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 […]

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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 […]

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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 […]

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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 & […]

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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 […]

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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 […]

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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.

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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.

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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.

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