ETF Insights & Analysis
Deep dives into ETF strategies, portfolio construction, and the people building today's most innovative funds — distilled from Behind the Ticker conversations.
94 articles from 94 podcast episodes
Latest Articles
Raymond Micaletti on the MOOD ETF: Strategy, Process, and What Sets It Apart
Raymond Micaletti built the MOOD ETF around a single idea: institutions consistently outperform retail traders, and you can measure the difference. Af
Sam Rahman & John McNamara on the HGRO ETF: Strategy, Process, and What Sets It Apart
Sam Rahman and John McNamara joined Brad to discuss the launch and philosophy behind the HGRO ETF.
Seth Cogswell of Running Oak: Inside Their Investment Approach
In this episode of Behind the Ticker, Brad Roth speaks with Seth Cogswell, Portfolio Manager at Running Oak Capital, about the firm’s flagship ETF—RUN
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Eric Lutton of Sound Income Strategies: Inside Their Investment Approach
In this episode, Brad sits down with Eric Lutton, CIO of Sound Income Strategies, to discuss the firm’s actively managed ETF: FXED, and its unique app
Ryan Thomes on the HWSM ETF: Strategy, Process, and What Sets It Apart
In this episode of Behind the Ticker, Brad Roth interviews Ryan Thomes, Co-Portfolio Manager at Hotchkis & Wiley, to discuss the launch and strategy b
Kirk McDonald of Argent Capital: Inside Their Investment Approach
In this episode of Behind the Ticker, host Brad Roth speaks with Kirk McDonald, Portfolio Manager at Argent Capital Management, about his unique path
Rob Thummel of Tortoise Capital: Inside Their Investment Approach
In this episode of Behind the Ticker, Brad Roth sits down with Rob Thummel, Senior Portfolio Manager at Tortoise Capital Advisors, to dive into the fi
Bob Elliot on the HFGM ETF: Strategy, Process, and What Sets It Apart
In a recent episode of Behind the Ticker, Bob Elliott, co-founder and Chief Investment Officer of Unlimited, discussed the firm’s mission to democrati
Brad Neuman on the INVN ETF: Strategy, Process, and What Sets It Apart
In a recent episode of Behind the Ticker, Brad Neuman, Director of Market Strategy and Portfolio Manager at Alger, joined the show to discuss the firm
Wayne Penello of NextGen EMP: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Wayne Penello, founder of NextGen EMP, shared the fascinating journey that led him to launch the NextGen Eff
Rob Harvey of DFA: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Rob Harvey, Vice President at Dimensional Fund Advisors (DFA), shared his personal journey into asset manage
Clark Allen of Horizon Investments: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Clark Allen, Head of ETFs at Horizon Investments, shared his journey from public accounting and family offic
Paisley Nardini of Simplify: Inside Their Investment Approach
In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Paisley Nardini, Vice President and Client Portfolio St
Matt Kaufman of Calamos: Inside Their Investment Approach
In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Matt Kaufman, Head of ETFs at Calamos Investments, join
Jeff Cullen of Schafer Cullen: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Jeff Cullen, Managing Director at Schafer Cullen Capital Management, sat down to discuss the firm’s first ET
Dan Petersen of New York Life: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Dan Petersen, Head of Product Management at New York Life Investments, discussed the firm’s international eq
Kirsten Chang of VettaFi: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Kirsten Chang, Director of Editorial and Content at VettaFi, shared insights into her journey from CNBC to h
Adam Patti of VistaShares: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Adam Patti, founder and CEO of VistaShares, discussed the launch of the VistaShares Artificial Intelligence
Emma Harper of Sage Advisory: Inside Their Investment Approach
n a recent episode of Behind the Ticker, Emma Harper, a research analyst at Sage Advisory, shared insights from the firm’s 2024 ETF Stewardship Report
Rob Arnott of Research Affiliates: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Rob Arnott, founder and chairman of Research Affiliates, shared insights into the firm's latest innovation,
John Davi of Astoria Advisors: Inside Their Investment Approach
n a recent episode of Behind the Ticker, John Davi, founder and CIO of Astoria Advisors, discussed the firm's latest ETF launch, the Astoria US Qualit
Mike Loukas of TrueShares: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Mike Loukas, CEO of TrueShares, shared insights into the firm’s journey and the unique approach behind their
Catherine LeGraw of GMO: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Catherine LeGraw, asset allocation strategist at GMO, shared insights into the firm’s approach to value inve
Kevin Carter of EMQQ Global: Inside Their Investment Approach
In a recent episode of Behind the Ticker, Kevin Carter, founder of EMQQ Global, shared his journey into investment management and the inspiration behi
David Dziekanski- Quantify Funds: ETF Strategy and Market Insights
In a recent episode of Behind the Ticker, David Dziekanski, founder and CEO of Quantify Funds, introduced his firm’s first ETF, the STKD Bitcoin and G
Ai in Finance on the AI ETF: Strategy, Process, and What Sets It Apart
In a special edition of Behind the Ticker recorded at the UT CATT 2024 Global Analytics Conference, host Brad Roth moderated a panel discussion explor
Al Chu of American Beacon GLG Natural Resources ETF: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Al Chu, portfolio manager at Man GLG, discussed his role managing the American Beacon GLG Natural Resource
Raymond Holst of Practus: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Raymond Holst from Practus LLP discussed the intricacies of 351 exchanges and their relevance to the ETF i
Garrett Stevens & Rich Malinowski of Exchange Traded Concepts: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Garrett Stevens and Rich Malinowski from Exchange Traded Concepts (ETC) discussed the firm’s unique positi
Brett Eichenberger of Cohen & Co.: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Brett Eichenberger from Cohen & Company discussed the intricacies of auditing in the ETF and mutual fund i
Petra Bakosova of Hull adaptive: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Petra Bakosova from Hull adaptive discussed the unique approach behind the Hull adaptive Asset Allocation
Joe Benoit of Grimes & Co.: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Joe Benoit, portfolio manager at Grimes & Company, discussed the firm’s collaboration with Little Harbor A
David Allen of Octane Investments: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” David Allen, CFA and founder of Octane Investments, discussed his background in finance and the firm’s str
Federico Brokate of 21Shares: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Federico Brokate, Head of U.S.
Nancy Davis of Quadratic Capital: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Nancy Davis, founder and CIO of Quadratic Capital, discussed her journey from Goldman Sachs to launching h
Mike Venuto of Tidal: The ETF Masters: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Mike Venuto, co-founder and CIO of Tidal Financial Group, shared insights into the company’s approach to l
Sylvia Jablonski on the QTUM ETF: Strategy, Process, and What Sets It Apart
In a recent episode of “Behind the Ticker,” Sylvia Jablonski, CEO & CIO of Defiance ETFs, shared her background in finance and the innovative strategi
James St. Aubin of Ocean Park Asset Management: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” James St.
Springer Harris of Get ETF'd: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Springer Harris, the author of Get ETF’d: An Insider’s Guide to Starting and Running an ETF, shared his ex
Howard Chan on the KQQQ ETF: Strategy, Process, and What Sets It Apart
In a recent episode of “Behind the Ticker,” Howard Chan, founder of Kurv Investment Management, discussed his unique approach to ETFs and how his firm
Joanna Gallegos of BondBloxx: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Joanna Gallegos, co-founder of BondBloxx, shares her extensive background in ETFs and the innovative fixed
Taylor Krystkowiak of ThemesETFs: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Taylor Krystkowiak, co-founder of ThemesETFs, shared insights into his career and the innovative strategie
Will Rhind of GraniteShares: Inside Their Investment Approach
Join us for an insightful episode as we dive into the fascinating world of Exchange-Traded Funds (ETFs) with a true industry veteran, Will Rhind. With
Tim Kramer on the CNIC ETF: Strategy, Process, and What Sets It Apart
In a recent episode of “Behind the Ticker,” Tim Kramer, founder of CNIC Funds, shares his extensive background in the energy industry and the innovati
Meb Faber of Cambria Investments: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Meb Faber, CEO and CIO of Cambria Investments, shares insights into his career journey and the innovative
John McHugh on the WLTG ETF: Strategy, Process, and What Sets It Apart
In a recent episode of “Behind the Ticker,” John McHugh, founder of WealthTrust Asset Management, shared his extensive experience in portfolio managem
Andrew Skatoff of Bancreek: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Andrew Skatoff, founder of Bancreek, shared insights into his journey and the innovative investment strate
Danielle Gilbert of Panagram: Inside Their Investment Approach
In a recent episode of “Behind the Ticker,” Danielle Gilbert, head of business development at Panagram, discusses her career path and the innovative s
Yang Tang on the VWI ETF: Strategy, Process, and What Sets It Apart
In a recent episode of “Behind the Ticker,” Yang Tang, co-founder of Arch Indices, discusses his career journey and the innovative approach his firm t
Burke Ashenden of Innovator ETFs: Inside Their Investment Approach
In a recent episode of "Behind the Ticker," Burke Ashenden, Head of Capital Markets at Innovator ETFs, delves into the unique offerings of Innovator E
Jerry Parker of Chesapeake Capital: Inside Their Investment Approach
In a recent episode of "Behind the Ticker," Jerry Parker, founder of Chesapeake Capital an industry veteran in trend following and systematic trading,
Bob Elliott of HFND: Inside Their Investment Approach
In a recent episode of "Behind the Ticker," Bob Elliott, founder of Unlimited and former employee at Bridgewater Associates, shares insights into his
Andrew Beer of DBMF: Inside Their Investment Approach
In a recent episode of "Behind the Ticker," Andrew Beer, an established figure in the hedge fund and ETF industries, shares his experiences and insigh
Matt Kaufman of Calamos: Inside Their Investment Approach
In a recent episode of "Behind the Ticker," host Brad delves into the innovative financial products from Calamos with guest Matt Kaufman.
Jason Hsu of Rayliant: Inside Their Investment Approach
In this episode of "Behind the Ticker," host Brad Roth sits down with Jason Hsu, co-founder of Rayliant, to discuss the integration of quantitative re
Greg Reid of Westwood MDST: Inside Their Investment Approach
The podcast episode of "Behind the Ticker" featuring Greg Reid, the president of Real Assets at Westwood, offers a detailed insight into his backgroun
Kim Mayer on the QLTY ETF: Strategy, Process, and What Sets It Apart
In this episode of "Behind the Ticker," host Brad interviews Kim Mayer from GMO.
Simeon Hyman of ProShares: Inside Their Investment Approach
In the latest episode of Behind the Ticker, Brad Roth engages with Simeon Hyman from ProShares, delving into the intricate world of ETFs and the innov
Dodd Kittsley of Davis Funds: Inside Their Investment Approach
In this episode of "Behind the Ticker," Brad Roth engages with Dodd Kittsley from Davis Funds to explore their ETFs and mutual funds.
Sal Esposito of Zacks: Inside Their Investment Approach
The episode of "Behind the Ticker" features Sal Esposito from Zacks, focusing on two of their ETFs: ZECP (Earnings Consistent Portfolio) and SMIZ (Sma
Johan Grahn of Allianz: Inside Their Investment Approach
The podcast episode of "Behind the Ticker," hosted by Brad Roth, features Johan Grahn from Allianz discussing the intriguing world of buffered ETF pro
Weldon Rice on the QRFT ETF: Strategy, Process, and What Sets It Apart
In the episode of "Behind the Ticker," Brad Roth and Weldon Rice from Qraft Technologies discuss the integration of artificial intelligence within the
David LaValle of Grayscale: Inside Their Investment Approach
In this episode of "Behind the Ticker," host Brad Roth welcomes David LaValle, a notable figure in the ETF industry and a current leader at Grayscale,
Keri Riemer & Hazel Doyle of K&L Gates: Inside Their Investment Approach
Special Live From Exchange ETF Series In this live and in-person episode of "Behind the Ticker," host Brad Roth welcomes Keri Riemer and Hazel Doyle
Adam Curran of YALL: Inside Their Investment Approach
Adam Curran shares his background growing up in a household focused on money and his journey to starting his own financial planning firm.
Todd Rosenbluth of VettaFi: Inside Their Investment Approach
In this conversation, Brad interviews Todd Rosenbluth, an industry veteran and current member of VettaFi.
Matt Barry of Touchstone Funds: Inside Their Investment Approach
The guest on this episode of the "Behind the Ticker" podcast was Matt Barry, head of product management and ETF capital markets at Touchstone Investme
Andrew Chanin of ProcureAM: Inside Their Investment Approach
In this episode, we are joined joined by Andrew Chanin, Co-Founder and CEO of ProcureAM.
Yuri Khodjamirian on the TEMA ETF: Strategy, Process, and What Sets It Apart
In this episode of Behind the Ticker, Brad invites Yuri Khodjamirian, CIO at Temma Capital Management, to discuss their actively managed ETF focused o
Ragen Stienke of Ballast Asset Management: Inside Their Investment Approach
Ragen Stienke, founder of Ballast Asset Management, joined the Behind the Ticker podcast to discuss his 30+ years of experience in small and mid-cap i
Steve Cook of Harbor Funds: Inside Their Investment Approach
Episode 23 of Behind the Ticker features guest Steve Cook, Head of ETFs at Harbor Capital Advisors.
Katie Stockton of Fairlead Strategies & TACK: Inside Their Investment Approach
In this episode of Behind the Ticker, we sit down with Katie Stockton, founder and managing partner of Fairlead Strategies, to delve into the philosop
Will Rhind of Graniteshares: Inside Their Investment Approach
Join us for an insightful episode as we dive into the fascinating world of Exchange-Traded Funds (ETFs) with a true industry veteran, Will Rhind. With
Paul Weisbruch of GTS: Inside Their Investment Approach
In Episode 20, we feature Paul Weisbruch from GTS, a prominent player in the financial industry.
Kyle Wiggs of UX Wealth: Inside Their Investment Approach
In Episode 19, we welcome Kyle Wiggs, the founder and CEO of UX Wealth Partners, a platform known for its utilization of Artificial Intelligence and M
John Davi & Frank Tedesco of ROE: Inside Their Investment Approach
In Episode 18, we're joined by John Davi and Frank Tedesco from Astoria Advisors, who have just introduced their second ETF, ROE - US Quality Kings. W
Elysabeth Alfano on the EATV ETF: Strategy, Process, and What Sets It Apart
Episode 17 showcases Elysabeth Alfano, an influential figure in the world of food systems transformation.
Ryan Pannell of DIP: Inside Their Investment Approach
Introducing Ryan Pannell, CEO of Kaiju ETF Advisors.
Alejandro Garza of AZTD: Inside Their Investment Approach
Episode 15 of Behind the Ticker features Alejandro Garza, the Founder and Portfolio Manager of Aztlan Equity Management.
David Schulhof of MUSQ: Inside Their Investment Approach
Episode 14 features David Schulhof the CEO and Portfolio Manager of MUSQ, The Global Music Industry ETF.
Adam Eagleston of Formidable: Inside Their Investment Approach
Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management.
Neil Azous of Rareview: Inside Their Investment Approach
In this Episode we talk with Neil Azous founder of Rareview Capital.
John Forlines of Donoghue Forlines: Inside Their Investment Approach
Episode 11, features John Forlines III, the Chief Investment Officer of Donoghue Forlines.
John Davi of Astoria Advisors: Inside Their Investment Approach
In Episode 10, we welcome John Davi, the Founder of Astoria Advisors.
Michael Gayed on the ATAC ETF: Strategy, Process, and What Sets It Apart
Welcome to episode 9 of Behind the Ticker.
Michael Venuto of Tidal & BLOK: Inside Their Investment Approach
Welcome to episode 8 of Behind the Ticker.
Dan Cupkovic on the QSWN ETF: Strategy, Process, and What Sets It Apart
Introducing Dan Cupcovic, the Portfolio Manager behind BlackSwan's strategy.
David Cohen on the HNDL ETF: Strategy, Process, and What Sets It Apart
In episode 6, we speak with David Cohen the Co-Founder of the HANDLS Indexes.
Dave Mazza on the CHAT ETF: Strategy, Process, and What Sets It Apart
Welcome to episode 5, where we hear from Dave Mazza, the Chief Strategy Officer for Roundhill Investments.
Garrett Stevens of Exchange Traded Concepts: Inside Their Investment Approach
Episode 4 of Behind the Ticker features a conversation with Garrett Stevens, founder of Exchange Traded Concepts (ETC).
Daniel Snover on the ARP ETF: Strategy, Process, and What Sets It Apart
Welcome to episode 3, where we hear from Daniel Snover, the founder of PMV Capital and portfolio manager of the ARP ETF (Adaptive Risk Parity), about
Patricia Lizarraga of WCEO ETF: Inside Their Investment Approach
In this episode, host Brad Roth interviews Patricia Lizarraga, CEO of Hypatia Capital and portfolio manager for WCEO, an ETF that invests solely in wo
Tommy Mancuso on the BAD ETF: Strategy, Process, and What Sets It Apart
The Behind the Ticker podcast premiere episode features a dynamic conversation between host Brad Roth, and Tommy Mancuso, founder of the BAD ETF. In e
Introduction to Behind the Ticker: ETF Strategy and Market Insights
Welcome to Behind the Ticker. This show will uncover the inter-workings of the ETF industry.
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