PODCAST · business
ETF Prime
by Nate Geraci
One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek
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1000
Cambria’s Meb Faber: Investing in America and the Lessons of Market History
What can 250 years of market history teach today’s investors? Meb Faber, Founder and Chief Investment Officer of Cambria Investment Management, discusses his new book, Investing in America: The Rise of a 250-Year Bull Market. He shares key investing lessons and explains why understanding market history can help investors make better long-term decisions.
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999
VettaFi’s Kirsten Chang: 2026 Midyear ETF Industry Review
Kirsten Chang, Senior Industry Analyst at VettaFi, recaps the ETF industry in the first half of 2026, highlighting key milestones and important stories reflected in the flow data. She also looks ahead to the second half of the year through the lens of recent VettaFi advisor polling data.
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998
Themes ETFs’ Paul Marino: Leveraged SpaceX ETFs Take Flight
Paul Marino, Chief Revenue Officer at Themes ETFs, spotlights the highly successful debut of the Leverage Shares 2X Long SPCX Daily ETF (SPCH) and the Leverage Shares 2X Short SPCX Daily ETF (SSPC). He also discusses investor education and key due diligence considerations for leveraged and inverse single-stock ETFs.
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997
Leveraged SpaceX ETFs & Mid-Year Industry Check-In
Paul Marino, Chief Revenue Officer at Themes ETFs, spotlights the highly successful debut of the Leverage Shares 2X Long SPCX Daily ETF (SPCH) and the Leverage Shares 2X Short SPCX Daily ETF (SSPC). He also discusses investor education and key due diligence considerations for leveraged and inverse single-stock ETFs. Kirsten Chang, Senior Industry Analyst at VettaFi, recaps the ETF industry in the first half of 2026, highlighting key milestones and important stories reflected in the flow data. She also looks ahead to the second half of the year through the lens of recent VettaFi advisor polling data.
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996
VettaFi’s Zeno Mercer: SpaceX, AI, and ETF Opportunities
Zeno Mercer, Head of Robotics & AI Research at VettaFi, breaks down the recent SpaceX IPO, upcoming OpenAI and Anthropic IPOs, MANGOS ETF filings, and the winners and losers of the AI revolution.
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995
Paul Baiocchi of ALPS Talks SpaceX, Mega IPOs, and Overlooked AI Beneficiaries
Paul Baiocchi, Head of Fund Sales & Strategy at SS&C ALPS Advisors, discusses the ETF implications of the recent SpaceX IPO and the upcoming IPOs of OpenAI and Anthropic. He also highlights several overlooked beneficiaries of the AI revolution, including companies tied to electrification infrastructure.
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994
SpaceX, AI, and ETF Opportunities
Zeno Mercer, Head of Robotics & AI Research at VettaFi, and Paul Baiocchi, Head of Fund Sales & Strategy at SS&C ALPS Advisors, break down the recent SpaceX IPO, upcoming OpenAI and Anthropic IPOs, MANGOS ETF filings, and the winners and losers of the AI revolution.
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993
Bryon Lake on Goldman’s ETF Playbook
Bryon Lake, Global co-Head of Third Party Wealth and Chief Transformation Officer at Goldman Sachs Asset Management, discusses the firm’s recent acquisition of the Innovator ETF lineup and its broader approach to the ETF market, including ETF share classes, model portfolios, and other distribution channels.
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992
Corgi’s Record-Breaking Launch Strategy
Corgi’s Josh Jung, Chief of Staff, and Anthony Crinieri, ETF Generalist, explain the strategy behind the firm’s remarkable entry into the ETF space, highlighted by record-setting waves of fund launches.
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991
Autism Impact Investing, Quantum ETF, and ETF Innovation
Sylvia Jablonski, Chief Investment Officer of Defiance ETFs, discusses the first autism-focused ETF, the Defiance Autism Impact ETF (ASD), the continued growth of the Defiance Quantum ETF (QTUM), and the firm’s broader approach to ETF innovation and product development.
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990
Dynamic Allocation with the Efficient Market Portfolio Plus ETF
Wayne Penello, Founder & CEO of NextGen EMP, shares the investment philosophy behind the Efficient Market Portfolio Plus ETF (EMPB), a long/short strategy that uses a proprietary algorithm to dynamically allocate across U.S. market sectors and asset classes.
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989
Autism Impact Investing, Quantum ETF, and Dynamic Allocation
Sylvia Jablonski, Chief Investment Officer of Defiance ETFs, discusses the first autism-focused ETF, the Defiance Autism Impact ETF (ASD), the continued growth of the Defiance Quantum ETF (QTUM), and the firm’s broader approach to ETF innovation and product development. Wayne Penello, Founder & CEO of NextGen EMP, shares the investment philosophy behind the Efficient Market Portfolio Plus ETF (EMPB), a long/short strategy that uses a proprietary algorithm to dynamically allocate across U.S. market sectors and asset classes.
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988
VettaFi’s Cinthia Murphy: Top ETF Launches of the Decade
Cinthia Murphy, Director of Research at VettaFi, counts down the 10 most successful ETF launches of the past decade.
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987
Ally Wallace on Morgan Stanley’s ETF Strategy
Ally Wallace, Global Head of ETFs at Morgan Stanley Investment Management, discusses the firm’s strategy in the rapidly evolving ETF market and highlights several funds, including the Morgan Stanley Bitcoin ETF (MSBT).
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986
Baird’s Rich Lee on Fast-Tracked IPOs, Prediction Market ETFs & Tokenization
Rich Lee, Head of Program Trading & Execution Strategy at Baird, discusses index providers fast-tracking high-profile IPOs like SpaceX, along with the market structure and mechanics behind prediction market ETFs and tokenization.
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985
Preferred Securities Explained with Doug Baker of Nuveen
Doug Baker, Portfolio Manager & Head of Preferred Securities at Nuveen, breaks down the preferred securities market and spotlights the Nuveen Preferred and Income ETF (NPFI).
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984
ETF Trends, Flows, and Industry Milestones With VettaFi’s Todd Rosenbluth
Todd Rosenbluth, Head of Research at VettaFi, talks ETF flows, new launches, industry milestones, and other key trends shaping the ETF landscape.
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983
DBi’s Andrew Beer: Why Investors Are Turning to Managed Futures
Andrew Beer, Managing Member of DBi, provides a primer on managed futures strategies and highlights the iMGP DBi Managed Futures Strategy ETF (DBMF) and the Simplify DBi CTA Managed Futures Index ETF (SDMF).
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982
ProcureAM’s Andrew Chanin Explains Why Space ETF is Taking Off
Andrew Chanin, CEO of ProcureAM, discusses skyrocketing investor demand for the Procure Space ETF (UFO), the highly anticipated SpaceX IPO, the government’s recent release of UFO files, and growing competition within the space-themed ETF category.
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981
Paul Baiocchi of ALPS: How AI Investment Is Powering Traditional Industries
Paul Baiocchi, Head of Fund Sales and Strategy at SS&C ALPS Advisors, explains how the AI capex boom is driving opportunities across traditional sectors like utilities, materials, energy, and industrials – and highlights ETFs positioned to benefit from the trend.
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980
A Look at New ETFs in AI, Space, and Crypto with VettaFi’s Kirsten Chang
Kirsten Chang, Senior Industry Analyst at VettaFi, covers a wave of recent ETF launches, including funds targeting AI infrastructure, space exploration, and crypto.
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979
Can ETFs Help Solve Healthcare Affordability? Adam Schenck of Milliman FRM Explains
Adam Schenck, Principal and Managing Director at Milliman Financial Risk Management, addresses the growing challenge of healthcare affordability and introduces two first-of-their-kind ETFs: the Milliman Healthcare Inflation Guard ETF (MHIG) and the Milliman Healthcare Inflation Plus ETF (MHIP).
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978
From AI to Healthcare Inflation: A New Wave of ETFs
Kirsten Chang, Senior Industry Analyst at VettaFi, covers a wave of recent ETF launches, including funds targeting AI infrastructure, space exploration, and crypto. Adam Schenck, Principal and Managing Director at Milliman Financial Risk Management, addresses the growing challenge of healthcare affordability and introduces two first-of-their-kind ETFs: the Milliman Healthcare Inflation Guard ETF (MHIG) and the Milliman Healthcare Inflation Plus ETF (MHIP).
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977
VictoryShares’ Lance Humphrey on the Power of Free Cash Flow
Lance Humphrey, Head of Portfolio Management with the VictoryShares and Solutions Team at Victory Capital, spotlights the firm’s lineup of free cash flow–focused ETFs, led by the VictoryShares Free Cash Flow ETF (VFLO).
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976
Managing TTEQ: A Conversation with Dom Rizzo of T. Rowe Price
Dom Rizzo, Portfolio Manager at T. Rowe Price, offers a behind-the-scenes look at managing the T. Rowe Price Technology ETF (TTEQ).
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975
VettaFi’s Stacey Morris: What the Iran Conflict Means for Energy ETFs
What does the Iran conflict mean for energy ETFs? Stacey Morris, Head of Energy Research at VettaFi, unpacks the impact.
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974
The Future of ETFs: From Share Classes to Tokenization with BNY’s Ben Slavin
Ben Slavin, Global ETF Industry Lead at BNY, tours the evolving ETF landscape, from share classes to tokenization and new product innovation.
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973
Chris Davis on Markets, Value, and DUSA’s Success
Chris Davis, Chairman and Portfolio Manager at Davis Advisors, discusses the current market environment, value investing opportunities, and active ETFs, with a spotlight on the Davis Select U.S. Equity ETF (DUSA), which recently surpassed $1 billion in assets.
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972
Strategas’ Todd Sohn on the Latest ETF Headlines
Todd Sohn, Chief ETF Strategist at Strategas, breaks down the latest ETF headlines, including Nasdaq-100 ETF filings from iShares and State Street, the quick success of the Roundhill Memory ETF (DRAM), Morgan Stanley’s move into spot bitcoin ETFs, a potential ticker symbol payday for Tuttle Capital, and more.
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971
Q1 ETF Flow Trends with VettaFi’s Cinthia Murphy
Cinthia Murphy, Investment Strategist at VettaFi, examines key trends in first-quarter ETF flows and looks ahead to the remainder of the year.
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970
Exploring One of the Fastest-Growing ETF Lineups with NEOS
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.
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969
VettaFi’s Roxanna Islam on the Rise of Defense, Space, and Drone ETFs
Roxanna Islam, Head of Sector & Industry Research at VettaFi, explores the fast-rising world of defense, space, and drone ETFs, which are attracting increased investor attention.
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968
Inside One of the Most Successful ETF Launches Ever
Simeon Hyman, Global Investment Strategist at ProShares, highlights one of the most successful ETF launches ever – the ProShares GENIUS Money Market ETF (IQMM), the first money market ETF designed to meet the stringent requirements of the GENIUS Act.
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967
Rethinking Sector ETFs with VanEck’s Michael Cohick
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.
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966
Baron Capital Enters ETFs: A First Principles Approach to Active Growth
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).
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965
VettaFi’s Kirsten Chang on Prediction Market ETFs: Investing or Gambling?
Kirsten Chang, Senior Industry Analyst at VettaFi, unpacks controversial filings for prediction market ETFs and examines the increasingly blurred line between gambling and investing.
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964
Gabelli’s GOLS ETF: Tapping Into Live Media, Entertainment, and Sports Growth
Chris Marangi, Co-Chief Investment Officer of Value at Gabelli Funds, highlights the recently launched Gabelli Opportunities in Live and Sports ETF (GOLS) and explores the broader investment opportunities across live media, entertainment, and sports.
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963
Tradr’s Matt Markiewicz on Leveraged ETFs and Retail’s Rise
Matt Markiewicz, Head of Product and Capital Markets at Tradr ETFs, highlights the company’s leveraged single-stock ETF lineup and innovative monthly and quarterly reset products, while offering insight into the growing sophistication of retail investors navigating leveraged and inverse ETFs.
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962
Inside Amplify’s $20 Billion Rise with CEO Christian Magoon
Christian Magoon, Founder and CEO of Amplify ETFs, discusses Amplify’s rapid ascent past $20 billion in assets, driven by strong demand for its YieldSmart ETFs and thematic offerings.
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961
VettaFi’s Roxanna Islam: International Equity ETFs in Focus
Roxanna Islam, Head of Sector & Industry Research at VettaFi, examines the record surge in international equity ETF inflows, analyzes the drivers behind the category’s performance, and highlights standout funds beyond the ETF leaderboard’s biggest names.
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960
ETF State of the Union with Fidelity’s Craig Ebeling
Craig Ebeling, Head of ETF Strategists at Fidelity Investments, delivers an ETF “State of the Union,” outlining the key trends and themes shaping the industry today.
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959
Active Small Caps: Acuitas’ Multi-Manager Approach
Chris Tessin, Founder and Portfolio Manager at Acuitas Investments, discusses the firm’s multi-manager approach to global small- and micro-cap investing, as well as the launch of its first ETF, the Acuitas Small Cap Active ETF (AIMS).
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958
Turning “Foolish” Thinking into Factor-Based ETFs
Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, breaks down three recently launched factor-based ETFs and how they bring The Motley Fool’s “Foolish” investment philosophy to life through systematic stock selection.
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957
VettaFi’s Todd Rosenbluth on Five Key ETF Flow Stories
Todd Rosenbluth, Head of Research at VettaFi, and host Nate Geraci walk through five of the most noteworthy ETF flow stories so far this year.
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956
Private Credit Explained: A Conversation with Simplify’s Chris Getter
Chris Getter, Managing Director and Portfolio Manager at Simplify Asset Management, unpacks private credit and the Simplify VettaFi Private Credit Strategy ETF (PCR).
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955
The Power of 351 Exchanges with Matt Bucklin of ExchangiFi
Matt Bucklin, Founder of ExchangiFi, goes in depth on 351 exchanges and explains how his firm helps facilitate this increasingly popular, tax-efficient strategy.
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954
Inside Themes ETFs: Thematic and Leveraged Strategies
Paul Marino, Chief Revenue Officer at Themes ETFs, discusses the firm’s expanding lineup of thematic and leveraged ETFs, including the Transatlantic Defense ETF (NATO) and a broad suite of leveraged single-stock offerings.
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953
Early Grades on 2026 ETF Predictions with VettaFi’s Cinthia Murphy
Cinthia Murphy, Investment Strategist at VettaFi, delivers early grades on host Nate Geraci’s five ETF predictions for 2026.
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952
State Street’s Matt Bartolini on Key ETF and Market Themes
Matt Bartolini, Global Head of Research Strategists at State Street Investment Management, shares three key ETF and market themes on his radar.
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951
Astoria’s John Davi: 10 ETFs for 2026
John Davi, Founder & Chief Investment Officer at Astoria Portfolio Advisors, highlights the firm’s 10 ETFs for 2026.
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