PODCAST · business
Spotlight Podcast
by Ronald DeLegge
Spotlight is an original episode series from ETFguide TV that keeps you on top of the globe's most important investing themes and trends with Wall Street's top minds sharing their insights. Listen. Subscribe. Profit.
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61
ETFs for Growth and Income Investors
In this episode of Spotlight, Thalia Hayden @etfguide chats with Lance McGray, Head of ETF Product at Advisors Asset Management about growth and income opportunities with international investing, preferred securities, CLOs, and companies that are transforming global business. Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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60
Energy Commodities: Gas, Gold, and Oil/Bitcoin ETFs
In this episode of Spotlight, Stephanie Stanton @etfguide chats with with John Love, CFA and CEO of USCF investments. This episode covers the Iran Oil Crisis, and its effects on gasoline and oil markets. It also covers gold income strategies and a unique oil and bitcoin strategy, and key insights and energy markets.John Love of USCF Investments talks about UGA, the United States Gasoline Fund, which offers investors exposure to Gasoline during a time of spiking gas prices nationwide.We also explore the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies—a unique approach for investors seeking steady returns alongside precious metals, as well as USCF's recently launched Oil Plus Bitcoin Strategy Fund (WTIB), which allows you to invest in two uncorrelated assets in one find.
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59
Leveraged ETFs to Take Advantage of Market Movements
In this episode of Spotlight, Stephanie Stanton @etfguide chats with Shawn Edwards, Vice President of Institutional ETF Sales at Direxion about top market trends and trading through volatility with ETFs. Topics covered includes a discussion of Direxion's ETFs linked to industries like oil, uranium, and the larger energy sector, as well as single-stock ETFs linked to specific names like Palantir and Meta.*********To learn more about Direxion's ETF lineup, visit Direxionhttps://www.direxion.com/
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58
How Investors Can Protect Themselves From the Oil Crisis
In this episode of Spotlight, Stephanie Stanton @etfguide interviews Paul Baiocchi, CFA & Head of Fund Sales and Strategy at SS&C ALPS Advisors. Volatility in the Middle East continues to put upward pressure on oil and other commodity prices, causing some investors to rethink their positions. Today we're taking a closer look at the energy market, and how investors can protect themselves during this tense time in geopolitics.We discuss the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), as well as the Alerian MLP ETF (AMLP), the Alerian Energy Infrastructure ETF (ENFR), the ALPS Clean Energy ETF (ACES), the USCF Sustainable Battery Metals Strategy Fund (ZSB), the ALPS Equal Sector Weight ETF (EQL), and the ALPS Electrification Infrastructure ETF (ELFY).
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57
The Queen of Alts: Shana Sissel on the Evolution of Portfolio Construction
In this episode of Spotlight, Ron DeLegge @etfguide interviews Shana Sissel, CAIA & Founder of Banríon Capital Management. Some of the world's biggest and best investors have a secret. Alternatives. Also known as alts. This includes real assets, private equity, hedge style. Strategies and the stuff that never makes the headlines but quietly drives returns. Today we're pulling back the curtain on alts and how they may fit into a smarter, more resilient portfolio. *********To learn more about Banríon Capital Management visithttps://www.banrioncapital.com
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56
Commodities Investing: How to Ride the Wave
In this episode of Spotlight, Stephanie Stanton @etfguide chats with with John Love, CFA and CEO of USCF investments. This episode dives into precious metals, gold income strategies, copper markets, commodity diversification opportunities, a unique oil and bitcoin strategy, and key insights and energy markets. John Love of USCF Investments breaks down the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies—a unique approach for investors seeking steady returns alongside precious metals. We also explore the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which leverages broad commodity trends to diversify portfolios beyond stocks and bonds, as well as examining copper’s structural supply deficit and increasing demand as well as USCF's recently launched Oil Plus Bitcoin Strategy Fund (WTIB), which allows you to invest in two uncorrelated assets in one find. *********To learn more about USCF Investments visithttp://www.USCFInvestments.com
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55
International Equity, Preferred Securities, CLOs, and Global Transformers
In this episode of Spotlight, Thalia Hayden @etfguide chats with Lance McGray, Head of ETF Product at Advisors Asset Management about growth and income opportunities with international investing, preferred securities, CLOs, and companies that are transforming global business. Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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54
Leveraged and Inverse ETFS: Tools for Trading Titans, Gold Miners, and Treasuries
In this episode of Spotlight, Stephanie Stanton @etfguide chats with Ryan Lee, Senior Vice President of Product and Strategy at Direxion about top market trends and big moves in ETF trading. Topics covered includes a discussion of Direxion's ETFs linked to titans of a given sector, gold miners and junior gold miners, and treasuries.*********To learn more about Direxion's ETF lineup, visit Direxionhttps://www.direxion.com/
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53
Balanced Approaches: Growth and Income Strategies for Modern Portfolios
In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETF Product at Advisors Asset Management about growth and income opportunities with preferred securities, CLOs, and companies that are transforming global business. Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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52
Diversifying Income: Energy Infrastructure & Quality Small Cap Dividends
In this episode of Spotlight, Thalia Hayden @etfguide chats with with Paul Baiocchi, CFA and Head of Fund Sales and Strategy at SS&C ALPS Advisors. This episode examines top trends in electrification, energy, and other markets. The growing electrification trend has made ETFs like the ALPS Electrification Infrastructure ETF (ELFY) more relevant then ever. Plus, we analyze the Alerian Energy Infrastructure ETF (ENFR), the Alerian MLP ETF (AMLP), the ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) and the ALPS Sector Dividend Dogs ETF (SDOG). *********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com
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51
Beyond Equities: The Case for Commodity Diversification in Volatile Markets
In this episode of Spotlight, Stephanie Stanton @etfguide chats with with John Love, CFA and CEO of USCF investments. This episode dives into gold income strategies, commodity diversification opportunities, and key insights on copper and energy markets. John Love of USCF Investments breaks down the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies—a unique approach for investors seeking steady returns alongside precious metals. We also explore the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which leverages broad commodity trends to diversify portfolios beyond stocks and bonds, as well as examining copper’s structural supply deficit and increasing demand and how to invest in it with The United States Copper Index Fund (CPER), while analyzing the USCF MidstreamEnergy Income Fund (UMI). *********To learn more about USCF Investments visithttp://www.USCFInvestments.com
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50
Leveraged ETFs: Precision Tools for Tech, Defense, and E-Commerce Traders
In this episode of Spotlight, Ron Delegge @etfguide chats with Mo Sparks, Chief Product Officer at Direxion about top market trends and big moves in ETF trading. Topics covered includes a discussion of Direxion's ETFs linked to Ford, Shopify, Lockheed Martin, along with digital networking and big pharma stocks.*********To learn more about Direxion's ETF lineup, visit Direxionhttps://www.direxion.com/
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49
Gold Income Strategies, Commodity Diversification, and Energy ETFs
In this episode of Spotlight, Stephanie Stanton @etfguide chats with with John Love, CFA and CEO of USCF investments. This episode dives into gold income strategies, commodity diversification opportunities, and key insights on copper and natural gas markets. John Love of USCF Investments breaks down the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies—a unique approach for investors seeking steady returns alongside precious metals. We also explore the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which leverages broad commodity trends to diversify portfolios beyond stocks and bonds, as well as examining copper’s soaring demand due to electrification and AI growth, while analyzing natural gas ETFs like the United States Natural Gas Fund (UNG). *********To learn more about USCF Investments visithttp://www.USCFInvestments.com
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48
ETFs for Investing: The Growth and Income Strategy
In this episode of Spotlight, Brittany Mason @etfguide chats with Chandler Nichols, VP, ETF Product Development at Advisors Asset Management about growth and income opportunities with preferred securities, shorter duration bonds and companies that are transforming global business. Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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47
The Electrified Future: ETFs for the AI Data Center Megatrend
In this episode of Spotlight, Thalia Hayden @etfguide chats with with Paul Baiocchi, CFA and Head of Fund Sales and Strategy at SS&C ALPS Advisors. This episode examines top trends in electrification, energy, and other markets. The growing electrification trend has made ETFs like the ALPS Electrification Infrastructure ETF (ELFY) more relevant then ever. Plus, we analyze the ALPS Intermediate Municipal Bond ETF (MNBD), the Alerian Energy Infrastructure ETF (ENFR), the ALPS Core Commodity Natural Resource ETF (CCNR), and the ALPS Active REIT ETF (REIT). *********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com
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46
Tesla to Nvidia: How Single-Stock ETFs Are Changing the Game
Single-stock ETFs are rewriting the rules—offering leveraged exposure, built-in hedging, and targeted plays on some of the market's most iconic companies. In this video, we dive into how they work, why they’re gaining traction, and what investors need to understand before jumping in. Whether you're curious about high-conviction trades or strategic hedging, this is your crash course into the future of ETF investing.Watch Ron DeLegge @etfguide chat with David Kreinces at ETF Portfolio Management about single stock ETFs with a few case study examples on Strategy, Netflix and Coinbase. *********Single stock ETFs from Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com
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45
Behind the Move: ETFs with Gold and Commodities are Booming!
In this episode of Spotlight, Thalia Hayden @etfguide chats with with John Love, CFA and CEO at USCF Investments. This episode examines top trends in commodities like gold, copper, natural gas and other commodities along with corresponding ETFs. Copper's strong 2025 performance has put ETFs like the United States Copper Index Fund (CPER) on investors' radars. Plus, we analyze the USCF Gold Strategy Plus Income Fund (USG) which offers income potential from its gold holdings for investors and financial advisors. Finally, this episode helps advisors and investors understand the important role commodities play inside a diversified investment portfolio. They aren't just a hedge, but a big diversifier with upside potential.
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44
The ETF Trade: Gold, Tesla, Mag 7 Stocks, AI and More!
In this episode of Spotlight, Thalia Hayden @etfguide chats with Douglas Yones, CEO at Direxion about top market trends and big moves in ETF trading. Topics covered includes a discussion of Direxion's ETFs linked to gold miners, semiconductors, Mag 7 stocks like Tesla and Nvidia, along with the cybersecurity and big pharma stocks.*********To learn more about Direxion's ETF lineup, visit Direxionhttps://www.direxion.com/
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43
Active ETF Strategies Aimed at Faster Dividend Growth vs. the S&P 500
In this episode of Spotlight, Brittany Mason @etfguide chats with Chandler Nichols, VP, ETF Product Development at Advisors Asset Management about income opportunities with dividend growth stocks, preferred securities and shorter duration bonds. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM Brentview Dividend Growth ETF (BDIV)3. AAM S&P 500 High Dividend Value ETF (SPDV)4. AAM SLC Low Duration Income ETF (LODI)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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42
Beyond the Index: How Small Cap and REIT Investing is Advancing for ETF Investors
In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating the shortcomings of traditional cap weighted market indexes. Financial advisors and ETF investors alike should take note. Also discussed are investment opportunities for REIT, fixed income and energy investors. Finally, a new global equity ETF targeting natural resources is discussed and explained. ETF tickers mentioned in this episodeALPS Smith Core Plus Bond ETF (SMTH)ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS Active REIT ETF (REIT)ALPS Alerian Energy Infrastructure ETF (ENFR)ALPS CoreCommodity Natural Resources ETF (CCNR)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com
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41
Why Financial Gurus Are Selling You Dreams, Not Reality: The Math Behind Their Bad Advice
In this episode, Ron DeLegge @etfguide chats with @DavidMcKnight , a financial advisor and best-selling author about his new book titled "The Guru Gap: How America’s Financial Gurus Are Leading You Astray, and How to Get Back on Track." You'll learn about why financial gurus like Dave Ramsey, Suze Orman and others often provide cookie-cutter advice to the masses that is limited, incomplete and sometimes just plain wrong!
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40
A Gold ETF that Offers Income Potential and a Top Rated Commodities ETF Revealed!
In this episode of Spotlight, Jacqueline Schadeck @etfguide chats with with John Love, CFA and CEO at USCF Investments. This episode examines the potential impact of the incoming Trump administration on oil and energy markets. We'll also examine a gold ETF that offers income potential, which could be suited for investors who want cash flow on their gold assets. Finally, we'll reveal the identity of a top rated commodities ETF that is being used by some investors and financial advisors as a core portfolio building block for commodities exposure. About USCFUSCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETPs) and exchange-traded funds (ETFs). The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (Ticker: USO), in 2006. Since then, USCF has designed and issued 15 more specialty products across commodity and alternative asset classes.
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39
The Case for Active Bond, REIT and Small Cap ETFs over Passive Strategies
In this episode of Spotlight, Jaqueline Schadeck @etfguide with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating stubborn inflation, high interest rates and active solutions for fixed income and equity investors. ETF tickers mentioned in this episodeALPS Smith Core Plus Bond ETF (SMTH)ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)ALPS Alerian Energy Infrastructure ETF (ENFR)ALPS CoreCommodity Natural Resources ETF (CCNR)To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com
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38
Semiconductor SOXL and Single Stock ETFs Gain Momentum
In this episode of Spotlight, Thalia Hayden @etfguide chats with Ed Egilinksy, Head of Sales and Distribution & Alternatives at Direxion. Topics covered include stock market trends the semiconductor and technology sector, single stock ETFs along with big moves in Chinese stocks and U.S. Treasuries. Also discussed are ETF strategies for the U.S. Presidential election, trading industry sectors and capitalizing on market momentum. Stay on top of Direxion's expanding ETF lineup.
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37
A Breast Cancer Survivor's Inspiring Journey and the PINK ETF
In this episode of Spotlight, Ron DeLegge @etfguide speaks with Shana Sissel at Banríon Capital Management about her breast cancer journey and inspiring recovery. October is breast cancer awareness month and a reminder of the importance of screening. Also, it's a reminder to support all who have been diagnosed. The PINK ETF from Simplify invests in breakthrough healthcare therapies and net profits are donated for the benefit of the Susan G. Komen foundation on an annual basis.
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36
Building a Bulletproof Dividend Portfolio: Diversification Tips
In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about ETF strategies for diversifying dividend income. Using various dividend income strategies vs. a one-trick pony approach helps investors and financial advisors to build a more robust, well-rounded and potentially stable passive income strategy. In this episode, you'll learn about income ETFs tracking preferred securities, dividend growth, dividend value and actively managed equity dividend stocks. Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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35
Earn and Grow: Examining Dividend ETFs with Big Growth Potential
In this episode of Spotlight, Ron DeLegge @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors about investing and ETF strategies for navigating changes to U.S. interest rates. Topics covered include ETF strategies for dividends, equity growth and tax-exempt income. Also discussed: The impact of a new cycle of lower U.S. interest rates on financial advisors, investors and their portfolios. ETF tickers mentioned in this episodeALPS Smith Core Plus Bond ETF (SMTH)ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS Active REIT ETF (REIT)ALPS Intermediate Municipal Bond ETF (MNBD)ALPS Alerian Energy Infrastructure ETF (ENFR)Alerian MLP ETF (AMLP)
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34
Investing in Commodities to Diversify against Stock Market Risk and Inflation
In this episode of Spotlight, Thalia Hayden @etfguide chats with with John Love, CFA and CEO at USCF Investments. We discuss the role of commodities inside a diversified investment portfolio along with trends in commodity prices like copper, gold and oil. Plus, we cover the global transition towards sustainable energy solutions and the potential ETF investment opportunities in this rapidly evolving sector.About USCFUSCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETPs) and exchange-traded funds (ETFs). The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (Ticker: USO), in 2006. Since then, USCF has designed and issued 15 more specialty products across commodity and alternative asset classes.
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33
Why Preferred Securities might be the Sweet Spot in Fixed Income
In this episode of Spotlight, Ron DeLegge II @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about income opportunities with preferred securities and why they could be the sweet spot for fixed income investors. You'll learn about an ETF that tracks global innovators across various industry sectors from software to healthcare and beyond. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM Transformer ETF (TRFM)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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32
Spotlight: Beating Inflation and High Rates with Active Income Strategies
In this episode of Spotlight, Stephanie Stanton @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating stubborn inflation, high interest rates and active solutions for fixed income and equity investors. ETF tickers mentioned in this episodeALPS Smith Core Plus Bond ETF (SMTH)ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI)
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31
Spotlight: How AI is helping this ETF to Trade Better
In this episode of Spotlight, Thalia Hayden @etfguide speaks with Ryan Pannell, CEO at Kaiju Worldwide about the decision making challenges facing stock market investors and how the BTD Capital Fund (DIP) ETF is built to deal with them. Using artificial intelligence or AI, the BTD Capital Fund (DIP) ETF plugs into a robust data framework for its investment strategy — seeking to remove the guesswork of buy and sell decisions facing stock market investors. Pannell explains how the ETF works and what role it plays inside a diversified investment portfolio. Always consult the prospectus carefully before investing. Distributed by Quasar Distributors, LLC.
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30
Spotlight: HOT ETF Trends in Stocks, Gold and Industry Sectors
In this episode of Spotlight, Thalia Hayden @etfguide chats with Ed Egilinksy, Head of Sales and Distribution & Alternatives at Direxion. Topics covered include hot stock market trends, ETF strategies for combating inflation, trading industry sectors and capitalizing on high interest rates. Also discussed are updates to recent changes in Direxion's single stock ETF lineup. *********To learn more about Direxion's ETF lineup, visit Direxionhttps://www.direxion.com/
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29
Growth vs. Value: How Investors Can Win with the Right ETF Strategy
In this episode of Spotlight, Stephanie Stanton @etfguide speaks with Lance McGray, Head of ETFs at Advisors Asset Management about the tug-of-war between growth and value stocks along with what higher rates for longer might mean for income focused investors. You'll learn about ETF dividend strategies for fighting rising interest rates and high inflation. Plus, you'll see how carefully positioned high dividend income in the right markets, is both achievable and sustainable. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P Developed Markets High Dividend Value ETF (DMDV)3. AAM S&P Emerging Markets High Dividend Value ETF (EEMD)4. AAM S&P 500 High Dividend Value ETF (SPDV)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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28
Spotlight: Top Trends in Commodities and the ETFs Tracking Them
n this episode of Spotlight, Thalia Hayden @etfguide speaks with with John Love, CFA and CEO at USCF Investments. We discuss the role of commodities inside a diversified investment portfolio and trends in commodity prices. Plus, we cover the global transition towards sustainable energy solutions and the potential ETF investment opportunities in this rapidly evolving sector.About USCFUSCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETPs) and exchange-traded funds (ETFs). The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (Ticker: USO), in 2006. Since then, USCF has designed and issued 15 more specialty products across commodity and alternative asset classes.We advise you to consider a Fund's objectives, risks, charges and expenses carefully before investing. Download a copy of a Fund's Prospectus by contacting the Fund’s distributor at: ALPS Distributors, Inc., 1290 Broadway, Suite 1000, Denver, Colorado 80203, calling 800-920-0259 Investing involves risks, including loss of principal.Funds distributed by ALPS Distributors, Inc.To learn more, visit: https://www.uscfinvestments.com/
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27
Bond investing: Overcoming the challenges of balancing risk and yield income
In this episode of Spotlight, Thalia Hayden @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for fixed income exposure to bonds, small cap stocks, international equities and *ETF tickers mentioned in this episode*ALPS Smith Core Plus Bond ETF (SMTH)ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)Real Estate Select Sector SPDR Fund (XLRE)To learn more about SS&C ALPS Advisors visit*http://www.alpsfunds.com
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26
An ETF that Makes "Buying the Dip" in Stocks Easy
In this episode of Spotlight, Thalia Hayden @etfguide speaks with Ryan Pannell, CEO at Kaiju ETF Advisors about the decision making challenges facing stock market investors and how the BTD Capital Fund (DIP) ETF is built to deal with them. Using artificial intelligence or AI, the BTD Capital Fund (DIP) ETF plugs into a robust data framework for its investment strategy — seeking to remove the guesswork of buy and sell decisions facing stock market investors. Pannell explains how the ETF works and what role it plays inside a diversified investment portfolio. Always consult the prospectus carefully before investing. Distributed by Quasar Distributors, LLC.
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25
Getting Reliable Dividends in the ETF Market
In this episode of Spotlight, Stephanie Stanton @etfguide interviews Lance McGray, Head of ETFs at Advisors Asset Management about the faltering 60/40 portfolio mix and why it might be time to examine better strategies. You'll also learn about ETF strategies for year-end tax loss selling. Plus, you'll learn about how to get reliable dividend income without the big risk of long duration investments.ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P 500 High Dividend Value ETF (SPDV)3. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)4. AAM S&P Developed Markets High Dividend Value ETF (DMDV)5. AAM S&P Emerging Markets High Dividend Value ETF (NYSE: EEMD)
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24
Using ETFs as Single Stock Substitutes + Reduce the 2023 Tax Bite NOW!
In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for single stock alternatives, factor investing in quality dividend and value stocks and ideas for 2023 tax-loss harvesting. *ETF tickers mentioned in this episode*Alerian Energy Infrastructure ETF (ENFR)Alerian MLP ETF (AMLP)ALPS O’Shares U.S. Quality Dividend ETF (OUSA)ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)ALPS Sector Dividend Dogs ETF (SDOG)Energy Select Sector SPDR Fund (XLE)**********To learn more about SS&C ALPS Advisors visit*http://www.alpsfunds.com
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23
Finding Reliable Dividend Income in the ETF Market
In this episode of Spotlight, Thalia Hayden @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating the concentration risk in megacap stocks, high inflation, and getting reliable dividend income from overlooked sectors. ETF ticker symbols discussed in this episode are: Alerian Energy Infrastructure ETF (ENFR)ALPS Active REIT ETF (REIT)ALPS Sector Dividend Dogs ETF (SDOG)ALPS Equal Weight Sector ETF (EQL)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com
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22
Adding Small Caps and Transformative Technology to Your ETF Portfolio!
In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about big opportunities for investors and financial advisors in overlooked smaller stocks and technology companies that are transforming business. You'll also learn about ETF strategies for getting sustainable dividend income without the big risk of long durations and shaky credit quality. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P 500 High Dividend Value ETF (SPDV)3. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)4. AAM Transformers ETF (TRFM)
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21
Positioning Your Money for Higher Dividend Income
In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about ETF dividend income strategies for investors and financial advisors. You'll learn about ETF strategies for fighting rising interest rates and high inflation. Plus, you'll see how high dividend income in the right markets, is both achievable and sustainable. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P Developed Markets High Dividend Value ETF (DMDV)3. AAM S&P Emerging Markets High Dividend Value ETF (EEMD)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
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20
ETF Spotlight: Analyzing Biotechs, High Dividend and Quality Factor Strategies
In this episode of Spotlight, Thalia Hayden @etfguide talks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for the upswing in biotech stocks, international stocks, and high dividend strategies. ETF ticker symbols discussed in this episode are: ALPS Sector Dividend Dogs ETF (SDOG)ALPS International Sector Dividend Dogs ETF (IDOG)ALPS | O’Shares Europe Quality Dividend ETF (OEUR)ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS Medical Breakthroughs ETF (SBIO)Alerian MLP ETF (AMLP)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com
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19
Defensive ETF Strategies for Higher, Sustainable Dividend Income
In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about ETF dividend income strategies for investors and financial advisors. You'll learn about ETF strategies for combating rising interest rates and stubborn inflation. Plus, you'll see how dividend income could buffer stock market volatility. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P 500 High Dividend Value ETF (SPDV)3. AAM S&P Emerging Markets High Dividend Value ETF (EEMD)4. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)5. AAM Transformers ETF (TRFM)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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18
ETF Strategies for Getting More Dividends, Combating Inflation and Hedging Market Volatility
In this episode of Spotlight, Stephanie Stanton @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating stubborn inflation, dampening stock market volatility and getting more dividend income.ETF ticker symbols discussed in this episode are: Alerian Energy Infrastructure ETF (ENFR)ALPS Clean Energy ETF (ACES)ALPS Active REIT ETF (REIT)ALPS Sector Dividend Dogs ETF (SDOG)Alerian MLP ETF (AMLP)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com
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17
ETF Investing: Year-end Moves and 2023's Biggest Investment Trends
In this episode of Spotlight, Stephanie Stanton @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include what's behind the bullish move in energy stocks and ETFs, the investment opportunity in high quality small cap stocks and ETF strategies for combating high inflation and volatility. Plus, Baiocchi explains the basics of tax-loss harvesting and why 2022 is drenched with opportunities to benefit from this popular portfolio optimization technique. ETF ticker symbols discussed in this episode are: ALPS O'Shares U.S. Quality Dividend ETF (OUSA)Alerian Energy Infrastructure ETF (ENFR)ALPS Clean Energy ETF (ACES)Alerian MLP ETF (AMLP)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.co
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16
ETF Strategies for Dividend and Value Investors
In this episode of Spotlight, Arianne Alcorta @etfguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about dividend income strategies for ETF investors. Investors and financial advisors will learn about ETF strategies for combating higher inflation and rising interest rates. Plus, you'll see how dividend income could buffer stock market volatility. Finally, McGray examines the biggest investing lessons of 2022 and market trends he's watching for in 2023. 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 Emerging Markets High Dividend Value ETF (EEMD)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF
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15
SPIVA Scorecard: Analyzing the Performance Trends of Actively Managed Funds
In this Spotlight episode, Arianne Alcorta with @etfguide chats with Anu Ganti, Senior Director on the Index Investment Strategy Team at S&P Dow Jones Indices. Ganti breaks down the latest performance trends contained within the SPIVA scorecard, a semi-annual report on the performance trends of actively managed funds against their relevant benchmark. The SPIVA scorecard is celebrating its 20-year history and it's the go-to tool for measuring active funds vs. their corresponding benchmarks in global markets across different asset classes and investment strategiesTo learn more about the SPIVA scorecard visithttps://www.spglobal.com/spiva
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14
Spotlight: Losses in Bonds? Tax Harvest Your Losers Before it's Too Late!
In this episode, Ron DeLegge @ETFguide chats with Brandon Clark, the Director of ETF Business at Federated Hermes about important investing trends in the bond and ETF market. As 2022 nears its end, using tax-loss harvesting with ETFs to your advantage is also discussed.ETF tickers mentioned in this episode include the Short Duration Corporate ETF (FCSH) and the Short Duration High Yield ETF (FHYS).
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13
Cut Your Tax Bill to 0% when Stocks and Bonds are Falling!
In this episode of Spotlight, Ron DeLegge @ETFguide chats with best-selling author David McKnight @The Power of Zero about Roth IRA conversions, the 0% tax bracket and other 2022 year-end strategies to improve your financial bottom line. *******To learn more about the Power of Zero visithttp://www.powerofzero.com*******YOUR RESOURCES FROM RONMargin of Safety tool: Join our waiting list http://tinyurl.com/muhwcy7sGet Ron's weekly newsletter https://tinyurl.com/2p8bxy82Free ETF Guides https://tinyurl.com/4uvfx4m7Get feedback on your portfolio's performance https://tinyurl.com/cz4ahj52
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12
ETF Investing: Protecting Your Portfolio against Higher Interest Rates and Inflation
In this episode of Spotlight, Stephanie Stanton @ETFguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.Topics covered include ETF strategies for capturing major trend changes in the energy sector, combating higher inflation and tapping into the power of actively managed real estate for more dividend income.
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