PODCAST · business
ETF Prime
by Nate Geraci
ETF Prime, hosted by Nate Geraci, dives into the world of exchange-traded funds. Each episode spotlights specific ETFs and features interviews with top experts to help you invest with confidence.
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748
Goldman’s ETF Playbook & Corgi’s Record-Breaking Launch Strategy
Goldman Sachs’ Bryon Lake 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. Josh Jung and Anthony Crinieri of Corgi 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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747
Top ETF Launches of the Decade & Morgan Stanley’s ETF Strategy
Cinthia Murphy, Director of Research at VettaFi, counts down the 10 most successful ETF launches of the past decade. 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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746
Fast-Tracked IPOs, Prediction Markets & Preferred Securities
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. 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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745
ETF Prime Special Edition: Inside DRAM’s Race to $10 Billion
Dave Mazza, CEO of Roundhill Investments, goes inside the launch and rapid growth of DRAM, the fastest ETF to reach $10 billion in assets.
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744
ETF Trends and the Rise of Managed Futures
Todd Rosenbluth, Head of Research at VettaFi, talks ETF flows, new launches, industry milestones, and other key trends shaping the ETF landscape. 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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743
The UFO ETF, SpaceX, and AI Infrastructure Plays
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. 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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742
Behind the ETFs: VFLO, TTEQ, and the Strategies Driving Them
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). 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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741
Iran, Energy, and the Evolution of ETFs
What does the Iran conflict mean for energy ETFs? Stacey Morris, Head of Energy Research at VettaFi, unpacks the impact. Then, 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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740
DUSA Tops $1B, DRAM Takes Off, Ticker Payday & More
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. 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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739
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.
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738
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. 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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737
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).
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736
ETF Prime: Live from Exchange!
ETF Prime host Nate Geraci is joined by Dimensional’s Wes Crill, Bloomberg’s James Seyffart, Morningstar’s Ben Johnson, and VettaFi’s Cinthia Murphy to recap the ETF industry’s biggest event of the year and break down its hottest trends.
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735
Rob Arnott on Market Valuations, AI, and the RAFI Approach
Rob Arnott, Founder and Chairman of Research Affiliates, discusses current stock market valuations, AI’s potential impact on markets, the systematic and fundamental methodology behind RAFI indices, and the firm’s RACWI US ETF (ticker RAUS).
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734
Prediction Market ETFs and the Future of Sports Investing
Kirsten Chang, Senior Industry Analyst at VettaFi, unpacks controversial filings for prediction market ETFs and examines the increasingly blurred line between gambling and investing. 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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733
Leveraged ETFs and Retail’s Rise, Plus a $20B Issuer Growth Story
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. 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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732
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. 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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731
Active Small-Cap Investing & Factor-Based ETFs
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). 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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730
Five ETF Flow Stories and a Closer Look at Private Credit
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. 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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729
351 Exchanges, Thematic Investing, and Leveraged ETFs
Matt Bucklin, Founder of ExchangiFi, goes in depth on 351 exchanges and explains how his firm helps facilitate this increasingly popular, tax-efficient strategy. 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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728
Early Grades on 2026 ETF Predictions & Key Market Themes to Watch
Cinthia Murphy, Investment Strategist at VettaFi, delivers early grades on host Nate Geraci’s five ETF predictions for 2026. 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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727
Astoria’s 10 ETFs for 2026 and Vanguard’s Approach to Active Equity ETFs
John Davi, Founder & Chief Investment Officer at Astoria Portfolio Advisors, highlights the firm’s 10 ETFs for 2026. Ryan Barksdale, Head of Active Equity Product at Vanguard, and Kim Gailun, Head of Equity Boutiques at Wellington Management, discuss their collaboration in bringing Vanguard’s first active equity ETFs to market.
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726
Your Perfect Portfolio: A Conversation with Discipline Funds’ Cullen Roche
Cullen Roche, Founder & Chief Investment Officer of Discipline Funds, discusses his new book, Your Perfect Portfolio: The ultimate guide to using the world’s most powerful investing strategies. He also breaks down the firm’s recently launched suite of Defined Duration ETFs. Todd Rosenbluth, Head of Research at VettaFi, shares the five ETF stories he’s watching most closely as 2026 gets underway.
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725
Top Market & ETF Stories to Watch in 2026
Cinthia Murphy, Investment Strategist at VettaFi, breaks down new survey data on how financial advisors are thinking about equities, fixed income, and crypto heading into 2026. Brittany Christensen, Head of Business Development at Tidal Financial Group, highlights her top ETF stories to watch in the year ahead.
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724
ETFs 2025 Wrapped with Morningstar’s Ben Johnson
Ben Johnson, Head of Client Solutions at Morningstar, recaps the year in ETFs, sharing his picks for ETF Story of the Year, ETF of the Year, ETF Issuer of the Year, and more. He also looks ahead to 2026, highlighting the key industry trends and developments he’s watching.
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723
Vanguard’s Crypto ETF Access, Goldman’s ETF Deal, 5x Leverage Pushback & More
Roxanna Islam, Head of Sector & Industry Research at VettaFi, shares her perspective on several recent ETF developments, including Vanguard opening brokerage access to spot crypto ETFs, Goldman Sachs’ acquisition of Innovator ETFs, and the SEC’s pushback on filings for 5x leveraged products.  Petra Bakosova, CEO of Hull Tactical and Portfolio Manager of the Hull Tactical U.S. ETF (HTUS), explains the firm’s approach to delivering tactical, risk-managed S&P 500 exposure.
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722
Horizon Enters, Fidelity Enhances
Clark Allen, Head of Product at Horizon, discusses the firm’s ETF entrance earlier this year and how its model portfolio business shapes product development. Mike Hagopian, Institutional Portfolio Manager at Fidelity, highlights the firm’s actively managed Enhanced ETF lineup, which aims to deliver outperformance and offer a thoughtful alternative to traditional passive investing.
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721
Inside Aptus’s Launch of the Lowest-Cost Buffer ETFs
JD Gardner, Founder of Aptus Capital Advisors, goes inside the decision to launch the lowest-cost buffer ETFs and the outsized role investor behavior plays in long-term returns. Stacey Morris, Head of Energy Research at VettaFi, spotlights the latest leaders and laggards in energy ETFs and what could drive the sector in the months ahead.
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720
ETF Trends, Fixed Income Opportunities, and the Value of Active Management
Greg Stumm, CEO of American Beacon Partners, breaks down key ETF trends, including distribution, active management, multi-share class structures, private assets, and crypto. Jason Greenblath, Senior Portfolio Manager & Director of Corporate Credit Research at American Century Investments, highlights where he sees opportunities in fixed income and makes a strong case for the value of active management.
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719
ETF Milestones, Top Stories, & What’s Ahead
Todd Rosenbluth, Head of Research at VettaFi, discusses recent ETF milestones and the top stories from ETFTrends.com. Paul Baiocchi, Head of Fund Sales and Strategy at SS&C ALPS Advisors, shares his key ETF takeaways from 2025 and offers a look ahead to 2026.
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718
An ETF Tour with Bloomberg’s Eric Balchunas
Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, offers a tour through the ever-evolving world of ETFs – covering crypto funds, the rise of exotic products, industry flows, the coming multi-share class structure, and more.
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717
ETF Trades: What Has and Hasn’t Worked in 2025
Aniket Ullal, Head of ETF Research & Analytics at CFRA, highlights the ETF trades that have and haven’t worked in 2025. Cinthia Murphy, Investment Strategist at VettaFi, explores recent ETF launches, including the Roundhill Meme Stock ETF (MEME), Defiance Trillion Dollar Club Index ETF (TRIL), and ARK DIET Q4 Buffer ETF (ARKT).
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716
Innovation in ETFs: From Crypto to Autocallables
David Mann, Head of ETF Product & Capital Markets at Franklin Templeton, discusses the impressive growth of the firm’s ETF lineup and offers insights into their approach to product innovation, the multi-share class structure, and the evolving role of crypto in the ETF landscape. Matt Kaufman, Head of ETFs at Calamos, delivers a masterclass on autocallables and introduces the Calamos Autocallable Income ETF (CAIE) – the first of its kind in the industry.
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715
Inside the Gold Rush with State Street’s Global Head of Gold Strategy
Aakash Doshi, Global Head of Gold Strategy at State Street Investment Management, delves into the key drivers behind record-high gold prices and unprecedented inflows into gold ETFs. Todd Rosenbluth, Head of Research at VettaFi, discusses the firm’s rapidly expanding indexing business and shares his perspective on the role of thematic ETFs in today’s portfolios.
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714
The Future of ETFs: Multi-Share Classes, Crypto, and More
Amrita Nandakumar, President of Vident Asset Management, explains the role of an ETF subadvisor and shares her unique perspective on ETF product development, the forthcoming multi-share class structure, and the potential impact of a “lighter touch” regulatory environment. Roxanna Islam, Head of Sector & Industry Research at VettaFi, also weighs in on the multi-share class structure, and discusses the latest developments in crypto ETFs and the stellar performance of gold and silver miner ETFs.
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713
GraniteShares’ Will Rhind on Rise of Options-Based ETFs
Will Rhind, Founder & CEO of GraniteShares, dives into their YieldBOOST lineup of ETFs and offers perspective on the growing demand for options-based ETF strategies overall. Zeno Mercer, Senior Research Analyst at VettaFi, breaks down one of the hottest segments in the market: artificial intelligence ETFs. He covers fund flows, performance trends, and the key drivers behind investor interest.
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712
The AI Investment Thesis & ETF Income Playbook
Cullen Rogers, Chief Investment Officer at Wedbush Fund Advisers, highlights the Dan Ives Wedbush AI Revolution ETF (IVES) and explores the broader investment thesis fueling interest in artificial intelligence. Craig Ebeling, Head of ETF Strategists at Fidelity Investments, outlines key factors to consider when evaluating income-generating ETF strategies and offers timely guidance on tax-loss harvesting ahead of year-end.
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711
ETF Market Check-In 2025: Flows, Top Stories & What’s Next
Cinthia Murphy, Investment Strategist at VettaFi, recaps the ETF landscape so far in 2025 and shares her outlook for the rest of the year. Daniel Noonan, Executive V.P. and Head of the Wealth Management Consulting Group at Cohen & Steers, discusses the firm’s entry into the ETF space, the growing momentum behind active management, and ETF strategies focused on real assets and alternative income.
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710
Managing Risk, Capturing Growth: ETF Strategies from WEBs and Alger
Ben Fulton, CEO of WEBs Investments, highlights the firm’s suite of Defined Volatility ETFs, which dynamically adjust equity market exposure based on real-time market volatility. Arthur Nowak, Client Portfolio Manager at Alger, discusses the firm’s high-conviction approach to investing in innovation and growth – including the Alger AI Enablers & Adopters ETF (ALAI).
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709
Compoundr ETFs, Closures, and “ETFs Going Hollywood”
Alex Morris, CEO of F/m Investments, highlights the firm’s newly launched Compoundr Series ETFs – the first income ETFs specifically designed to tackle dividend tax drag. He also discusses F/m’s efforts to add a mutual fund share class to its existing ETFs. Roxanna Islam, Head of Sector & Industry Research at VettaFi, explores the “ETFs going Hollywood” phenomenon and sheds light on the latest trends in ETF closures.
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708
ETF Trends and Market Insights with J.P. Morgan & Nasdaq
Travis Spence, Global Head of ETFs at J.P. Morgan Asset Management, walks through the firm’s expanding ETF lineup and shares his take on today’s markets. Jillian DelSignore, Head of Retail and Wealth Distribution Strategy at Nasdaq Indexes, highlights some of the hottest industry trends and offers insight into the evolving world of ETF distribution.
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707
Multi-Share Classes & the Road Ahead for ETFs
Todd Rosenbluth, Head of Research at VettaFi, offers an in-depth look at the forthcoming multi-share class structure and what it means for both investors and fund issuers. Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors, explores the key trends driving the next wave of ETF growth and innovation.
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706
Fueling the Future: ETFs, Energy, and AI
Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, joins the show to discuss the firm’s lineup of energy-focused ETFs, including the newly launched Tortoise AI Infrastructure ETF (TCAI). Stacey Morris, Head of Energy Research at VettaFi, shares insights on the key factors driving energy ETFs and provides her outlook on future trends in oil and natural gas prices.
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705
Fundstrat’s Tom Lee: GRNY’s Success & Ethereum’s Future
Tom Lee, Co-Founder of Fundstrat Global Advisors, unpacks the impressive success of the Fundstrat Granny Shots US Large Cap ETF (GRNY) and offers his outlook on Ethereum’s future. Cinthia Murphy, Investment Strategist at VettaFi, spotlights the top 20 ETF launches since early last year.
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704
Unlimited’s Bob Elliott on Making Hedge Fund Strategies More Accessible
Bob Elliott, Co-Founder and CEO of Unlimited, highlights the value of hedge fund strategies and how his firm is making them more accessible through innovative hedge fund replication ETFs. Todd Rosenbluth, Head of Research at VettaFi, breaks down the latest ETF headlines – from Invesco’s plans to restructure QQQ, to Global X’s launch of “PureCap” ETFs, new covered call sector ETFs from State Street, and growing investor interest in momentum ETFs.
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703
Inside the Markets: Matt Bartolini on SPDR Strategies and New ETF Launches
Matt Bartolini, Head of Americas ETF Research at State Street Global Advisors, shares insights on recent market trends through the lens of key SPDR ETFs and highlights new launches, including the SPDR SSGA IG Public & Private Credit ETF (PRIV). Roxanna Islam, Head of Sector & Industry Research at VettaFi, provides the latest updates from the world of crypto ETFs, covering fund flows, recent launches, and the status of SEC filings.
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702
Raymond Bridges on BDGS ETF, Sortino Ratio, and Active Management
Raymond Bridges, Managing Director of Bridges Capital, discusses the strategy behind the Bridges Capital Tactical ETF (BDGS), emphasizing the importance of risk-adjusted performance and the value of active management. VettaFi’s Zeno Mercer examines the rapid evolution of healthcare technology and highlights the ROBO Global Healthcare Technology & Innovation ETF (HTEC).
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701
Inside Dimensional’s ETF Surge and Multi-Share Class Pursuit with Joel Schneider
Joel Schneider, Deputy Head of Portfolio Management at Dimensional, discusses the firm’s milestone as the first issuer to surpass $200 billion in actively managed ETF assets. He also delves into the hidden costs of traditional index funds and Dimensional’s pursuit of the multi-share class structure. VettaFi’s Cinthia Murphy breaks down the latest filings and launches in the buffer and synthetic income ETF space, spotlighting new offerings from ARK Invest, ProShares, Innovator, and others.
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700
Victory Capital’s Lance Humphrey on ETF Lineup, Current Markets
Victory Capital’s Lance Humphrey walks through the VictoryShares ETF lineup and shares his perspective on the current market environment. VettaFi’s Kirsten Chang highlights key takeaways from the firm’s Mid-Year Market Outlook Symposium, offering insight into how advisors are approaching portfolio allocations for the remainder of the year.
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699
Top ETF Stories of 2025: A Mid-Year Recap with VettaFi’s Todd Rosenbluth
VettaFi’s Todd Rosenbluth joins host Nate Geraci to break down the top ETF stories shaping the first half of 2025. Astoria’s Bruce Lavine dives into one of the industry’s hottest topics: 351 Exchanges – what they are and why they matter.
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