Join hosts Exponential ETFs Chief Strategist, Kevin Quigg and CEO, Phil Bak for a show with news, insights, and stories about how modern investors are meeting the challenges of portfolio innovation.
Welcome back to the ETF Experience. This week Kevin Quigg, Phil Bak and Josh Blechman dive into the recurring segment: What The Hell Is Going On? – 2019 look-forward storyline edition (Tariffs and Rates). Alongside our newest topic – Invest, Trade or Short – where the panelist are given three choices and must pick which they would Invest in, which they would trade around and which they would short (Example: Gold, Cash, Crypto – Facebook, Twitter, LinkedIn).
Later, Michael Batnick – Director of Research at Ritholtz Wealth Management and author of The Irrelevant Investor and Nick Maggiulli – Manager of Analytics at Ritholtz Wealth Management and author of Of Dollars and Data; Join us in the studio to discuss the evolution of the mediums through which financial professionals can connect to a larger audience beyond just their clients and how they manage the grind of producing continuous content. Listen to find out which of them was “discovered” by a renowned Wall Street Journal columnist? How far we are from a critical level of Index investing as a percentage of the market. Debating the merits of twitter anonymity, the usefulness of social media in financial services and who wins the future between Apple and Microsoft.
Investment Advisor Impact: Talking Generational Wealth Transfer with Ryan Kirlin and Bill Smalley (EP.22)
This week’s episode starts off with segments such as: What The Hell Is Going On: Politics Edition – Can the political poles be pulled to the center? Investment Article Book Club – The difference between Quant-As-A-Guide and Quant-As-A-Law; If I Were a Billionaire… – What is the first thing you would do? and Investing Theme Wars – pick your horse between Marijuana, Batteries and Crypto.
Ryan Kirlin, Director of Capital Market at Alpha Architect and Bill Smalley the Head of Products at Virtus ETF Solutions join us in studio to discuss the implications of the pending Boomer generational wealth transfer, what that means from an advisor perspective and how millennials’ interaction with financial products differ from their parents. Find out which millennial guest “doesn’t own a house, but does like avocados”. Are ETFs one thing that Millennials aren’t ruining? Explore the link between ETF adoption and the democratization of knowledge. Currently, the average age of financial Advisor is in their 60’s. Will ETF adoption accelerate even further as younger advisors increasingly take over? Over what timeline might that take place? Finally, a thoughtful discussion about walking the line with respect to regulation vs innovation in the financial services arena and how can small companies compete with the industry giants.
The SPIVA Diva and the Bloomberg ETF Intelligentsia: Exploring the Perks and Perils of Active vs Passive (EP.21)
Exponential ETFs Director of Capital Markets, Josh Blechman and CEO, Phil Bak – are joined in studio by Aye Soe, Managing Director of Research and Design for the Americas at S&P Dow Jones Indices (also known as “The SPIVA Diva”) and Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence – to discuss thoughts on the perils and perks Active vs Passive investing, the SPIVA report, the double edge sword of benchmarking against an Index, opportunities in the Mid-Cap space and innovation in fixed income ETFs.
Interested in how active managers have done vs passive benchmarks? Is your “Factor Fund” pure, or watered-down exposure? How might managers approach “Smart Beta” for fixed income ETFs? What asset class does Eric believe is experiencing “The Jan Brady Effect”? and what emerging trend in flows does he call “Faces Over Formulas”? Aye and Eric are at the forefront of ETF and Index innovation, diving deep with us into the current market environment as they see it, the importance of knowing what you own and what future opportunities excite them most.
Exponential ETFs Chief Strategist Kevin Quigg and Director of Capital Markets Josh Blechman delve into topics including: Possible reasons behind the stock market’s relative indifference to this latest rounds of earnings “Beats”; Imagining a future where legalized sports betting is part of an individual’s standard asset allocation and housed within a unified brokerage account; Best/Worst parts of the Fall Season; and a conversation with Chris Hempstead, Head of ETF Sales at Deutsche Bank – on the capabilities and challenges of ETF market makers, the role they play in the ETF eco-system and how technology is changing everything.
Bonus Segment: An interview with Dan Cupkovic, Director of Investments at ARGI Financial Group – On the newly launched BlackSwan Growth and Treasury Core ETF (SWAN). The fund is designed to protect against (you guessed it) BlackSwan events. With the majority of assets in historically low-volatility Treasuries, remaining assets are used to purchase “in-the-money” calls (options with a strike price below the market price on the S&P 500). The goal is to achieve capital appreciation above inflation while minimizing volatility as compared to standard asset-allocated investments. Excellent insight is provided on the idea behind the design and where this product fits within a portfolio allocation model.
Hear about the origins of the ETF industry from the individuals who were there from the start. Kevin Quigg and Phil Bak of Exponential ETFs are joined in the studio by Dave Nadig, Managing Director of ETF.com and Steve Schoenfeld, Founder and CIO of BlueStar Indexes (some of the earliest voices to bring ETF research to the masses) to discuss the early days of ETFs, how far they have come and what may be in store for the future of the industry.
Do you know why we say Indices instead of Indexes? What is the worst Index of all time? Are ETFs the Apex Predator of financial wrappers? Will the asset manager of the future come from the FAANG names? Does Dave Nadig really use the term “Bullpucky”? These topics and more are covered in this past, present and future episode of the ETF Exceptional Podcast.
Kevin Quigg and Phil Bak sit down with Joe Smith, Deputy Chief Investment Officer from CLS Investments and Todd Rosenbluth, Director of ETF Research from CFRA, to focus on diversification in relation to equity markets, fixed income ETFs, and gold.