Podcast Name
Wealth Management
March 2025
58 minutes minutes
Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry
Bogleheads On Investing Podcast
Ptak covers major new trends affecting the mutual fund and ETF industries, with a special focus on the exponential growth […]
Wealth Management
March 2025
27 minutes minutes
Black Hat vs White Hat ETFs
Trillions
David Nadig discusses exotic ETF offerings which may leave investors without the exposure and protection from issuers they think they […]
Wealth Management
March 2025
30 minutes minutes
Index Pre-Positioning Fallout (Guest: Peter Haynes)
The Market Huddle
Haynes discusses the evolving landscape of index rebalancing and its impact on hedge funds, including the staggering $900 million loss […]
Wealth Management
March 2024
70 minutes
Quick Drop: Wes Gray – Talking about BOXX, creating an ETF, and more
The Business Brew
Alpha Architect’s Wes Gray talks about the BOXX ETF, how he helps people start their own ETFs, why value & […]
Wealth Management
September 2023
85 minutes
Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees
Rational Reminder
Ben-David talks all about how innovation in the ETF space affects investor outcomes, the effect of Morningstar ratings on mutual […]
Wealth Management
September 2023
26 minutes
The Mutual Fund Is Very Much Alive and Well
Trillions
The Bloomberg analysts discuss the $24 trillion in assets mutual fund industry, including the importance of fees, who beat QQQ, and […]
Wealth Management
January 2023
37 minutes
Now There Are One-Stop Shops to Launch Your ETF
Trillions
Garrett Stevens, Mike Venuto, and Wes Gray discuss their white-label ETF business. They touch on how they vet new ideas, why […]
Wealth Management
May 2021
57 minutes
Jim Atkinson on Making History with First Mutual Fund to ETF Conversion
Guinness Atkinson’s Jim Atkinson discusses the first mutual fund to ETF conversion and its implications for asset management.
Wealth Management
March 2021
112 minutes
ReSolve Riffs with Eric Balchunas: Crypto, Active ETFs, ARK Insanity, and the Beta Vortex
Eric Balchunas discusses ETF industry trends, thematic and momentum dynamics, and passive investing’s impact on price discovery.
Wealth Management
January 2021
42 minutes
Is ARK the New Janus Twenty?
Scott Schoelzel discusses lessons from managing Janus Twenty, parallels to ARK’s rise, and reflections on active management and market cycles.
Wealth Management
February 2020
73 minutes
Michael Venuto discusses how ETFs are structured, the democratization of market access, and the potential path forward for a Bitcoin ETF.
Michael Venuto discusses how ETFs are structured, the democratization of market access, and the potential path forward for a Bitcoin […]
Wealth Management
June 2019
60 minutes
Episode 010: Debbie Fuhr and Robin Powell, host Rick Ferri
Debbie Fuhr and Robin Powell discuss the global growth of index investing, the evolution of ETFs, and the rise of […]
Wealth Management
September 2018
70 minutes
David Nadig Discusses the Future of ETFs
Dave Nadig discusses the evolution of ETFs, how product structure shapes investor behavior, and what trends may define the next […]