Spotlight Podcast

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Spotlight is an original episode series from ETFguide TV that keeps you on top of the globe's most important investing themes and trends with Wall Street's top minds sharing their insights. Listen. Subscribe. Profit.

Ronald DeLegge


    • May 13, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 12m AVG DURATION
    • 47 EPISODES


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    Latest episodes from Spotlight Podcast

    Behind the Move: ETFs with Gold and Commodities are Booming!

    Play Episode Listen Later May 13, 2025 16:21


    In this episode of Spotlight, Thalia Hayden ‪@etfguide‬ chats with with John Love, CFA and CEO at USCF Investments. This episode examines top trends in commodities like gold, copper, natural gas and other commodities along with corresponding ETFs.  Copper's strong 2025 performance has put ETFs like the United States Copper Index Fund (CPER) on investors' radars. Plus, we analyze the USCF Gold Strategy Plus Income Fund (USG) which offers income potential from its gold holdings for investors and financial advisors.  Finally, this episode helps advisors and investors understand the important role commodities play inside a diversified investment portfolio. They aren't just a hedge, but a big diversifier with upside potential. 

    The ETF Trade: Gold, Tesla, Mag 7 Stocks, AI and More!

    Play Episode Listen Later May 1, 2025 11:48


    In this episode of Spotlight, Thalia Hayden ‪@etfguide‬ chats with Douglas Yones, CEO at Direxion about top market trends and big moves in ETF trading. Topics covered includes a discussion of Direxion's ETFs linked to gold miners, semiconductors, Mag 7 stocks like Tesla and Nvidia, along with the cybersecurity and big pharma stocks.*********To learn more about Direxion's ETF lineup, visit Direxionhttps://www.direxion.com/

    Active ETF Strategies Aimed at Faster Dividend Growth vs. the S&P 500

    Play Episode Listen Later Apr 1, 2025 11:17


    In this episode of Spotlight, Brittany Mason ‪@etfguide‬ chats with Chandler Nichols, VP, ETF Product Development at Advisors Asset Management about income opportunities with dividend growth stocks, preferred securities and shorter duration bonds. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM Brentview Dividend Growth ETF (BDIV)3. AAM S&P 500 High Dividend Value ETF (SPDV)4. AAM SLC Low Duration Income ETF (LODI)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF

    Beyond the Index: How Small Cap and REIT Investing is Advancing for ETF Investors

    Play Episode Listen Later Feb 15, 2025 16:07


    In this episode of Spotlight, Thalia Hayden ‪@etfguide‬ chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating the shortcomings of traditional cap weighted market indexes. Financial advisors and ETF investors alike should take note. Also discussed are investment opportunities for REIT, fixed income and energy investors. Finally, a new global equity ETF targeting natural resources is discussed and explained.    ETF tickers mentioned in this episodeALPS Smith Core Plus Bond ETF (SMTH)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS Active REIT ETF (REIT)ALPS Alerian Energy Infrastructure ETF (ENFR)ALPS CoreCommodity Natural Resources ETF (CCNR)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com 

    Why Financial Gurus Are Selling You Dreams, Not Reality: The Math Behind Their Bad Advice

    Play Episode Listen Later Dec 12, 2024 11:23


    In this episode, Ron DeLegge ‪@etfguide‬ chats with ‪@DavidMcKnight‬ , a financial advisor and best-selling author about his new book titled "The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track." You'll learn about why financial gurus like Dave Ramsey, Suze Orman and others often provide cookie-cutter advice to the masses that is limited, incomplete and sometimes just plain wrong!

    A Gold ETF that Offers Income Potential and a Top Rated Commodities ETF Revealed!

    Play Episode Listen Later Nov 26, 2024 13:39


    In this episode of Spotlight, Jacqueline Schadeck ‪@etfguide‬ chats with with John Love, CFA and CEO at USCF Investments. This episode examines the potential impact of the incoming Trump administration on oil and energy markets. We'll also examine a gold ETF that offers income potential, which could be suited for investors who want cash flow on their gold assets. Finally, we'll reveal the identity of a top rated commodities ETF that is being used by some investors and financial advisors as a core portfolio building block for commodities exposure. About USCFUSCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETPs) and exchange-traded funds (ETFs). The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (Ticker: USO), in 2006. Since then, USCF has designed and issued 15 more specialty products across commodity and alternative asset classes.

    The Case for Active Bond, REIT and Small Cap ETFs over Passive Strategies

    Play Episode Listen Later Nov 11, 2024 18:48


    In this episode of Spotlight, Jaqueline Schadeck ‪@etfguide‬ with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating stubborn inflation, high interest rates and active solutions for fixed income and equity investors.   ETF tickers mentioned in this episodeALPS Smith Core Plus Bond ETF (SMTH)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)ALPS Alerian Energy Infrastructure ETF (ENFR)ALPS CoreCommodity Natural Resources ETF (CCNR)To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com 

    Semiconductor SOXL and Single Stock ETFs Gain Momentum

    Play Episode Listen Later Oct 30, 2024 10:35


    In this episode of Spotlight, Thalia Hayden ‪@etfguide‬ chats with Ed Egilinksy, Head of Sales and Distribution & Alternatives at Direxion. Topics covered include stock market trends the semiconductor and technology sector, single stock ETFs along with big moves in Chinese stocks and U.S. Treasuries. Also discussed are ETF strategies for the U.S. Presidential election, trading industry sectors and capitalizing on market momentum. Stay on top of Direxion's expanding ETF lineup. 

    A Breast Cancer Survivor's Inspiring Journey and the PINK ETF

    Play Episode Listen Later Oct 12, 2024 20:29


    In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ speaks with Shana Sissel at Banríon Capital Management about her breast cancer journey and inspiring recovery. October is breast cancer awareness month and a reminder of the importance of screening. Also, it's a reminder to support all who have been diagnosed.  The PINK ETF from Simplify invests in breakthrough healthcare therapies and net profits are donated for the benefit of the Susan G. Komen foundation on an annual basis.

    Building a Bulletproof Dividend Portfolio: Diversification Tips

    Play Episode Listen Later Sep 12, 2024 15:36


    In this episode of Spotlight, Stephanie Stanton ‪@etfguide‬ chats with Lance McGray, Head of ETFs at Advisors Asset Management about ETF strategies for diversifying dividend income. Using various dividend income strategies vs. a one-trick pony approach helps investors and financial advisors to build a more robust, well-rounded and potentially stable passive income strategy.   In this episode, you'll learn about income ETFs tracking preferred securities,  dividend growth, dividend value and actively managed equity dividend stocks. Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF

    Earn and Grow: Examining Dividend ETFs with Big Growth Potential

    Play Episode Listen Later Aug 26, 2024 15:52


    In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors about investing and ETF strategies for navigating changes to U.S. interest rates. Topics covered include ETF strategies for dividends, equity growth and tax-exempt income. Also discussed: The impact of a new cycle of lower U.S. interest rates on financial advisors, investors and their portfolios.    ETF tickers mentioned in this episodeALPS Smith Core Plus Bond ETF (SMTH)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS Active REIT ETF (REIT)ALPS Intermediate Municipal Bond ETF (MNBD)ALPS Alerian Energy Infrastructure ETF (ENFR)Alerian MLP ETF (AMLP)

    Investing in Commodities to Diversify against Stock Market Risk and Inflation

    Play Episode Listen Later Aug 6, 2024 11:59


    In this episode of Spotlight, Thalia Hayden ‪@etfguide‬ chats with with John Love, CFA and CEO at USCF Investments. We discuss the role of commodities inside a diversified investment portfolio along with trends in commodity prices like copper, gold and oil. Plus, we cover the global transition towards sustainable energy solutions and the potential ETF investment opportunities in this rapidly evolving sector.About USCFUSCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETPs) and exchange-traded funds (ETFs). The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (Ticker: USO), in 2006. Since then, USCF has designed and issued 15 more specialty products across commodity and alternative asset classes.

    First Look ETF: Analyzing New ETFs for Ethereum, Growth Stocks and Fixed Income

    Play Episode Listen Later Jul 16, 2024 17:49


    In this season 4 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ analyzes recently launched ETFs from Nightview Capital, ProShares and Harbor Capital. The featured ETFs in this episode focus on innovators in the artificial intelligence arena, capital protection strategies and international growth investing. The guest lineup for this episode includes:1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE2. Eric Markowitz, Director of Research, Nightview Capital3. Steve Cook, Head of ETFs, Harbor Capital4. Simeon Hyman, CFA & Global Investment Strategist, ProShares

    Why Preferred Securities might be the Sweet Spot in Fixed Income

    Play Episode Listen Later May 30, 2024 15:54


    In this episode of Spotlight, Ron DeLegge II @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about income opportunities with preferred securities and why they could be the sweet spot for fixed income investors. You'll learn about an ETF that tracks global innovators across various industry sectors from software to healthcare and beyond. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM Transformer ETF (TRFM)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF

    Spotlight: Beating Inflation and High Rates with Active Income Strategies

    Play Episode Listen Later May 25, 2024 15:25


    In this episode of Spotlight, Stephanie Stanton @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating stubborn inflation, high interest rates and active solutions for fixed income and equity investors.   ETF tickers mentioned in this episodeALPS Smith Core Plus Bond ETF (SMTH)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI)

    Spotlight: How AI is helping this ETF to Trade Better

    Play Episode Listen Later May 23, 2024 11:36


    In this episode of Spotlight, Thalia Hayden @etfguide speaks with Ryan Pannell, CEO at Kaiju Worldwide about the decision making challenges facing stock market investors and how the BTD Capital Fund (DIP) ETF is built to deal with them. Using artificial intelligence or AI, the BTD Capital Fund (DIP) ETF plugs into a robust data framework for its investment strategy — seeking to remove the guesswork of buy and sell decisions facing stock market investors. Pannell explains how the ETF works and what role it plays inside a diversified investment portfolio. Always consult the prospectus carefully before investing.  Distributed by Quasar Distributors, LLC.

    Spotlight: HOT ETF Trends in Stocks, Gold and Industry Sectors

    Play Episode Listen Later Apr 27, 2024 10:22


    In this episode of Spotlight, Thalia Hayden @etfguide chats with Ed Egilinksy, Head of Sales and Distribution & Alternatives at Direxion. Topics covered include hot stock market trends, ETF strategies for combating inflation, trading industry sectors and capitalizing on high interest rates. Also discussed are updates to recent changes in Direxion's single stock ETF lineup. *********To learn more about Direxion's ETF lineup, visit Direxionhttps://www.direxion.com/

    Growth vs. Value: How Investors Can Win with the Right ETF Strategy

    Play Episode Listen Later Mar 6, 2024 10:34


    In this episode of Spotlight, Stephanie Stanton @etfguide speaks with Lance McGray, Head of ETFs at Advisors Asset Management about the tug-of-war between growth and value stocks along with what higher rates for longer might mean for income focused investors. You'll learn about ETF dividend strategies for fighting rising interest rates and high inflation. Plus, you'll see how carefully positioned high dividend income in the right markets, is both achievable and sustainable. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P Developed Markets High Dividend Value ETF (DMDV)3. AAM S&P Emerging Markets High Dividend Value ETF (EEMD)4. AAM S&P 500 High Dividend Value ETF (SPDV)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF

    Spotlight: Top Trends in Commodities and the ETFs Tracking Them

    Play Episode Listen Later Mar 1, 2024 12:03


    n this episode of Spotlight, Thalia Hayden @etfguide speaks with with John Love, CFA and CEO at USCF Investments. We discuss the role of commodities inside a diversified investment portfolio and trends in commodity prices. Plus, we cover the global transition towards sustainable energy solutions and the potential ETF investment opportunities in this rapidly evolving sector.About USCFUSCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETPs) and exchange-traded funds (ETFs). The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (Ticker: USO), in 2006. Since then, USCF has designed and issued 15 more specialty products across commodity and alternative asset classes.We advise you to consider a Fund's objectives, risks, charges and expenses carefully before investing. Download a copy of a Fund's Prospectus by contacting the Fund's distributor at: ALPS Distributors, Inc., 1290 Broadway, Suite 1000, Denver, Colorado 80203, calling 800-920-0259 Investing involves risks, including loss of principal.Funds distributed by ALPS Distributors, Inc.To learn more, visit: https://www.uscfinvestments.com/

    Bond investing: Overcoming the challenges of balancing risk and yield income

    Play Episode Listen Later Feb 7, 2024 13:12


    In this episode of Spotlight, Thalia Hayden @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for fixed income exposure to bonds, small cap stocks, international equities and  *ETF tickers mentioned in this episode*ALPS Smith Core Plus Bond ETF (SMTH)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)Real Estate Select Sector SPDR Fund (XLRE)To learn more about SS&C ALPS Advisors visit*http://www.alpsfunds.com 

    An ETF that Makes "Buying the Dip" in Stocks Easy

    Play Episode Listen Later Feb 6, 2024 7:11


    In this episode of Spotlight, Thalia Hayden @etfguide speaks with Ryan Pannell, CEO at Kaiju ETF Advisors about the decision making challenges facing stock market investors and how the BTD Capital Fund (DIP) ETF is built to deal with them. Using artificial intelligence or AI, the BTD Capital Fund (DIP) ETF plugs into a robust data framework for its investment strategy — seeking to remove the guesswork of buy and sell decisions facing stock market investors. Pannell explains how the ETF works and what role it plays inside a diversified investment portfolio. Always consult the prospectus carefully before investing.  Distributed by Quasar Distributors, LLC.

    Getting Reliable Dividends in the ETF Market

    Play Episode Listen Later Nov 15, 2023 14:38


    In this episode of Spotlight, Stephanie Stanton @etfguide interviews Lance McGray, Head of ETFs at Advisors Asset Management about the faltering 60/40 portfolio mix and why it might be time to examine better strategies. You'll also learn about ETF strategies for year-end tax loss selling. Plus, you'll learn about how to get reliable dividend income without the big risk of long duration investments.ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P 500 High Dividend Value ETF (SPDV)3. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)4. AAM S&P Developed Markets High Dividend Value ETF (DMDV)5. AAM S&P Emerging Markets High Dividend Value ETF (NYSE: EEMD)

    Using ETFs as Single Stock Substitutes + Reduce the 2023 Tax Bite NOW!

    Play Episode Listen Later Nov 8, 2023 12:08


    In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for single stock alternatives, factor investing in quality dividend and value stocks and ideas for 2023 tax-loss harvesting.  *ETF tickers mentioned in this episode*Alerian Energy Infrastructure ETF (ENFR)Alerian MLP ETF (AMLP)ALPS O'Shares U.S. Quality Dividend ETF (OUSA)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)ALPS Sector Dividend Dogs ETF (SDOG)Energy Select Sector SPDR Fund (XLE)**********To learn more about SS&C ALPS Advisors visit*http://www.alpsfunds.com 

    Finding Reliable Dividend Income in the ETF Market

    Play Episode Listen Later Aug 2, 2023 12:33


    In this episode of Spotlight, Thalia Hayden @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating the concentration risk in megacap stocks, high inflation, and getting reliable dividend income from overlooked sectors. ETF ticker symbols discussed in this episode are: Alerian Energy Infrastructure ETF (ENFR)ALPS Active REIT ETF (REIT)ALPS Sector Dividend Dogs ETF (SDOG)ALPS Equal Weight Sector ETF (EQL)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com 

    Adding Small Caps and Transformative Technology to Your ETF Portfolio!

    Play Episode Listen Later Jul 29, 2023 13:32


    In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about big opportunities for investors and financial advisors in overlooked smaller stocks and technology companies that are transforming business.  You'll also learn about ETF strategies for getting sustainable dividend income without the big risk of long durations and shaky credit quality.   ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P 500 High Dividend Value ETF (SPDV)3. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)4. AAM Transformers ETF (TRFM)

    Positioning Your Money for Higher Dividend Income

    Play Episode Listen Later May 25, 2023 13:19


    In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about ETF dividend income strategies for investors and financial advisors. You'll learn about ETF strategies for fighting rising interest rates and high inflation. Plus, you'll see how high dividend income in the right markets, is both achievable and sustainable. ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P Developed Markets High Dividend Value ETF (DMDV)3. AAM S&P Emerging Markets High Dividend Value ETF (EEMD)4. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF

    ETF Spotlight: Analyzing Biotechs, High Dividend and Quality Factor Strategies

    Play Episode Listen Later May 25, 2023 12:42


    In this episode of Spotlight, Thalia Hayden @etfguide talks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for the upswing in biotech stocks, international stocks, and high dividend strategies. ETF ticker symbols discussed in this episode are: ALPS Sector Dividend Dogs ETF (SDOG)ALPS International Sector Dividend Dogs ETF (IDOG)ALPS | O'Shares Europe Quality Dividend ETF (OEUR)ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS Medical Breakthroughs ETF (SBIO)Alerian MLP ETF (AMLP)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com 

    Defensive ETF Strategies for Higher, Sustainable Dividend Income

    Play Episode Listen Later Mar 6, 2023 14:18


    In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about ETF dividend income strategies for investors and financial advisors. You'll learn about ETF strategies for combating rising interest rates and stubborn inflation. Plus, you'll see how dividend income could buffer stock market volatility.  ETF tickers mentioned in this episode include1. AAM Low Duration Preferred & Income Securities ETF (PFLD)2. AAM S&P 500 High Dividend Value ETF (SPDV)3. AAM S&P Emerging Markets High Dividend Value ETF (EEMD)4. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)5. AAM Transformers ETF (TRFM)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF

    ETF Strategies for Getting More Dividends, Combating Inflation and Hedging Market Volatility

    Play Episode Listen Later Feb 28, 2023 12:16


    In this episode of Spotlight, Stephanie Stanton @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating stubborn inflation, dampening stock market volatility and getting more dividend income.ETF ticker symbols discussed in this episode are: Alerian Energy Infrastructure ETF (ENFR)ALPS Clean Energy ETF (ACES)ALPS Active REIT ETF (REIT)ALPS Sector Dividend Dogs ETF (SDOG)Alerian MLP ETF (AMLP)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com 

    ETF Investing: Year-end Moves and 2023's Biggest Investment Trends

    Play Episode Listen Later Dec 9, 2022 19:07


    In this episode of Spotlight, Stephanie Stanton @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include what's behind the bullish move in energy stocks and ETFs, the investment opportunity in high quality small cap stocks and  ETF strategies for combating high inflation and volatility. Plus, Baiocchi explains the basics of tax-loss harvesting and why 2022 is drenched with opportunities to benefit from this popular portfolio optimization technique. ETF ticker symbols discussed in this episode are: ALPS O'Shares U.S. Quality Dividend ETF (OUSA)Alerian Energy Infrastructure ETF (ENFR)ALPS Clean Energy ETF (ACES)Alerian MLP ETF (AMLP)*********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.co

    ETF Strategies for Dividend and Value Investors

    Play Episode Listen Later Dec 3, 2022 12:43


    In this episode of Spotlight, Arianne Alcorta @etfguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about dividend income strategies for ETF investors. Investors and financial advisors will learn about ETF strategies for combating higher inflation and rising interest rates. Plus, you'll see how dividend income could buffer stock market volatility.  Finally, McGray examines the biggest investing lessons of 2022 and market trends he's watching for in 2023. ETF tickers mentioned in this episode include:--AAM Low Duration Preferred & Income Securities ETF (PFLD)--AAM S&P 500 High Dividend Value ETF (SPDV)--AAM S&P Emerging Markets High Dividend Value ETF (EEMD)Learn more about Advisors Asset Management's ETF lineup https://www.aamlive.com/ETF

    SPIVA Scorecard: Analyzing the Performance Trends of Actively Managed Funds

    Play Episode Listen Later Dec 3, 2022 9:10


    In this Spotlight episode, Arianne Alcorta with @etfguide chats with Anu Ganti, Senior Director on the Index Investment Strategy Team at S&P Dow Jones Indices. Ganti breaks down the latest performance trends contained within the SPIVA scorecard, a semi-annual report on the performance trends of actively managed funds against their relevant benchmark. The SPIVA scorecard is celebrating its 20-year history and it's the go-to tool for measuring active funds vs. their corresponding benchmarks in global markets across different asset classes and investment strategiesTo learn more about the SPIVA scorecard visithttps://www.spglobal.com/spiva 

    Spotlight: Losses in Bonds? Tax Harvest Your Losers Before it's Too Late!

    Play Episode Listen Later Nov 2, 2022 9:13


    In this episode, Ron DeLegge @ETFguide chats with Brandon Clark, the Director of ETF Business at Federated Hermes about important investing trends in the bond and ETF market. As 2022 nears its end, using tax-loss harvesting with ETFs to your advantage is also discussed.ETF tickers mentioned in this episode include the Short Duration Corporate ETF (FCSH) and the Short Duration High Yield ETF (FHYS). 

    Cut Your Tax Bill to 0% when Stocks and Bonds are Falling!

    Play Episode Listen Later Oct 21, 2022 10:20


    In this episode of Spotlight, Ron DeLegge @ETFguide chats with best-selling author David McKnight @The Power of Zero about Roth IRA conversions, the 0% tax bracket and other 2022 year-end strategies to improve your financial bottom line. *******To learn more about the Power of Zero visithttp://www.powerofzero.com*******YOUR RESOURCES FROM RONMargin of Safety tool: Join our waiting list http://tinyurl.com/muhwcy7sGet Ron's weekly newsletter https://tinyurl.com/2p8bxy82Free ETF Guides https://tinyurl.com/4uvfx4m7Get feedback on your portfolio's performance https://tinyurl.com/cz4ahj52

    ETF Investing: Protecting Your Portfolio against Higher Interest Rates and Inflation

    Play Episode Listen Later Oct 1, 2022 15:09


    In this episode of Spotlight, Stephanie Stanton @ETFguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.Topics covered include ETF strategies for capturing major trend changes in the energy sector, combating higher inflation and tapping into the power of actively managed real estate for more dividend income.

    Tapping the Fastest Growth Sectors in Frontier and Emerging Markets

    Play Episode Listen Later Sep 30, 2022 14:41


    In this episode, Stephanie Stanton @ETFguide chats with Kevin Carter, Founder & CIO at EMQQ Global about important investing trends in both frontier and emerging markets.Despite a broad array of ETFs linked to emerging markets, some funds may be missing direct exposure to the fastest growth segments in countries like Brazil, China and India. You'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy.

    Scam? Uncovering the Problems with ESG Ratings and Funds

    Play Episode Listen Later Sep 24, 2022


    In this episode of Spotlight, Stephanie Stanton @ETFguide chats with Mark Neuman, CFA and Founder of Constrained Capital about the flaws of ESG ratings and funds. Neuman expresses his viewpoint on what's gone wrong with ESG investing and his solution via the ESG Orphans ETF (ORFN).Topics covered in this episode include obstacles facing ESG investing and why ESG ratings and funds could actually be increasing risk, while decreasing potential returns. Also up:  ORFN, which takes a radically opposite approach to ESG investing, is covered. Plus, a sneak peak at the fund's holdings and sector exposures. *******To learn more about ORFN visithttps://www.constrainedcapitaletfs.com/

    Reducing the Sting of Inflation and Dealing with Stock Market Losers via Tax-Loss Harvesting

    Play Episode Listen Later Sep 24, 2022 7:52


    In this episode of Spotlight, Ron DeLegge @ETFguide chats with Dave Mazza, Head of Product at Direxion Investments. Topics covered include ETF strategies for combating stubborn inflation and rising interest rates. Plus, how tax-loss harvesting can help you to reduce the pain of investment losers. Finally, you'll get the complete lowdown on Direxion's single-stock ETFs linked to Apple, Tesla and others.   *******To learn more, visit Direxion Investmentshttp://www.Direxion.com 

    Investing Strategies for Beating Inflation and Stock Market Volatility

    Play Episode Listen Later Jun 17, 2022 8:07


    In this episode of Spotlight, Arianne Alcorta @ETFguide speaks with Dave Mazza, Head of Product at Direxion Investments. Topics covered include how to get tactical exposure to hedge against rising interest rates, higher inflation, buffering your portfolio against stock market volatility, plus a new ETF focused on the commodities inside your breakfast. 

    Positioning Your ETF Portfolio For Higher Volatility and Inflation with More Dividend Income

    Play Episode Listen Later May 13, 2022 12:01


    In this episode of Spotlight, Stephanie Stanton @ETFguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about dividend income strategies in the ETF marketplace. Investors and financial advisors will fresh insights and ETF strategies for combating higher inflation, rising interest rates and how dividend income could buffer stock market volatility.  ETF tickers mentioned in this episode include:--AAM Low Duration Preferred & Income Securities ETF (PFLD)--AAM S&P 500 High Dividend Value ETF (SPDV)--AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)Learn more about Advisors Asset Management's ETF lineup: https://www.aamlive.com/ETF#DividendStocks #StockMarket #ETF

    ETF Investing: Protecting Your Portfolio against Higher Interest Rates and Inflation

    Play Episode Listen Later May 5, 2022 11:02


    In this episode of Spotlight, Stephanie Stanton @ETFguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for combating higher inflation, rising interest rates and tapping into industry sectors and investment factors benefiting from the changing landscape.  ETF ticker symbols discussed in this episode are:--ALPS CLEAN ENERGY ETF (ACES)--ALERIAN ENERGY INFRASTRUCTURE ETF (ENFR)--ALERIAN MLP ETF (AMLP)--ALPS HILLMAN ACTIVE VALUE ETF (HVAL)

    Why Commodities like Copper are Poised for Huge Growth Ahead

    Play Episode Listen Later Feb 10, 2022 12:03


    In this episode of Spotlight, Laura Kantor @ETFguide talks with Kurt J. Nelson, Managing Partner at SummerHaven Investment Management about surging inflation, how to combat it and commodities that are benefiting from it.The ETF tickers mentioned in this episode include:--USCF Gold Strategy Plus Income Fund (Ticker: GLDX)--CPER United States Copper Index Fund (Ticker: CPER)--USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (Ticker: SDCI)--USCF United States Commodity Index Fund (Ticker: USCI)*********Learn more about investing in commodities visit USCF Investments: https://www.uscfinvestments.com 

    Dividend Paying Value Stocks vs. Growth Stocks: Positioning Your ETF Portfolio for Change

    Play Episode Listen Later Feb 1, 2022 15:57


    In this episode of Spotlight, Arianne Alcorta @ETFguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about dividend income strategies in the ETF marketplace. Whether your an individual investor or financial advisor, you'll get fresh insights into combating higher inflation, rising interest rates and how dividend income could buffer stock market volatility.  ETF tickers mentioned in this episode include:--AAM Low Duration Preferred & Income Securities ETF (PFLD)--AAM S&P 500 High Dividend Value ETF (SPDV)--AAM S&P Developed Markets High Dividend Value ETF (DMDV)--AAM S&P Emerging Markets High Dividend Value ETF (EEMD)Learn more about Advisors Asset Management's ETF lineup: https://www.aamlive.com/ETF

    ETF Investing: Energy and Dividend Income Take Center Stage

    Play Episode Listen Later Jan 28, 2022 13:47


    In this episode of Spotlight, Laura Kantor @ETFguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include how to get tactical exposure to fast moving energy markets, dividend income strategies and the sentiment swing between growth vs. value equity investing. ETF ticker symbols discussed in this episode are:--ALPS CLEAN ENERGY ETF (ACES)--ALERIAN ENERGY INFRASTRUCTURE ETF (ENFR)--ALERIAN MLP ETF (AMLP)--ALPS ACTIVE REIT ETF (REIT)--ALPS REIT DIVIDEND DOGS ETF (RDOG)--ALPS SECTOR DIVIDEND DOGS ETF (SDOG)-*********To learn more about SS&C ALPS Advisors, visit:http://www.alpsfunds.com 

    New ETF Taps mRNA Technology + Year End Portfolio Tax Moves

    Play Episode Listen Later Dec 22, 2021 8:57


    In this episode of Spotlight, Ron DeLegge @ETFguide chats Dave Mazza, Head of Product at Direxion Investments. Topics covered include how to get tactical exposure to mRNA technology, FANG companies and year-end portfolio moves with tax-loss harvesting strategies. ETF ticker symbols discussed in this episode are:--Direxion mRNA ETF (MSGR)--Daily Select Large Caps & FANGs Bull 2X Shares (FNGG)--Direxion Moonshot Innovators ETF (MOON)--Direxion Auspice Broad Commodity Strategy ETF (COM)*********To learn more, visit Direxion Investments.http://www.Direxion.com 

    How to Inflation Proof Your Investment Portfolio with Commodities

    Play Episode Listen Later Nov 16, 2021 13:58


    In this episode of Spotlight, Katy Temple @ETFguide talks with Kurt J. Nelson, Managing Partner at SummerHaven Investment Management about the huge move behind surging inflation, how to beat it and commodities that are benefiting from it.The ETF tickers mentioned in this episode include:--USCF Gold Strategy Plus Income Fund (Ticker: GLDX)--CPER United States Copper Index Fund (Ticker: CPER)--USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (Ticker: SDCI)--USCF United States Commodity Index Fund (Ticker: USCI)

    How to Boost Your Investment Returns with Stocks that Wall Street's Analysts Have Missed

    Play Episode Listen Later Oct 16, 2021 9:24


    In this debut episode of Spotlight, Ron DeLegge @ETFguide conducts a one-on-one interview with Edward Egilinsky, a Managing Director and Head of Alternative Investments at Direxion. How to get tactical exposure to clean energy stocks, owning the next generation of innovative companies and boosting your performance returns with overlooked stocks by Wall Street are among the topics covered. ETF ticker symbols discussed in this episode are:--Direxion Low Priced Stock ETF --Direxion Daily Global Clean Energy Bull 2x Shares (KLNE)--Direxion Moonshot Innovators ETF (MOON)--Direxion Flight to Strategy ETF (FLYT)*********To learn more, visit Direxion Investments.http://www.Direxion.com 

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