The ETF Store Show

Best of The ETF Store Show   |   December 27th, 2016

We revisit some of our favorite interviews from the second half of 2016 including ARK Invest’s Cathie Wood, Deutsche’s Rob Bush, and Bloomberg’s Eric Balchunas.

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Wes Gray’s “Quantitative Momentum”   |   December 20th, 2016

Wes Gray, CEO at Alpha Architect, discusses his new book “Quantitative Momentum” and explains key factors when implementing a momentum-based investing approach.  Nate & Jason spotlight the MomentumShares U.S. Quantitative Momentum ETF (QMOM) and offer closing thoughts on 2016 financial markets.

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Head of U.S. iShares Discusses Growing “ETF Movement”   |   December 13th, 2016

Martin Small, Head of U.S. iShares, explains why ETFs aren’t just an industry, they’re a movement.  Nate & Conor offer their perspective on ETF.com’s 2017 big ETF predictions.

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Bloomberg’s Eric Balchunas Highlights Key Trends in ETFs & Investing   |   December 6th, 2016

Eric Balchunas, Senior ETF Analyst at Bloomberg, highlights several key trends shaping the investment landscape, explaining the potential longer-term implications to investors.  Nate & Conor discuss the recent rise in yields and spotlight the FlexShares iBoxx 3-Year Target Duration TIPS ETF (TDTT).

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Financial Lessons You Can Learn From Pro Athletes   |   November 29th, 2016

A recent 60 Minutes piece chronicled the case of several high profile NFL players misled on an investment by a questionable financial advisor.  Nate & Jason go in-depth on the lessons we can all learn from the financial pitfalls of professional athletes.  Jay Hatfield, Co-Founder & President of Infrastructure Capital Advisors, spotlights the InfraCap MLP ETF (AMZA).

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The Tax Efficiency of ETFs and Why it Matters   |   November 22nd, 2016

One surefire way to improve your investment returns in a taxable account is to minimize the impact of capital gain distributions.  We examine the tax efficiency of ETFs compared to mutual funds and explain how a shift away from actively managed mutual funds is exacerbating an often overlooked problem.  Chuck Self, Chief Investment Officer at iSectors, spotlights the Post-MPT Growth ETF (PMPT).

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AEI’s Mike Strain on Potential Economic Impact of Trump’s Presidency   |   November 15th, 2016

With nearly every pollster misfiring on last week’s election, Nate & Conor explain why “expert” predictions are typically meaningless – whether in elections or investing.  Also, Mike Strain, Director of Economic Policy Studies at the American Enterprise Institute, offers his perspective on the election outcome and discusses the potential economic impact of Trump’s presidency.

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Election Day 2016   |   November 8th, 2016

With Election Day finally here, Nate & Conor offer a few closing thoughts on what has been a contentious, yet fascinating election cycle.  Todd Rosenbluth, Director of ETF & Mutual Fund Research at CFRA, discusses the potential shorter-term impact of the election outcome on several ETFs and also shares his perspective on the Department of Labor fiduciary rule.  Jamie Anderson, Managing Principal at Tierra Funds, spotlights the Tierra XP Latin America Real Estate ETF (LARE).

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Mortgages, Rates, & Residential Real Estate Investing   |   November 1st, 2016

Tim Noyce, Mortgage Advisor at Finance of America Mortgage, joins us in studio to offer helpful tips on securing a mortgage and discuss recent trends in the housing market.  Tushar Yadava, Investment Strategist at iShares, spotlights the iShares Residential Real Estate Capped ETF (REZ).

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Investment Implications of the Presidential Election   |   October 25th, 2016

Nate & Jason provide historical context around presidential elections and stock market reactions over the short and long-term.  Tushar Yadava, Investment Strategist at iShares, offers perspective on potential investment implications of the upcoming election and spotlights the iShares Edge MSCI Min Vol USA ETF (USMV).

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ETFs to Reach $10 Trillion by 2020?   |   October 18th, 2016

The game-changing DOL fiduciary rule has led to a prediction of ETF assets reaching $10 trillion by 2020. While the shift towards ETFs has been well underway for years, Nate & Conor discuss how an intensifying focus on investment costs will further impact both fund companies and investors. Rob Bush, ETF Strategist with Deutsche Asset Management, explains multi-factor investing and spotlights the Deutsche X-Trackers Russell 1000 Comprehensive Factor ETF (DEUS).

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Dept of Labor Fiduciary Rule Accelerates ETF Price War   |   October 11th, 2016

With iShares and Charles Schwab recently cutting fees on several key ETFs, Nate & Jason explain why the Department of Labor’s fiduciary rule is accelerating an ETF price war.  Eric Ervin, President & CEO of Reality Shares, explains the concept of dividend growth investing and spotlights the Reality Shares DIVS ETF (DIVY).

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ETF Store Show Turns 5!   |   October 4th, 2016

ETFs have come a long way since we first began broadcasting The ETF Store Show five years ago.  Nate & Conor take a stroll down memory lane and also look ahead to what’s in store for the show during the fourth quarter.  Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, spotlights the Sit Rising Rate ETF (RISE) and offers some thoughts on the current interest rate environment.

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Does Your Fund Manager Have “Skin in the Game”?   |   September 27th, 2016

A surprising number of mutual fund managers do not invest a single dollar in the funds they manage.  Nate & Jason explain how this lack of “skin in the game” can impact performance.  Also, Northern Trust’s Marie Dzanis offers her perspective on “smart beta” and spotlights two recently launched FlexShares ETFs tilted towards companies scoring high in environmental, social, and governance (ESG) factors.

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Top Investing Quotes of All-Time   |   September 20th, 2016

Nate & Conor share their favorite investing quotes of all-time, explaining how each can make you a more successful investor.  Also, Mike LaBella, Portfolio Manager at QS Investors, spotlights Legg Mason’s Low Volatility High Dividend ETFs.

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The Rise of Smart Beta ETFs   |   September 13th, 2016

Nate & Conor offer key takeaways from Morningstar’s annual ETF conference, where smart beta ETFs stole the show.  Sal Bruno, Chief Investment Officer at IndexIQ, discusses a smart beta approach to bonds and spotlights the IQ Enhanced Core Bond U.S. ETF (AGGE)IQ Enhanced Core Plus Bond U.S. ETF (AGGP).

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Best of The ETF Store Show   |   September 6th, 2016

We replay some of our favorite guest interviews from this past summer including PowerShares’ Tom Boccellari on generating portfolio income, Morningstar’s Ben Johnson discussing sustainable investing, and PureFunds’ Andrew Chanin spotlighting two unique ETFs.

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World Gold Council’s Artigas Discusses Gold’s 2016 Surge & Gold ETFs   |   August 30th, 2016

Juan Carlos Artigas, Director of Investment Research at the World Gold Council, discusses some of the key drivers behind gold’s surge this year and explains how physically-backed gold ETFs are structured.  Nate & Conor also spotlight the world’s largest gold ETF, the SPDR Gold Shares (GLD).

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The Automation of Active Management   |   August 23rd, 2016

“Smart beta” ETFs have been one of the fastest growing segments of the overall ETF universe.  Nate & Conor explain why traditional active mutual fund companies are launching, and investors are gravitating to, these ETFs.  Also, Mike LaBella, Portfolio Manager at QS Investors, offers his views on the shortcomings of market cap weighting and spotlights the Legg Mason lineup of Diversified Core ETFs.

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Investing in Disruptive Innovation   |   August 16th, 2016

Disruptive innovation occurs when a game-changing innovation completely disrupts the status quo, turning an old way of doing business upside-down.  Nate & Jason discuss investing in disruptive innovation, considering both the enormous upside and potential risks.  Also, Cathie Wood, Founder & CEO of ARK Invest, offers her perspective on disruptive innovation and spotlights the ARK lineup of disruptive innovation ETFs.

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Rash of 401k Lawsuits Hitting Mutual Fund Companies   |   August 9th, 2016

A growing number of mutual fund companies are being hit with lawsuits from their own employees over the mutual funds being offered in their 401k plans.  Nate & Conor explain the rationale behind these lawsuits and why they should get the attention of every 401k investor.  Also, Frank Holmes, CEO of U.S. Global Investors, spotlights the U.S. Global Jets ETF (JETS) and goes in-depth on the airline industry.

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Basics of Emerging Market Bonds   |   August 2nd, 2016

Recently, investors have been flocking to emerging market bonds.  Nate & Jason explain why and walk through the basics of investing in this growing asset class.  Also, Fran Rodilosso, Portfolio Manager at Van Eck, spotlights the Vectors Emerging Markets Investment Grade USD Sovereign Bond ETF (IGEM).

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Reflecting Social Views Through Your Investments   |   July 26th, 2016

A growing area of investing is sustainable or socially responsible investing, where companies are screened based on environmental, social, and governance (ESG) factors.  Nate & Jason discuss the trends driving this expanding segment and explain how ETFs are at the forefront of helping investors reflect social views through their investments.  Also, Ben Johnson, Director of Global ETF Research at Morningstar, discusses his recent article on the topic, offering perspective on the intersection of sustainable investing and ETFs.

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ETF Assets Expected to Triple in Next Five Years   |   July 19th, 2016

A recent PwC survey shows U.S. ETF assets are expected to nearly triple in the next five years, growing from approximately $2.3 trillion to $6.2 trillion by 2021.  Nate & Conor explain the important role of investor education in reaching this impressive projection.  Also, Greg King, Founder & CEO of REX Shares, spotlights the REX Gold Hedged S&P 500 ETF (GHS) and the REX Gold Hedged FTSE Emerging Markets ETF (GHE).

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ETF Proliferation Has Gotten Out of Hand?!?   |   July 12th, 2016

Recently, some media types, and even investment industry professionals, have suggested that ETF proliferation has gotten out of hand.  Nate & Conor offer some rather pointed thoughts on this topic and wonder where the concern is over the roughly 8,000 mutual funds in existence.  Also, Andrew Chanin, CEO of PureFunds, spotlights their Video Game Tech ETF (GAMR) and Drone Economy Strategy ETF (IFLY).

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The 7 Habits of Highly Effective Investors   |   July 5th, 2016

Bloomberg recently published “The 7 Habits of Highly Effective Investors”, which offers seven simple ways to increase your odds of financial success.  Nate & Jason offer their perspective on these personal finance basics.

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The Search for Income in a Low Yield World   |   June 28th, 2016

Generating portfolio income might be the single biggest challenge facing investors right now.  Nate & Jason explain the dilemma and discuss properly balancing risk and yield.  Also, Tom Boccellari, Fixed Income Product Strategist at PowerShares, offers his perspective on the search for yield and highlights several income-focused PowerShares ETFs.

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Best of The ETF Store Show   |   June 21st, 2016

We revisit some of our favorite guest interviews from the first half of 2016 including Bloomberg’s Eric Balchunas, Abnormal Returns’ Tadas Viskanta, and ISE ETF Ventures’ Kris Monaco.

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Why Invest in Emerging Markets?   |   June 14th, 2016

Emerging markets can offer diversification benefits and growth potential in your portfolio.  We discuss the recent performance of emerging market stocks, current opportunities, and risks.  Also, Kevin Carter spotlights EMQQ the Emerging Markets Internet & Ecommerce ETF (EMQQ).

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Are Financial Market TV Pundits Money Monsters?   |   June 7th, 2016

The financial media parades out experts to make market predictions, but are those predictions any good? Who holds these experts accountable? Nate and Conor discuss. Also, Christian Magoon, Founder & CEO of Amplify ETFs, spotlights the Amplify Online Retail ETF (IBUY) and offers his perspective on the current ETF landscape.

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Why Invest in International Stocks?   |   May 31st, 2016

International stocks can play an important role in a well-diversified portfolio.  We explain why and offer some tips for selecting international stock ETFs.  Also, Steven Schoenfeld, Founder & CIO of BlueStar Global Investors, spotlights the BlueStar Israel Technology ETF (ITEQ).

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Millennials & ETFs – A Perfect Match   |   May 24th, 2016

According to a Charles Schwab investor study, the vast majority of millennials view ETFs as the core investment type in their portfolio in the future.  We discuss the reasons why and offer some important tips to millennial investors.  Annie Wyatt, CEO of CrowdInvest, spotlights the CrowdInvest Wisdom ETF (WIZE).

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How to Avoid Harmful Investor Behavior   |   May 17th, 2016

Behavior is one of the few things you can control in investing.  We discuss several common behavioral biases that negatively impact your investment returns and offer some tips on how you can overcome these biases.  Sean O’Hara, Director of Pacer Financial, also spotlights the Pacer lineup of strategy-driven ETFs.

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Meb Faber’s “Invest with the House”   |   May 10th, 2016

Meb Faber, Co-Founder & CIO of Cambria Investment Management, discusses his new book “Invest with the House“.  What if you had information allowing you to invest with the smart money managers?  Meb explains how investors can copy the stock picks of some of the world’s most successful investment managers.  Nate & Jason also spotlight several ETFs that play on a similar theme including GURU, ALFA, & IBLN.

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Bonds 101: Why Own Bonds, Bond ETFs   |   May 3rd, 2016

While bonds do not typically generate the excitement of stocks, they are a no less important part of your portfolio.  We explain the key reasons to own bonds and discuss potential benefits of bond ETFs.  Also, Matt Tucker, Head of iShares Fixed Income Strategy, offers his perspective on the current bond market, discusses individual bonds versus bond ETFs, and spotlights several iShares bond ETFs including AGGTIP, & FLOT.

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Smart Beta ETF Basics   |   April 26th, 2016

Smart beta ETFs are one of the fastest growing segments of the investment world.  We explain the basics and offer some thoughts on whether these ETFs may be right for you.  Also, Jay Jacobs, Director of Research at Global X, discusses multifactor ETFs, including spotlighting Global X’s lineup of Scientific Beta ETFs.

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ISE’s Kris Monaco on ETF Growth & Innovation   |   April 19th, 2016

Kris Monaco, Head of ISE ETF Ventures, discusses the incredible innovation occurring in the ETF space and how investors benefit.  ISE partners with a number of ETF providers and has been involved in one of the most successful ETF launches ever, the PureFunds Cyber Security ETF (HACK).  Nate and Jason also spotlight the First Trust ISE Cloud Computing ETF (SKYY).

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What New DOL Fiduciary Rule Means for You   |   April 12th, 2016

The Department of Labor recently rolled out new rules requiring advisors to act in their clients’ best interest on retirement accounts.  We explain some of the reasons why these new rules were needed and how ETFs stand to benefit.  Also, Jamie Anderson, Managing Principal at Tierra Funds, spotlights the Tierra XP Latin America Real Estate ETF (LARE).

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ETF Basics: What You Need to Know   |   April 5th, 2016

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.

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Are You “Settling” as an Investor?   |   March 29th, 2016

You likely are no longer settling for listening to music on cassette tapes, instead enjoying the vast benefits of digital music.  Are you settling by investing in mutual funds instead of ETFs?  Nate & Jason explain.  Also, MarketGrader’s Carlos Diez and Brady Lipp spotlight the Barron’s 400 ETF.

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Which Investment Strategy is Right for You?   |   March 22nd, 2016

Buy and hold?  Traditional active management?  A rules-based approach?  Nate, Conor, & Jason explain the pros and cons of three popular investment strategies and offer important keys to success regardless of your approach.

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Bloomberg’s Eric Balchunas on New ETF Book   |   March 15th, 2016

Eric Balchunas, Senior ETF Analyst at Bloomberg, discusses his new book “The Institutional ETF Toolbox“, which seeks to help all investors better understand and utilize ETFs.  Nate & Jason also offer some perspective on the U.S. stock bull market turning seven years old.

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Biotech ETFs in Focus   |   March 8th, 2016

Brad Loncar, Head of Loncar Investments, joins us in studio to spotlight the index behind the Loncar Cancer Immunotherapy ETF (CNCR) and discuss the innovation occurring in cancer treatment.  Nate and Conor also explain why ETFs can be an excellent way to access the biotech space in general.

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ETF Industry Pioneer Ben Fulton Discusses ETF Innovation, Elkhorn ETFs   |   March 1st, 2016

Ben Fulton, ETF industry pioneer & CEO of Elkhorn Investments, talks about the early days of ETFs and the continued innovation since.  Ben also spotlights the Elkhorn S&P 500 Capital Expenditures ETF (CAPX) and the Elkhorn FTSE RAFI U.S. Equity Income ETF (ELKU).  Nate & Conor explain how you can get paid to own ETFs.

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The Relationship Between Investment Costs and Performance   |   February 23rd, 2016

Investment costs are one of the few things you can control in investing.  We examine new research from Morningstar on the relationship between the cost and performance of the funds you invest in.  Tadas Viskanta, Founder & Editor of Abnormal Returns, offers his perspective on the importance of investor behavior and the proliferation of ETFs.

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Investing in a World with Negative Interest Rates   |   February 16th, 2016

In a world with negative interest rates, how do you begin to make sense of the investment landscape?  Nate & Conor explore the concept of negative rates and offer some takeaways for investors.  Kevin DiSano, Chief Portfolio Strategist at IndexIQ, also discusses negative rates and highlights several ETFs to consider in this environment.

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Institutional Investors Embracing ETFs   |   February 9th, 2016

Institutional investors continue to increase their use of ETFs.  We explain the reasons why and what you can learn from these professional investors.  Also, PureFunds CEO Andrew Chanin spotlights ETFs covering cyber security, mobile payment technologies, and big data.

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StateStreet’s Dave Mazza Spotlights Innovative Technology ETF   |   February 2nd, 2016

Dave Mazza, Head of Research for SPDR ETFs at StateStreet Global Advisors, spotlights the recently launched SPDR FactSet Innovative Technology ETF (XITK).  Nate and Conor also discuss the latest buzz coming out of ETF.com’s Inside ETFs conference, the industry’s largest event.

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5 Questions to Ask Before Hiring an Advisor   |   January 26th, 2016

When market turmoil hits, some investors naturally begin reevaluating their investment advisor.  We discuss five key questions to ask before hiring a new advisor, as outlined in the Kansas City Business Journal.  We also answer our listener question of the month and explain the merits of a momentum-based risk management strategy.

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AEI’s Michael Strain on U.S. Economy   |   January 19th, 2016

With stocks struggling to begin the year, we evaluate the state of the U.S. economy with the help of Michael Strain, Deputy Director of Economic Policy Studies at the American Enterprise Institute.  We also discuss The Economist Magazine’s latest Big Mac Index and spotlight a pair of WisdomTree currency-themed ETFs.

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Another Banner Year for ETFs   |   January 12th, 2016

2015 was another banner year for ETFs, with investors putting more money into ETFs than the flows into index funds, active mutual funds, and hedge funds combined!  We explain the significance.  Wes Gray, CEO & Chief Investment Officer at Alpha Architect, also spotlights their new momentum-focused ETFs.

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The Fallacy of Market Predictions   |   January 5th, 2016

At the beginning of every new year, so-called experts run rampant with financial market predictions.  We explain the allure of such predictions and examine their track record of accuracy.  We also spotlight the recently launched Pacer AutoPilot Hedged European Index ETF (ticker PAEU), which offers a unique twist on currency hedging.

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