Exponential Etfs Exceptional Podcast

Welcome back to the ETF Experience. This week Kevin Quigg, Phil Bak and Josh Blechman dive into the recurring segment: What The Hell Is Going On? – 2019 look-forward storyline edition (Tariffs and Rates). Alongside our newest topic - Invest, Trade or Short – where the panelist are given three choices and must pick which they would Invest in, which they would trade around and which they would short (Example: Gold, Cash, Crypto – Facebook, Twitter, LinkedIn). Later, Michael Batnick – Director of Research at Ritholtz Wealth Management and author of The Irrelevant Investor  and Nick Maggiulli – Manager of Analytics at Ritholtz Wealth Management and author of Of Dollars and Data; Join us in the studio to discuss the evolution of the mediums through which financial professionals can connect to a larger audience beyond just their clients and how they manage the grind of producing continuous content. Listen to find out which of them was “discovered” by a renowned Wall Street Journal columnist? How far we are from a c

This week’s episode starts off with segments such as: What The Hell Is Going On: Politics Edition – Can the political poles be pulled to the center?; Investment Article Book Club – The difference between Quant-As-A-Guide and Quant-As-A-Law; If I Were a Billionaire… - What is the first thing you would do? and Investing Theme Wars - pick your horse between Marijuana, Batteries and Crypto.  Ryan Kirlin, Director of Capital Market at Alpha Architect and Bill Smalley the Head of Products at Virtus ETF Solutions join us in studio to discuss the implications of the pending Boomer generational wealth transfer, what that means from an advisor perspective and how millennials’ interaction with financial products differ from their parents. Find out which millennial guest “doesn’t own a house, but does like avocados”. Are ETFs one thing that Millennials aren’t ruining? Explore the link between ETF adoption and the democratization of knowledge. Currently, the average age of financial Advisor is in their 60’s. Will ETF adop

Exponential ETFs Director of Capital Markets, Josh Blechman and CEO, Phil Bak – are joined in studio by Aye Soe, Managing Director of Research and Design for the Americas at S&P Dow Jones Indices (also known as “The SPIVA Diva”) and Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence – to discuss thoughts on the perils and perks Active vs Passive investing, the SPIVA report, the double edge sword of benchmarking against an Index, opportunities in the Mid-Cap space and innovation in fixed income ETFs. Interested in how active managers have done vs passive benchmarks? Is your “Factor Fund” pure, or watered-down exposure? How might managers approach “Smart Beta” for fixed income ETFs? What asset class does Eric believe is experiencing “The Jan Brady Effect”? and what emerging trend in flows does he call “Faces Over Formulas”? Aye and Eric are at the forefront of ETF and Index innovation, diving deep with us into the current market environment as they see it, the importance of knowing what you own a

Exponential ETFs Chief Strategist Kevin Quigg and Director of Capital Markets Josh Blechman delve into topics including: Possible reasons behind the stock market’s relative indifference to this latest rounds of earnings “Beats”; Imagining a future where legalized sports betting is part of an individual’s standard asset allocation and housed within a unified brokerage account; Best/Worst parts of the Fall Season; and a conversation with Chris Hempstead, Head of ETF Sales at Deutsche Bank - on the capabilities and challenges of ETF market makers, the role they play in the ETF eco-system and how technology is changing everything. Bonus Segment: An interview with Dan Cupkovic, Director of Investments at ARGI Financial Group – On the newly launched BlackSwan Growth and Treasury Core ETF (SWAN). The fund is designed to protect against (you guessed it) BlackSwan events. With the majority of assets in historically low-volatility Treasuries, remaining assets are used to purchase “in-the-money” calls (options with a st

Hear about the origins of the ETF industry from the individuals who were there from the start. Kevin Quigg and Phil Bak of Exponential ETFs are joined in the studio by Dave Nadig, Managing Director of ETF.com and Steve Schoenfeld, Founder and CIO of BlueStar Indexes (some of the earliest voices to bring ETF research to the masses) to discuss the early days of ETFs, how far they have come and what may be in store for the future of the industry. Do you know why we say Indices instead of Indexes? What is the worst Index of all time? Are ETFs the Apex Predator of financial wrappers? Will the asset manager of the future come from the FAANG names? Does Dave Nadig really use the term “Bullpucky”?  These topics and more are covered in this past, present and future episode of the ETF Exceptional Podcast.

Kevin Quigg and Phil Bak sit down with Joe Smith, Deputy Chief Investment Officer from CLS Investments and Todd Rosenbluth, Director of ETF Research from CFRA, to focus on diversification in relation to equity markets, fixed income ETFs, and gold.

On this week's episode, Kevin and Phil are joined by Michigan hockey pros and Principals at Sage Hill Capital, Dave Roberts and Chris Fragner, to discuss the quick careers of hockey players and planning for retirement, and hockey's evolution in the Moneyball era.

Phil Bak is joined by Dr. Claes Fornell, Chairman of Exponential ETFs and Founder of the American Customer Satisfaction Index (ACSI), to discuss the birth of a monthly economic indicator of the quality of economic output.

Kevin Quigg and Phil Bak sit down with Joe Anthony, President of Financial Services at Gregory FCA, to discuss the ecosystem within the ETF industry. They also touch on getting Bitcoin through the application process and overcoming the unique challenges facing ETF providers.

On this week's episode of the Exponential ETFs Exceptional Podcast, Phil Bak is joined by Blake Kownacki from Detroit Vineyards as he details his journey to establish a vineyard and winery in downtown Detroit.

On this week's episode of the Exponential ETFs Exceptional Podcast, guests Mike Venuto and David Dziekanski from Toroso Investments join to discuss how ETFs affect underlying stock.

Phil Bak and Kevin Quigg are back together for this week's episode to talk about concentration in the S&P 500. Later, Axel Merk from Merk Investments sits in with Kevin Quigg to discuss where the markets are now and what people should be looking for. 

On this episode of Exponential ETFs Exceptional Podcast Christian Magoon, CEO of Amplify ETFs, Tom Lydon, CEO of ETF Trends, Josh Blechman, Director of Capital Markets at Exponential ETFs get together to discuss ETF education along with a star cameo appearance by Josh Brown, CEO of Ritholtz Wealth Management.

Phil is joined by Josh Brown and Rick Ferri to discuss how to be successful in the financial industry as well as on Twitter.

Phil and Kevin are joined by Kristen Mierzwa, Managing Director of ETP Strategy and Business Development at FTSE Russell, to discuss the frenzy around the Russell Rebalance, a rundown of The Morningstar Conference, and share their thoughts on the best condiment of all time.

Phil and Kevin are joined by John Davi, Founder & CIO at Astoria Portfolio Advisors and Charles Ragauss, Director of Product Management at Exponential ETFs, to discuss going independent in the ETF industry.

Phil and Kevin are joined by Nate Geraci, President of The ETF Store, and Charles Ragauss, Director of Product Management at Exponential ETFs, to share their experiences building ETF education and awareness, highlight generational differences in ETF investors, and debate moviegoing in 2018.

Matt Hougan, newly-appointed Global Head of Research at Bitwise Assett Management, talks changing jobs in the financial industry with Kevin and Phil. They also place bets on crypto, debate East Coast vs. West Coast living, and the conference industry.

  Kevin Quigg and Phil Bak share big news on the ACSI ETF, discuss whether ETFs make DIY investors and financial advisors more active traders than they should be, and explain defined benefit plans vs. defined contributions.

Charles Ragauss, Director of Product Management at Exponential ETFs joins Kevin and Phil for a discussion on the reliability of backtesting, the future of SRI, and marijuana ETFs.