PODCAST · business
First Look ETF
by 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
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66
First Look ETF: Healthcare Inflation, Emerging Markets, and Bitcoin ETFs
In this season 6 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:1:04: 1. Bilal Little, NYSE3:14: 2. Joe O’Malley, External Senior ETF Salesperson, Milliman Funds10:06: 3. Matt Camuso, Head of ETF Solutions, Baron Capital15:34: 4. John Keller, Executive Director and ETF Specialist, Morgan Stanley Investment Management*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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65
First Look ETF: High Conviction, Value, and Fundamentals-First ETFs
In this season 6 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:1:09: 1. Bilal Little, NYSE5:19: 2. Julian Robins, Head of Research at Fundsmith10:20: 3. Allison Fisch, Managing Principal, President, and Portfolio Manager, Pzena Investment Management14:59: 4. Joe Veranth, CIO, CFA, Dana ETFs*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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64
First Look ETF: AI, America First, and High Conviction ETFs
In this season 6 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. Bilal Little, NYSE2. Ben Becker, Head of ETF Distribution, Pictet Asset Management (X @PictetAM)3. Steve Neamtz, President, Yorkville America Equities4. Mohnish Pabrai, Portfolio Manager, Pabrai Wagons ETF (X @wagonsetf)Watch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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63
First Look ETF: Bitcoin and Oil, Fixed Income, and Bitcoin Bond ETFs
In this season 6 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, NYSE2. John Love, CFA, CEO, USCF Investments (X @USCFInvestments)3. Nolan Anderson, Portfolio Manager and Co-Head of Fixed Income, Weitz Investments (X @WeitzInvest)4. Adam Patti, CEO, VistaShares (X @VistaSharesX) Watch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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62
First Look ETF: Ex-US International, US Equity, and Faith-Based ETFs
In this season 6 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, NYSE2. Paul Baiocchi, CFA, Head of Fund Sales and Strategy, SS&C ALPS Advisors3. Chris Grogan, Portfolio Manager, Director of Asset Allocation Services, Eventide Investments4. Alex Hoy, Senior Director and Client Portfolio Manager, GQG PartnersCorrection:17:54 GQG Partners currently offers one U.S. focused ETF. Other fund strategies offered by the firm are linked to international, emerging and global equities.*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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61
First Look ETF: High Conviction and Active Income ETFs
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, NYSE2. Chris Wilson, CFA, Head of Product & Strategy for Voya IM3. Sriram Reddy, Head of Client Portfolio Management, Discretionary, Man Group4. Wayne Plewniak, Managing Director and Head of Gabelli Fixed Income*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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60
First Look ETF: Agentic AI and Tax-Efficient ETFs
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. Bilal Little, NYSE2. Brian Walsh, Head of Advice and Planning Director at SoFi (X-feed @SoFi)3. Cullen Rogers Chief Investment Officer at Wedbush Fund Advisors4. Sofia Massie, CEO at LionShares*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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59
First Look ETF: Why Active ETFs are Booming in 2025
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, NYSE2. Robert C. Doll, CFA, CEO & CIO, Crossmark Global Investments3. 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 ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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58
First Look ETF: Active ETFs for New Sources of Yield and International Stocks
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, NYSE2. John Kim, Co-Founder, CEO, Reckoner Capital3. Alex Berg, Head of ETF Sales, Cohen & Steers4. David Souccar, CIO Quality Growth, Vontobel Asset Management*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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57
First Look ETF: Active Strategies for Resilient Growth, Catastrophe Hedging, and Income Security
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, NYSE2. Ethan Powell, CFA, Principal & Chief Investment Officer at Brookmont Capital Management3. 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 ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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56
Beyond the Index: Active Income and Equity Strategies for ETF Investors - First Look ETF
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, NYSE2. Bryant Vancronkhite, CPA, CFA, Senior Portfolio Manager at Allspring Global Investments3. 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 ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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55
First Look ETF: Active Strategies for Earning High Income and S&P 500 Investing
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, NYSE2. 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 ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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54
First Look ETF: Active Bond and Equity Strategies for Beating High Market Volatility
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, NYSE2. Kyle DeTullio, ETF Capital Markets Specialist, Thrivent Asset Management3. John Spears, Managing Director Tweedy, Browne 4. Kevin Kelly, Founder & CEO, Kelly Intelligence *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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53
First Look ETF: Finding Value & Investing in Berkshire Hathaway's Portfolio with Income Potential
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, NYSE2. Robert Bierig, Partner, Portfolio Manager, Harris | Oakmark3. Brian Ferguson, Senior Portfolio Manager, Newton Investment Management4. Adam Patti, CEO, VistaShares*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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52
First Look ETF: Active ETF Strategies for Value and Global Equity Investors
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, NYSE2. Adrian Jones, Portfolio Manager, Senior Research Analyst, First Eagle Investments3. Billy Hwan, CFA, CPA, Portfolio Manager, Parnassus Investments4. Frank Pape, CFA, CPA, Director of Strategies, Frontier Asset Management*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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51
First Look ETF: Unlocking Income and Value in the Stock Market
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, NYSE2. 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 ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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50
First Look ETF: Unlocking the Benefits of Actively Managed ETFs for Dividends and Growth Investors
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, NYSE2. Eric Biegeleisen, CFA, Deputy CIO, 3EDGE Asset Management 3. Dolores Bamford, CFA, Co-CEO, Eventide Asset Management4. Rob Haugen, CIO, River1 Asset Management *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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49
First Look ETF: Strategies for Targeting AI, Tax-Free Income and Money Markets
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, NYSE2. Daniel Hoverman, Head of Corporate & Investment Banking at Texas Capital Bank3. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management4. Jay Jacobs, U.S. Head of Thematic and Active ETFs at BlackRock Watch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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48
First Look ETF: Finding Quality Growth Stocks and Strategies for Diffusing Volatility
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, NYSE2. Lance McGray, Head of ETF Product at Advisors Asset Management3. Kevin Walkush, Portfolio Manager at Jensen Investment Management4. Zach Wainwright, CEO at Twin Oak ETF Company*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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47
First Look ETF: Why Small Company Stocks Could Be an Attractive Investment Opportunity
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, NYSE2. Kristof Gleich, President & Chief Investment Officer at Harbor Capital*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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46
First Look ETF: Examining Covered Call Equity Strategies, Tax-Exempt Munibonds & Small Caps
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, NYSE2. Cole Pearson, President, OneAscent Investments3. Jeff Cullen, Managing Director, Cullen Capital Management4. Scott Diamond, Co-Head of Municipal Fixed Income, Goldman Sach Asset Management *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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45
First Look ETF: Analyzing New ETFs for Ethereum, Growth Stocks and Fixed Income
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from Nightview Capital, ProShares and Harbor Capital. 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 NYSE2. Eric Markowitz, Director of Research, Nightview Capital3. Steve Cook, Head of ETFs, Harbor Capital4. Simeon Hyman, CFA & Global Investment Strategist, ProShares*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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44
First Look ETF: Focus on AI Innovators, Capital Protection & Growth Overseas
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 NYSE2. Bo Fifer, Co-Portfolio Manager, TCW3. Matt Kaufman, SVP, Head of ETFs, Calamos Investments 4. Sean O'Hara, President of Pacer ETF DistributorsWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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43
First Look ETF: Active Investing Strategies in Bonds and Midstream Energy
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 NYSE2.Skyler Weinand, Founder, CEO and CIO, Regan Capital 3. Parag Sanghani, CFA & SVP, Senior Portfolio Manager, Westwood ETFs4. Vishal Khanduja, Co-Head of Broad Markets Fixed Income, Morgan Stanley Investment Management *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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42
First Look ETF: Uncovering New ETFs with Bitcoin and Active Equity Strategies
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 NYSE2. Bill Miller IV, CFA, CIO, Miller Value Partners3. Larry Benedict, CEO, Opportunistic Trader 4. Pedro Palandrani, Director of Research, Global X ETFs*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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41
First Look ETF: Strategies for alternative income, investing in energy and bonds
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 NYSE2. Tim Rotolo is the Founder and CEO of Range Fund Holdings3. Rory Ewing, Portfolio Manager, Neuberger Berman Option Strategy ETF4. Alexander Morris, CIO, F/m InvestmentsFirst Look ETF is sponsored by the New York Stock Exchange*Learn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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40
First Look ETF: Strategies for Income, International and Commodities Markets
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 NYSE2. Joshua M. Jones, CFA, Portfolio Manager at Boston Partners3. Edward Rosenberg, Head of ETF & Funds Management at Texas Capital Bank4. Jay Pestrichelli, Portfolio Manager & CEO at ZEGA Financial**********First Look ETF is sponsored by the New York Stock Exchange*Learn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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39
First Look ETF: Investing in Critical Tech, Securitized Assets & the Digital Economy
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 NYSE2. Arne Noack, Head Systematic of Investment Solutions, Americas at DWS Investment Management3. 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*Learn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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38
First Look ETF: Jump in Active Funds Pushes ETFs to a Record Breaking Year
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 NYSE2. 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*Learn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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37
First Look ETF: Strategies for Investing in Digital Assets and Diffusing Volatility
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 NYSE2. Seth Rosenthal, Chief Investment Officer at Academy Asset Management 3. Yang Tang, CEO at Arch Indices Investment Advisors4. Simeon Hyman, CFA & Global Investment Strategist at ProSharesWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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36
First Look ETF: Strategies for High Income, Global Growth & the Reshoring Trend
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 NYSE2. Patrick Ryan, CFA & Head of Multi-Asset Solutions, Madison ETFs3. Jeff Mueller, Portfolio Manager at Polen Capital 4. Chris Semenuk, Investment Partner at Tema ETFsFirst Look ETF is sponsored by the New York Stock ExchangeLearn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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35
Removing the Guesswork of "Buy the Dip" Investing
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/Watch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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34
First Look ETF: Megatrends Linked to Connected Consumers, Media Streaming and Carbon Credits
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 NYSE2. Chris Cook, President & CEO, Beacon Capital Management3. Elli Lee, Lead Portfolio Manager, Matthews Asia 4. Edward Rosenberg, Head of ETF & Funds Management, Texas Capital ETF & Funds ManagementWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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33
First Look ETF: Megatrends Linked to Connected Consumers, Media Streaming and Carbon Credits
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 NYSE2. Kevin McCarthy, Portfolio Manager at Neuberger Berman3. David Umeh, CEO of Clouty.io4. Chandler Nichols, MBA, CETF®, Product Specialist at Global X ETFsWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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32
First Look ETF: Investing in Tax-Free Strategies, Commodities and AI
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 NYSE2. Ignacio Canto, CFA, President & Portfolio Manager at X-Square Capital Group3. 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.Learn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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31
First Look ETF: Investment Strategies Targeting High Dividend Income and Human Capital
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 NYSE2. Ryan Pannell, CIO & Founder at Kaiju ETF Advisors3. David Scranton, CEO & Founder at Sound Income Strategies4. Steve Cook, Head of ETFs at Harbor CapitalWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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30
First Look ETF: Tapping into Stocks and Commodities with Active Strategies
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 NYSE2. 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.Learn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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29
First Look ETF: Plugging into the Energy Transition Megatrend and Tactical Income Strategies
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 NYSE2. 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.Learn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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28
First Look ETF: Strategies for the Clean Energy Revolution, Sustainable Investing & Hedge Funds
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 NYSE2. 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.Learn more at http://www.HomeofETFs.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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27
First Look ETF: Investing Trends in Buffered Portfolio Protection and ESG Strategies
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 NYSE2. 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.Learn more at http://www.HomeofETFs.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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26
First Look ETF: The ETF Market in Review and What's Ahead in 2023
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.Learn more at http://www.HomeofETFs.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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25
First Look ETF: Trends in Income Markets and Volatility Hedging
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 NYSE2. 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 *********First Look ETF is sponsored by the New York Stock Exchange.Learn more at http://www.HomeofETFs.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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24
What's the Outlook for Factor Investing?
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 Watch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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23
First Look ETF: Strategies for Investing in Web3 and Combating Surging Interest Rates
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 NYSE2. Matt Hougan CIO at Bitwise Asset Management3. Scott Peng, PhD, Founder & CEO at Advocate Capital Management*******First Look ETF is sponsored by the New York Stock Exchange.Learn more at http://www.HomeofETFs.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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22
First Look ETF: Strategies for Navigating Volatile Bond Markets
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 NYSE2. Noel Archard, CFA, Global Head of ETFs & Portfolio Solutions at AllianceBernstein3. Brian Juliano, Co-portfolio manager of the PGIM Floating Rate Income ETF at PGIM Fixed Income4. 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.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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21
How to Combat High Inflation with Steady Dividend Income
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/ETFWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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20
First Look ETF: Exploring Fresh Dividend Investing Strategies and Foreign Stocks
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 NYSE2. John E. Leslie III, CFA, Portfolio Manager at Howard/Miller Investments3. 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.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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19
First Look ETF: New Funds Tied to Blockchain Technology, Logistics and Inflation Hedging
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.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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18
First Look ETF: Recent Mutual Fund to ETF Conversions + Is Growth Stock Investing Dead?
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 show0:00 Show starts here0:22 ETF investing strategies to be covered0:37 NYSE recap of latest ETF trends3:10 Program reminders3:20 Is growth stock investing dead? 3:45 New growth ETFs from IndexIQ5:38 How semi-transparent ETFs work6:40 Sneak peek at holdings inside IWFG and IWLG9:38 JPMorgan successfully converts mutual funds to ETF structure11:04 Examining JIRE and JMEE12:13 The buzz around JEPI14:09 Program wrap-up14:37 Show conclusionWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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17
First Look ETF: New Funds Tackling Stagflation, Bond Sectors and High Growth Stocks
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 show0:00 Show starts here0:24 ETF investing strategies to be covered0:47 NYSE recap of latest ETF trends3:02 New approaches to bond ETF investing7:08 Tackling stagflation with a new ETF12:09 An active ETF strategy for selecting growth stocks16:09 Program wrap-up16:35 Show conclusion*********First Look ETF is sponsored by the New York Stock Exchange. Learn more at http://www.HomeofETFs.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
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