The ETF Store Show
Best of The ETF Store Show | December 29th, 2015
We revisit some of our favorite guest interviews from the second half of 2015 including Morningstar’s Ben Johnson on active versus passive management, ETF.com’s Matt Hougan on the continued rise of ETFs, and Vanguard’s Ed Saracino on bonds and bond ETFs.
iShares’ Tushar Yadava Recaps Stocks in 2015 & Looks Ahead to 2016 | December 22nd, 2015
Tushar Yadava, Investment Strategist at iShares, looks back on the year that was in stocks and looks ahead to 2016. Nate & Conor also discuss recent ETF fee reductions from iShares and spotlight the iShares Core MSCI Emerging Markets ETF (IEMG).
To Hedge or Not to Hedge? | December 15th, 2015
Jeremy Schwartz, Director of Research at WisdomTree, breaks down the decision of whether or not to hedge currency exposure in your international stock positions. Nate & Conor also spotlight the WisdomTree Japan Hedged Equity ETF (ticker DXJ).
Smart Year-End Tax Moves | December 8th, 2015
Jimmy Houlehan, CPA & Partner with Boan, Connealy, & Houlehan, joins us in studio to talk year-end tax planning moves. Nate & Conor also explain why ETFs can offer greater tax efficiency than mutual funds.
Year-End Financial Planning Tips | December 1st, 2015
Nate & Jason discuss key items to tackle before year-end to keep your investments and finances on track. Sean O’Hara, Director of Pacer Financial, spotlights the Pacer lineup of ETFs including the Trendpilot 750 ETF (PTLC).
Alpha Architect’s Jack Vogel on New Book “DIY Financial Advisor” | November 24th, 2015
Alpha Architect’s Jack Vogel, one of the authors of “DIY Financial Advisor“, discusses key investor takeaways from his new book including why you should be wary of “investment experts”. Nate & Jason also spotlight the ValueShares International Quantitative Value ETF (ticker IVAL).
Vanguard’s Ed Saracino Discusses Bond Market, Bond ETFs | November 17th, 2015
Ed Saracino, Senior Investment Analyst at Vanguard, discusses navigating bonds in today’s challenging environment and also spotlights several Vanguard bond ETFs. Nate & Conor explain the differences between investing in individual bonds, bond mutual funds, and bond ETFs.
We Answer Your ETF Questions | November 10th, 2015
We answer your ETF questions including on ‘ETFs of ETFs’ and low volatility ETFs. Neil Macneale, owner of the 2-for-1 Index which powers the USCF Stock Split ETF (TOFR), explains stock splits and why he believes investors can benefit from them.
Most Important ETFs | November 3rd, 2015
Leading ETF research firm ETF.com recently published a list of the 15 most important ETFs. Nate & Jason discuss these ETF industry game changers. Kevin Kelly, Chief Investment Officer at Recon Capital Partners, also spotlights the NASDAQ 100 Covered Call ETF (QYLD).
Here Come the Millennials | October 27th, 2015
Mike Savage, Managing Director & Portfolio Strategist at Charles Schwab, joins us in studio to discuss the unique behaviors of Millennial investors, including why Millennials view ETFs as the future building blocks of portfolios. Nate and Jason also offer five ETFs for Millennial investors to consider.
ETF 101: Must-Know Basics | October 20th, 2015
ETFs have been called the next generation mutual funds. What are ETFs, how exactly do they compare to mutual funds, and how do you select the right ones for your portfolio? Nate, Conor, & Jason explain the basics and offer some helpful tips.
Mutual Fund Companies Launch ETFs, Investors Win | October 13th, 2015
With yet another mutual fund giant making the leap into ETFs, we explain how investors are reaping the rewards. We also walk through fund fee basics and AlphaClone’s Maz Jadallah & Brad Bredemann spotlight the AlphaClone Alternative Alpha ETF (ALFA).
Why Oil Matters | October 6th, 2015
Oil continues to play a major role in the financial markets, economy, and even politics. Matt Smith, Director of Commodity Research at ClipperData joins us to discuss the unique dynamics of the oil market. Van Eck Global’s Brandon Rakszawski also spotlights two oil-related Market Vectors ETFs.
With Cash Outperforming Stocks & Bonds, Where Do You Turn? | September 29th, 2015
With cash outperforming both stocks and bonds for the first time since 1990, we continue last week’s conversation on the merits of alternative investment options. Plus, IndexIQ’s Executive V.P. & Chief Portfolio Strategist, Kevin DiSano, spotlights hedge fund replication and currency hedged ETFs.
Are You Really Diversified? | September 22nd, 2015
We explain what the weather in Miami has to do with your investment portfolio and why proper diversification is critical in today’s markets. Simeon Hyman, Head of Investment Strategy at ProShares, also discusses the importance of alternative investments and spotlights several ProShares ETFs.
ETF.com’s Matt Hougan on Rise of ETFs, 2015 ETF Predictions | September 15th, 2015
Matt Hougan, CEO of ETF.com, discusses the continued rise of ETFs and his 3 ETF predictions for the remainder of 2015. Nate & Conor also explain recent trading issues surrounding ETFs and spotlight the Vanguard Total International Bond ETF (BNDX).
ETF Trading, Oil ETFs, & More | September 8th, 2015
We answer your questions on ETFs and investing. Topics include recent ETF trading issues, oil ETFs, and mutual fund cash drag. Nate & Conor also spotlight the popular iPath S&P 500 VIX Short Term Futures ETN (VXX), a product most investors would be well-advised to steer clear from.
Should You Own Gold in Your Portfolio? | September 1st, 2015
With volatility returning to the financial markets, gold has been thrust back into the spotlight. Juan Carlos Artigas, Director of Investment Research at the World Gold Council, joins us to discuss whether gold makes sense for long-term investors and offer his perspective on the current gold market. Nate & Conor also highlight several gold-related ETFs.
Financial Literacy: Why We Need to Do Better | August 25th, 2015
Financial literacy is important not only when it comes to investing, but in all aspects of our financial and personal lives. Latoya Goree, Director of the Center for Economic Education at the University of Missouri Kansas City and Interim Director for the Missouri Council on Economic Education, joins us in studio to discuss how we can improve financial literacy, resulting in better outcomes for both individuals and communities.
An Index Card with All the Financial Advice You’ll Ever Need | August 18th, 2015
Amazingly, it’s been said the best financial advice can fit on a single index card. Nate, Conor, & Jason try their hand at this exercise, attempting to simplify an unnecessarily complicated investment world. Also, Jeff Klearman, Chief Investment Officer at Rich Investment Solutions, spotlights the ALPS Enhanced Put Write Strategy ETF (PUTX).
FactSet’s Dave Nadig on ETF Growth and Innovation | August 11th, 2015
Dave Nadig, Vice President & Director of ETFs at FactSet, discusses ETF growth trends and offers his thoughts on several new ETFs to hit the market. Nate & Conor also explain an eyebrow-raising Wall Street Journal report on mutual fund fees and talk currency values according to the most recent Big Mac Index.
Selecting the Right ETFs, Finding Investment Costs, & More… | August 4th, 2015
We answer your questions including how to select the right ETFs for your portfolio and where to find mutual fund and ETF costs. Nate and Jason also spotlight the recently launched O’Shares FTSE US Quality Dividend ETF (OUSA), backed by Kevin O’Leary of ABC’s Shark Tank.
StateStreet’s Dave Mazza Talks ETF Flows, Spotlights Bond ETF | July 28th, 2015
Dave Mazza, Head of Research for SPDR ETFs at StateStreet Global Advisors, discusses where ETF investors have been placing their money in 2015 and also spotlights the SPDR DoubleLine Total Return Tactical ETF (TOTL).
Psychology of Index Investing | July 21st, 2015
In Part Two of our two-part series on active versus passive management, we discuss the psychology of index investing and why you may have to overcome natural tendencies in order to achieve success as an investor. Frank Holmes, CEO & Chief Investment Officer of U.S. Global Investors, also spotlights the U.S. Global Jets ETF (JETS) tracking the airline industry.
Active or Passive Management? | July 14th, 2015
In Part One of our two-part series on active versus passive management, Morningstar’s Ben Johnson discusses the recent investor shift towards index-based investments, the role of investment costs in the debate, and some of the challenges facing active managers.
Christian Magoon Spotlights PureFunds ISE Cyber Security ETF (HACK) | July 7th, 2015
ETF industry veteran Christian Magoon spotlights the PureFunds ISE Cyber Security ETF (HACK). Nate & Jason also answer your ETF questions.
Value & Momentum Investing | June 30th, 2015
Value and momentum investing can both offer the opportunity for additional returns. We discuss the underlying investor behaviors explaining why. Alpha Architect’s Wes Gray and Jack Vogel also join us to offer their thoughts.
Advisor Roundtable: Midyear Portfolio Checkup | June 23rd, 2015
As the midway point of 2015 approaches, now is the perfect time to give your investment portfolio a checkup. Nate, Conor, & Jason offer some simple tips to help keep you on track.
Ben Carlson: A Wealth of Common Sense | June 16th, 2015
Ben Carlson, institutional portfolio manager and popular investment blogger, discusses his new book A Wealth of Common Sense explaining how simplicity trumps complexity in any investment plan. Nate, Conor, & Jason also spotlight the Schwab U.S. Broad Market ETF (SCHB).
We Answer Your ETF Questions | June 9th, 2015
Dan Thornton, former Vice President and Economic Advisor at the Federal Reserve Bank of St. Louis, explains the role of the Fed and how their policies are impacting the economy and financial markets. Nate and Conor also spotlight the iShares TIPS Bond ETF (TIP).
Best of The ETF Store Show | May 26th, 2015
We revisit some of our favorite guest interviews from the first part of 2015 including StateStreet’s George Milling-Stanley on gold and gold ETFs, Deutsche Asset & Wealth Management’s Dodd Kittsley on currency hedged ETFs, and award-winning author Gary Antonacci on investment costs and active management.
Are You Trading Too Much? | May 19th, 2015
Investor trading activity has grown significantly since the 1990s. We discuss the reasons why and offer some good rules of thumb for trading in your own account. Brandon Rakszawski, Product Manager at Van Eck Global, also spotlights the Market Vectors Morningstar Wide Moat ETF (ticker MOAT).
We Answer Your ETF Questions | May 12th, 2015
We answer your ETF questions on topics including ETFs in 401ks and how stock ETFs pay dividends. We also spotlight the newly launched US Global Jets ETF (ticker: JETS).
As ETFs Hit Key Milestones, Investors Win | May 5th, 2015
ETFs recently hit a noteworthy milestone and are set to achieve another important milestone this quarter. Nate & Conor discuss how as ETFs continue their tremendous growth, it’s investors who win. Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, also spotlights the Sit Rising Rate ETF (ticker RISE).
BlackRock’s Richardson Discusses Impact of Stronger Dollar, Role of Currency-Hedged ETFs | April 28th, 2015
Heidi Richardson, Global Investment Strategist at BlackRock, discusses the impact of a stronger dollar on key markets around the world and explains where currency-hedged ETFs might fit in your portfolio. Nate and Jason also examine a recent survey from Deutsche Bank, which maps the prices of goods and services in different countries.
Award-Winning Author Gary Antonacci on Momentum Investing | April 21st, 2015
Gary Antonacci, author of the award-winning book Dual Momentum Investing, explains the merits of a momentum-based approach to investing and also discusses the importance of indexing and investment costs.
Pioneer of SPDR Gold Shares Joins Us In Studio | April 14th, 2015
George Milling-Stanley, who helped pioneer and launch the SPDR Gold Shares (ticker GLD), joins us in studio to talk gold ETFs, the role of gold in your portfolio, and gold price catalysts. George, who is Head of Gold Investment Strategy at State Street Global Advisors, has 40+ years of experience in the gold market.
Last Minute Tax Tips, Commission Free ETFs, & More | April 7th, 2015
We offer last minute advice on IRA contributions and answer your questions on ETFs and investing, including our listener question of the month!
As ETFs Continue Record Growth, Education is Key | March 31st, 2015
Nate & Jason discuss new research from Fidelity and BlackRock indicating that while record ETF growth continues, more investor education is needed. Marie Dzanis, Head of Distribution for Northern Trust Asset Management, also offers some thoughts on ETF growth and talks FlexShares ETFs.
Do Actively Managed Funds Outperform the Market? | March 24th, 2015
We discuss the latest mutual fund performance data from S&P Dow Jones Indices and explain some of the challenges facing active managers. Nate & Conor also touch on the rise of the “robo-advisors” and introduce The ETF Store’s new online investment service, iPortfolios.
Currency Hedged ETFs | March 17th, 2015
Nate & Conor discuss the recent strength of the US Dollar and the negative impact it can have on your portfolio. They are then joined by Dodd Kittsley, Head of ETF Strategy at Deutsche Asset & Wealth Management, who explains how currency hedged ETFs can help.
First Trust’s Dan Waldron on Firm’s Growth, ETF Lineup | March 10th, 2015
Dan Waldron, Senior Strategist at First Trust, discusses the firm’s tremendous growth and innovative lineup of ETFs. Nate and Conor also answer the “listener question of the month” and spotlight the First Trust Dorsey Wright Focus 5 ETF (FV).
Does Your Advisor Have Your Best Interests in Mind? | March 3rd, 2015
Surprisingly, not all financial advisors have an obligation to place your interests ahead of their own. We discuss the different standards of care and explain how you can help protect yourself.
PowerShares’ John Feyerer on Smart Beta ETFs | February 24th, 2015
John Feyerer, Vice President of ETF Product Management at PowerShares, discusses the growth of smart beta ETFs and where they might fit in your investment portfolio. Nate and Jason also explain three things every investor should be doing right now.
Abnormal Returns Founder Tadas Viskanta Offers Key Lessons for Investors | February 17th, 2015
Tadas Viskanta, Founder & Editor of the popular investment blog Abnormal Returns, offers key lessons for investors culled over his years of blogging and own investing experience. Nate and Conor also discuss “Simple, Bedrock Rules on Personal Finance” and spotlight an India stock ETF.
We Answer Your ETF Questions | February 10th, 2015
Nate and Conor answer your questions on ETFs, including explaining the benefits of bond ETFs and identifying the lowest cost ETF providers. They also spotlight a biotechnology ETF.
ETF Competition Means Investors Win | February 3rd, 2015
As investors continue gravitating towards ETFs, fund providers are becoming increasingly aggressive in an attempt to earn their business. We discuss how investors benefit from this growing competition. Also, Jeff Klearman, CIO at Rich Investment Solutions, spotlights a unique alternative-income ETF.
Super Bowl Offers Lessons for Investors | January 27th, 2015
This year’s Super Bowl offers several great lessons for investors. We explain what you can learn from Sunday’s big game. Buck French, CEO & Co-Founder of Fantex, also discusses how you can invest in stock linked to the earnings of professional athletes.
Managing Risk In Your Investment Portfolio | January 20th, 2015
We discuss investment risk and how to best manage that risk in your portfolio. Also, John Reese, Founder of Validea Capital Management, spotlights the new Validea Market Legends ETF.
AEI’s Mike Strain Talks Latest Jobs Report, U.S. Economy | January 13th, 2015
Mike Strain, Resident Scholar and Deputy Director of Economic Policy Studies at the American Enterprise Institute, discusses the most recent jobs report and explains what to watch for from the U.S. economy in 2015.
2015 Investing New Year’s Resolutions | January 6th, 2015
We offer six investing New Year’s resolutions to help you make 2015 a success.