management
First Look ETF is sponsored by the New York Stock Exchange
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In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Ethan Powell, CFA, Principal & Chief Investment Officer at Brookmont Capital Management
3. Sam Rahman, Portfolio Manager at Hedgeye Asset Management (X feed: @HedgeyeAM)
4. Joseph R. Shaposhnik, Founder, Rainwater Equity
First Look ETF is sponsored by the New York Stock Exchange
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In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Bryant Vancronkhite, CPA, CFA, Senior Portfolio Manager at Allspring Global Investments
3. Kurt Livermore, Director, Portfolio Manager at Lazard Asset Management
4. Michael Graham, CFA, Research Analyst at Polen Capital
First Look ETF is sponsored by the New York Stock Exchange
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In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Joe Becker, Director, Product Management at Innovator ETFs
3. Clark Allen, CFA, CPA, CAIA, Head of ETFs at Horizon Investments
4. Maurits Pot, Founder & CEO at Tema ETFs (X-feed @TemaETFs)
First Look ETF is sponsored by the New York Stock Exchange
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In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Kyle DeTullio, ETF Capital Markets Specialist, Thrivent Asset Management
3. John Spears, Managing Director Tweedy, Browne
4. Kevin Kelly, Founder & CEO, Kelly Intelligence
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In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Robert Bierig, Partner, Portfolio Manager, Harris | Oakmark
3. Brian Ferguson, Senior Portfolio Manager, Newton Investment Management
4. Adam Patti, CEO, VistaShares
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In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Adrian Jones, Portfolio Manager, Senior Research Analyst, First Eagle Investments
3. Billy Hwan, CFA, CPA, Portfolio Manager, Parnassus Investments
4. Frank Pape, CFA, CPA, Director of Strategies, Frontier Asset Management
First Look ETF is sponsored by the New York Stock Exchange
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In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Catherine LeGraw, GMO Asset Allocation Portfolio Strategist
3. James Jessup, Income Strategist, Virtus ETF Solutions
First Look ETF is sponsored by the New York Stock Exchange
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In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Eric Biegeleisen, CFA, Deputy CIO, 3EDGE Asset Management
3. Dolores Bamford, CFA, Co-CEO, Eventide Asset Management
4. Rob Haugen, CIO, River1 Asset Management
First Look ETF is sponsored by the New York Stock Exchange
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In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes the latest ETF marketplace trends with NYSE and guests.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Daniel Hoverman, Head of Corporate & Investment Banking at Texas Capital Bank
3. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management
4. Jay Jacobs, U.S. Head of Thematic and Active ETFs at BlackRock
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In this season 4 episode of First Look ETF, Ron DeLegge @etfguide examines the latest ETF trends in growth investing, how to find quality companies in the stock market and strategies for diffusing stock market volatility.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Lance McGray, Head of ETF Product at Advisors Asset Management
3. Kevin Walkush, Portfolio Manager at Jensen Investment Management
4. Zach Wainwright, CEO at Twin Oak ETF Company
First Look ETF is sponsored by the New York Stock Exchange
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In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes the latest ETF marketplace trends and recently launched small cap equity ETFs from Harbor Capital.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Kristof Gleich, President & Chief Investment Officer at Harbor Capital
First Look ETF is sponsored by the New York Stock Exchange
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In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide examines recently launched ETFs from Cullen Capital Management, Goldman Sachs Asset Management and OneAscent Investments.
The featured ETFs in this episode focus on innovators in the equity income strategies, tax-exempt municipal bond income and small cap equity growth investing.
The guest lineup for this episode includes:
1. Maital Legum, NYSE
2. Cole Pearson, President, OneAscent Investments
3. Jeff Cullen, Managing Director, Cullen Capital Management
4. Scott Diamond, Co-Head of Municipal Fixed Income, Goldman Sach Asset Management
First Look ETF is sponsored by the New York Stock Exchange
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In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from TCW, Calamos Investments and Pacer ETFs.
The featured ETFs in this episode focus on innovators in the artificial intelligence arena, capital protection strategies and international growth investing.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE
2. Bo Fifer, Co-Portfolio Manager, TCW
3. Matt Kaufman, SVP, Head of ETFs, Calamos Investments
4. Sean O'Hara, President of Pacer ETF Distributors
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In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from Regan Capital, Morgan Stanley Investment Management and Westwood ETFs.
The featured ETFs in this episode focus on active investing strategies in the equity market and momentum/trend strategies in bitcoin.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE
2.Skyler Weinand, Founder, CEO and CIO, Regan Capital
3. Parag Sanghani, CFA & SVP, Senior Portfolio Manager, Westwood ETFs
4. Vishal Khanduja, Co-Head of Broad Markets Fixed Income, Morgan Stanley Investment Management
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In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from Miller Value Partners, Opportunistic Trader ETFs and Global X Funds.
The featured ETFs in this episode focus on active investing strategies in the equity market and momentum/trend strategies in bitcoin.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Bill Miller IV, CFA, CIO, Miller Value Partners
3. Larry Benedict, CEO, Opportunistic Trader
4. Pedro Palandrani, Director of Research, Global X ETFs
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In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from F/m Investments, Neuberger Berman and Range ETFs.
The featured ETFs for our February 2024 episode focus on the fast moving energy market, targeted U.S. corporate bond exposure and alternative income strategies with options.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Tim Rotolo is the Founder and CEO of Range Fund Holdings
3. Rory Ewing, Portfolio Manager, Neuberger Berman Option Strategy ETF
4. Alexander Morris, CIO, F/m Investments
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In this season 4 start of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from John Hancock Investment Management, Sofi and Texas Capital Bank.
The featured ETFs for our January 2024 episode focus on international stocks with an active touch, the oil and energy market, along with alternative income strategies.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Joshua M. Jones, CFA, Portfolio Manager at Boston Partners
3. Edward Rosenberg, Head of ETF & Funds Management at Texas Capital Bank
4. Jay Pestrichelli, Portfolio Manager & CEO at ZEGA Financial
First Look ETF is sponsored by the New York Stock Exchange
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In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new actively managed ETFs from GMO, USCF Investments and Zacks Investment Management.
The recently launched ETFs for our December 2023 episode focus on critical technologies, securitized assets and the "future of finance."
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Arne Noack, Head Systematic of Investment Solutions, Americas at DWS Investment Management
3. John Kerschner, CFA and Head of U.S. Securitized Products at Janus Henderson Investors
4. David LaValle, Global Head of ETFs at Grayscale Investments (X handle: @grayscale)
First Look ETF is sponsored by the New York Stock Exchange
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In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new actively managed ETFs from GMO, USCF Investments and Zacks Investment Management.
The newly launched ETFs for our November episode use active investment strategies linked to commodities and stocks.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. John Love, CFA & President & CEO at USCF Investments
3. Tom Hancock, Head of GMO Focused Equity & Portfolio Manager
4. Sal Esposito, Head of ETF Products at Zacks Investment Management
First Look ETF is sponsored by the New York Stock Exchange
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In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new ETFs from Academy Asset Management, Arch Indices Investment Advisors and ProShares.
The newly launched ETFs for our October episode target veteran focused investments, digital assets like Bitcoin and Ethereum along with specialized indexing strategies designed to limit stock market volatility.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Seth Rosenthal, Chief Investment Officer at Academy Asset Management
3. Yang Tang, CEO at Arch Indices Investment Advisors
4. Simeon Hyman, CFA & Global Investment Strategist at ProShares
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In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new ETFs from Madison Investments, Polen Capital and Tema.
The newly launched ETFs for our September episode target high and sustainable income strategies, global growth investing and the business trend of reshoring manufacturing back to U.S. soil.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Patrick Ryan, CFA & Head of Multi-Asset Solutions, Madison ETFs
3. Jeff Mueller, Portfolio Manager at Polen Capital
4. Chris Semenuk, Investment Partner at Tema ETFs
First Look ETF is sponsored by the New York Stock Exchange
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In this episode of First Look ETF Extra, Thalia Hayden @etfguide interviews Ryan Pannell, CEO at Kaiju ETF Advisors about a fresh approach to buy the dip investing and a new AI-powered ETF that taps into this well-known stock market strategy.
With the help of AI, the DIP ETF uses rigorous data modeling to an intuitive investment strategy — seeking to remove the guesswork when buying the dip.
Pannell explains how the ETF works and what role it may have inside a diversified investment portfolio.
First Look ETF Extra is sponsored by Kaiju ETF Advisors.
Learn more at https://www.kaijuetfadvisors.com/
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In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Beacon Capital Management, Matthews Asia and Texas Capital ETF & Funds Management.
Newly launched ETFs for our August episode tap into de-risking and volatility dampening strategies, investing in emerging markets and funds that screen for stocks from the Lone Star State.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Chris Cook, President & CEO, Beacon Capital Management
3. Elli Lee, Lead Portfolio Manager, Matthews Asia
4. Edward Rosenberg, Head of ETF & Funds Management, Texas Capital ETF & Funds Management
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In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Clouty.io, Neuberger Berman and Global X ETFs.
Newly launched ETFs for our July episode tap into the investing mega trend of connected consumers, streaming media and entertainment, plus investing strategies for carbon credits and higher interest rates.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Kevin McCarthy, Portfolio Manager at Neuberger Berman
3. David Umeh, CEO of Clouty.io
4. Chandler Nichols, MBA, CETF®, Product Specialist at Global X ETFs
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In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from X-Square Capital Group, QRAFT Technologies, and Simplify Asset Management.
Recently launched ETFs for our June episode are focused artificial intelligence (AI), commodities and tax-free investing with municipal bonds.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Ignacio Canto, CFA, President & Portfolio Manager at X-Square Capital Group
3. Francis Geeseok Oh, APAC CEO at QRAFT Technologies
4. Brian Kelleher, Chief Revenue Officer at Simplify Asset Management
First Look ETF is sponsored by the New York Stock Exchange.
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In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Kaiju Capital Management, Sound Income Strategies and Harbor Capital.
Recently launched ETFs for our May episode are focused artificial intelligence (AI), high income and dividend strategies and the human capital factor.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Ryan Pannell, CIO & Founder at Kaiju ETF Advisors
3. David Scranton, CEO & Founder at Sound Income Strategies
4. Steve Cook, Head of ETFs at Harbor Capital
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In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Summit Global Investments, Cambiar Investors and Teucrium.
Recently launched ETFs for our April episode are focused on active management in core large cap equities, aggressive value tactics for equity investors and strategic exposure to commodities.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. David Harden, Founder & President, Summit Global Investments
3. Brian Barish, CIO & CFA at Cambiar Investors
4. Sal Gilbertie, CEO & CIO, Teucrium
First Look ETF is sponsored by the New York Stock Exchange.
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In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Fidelity Investments, Nicholas Wealth Management and USCF Investments.
Recently launched ETFs for our March episode are focused on commodities targeting the energy transition megatrend and actively managed investing strategies for fixed income investors.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Kevin Baum, CFA & CIO at USCF Investments
3. Christine Thorpe, Institutional Portfolio Manager
4. David Nicholas, CEO & Portfolio Manager, Nicholas Wealth Management
First Look ETF is sponsored by the New York Stock Exchange.
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In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Calamos Investments, EMG Advisors and Unlimited Funds.
Recently launched ETFs for our February program are focused on sustainable investing, commodities that target the clean energy revolution and hedge fund replicators powered by AI/machine learning.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Will McDonough, CEO and Lead Portfolio Manager at EMG Advisors
3. Bob Elliott, Co-Founder & CEO at Unlimted Funds
4. Matt Kaufman, Head of ETFs at Calamos Investments
First Look ETF is sponsored by the New York Stock Exchange.
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In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Allianz Investment Management, Stance Capital and TrueShares.
Recently launched ETFs for our January show are focused on investing strategies like volatility and portfolio hedging, ESG investing with AI/ML (artificial intelligence and machine learning) and income strategies from the fast moving renewable energy sector.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Johan Grahan, Head of ETFs at Allianz Investment Management
3. Kyle Balkissoon, Partner & Portfolio Manager at Stance Capital
4. Mike Cerasoli, Portfolio Manager of the TrueShares Eagle Global Renewable Energy Income ETF
First Look ETF is sponsored by the New York Stock Exchange.
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In this 2022 year-end special episode of First Look ETF, Stephanie Stanton @etfguide chats with Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE about achievements in the ETF market in 2022.
Key developments include the adoption of NYSE's active proxy model for active managers who want to deploy ETFs. Plus, the acceleration of product conversions to the ETF structure and innovative solutions for targeted exposure to inflation hedging, cryptocurrencies, alternative income along with Web3.
Finally, we look ahead to what comes next for the ETF industry in 2023.
First Look ETF is sponsored by the New York Stock Exchange.
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In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Angel Oak Capital (CARY), Thor Financial Technologies (THLV) and Zega Financial (TSLY).
Recently launched ETFs for our December show are focused on investing strategies like volatility hedging, securitized credit in the bond market and alternative income sources from covered call strategies.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Bradley Roth, Managing Partner, CIO at Thor Financial Technologies
3. Ward Bortz, ETF Portfolio Manager & Head of Distribution at Angel Oak Capital
4. Jay Pestrichelli, CEO & Founder at Zega Financial
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In this episode of First Look ETF Extra, Stephanie Stanton chats with Craig Lazzara, Managing Director at S&P Dow Jones Indices.
Besides allowing investors the opportunity to capture key market trends, factor investing also allows investors to customize their portfolio’s equity exposure. But how do factors perform in a variety of market conditions? And does combining different factors change the story?
Lazzara explains the history of factor based index investing and provides an update about the performance of S&P 500 factor indices in various market conditions. Also up: Lazzara analyzes how growth in the ETF marketplace has driven expansion of factor investing.
To learn more about the S&P 500 Factor Indices visit:
https://www.spglobal.com/spdji
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In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from Bitwise Asset Management (BWEB) and Advocate Capital Management (RRH).
Recently launched ETFs for our November show covers investing categories like Web3 and investment strategies for hedging against higher interest rates.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Matt Hougan CIO at Bitwise Asset Management
3. Scott Peng, PhD, Founder & CEO at Advocate Capital Management
First Look ETF is sponsored by the New York Stock Exchange.
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In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from AllianceBernstein, PGIM and NEOS Investments.
The October program's roster of newly launched ETFs covers investing categories like actively managed short-term bonds, floating rate bonds and enhanced yield cash strategies.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. Noel Archard, CFA, Global Head of ETFs & Portfolio Solutions at AllianceBernstein
3. Brian Juliano, Co-portfolio manager of the PGIM Floating Rate Income ETF at PGIM Fixed Income
4. Garrett Paolella, Co-Founder & Managing Partner at NEOS Investments
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
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Visit us at ETFguide.com (https://www.etfguide.com)
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from USCF Investments (UDI) and Matthews Asia (MCH, MINV and MEM).
The September program's roster of newly launched ETFs covers investing categories like dividend income strategies, ESG, emerging and international stocks.
The guest lineup for this episode includes:
1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
2. John E. Leslie III, CFA, Portfolio Manager at Howard/Miller Investments
3. John Paul Lech, Portfolio Manager at Matthews Asia
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode of First Look ETF Extra, Stephanie Stanton @ETFguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about stubborn inflation and dividend income strategies in the ETF marketplace for combating it.
Financial advisors and investors will get insights and ETF strategies for neutralizing higher inflation, rising interest rates and how dividend income could buffer stock market volatility.
ETF tickers mentioned in this episode include:
1) AAM Transformers ETF (TFRM)
2) AAM Low Duration Preferred & Income Securities ETF (PFLD)
3) AAM S&P 500 High Dividend Value ETF (SPDV)
4) AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)
Learn more about Advisors Asset Management's ETF lineup:
https://www.aamlive.com/ETF
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from Pacer Financial (TRFK and SHPP), Ionic Capital Management (CPII) and Horizon Kinetics (BCDF),
The August program's roster of newly launched ETFs covers investing categories like blockchain technology, shipping and logistics, data and digital businesses along with inflation hedging strategies.
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Sean O'Hara, President at Pacer Financial
--Doug Fincher, Portfolio Manager at Ionic Capital Management
--Brandon Colavita, CFA and VP at Horizon Kinetics
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from New York Life's IndexIQ lineup that target the growth stocks (IWFG and IWLG). Plus, you'll learn about recent mutual fund to ETF conversions by JPMorgan Asset Management (JIRE, JMEE and JPRE) and the buzz around its high yield focused ETF ticker symbol JEPI.
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Barry Peters, Managing Director, Winslow Capital
--Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management
Key moments in the show
0:00 Show starts here
0:22 ETF investing strategies to be covered
0:37 NYSE recap of latest ETF trends
3:10 Program reminders
3:20 Is growth stock investing dead?
3:45 New growth ETFs from IndexIQ
5:38 How semi-transparent ETFs work
6:40 Sneak peek at holdings inside IWFG and IWLG
9:38 JPMorgan successfully converts mutual funds to ETF structure
11:04 Examining JIRE and JMEE
12:13 The buzz around JEPI
14:09 Program wrap-up
14:37 Show conclusion
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs that target the bond market (XBB and XCCC), stagflation (STGF) and companies with promising long-term growth prospects (WINN).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
-Joanna Gallegos, Co-Founder at BondBloxx
-Axel Merk, CEO & CIO, at Merk Investments
-Spencer Logan, CFA, CAIA, FDP | Director, Investment Specialist at Harbor Capital Advisors
Key moments in the show
0:00 Show starts here
0:24 ETF investing strategies to be covered
0:47 NYSE recap of latest ETF trends
3:02 New approaches to bond ETF investing
7:08 Tackling stagflation with a new ETF
12:09 An active ETF strategy for selecting growth stocks
16:09 Program wrap-up
16:35 Show conclusion
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs that invest in the global shipping industry (SEA), invest in business disrupters (NBDS) and offer a tactical multi-sector investing approach (TACK).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Frank Holmes, CEO and CIO at U.S. Global Investors
--Jason Tauber, CFA and Portfolio Manager at Neuberger Berman
--Katie Stockton, CMT and Founder at Fairlead Strategies
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode, Stephanie Stanton @ETFguide speaks with Kevin Carter, Founder & CIO at EMQQ about important investing trends in both frontier and emerging markets.
At the forefront are e-commerce, greater internet connectivity and how overseas consumers are upgrading their lifestyles. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy.
ETF tickers mentioned in this episode include the newly launched India Internet & Ecommerce ETF (NYSE: INQQ), plus the Next Frontier Internet + Ecommerce ETF (NYSE: FMQQ) and Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ).
Learn more about INQQ and it's portfolio strategy here:
https://inqqetf.com/
Learn more about FMQQ and it's portfolio strategy here:
https://fmqqetf.com/
Learn more about EMQQ and it's consumer focused strategy here:
https://www.emqqetf.com/
FrontierMarkets #ECommerce #IndiaStocks
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that invest in the metaverse (VERS), offer ESG equity screens (AVSU, AVSD and AVSE) and target the infrastructure behind the digital expansion of the cloud, the Internet and related technological trends (BYTE).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Chas Cocke, Founder at BYTE - IO Digital Index Partners
--Phil McInnis, the Chief Investment Strategist at ACI/Avantis
--Scott Helfstein, Executive Director Thematic Investing at ProShares
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that tap into the fast growing NFT marketplace (NFTZ), combat inflation (HGER) and target unique slices of the real estate market (HOTL and RESI).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Sylvia Jablonski, Chief Investment Officer at Defiance ETFs
--Spencer Logan, CFA, CAIA, FDP, Director, Investment Specialist at Harbor Capital
--Kevin Kelly, Founder and CEO at Kelly Intelligence
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode of First Look ETF Extra, Arianne Alcorta @ETFguide chats with Edward Egilinsky, Managing Director at Direxion Investments.
Topics covered include how to get tactical exposure to inflation hedging strategies, buffering your portfolio against rising stock market volatility, and a comparison of growth vs. value equity strategies.
To learn more, visit Direxion Investments.
http://www.Direxion.com
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that use a macro thematic investing strategy (SAMT) and global policies approach(SAGP), tap into the power of analyst stock ratings (TMFE and TMFX) and target tax-free income (MINO).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Nicholas Bohnsack, CEO at Strategas Asset Management
--Bryan Hinmon, CIO & CFA®, Senior Portfolio Manager at Motley Fool Asset Management
--David Hammer, Head of Municipal Bond Portfolio Management at PIMCO
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode, Arianne Alcorta @ETFguide talks with Kevin Carter, Founder & CIO at EMQQ about important investing trends in both frontier and emerging markets.
At the forefront are e-commerce, greater internet connectivity and how overseas consumers are upgrading their lifestyles. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy.
ETF tickers mentioned in this episode include the Next Frontier Internet + Ecommerce ETF (FMQQ) and Emerging Markets Internet & Ecommerce ETF (EMQQ).
Learn more about FMQQ and it's portfolio strategy here:
https://fmqqetf.com/
Learn more about EMQQ and it's consumer focused strategy here:
https://www.emqqetf.com/
In this Season 2 debut of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that help families of the U.S. military (FLDZ), focus on plant-based innovation (EATV) and invest in stocks that target the alcohol, drugs and gambling industry (BAD).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
-- Elysabeth Alfano CEO at VegTech
--Tommy Mancuso, Founder of the B.A.D. ETF
--Patrick Galley, CEO & CFA® at RiverNorth
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode of First Look ETF Extra, Katy Temple @ETFguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about dividend income strategies in the ETF marketplace.
Whether your an individual investor or financial advisor, you'll get insights on beating today's yield deprived market. Plus, you'll learn about overlooked income categories like preferred securities and how they can help to boost your bottom line.
ETF tickers mentioned in this episode include:
--AAM Low Duration Preferred & Income Securities ETF (PFLD)
--AAM S&P 500 High Dividend Value ETF (SPDV)
--AAM S&P Developed Markets High Dividend Value ETF (DMDV)
--AAM S&P Emerging Markets High Dividend Value ETF (EEMD)
--AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)
Learn more about Advisors Asset Management's ETF lineup:
https://www.aamlive.com/ETF
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that help homebuyers and real estate investors (HOM), target the fast growing subscription economy (SUBS) and navigate ever-changing market cycles (RUFF).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Taylor Sohns, CIMA®, CFP®, MBA, Co-Founder at LifeGoal Investments
--Bong-Geun Choi, Chief Economist & Head of AI Research at Fount
--Eduard Hamamjian, AAMS®, & Portfolio Manager at GeaSphere Advisors
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode, Stephanie Stanton @ETFguide chats with Kevin Carter, Founder & CIO at EMQQ about key underlying trends in both frontier and emerging markets, e-commerce, technology, internet and how demographics is a game-changer. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy.
ETF tickers mentioned in this episode include the Next Frontier Internet + Ecommerce ETF (FMQQ) and Emerging Markets Internet & Ecommerce ETF (EMQQ).
Learn more about FMQQ and it's portfolio strategy here:
https://fmqqetf.com/
Learn more about EMQQ and it's consumer focused strategy here:
https://www.emqqetf.com/
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that invest in frontier markets (FMQQ), bitcoin (BITO) and thematic ESG strategies (CLNR, EQUL, HART, OCEN).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Kevin T. Carter, Founder & Chief Investment Officer of the EMQQ and FMQQ ETFs
--Simeon Hyman, CFA, Head of Investment Strategy at ProShares
--Wendy Wong, Head of Sustainable Investment Partnerships, New York Life Investments
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
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https://www.etfguide.com/snapshot
In this episode of First Look ETF, Stephanie Stanton @ETFguide analyzes new ETFs that invest in
industrial metals (BCIM), active fixed income strategies (SIFI and SIHY) and a counter-cyclical approach to global asset classes (DSCF).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--Cullen Roche, Founder & Chief Investment Officer at Discipline Funds
--Spencer Logan, CFA, CAIA, Director, Investment Specialist at Harbor Capital
--Stan Kiang, CIMA and Director of Exchange Traded Funds at Abrdn
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode of First Look ETF, Stephanie Stanton with @ETFguide examines new ETFs that invest in low priced stocks (LOPX), cryptocurrency miners with environmentally friendly operations (RIGZ) and how to capture multiple investment themes in one ETF ticker (MVPS).
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--David Mazza, Head of Product at Direxion Investments
--Christian Magoon, CEO at Amplify ETFs.
--Wes Fulford, CFA and the Founder at Viridi Funds
In this episode of First Look ETF, Stephanie Stanton with @ETFguide examines new ETFs that invest in an overlooked segment of the high income energy market, plus stocks that follow the metaverse and ETFs that tackle global pollution by investing in cleaner energy.
The guest lineup for this episode includes:
--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE
--John Cusick, CFA & Portfolio Manager at Miller/Howard Investments
--Matthew Ball, Managing Director at EpyllionCo!
--Gabriela Herculano, Co-Founder & Chief Executive Officer at iClima Earth
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com
In this episode of First Look ETF, Stephanie Stanton with @ETFguide examines new ETFs that use machine learning to select stocks, tackle new approaches to mental health and invest in the rebounding hotel and travel industry.
The guest lineup for this episode includes:
--Doug Yones, Head of Exchange Traded Products at NYSE
--Kai Wu, Founder at Sparkline Capital
--Sylvia Jablonski, Chief Investment Officer at Defiance ETFs
First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.com