Podcasts about inside etfs

Our guest on the podcast today is Matt Hougan, one of the world's leading experts on crypto, exchange-traded funds, and financial technology. He's the chief investment officer for Bitwise Asset Management, which offers several cryptocurrency-related funds and ETFs. He was previously chief executive officer of ETF.com and Inside ETFs. Hougan is co-author of A Comprehensive Guide to Exchange-Traded Funds and “Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals” for the CFA Institute's Research Foundation. He graduated from Bowdoin College with a BA in philosophy.BackgroundBioA Comprehensive Guide to Exchange-Traded Funds (ETFs), by Matt Hougan“Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals,” by Matt Hougan and David Lawant, CFA Research Foundation Briefs, January 2021.The Beginning of Cryptocurrency“The Bitcoin White Paper Is Now Officially 15 Years Old,” by Pete Rizzo, Forbes.com, Oct. 31, 2023.“Bitcoin: A Peer-to-Peer Electronic Cash System,” by Satoshi NakamotoCrypto Scandals“What Was the Silk Road Online? History and Closure by the FBI,” by the Investopedia Team, Investopedia.com, June 29, 2024.“What Was Mt. Gox? Definition, History, Collapse, and Future,” by the Investopedia Team, Investopedia.com, April 23, 2024.“FTX Crash Is Eerily Similar to the Bernie Madoff Scandal, ex-regulator Sheila Blair Says,” by Matt Egan, cnn.com, Nov. 15, 2022.Crypto Performance“Crypto Market Review (Q2 2024),” by Matt Hougan, Juan Leon, Ryan Rasmussen, Alyssa Choo, Gayatri Choudhury, and Mallika Kolar, bitwiseinvestments.com, July 9, 2024.“Ether ETF Is One Step Away From Approval as Price of Bitcoin, Ethereum, BNB, XRP, Solana, Cardano, Shiba Inu, and Dogecoin Turn Mixed,” by Dan Runkevicius, forbes.com, June 26, 2024.“What Financial Advisors Don't Know About Bitcoin ETFs,” Big Picture in Practice podcast, Morningstar.com, June 6, 2024.“BlackRock's $20 Billion ETF Is Now the World's Largest Bitcoin Fund,” by Katie Greifeld and Sidhartha Shukla, Bloomberg.com, May 29, 2024.“Bitcoin's Role in a Traditional Portfolio,” by Matt Hougan and Gayatri Choudhury, bitwiseinvestments.com, Aug. 28, 2023.“The 60/30/10 Portfolio: How to Build a Diversified Crypto Sleeve,” by Matt Hougan, bitwiseinvestments.com, July 22, 2024.“Five Things to Expect by the Next Halving in 2028,” by Matt Hougan, bitwiseinvestments.com, April 23, 2024.“The Crypto Market Sell-Off: What Happened and Where We Go From Here,” by Matt Hougan, bitwiseinvestments.com, Aug. 5, 2024.“Ethereum ETPs and the Path to a New All-Time High,” by Matt Hougan, bitwiseinvestments.com, July 15, 2024.Other“Bitcoin Price Surges Above $30,500; But Warren Buffett Still Thinks It's a Gamble,” by Harrison Miller, investors.com, April 13, 2023.“SEC Approves Spot Ether ETFs,” by Kyle Torpey, Investopedia.com, July 23, 2024.“What Is Tokenization?” by Matt Hougan, bitwiseinvestments.com, April 17, 2025.SolanaCoinMarketCap

Matt Hougan is the Chief Investment Officer of Bitwise Asset Management, the world's largest provider of cryptocurrency index funds with more than $4 billion in assets under management. Before joining Bitwise, Matt held several notable positions in the financial industry, including CEO at Inside ETFs, Managing Director of Global Finance at Informa, and CEO of ETF.com. Matt also co-authored The CFA Institute's publication on ETFs, "A Comprehensive Guide to Exchange-Traded Funds."   Matt is a long-time Boglehead who attended the Bogleheads Conference in years past. I asked him to join me for a no-spin discussion about cyber-currencies. We cover the history of blockchain technology, why cryptology is important to the blockchain, and how this led to Bitcoin, the world's first digital currency, and eventually other digital currencies, including the digital dollar. The discussion is structured as purely educational. There is no sales hype, no recommendations for purchase or sale, and no price speculation.    The Bogleheads on Investing podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads' have held national conferences in major cities nationwide. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added regularly. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

From WealthStack at Inside ETFs, a conversation on building portfolios for the future that are built to withstand inflation, geopolitical uncertainty and volatility, with David Blanchett from PGIM, Jonathan Shelton from KraneShares and Michael Meehan from Nuveen. From farmland investing to China and Carbon Capture, professional investors are leaning into alternatives in ways that were hard to imagine just a few years ago. Plus, why last week's meme stock mania does not have the legs of the one we lived through in 2021. And, why now is such a special time to be a shareholder. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/s/shortinterest.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-20-2024-8650191 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/terms/d/dividendpayoutratio.asp https://kraneshares.com/# https://www.pgim.com/dc-solutions/home https://www.nuveen.com/en-us/insights https://www.ndr.com/media

From WealthStack at Inside ETFs, a conversation on building portfolios for the future that are built to withstand inflation, geopolitical uncertainty and volatility, with David Blanchett from PGIM, Jonathan Shelton from KraneShares and Michael Meehan from Nuveen. From farmland investing to China and Carbon Capture, professional investors are leaning into alternatives in ways that were hard to imagine just a few years ago. Plus, why last week's meme stock mania does not have the legs of the one we lived through in 2021. And, why now is such a special time to be a shareholder. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/s/shortinterest.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-may-20-2024-8650191 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/terms/d/dividendpayoutratio.asp https://kraneshares.com/# https://www.pgim.com/dc-solutions/home https://www.nuveen.com/en-us/insights https://www.ndr.com/media

Warren Ingram and Chris Rule dive into the world of exchange-traded funds (ETFs), exploring their transformation from simple index trackers to actively managed portfolios. They break down the benefits of using ETFs for diversified investing, discuss the differences between active and passive ETF strategies, and highlight key considerations like costs and transparency. TakeawaysETFs allow investors to access a diversified basket of shares or bonds through a single investment on their stockbroking account.Regulations have been liberalized to allow for actively managed ETFs.When choosing between active and passive ETFs, consider transparency, understanding the underlying investments, costs, and diversification.Accountability and learning from investment mistakes are important.For more valuable insights from the 10x team, click here.Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Bitcoin ETFs are one of the most anticipated and debated developments in the crypto space. What are the implications for the market, the economy, and crypto's future? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, speak with Matthew Hougan, Chief Investment Officer at Bitwise Asset Management about the impact of Bitcoin ETFs on the market, offering a new investment avenue. They explore Bitcoin's role as an asset class or currency within traditional portfolios. Ryan and Sonu also cover the CPI data, its implications for inflation, and market expectations.Listen to the episode to learn about:The Consumer Price Index (CPI) dataThe stock market's performance, historical seasonality, and the likelihood of a market pullbackThe increase in household net worth and credit card debt, highlighting the overall financial situation of consumersThe significance of Bitcoin ETF approval and its impact on financial advisors and investorsFund flows from GBTC to new Bitcoin ETFsAdding Bitcoin to portfolios, its historical returns, volatility, and the potential benefits for investorsThe likelihood of Ethereum ETFsShort-term and long-term drivers of Bitcoin's valueAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Matthew Hougan: LinkedIn: Matthew HouganX: Matt Hougan Bitwise Asset ManagementConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout Our Guest:Matt Hougan is a well-known expert in the fields of cryptocurrency, ETFs, and financial technology. He currently serves as the Chief Investment Officer at Bitwise Asset Management, which is the world's largest provider of cryptocurrency index funds and manages over $1.5 billion in assets.Before this, he was the CEO of ETF.com and Inside ETFs. During his tenure, he played a key role in developing the world's first ETF data and analytics system, the most popular ETF media platform, and the world's largest ETF conference.Matt serves as a board member for Equbot and is also a strategic advisor to several startups related to cryptocurrency and financial advising, such as Blockworks, Stratifi, and Exchange. He co-founded Advisor Circle, which is a product and content studio for the financial industry and also created the Futureproof Wealth Festival.

The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments — these are important topics for today's investors. In this special episode of the Inside ETFs Podcast, Informa Wealth Management's Nabia Jenkins-Johnston is joined by Brendan Ahern, chief investment officer at KraneShares, Simeon Hyman, global investment strategist … Read More Read More

In this episode, Informa Wealth Management's Nabia Jenkins-Johnston is joined by Shana Sissel, founder, president and chief executive officer of Banríon Capital Management. Shana shares her insight on the importance of alternative investments, the evolution of asset allocation and the potential of interval funds. She also discusses how her media appearances and presence helps with … Read More Read More

In this episode, Jacob interviews Matt Hougan, Chief Investment Officer at Bitwise Asset Management, which manages over $1.5 billion in crypto assets. They discuss the convergence of ETFs and crypto assets, highlighting Bitwise's role in this evolving space. Matt shares his expertise, rooted in his previous roles at ETF.com and Inside ETFs, and his co-authored publications for the CFA Institute Research Foundation.

Host Nate Geraci is back from Inside ETFs.  VettaFi's Todd Rosenbluth offers his thoughts on Nate's key takeaways, which cover some of the industry’s hottest trends.

After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They … Continue reading The Inside ETFs Podcast: Brett Orvieto's 2023 Investment Outlook →

It's that time of year again! Investors and market analysts are looking ahead to the coming year, and 2023 is shaping up to be an exciting year for the economy. Looking ahead, what factors will likely shape the market, and how can advisors utilize them to their advantage? In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida. He has been profiled in Index Universe articles and referenced in Barron's, Wall Street Journal, Business Week, and Fortune Magazine.  Kim talks with Rusty and Robyn about his outlook on inflation, the U.S. economy and corporate earnings, and the U.S. and international markets. As a portfolio manager, Kim also speaks about how investors should allocate their funds to international stocks and what advice he gives to investors in times of geopolitical crisis. Key Takeaways [03:24] - Kim's role at Main Management and what the firm is all about. [05:39] - Main Management's outlook on inflation. [07:20] - How investors should treat their bond allocations. [08:47] - Kim's outlook for the U.S. economy and corporate earnings. [11:01] - Kim's views on the U.S. and non-U.S. stock markets. [18:35] - How investors should allocate their funds to international stocks. [20:36] - Kim's advice to investors in times of geopolitical crisis. [22:40] - Kim's favorite investment strategy. [24:55] - A regimen that keeps Kim on top of his game. [26:57] - The people Kim is grateful to professionally. [28:42] - Kim's recommendation for content. Quotes [15:52] - "The U.S. dollar is the number one predictor of the international stock market outperforming the U.S. stock market. So if you're in a strong U.S. dollar environment, no matter how much you stomp your feet and want the U.S. market to underperform, it will not." ~ Kim Arthur [21:26] - "Investors need to realize that when geopolitical crises happen, you want to be putting money into the market because almost 12 or 24 months later, you're up significantly from those periods when they went down. It shows the tenacity and the growth mindset of the globe that when these things happen, everybody gets together and works to find a solution to that problem." ~ Kim Arthur [22:10] - "In the equity market, fear is temporary, and greed is permanent." ~ Kim Arthur Links  Kim Arthur on LinkedIn Main Management Main Management on Twitter Zombie (Miley Cyrus Rendition) Howard Marks Breath: The New Science of a Lost Art Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2450-OPS-12/19/2022

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs, on his journey in the ETF and FinTech industry.  As Matt Hougan states, his passion […] The post Matt Hougan's ETF & FinTech Journey appeared first on Intelligent Investing.

As we close out 2022, a year of volatility across almost every asset class, how should a modern investor be positioning themselves for 2023? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Christian Magoon, CEO of Amplify ETFs and Founder of Magoon Capital, in … Continue reading The Inside ETFs Podcast: Amplify's Christian Magoon on The Modern Investor In 2023 →

When building a wholistic multi-asset class investment plan, it is important to consider an investor's entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year? In this episode, Douglas Yones, Head of Exchange Traded Products at … Continue reading The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023 →

The markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Ed Lopez, Head Of Product Management at VanEck, … Continue reading The Inside ETFs Podcast: Ed Lopez on How ETFs Take Advantage of All Opportunities Within Investment Markets →

Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at … Continue reading The Inside ETFs Podcast: Jon Maier on ETFs in Model Portfolios Throughout Dynamic Markets →

ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is … Continue reading The Inside ETFs Podcast: William Rhind on Maximizing Year End Planning with ETFs →

The ETF industry has grown exponentially, with many companies moving to include launching ETFs as part of their business plan for growth. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Camille Clemons, Executive Director of Business Development at Cohen & Company, on her entry to … Continue reading The Inside ETFs Podcast: Camille Clemons on The Growth Of ETFs →

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the crypto's impact on the war in Ukraine. During the war in Ukraine, Ukraine […] The post Crypto's Impact on the War in Ukraine appeared first on Intelligent Investing.

While markets have continued to remain volatile, ETFs have maintained their potential for growth. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Noel Archard, Global Head of ETF and Portfolio Solution at AllianceBernstein (AB), diving into the drive behind ETFs as an investment tool … Continue reading The Inside ETFs Podcast: Noel Archard on The Advantages Of ETFs in a Volatile Market →

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jed Laskowitz, Global Head of Asset Management Solutions at JP Morgan, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions. Douglas and Jed discuss: The … Continue reading The Inside ETFs Podcast: ETF Strategies For The Modern Portfolio with Jed Laskowitz →

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the implications of implementing a digital dollar. The world is changing rapidly, and so […] The post The Implications of Heading Towards a Digital Dollar? appeared first on Intelligent Investing.

Predicting returns for specific investments with certainty is an impossible task. However, predicting where industries might be headed and choosing investments based on future impact to our lives can be a bit easier. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO … Continue reading The Inside ETFs Podcast: Looking Into The Future While Investing Today with Sylvia Jablonski →

Market volatility, inflation, increasing interest rates, how should an advisor be positioning portfolios? And what opportunities can investors take advantage of in a high-risk environment? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine … Continue reading The Inside ETFs Podcast: Finding Investment Opportunities In Today's Capital Markets with Jeffrey Sherman →

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the risks of NFTs. Like any investment, NFTs are not immune to risk. Risk is impossible to eliminate completely. Risk can be transformed and transferred, and you should be compensated for the risk that you take in your portfolio. […] The post The Risks of NFTs appeared first on Intelligent Investing.

Historically, overnight markets have demonstrated a tendency to outperform daytime trading sessions. This is called the “Night Effect.” NightShares' ETFs help investors capture value from the Night Effect in US large cap and small cap equity. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, talks to Bruce … Continue reading The Inside ETFs Podcast: Bruce Lavine on Growing Your Investments While You Sleep →

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on whether NFTs are a fad. Commodities, common shares, and dollar bills are examples of fungible goods, which means they are able to be replaced by another identical item. My dollar bill in my pocket is essentially the same as the […] The post Are Non Fungible Tokens (NFTs) a Fad? appeared first on Intelligent Investing.

ERShares has been running a range of award-winning investment solutions across SMAs, mutual funds, and ETFs. Its founder Dr. Joel Shulman has contributed to the formation of a proprietary investment model and the Entrepreneur Factor®. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Dr. Joel … Continue reading The Inside ETFs Podcast: Dr. Joel Shulman on The Entrepreneur Factor In ETF Investing →

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on crypto ETFs. Matt Hougan returns to the Intelligent Money Minute podcast to talk about all things in the realm of crypto. During this episode, Matt Hougan talks about the first electronic exchange fund created for cryptocurrency and how it […] The post Crypto ETFs with Matt Hougan appeared first on Intelligent Investing.

Though Simplify may be a young company, its leadership team brings decades of ETF experience and investment expertise through an advisor-focused platform. Simplify's mission is clear: Build innovative portfolio building blocks, designed to directly solve today's most pressing portfolio challenges.  In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock … Continue reading The Inside ETFs Podcast: Expanding ETF Opportunities with Brian Kelleher →

Janus Henderson is a global asset manager with over 360 billion in assets under management. Today's round table discussion with the team from Janus Henderson touches on different areas of the ETF market and how they have been impacted by recent inflation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New … Continue reading The Inside ETFs Podcast: ETFs for Inflation with Nick Cherney, John Kerschner, Greg Kuhl, and Tim Gerrard →

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the new crypto landscape for investors. Matt Hougan returns to the Intelligent Money Minute podcast to talk about all things in the realm of crypto. During this episode, Matt Hougan pulls back the curtain on the ever-changing landscape of […] The post The New Crypto Landscape for Investors appeared first on Intelligent Investing.

VettaFi’s Todd Rosenbluth recaps the recent Inside ETFs conference and explains why bond mutual funds are experiencing outflows. Nate visits with FLX Network’s Jillian DelSignore, industry veteran Phil Bak, Freedom Day Solutions’ Ryan Krueger, Davis Advisors’ Dodd Kittsley, Alpha Architect’s Jack Vogel, Magnifi’s Matt Barley, Charles Schwab’s D.J. Tierney, and MacMillan’s Chris Sullivan.

ETF.com's Heather Bell, Sean Allocca and Sumit Roy talk about their key takeaways from the most recent conference and the year-to-date status of ETF launches and closures.

As advisors and investors continue to seek global investment opportunities, the DWS lineup of ETFs can help to reduce volatility from currency fluctuations. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group. Listen in … Continue reading The Inside ETFs Podcast: A Global ETF perspective with DWS Group's Arne Noack →

Greetings hope life is good. In this week's episode, we are back with another interview. This week we chat with John Swolfs.  John is kinda unlike a lot of the interviews we've done in the past when it comes to people from the world of financial services. John is an organiser of a lot of events. He is organising the Future Proof Festival in September of this year, which happening in California.  He is originally from America and has worked with Blackrock and Barclay's Global. He was the CEO and Vice President of Inside ETFs, so has a depth of knowledge about ETFs. And he is now the CEO of Advisor Circle.  He brings a real cutting edge view and outlook on things. Which is something that we probably haven't had before.  We touch on: ETFs Bitcoin Advisors Financial planning He is a really interesting guy and I do hope that you find it an interesting conversation and that you get some nuggets from it.  Thanks, Paddy   Future Proof Festival: Home - Future Proof (advisorcircle.com) John Swolfs: John Swolfs | LinkedIn   Financial Media Executives Matt Middleton, Josh Brown, John Swolfs, Barry Ritholtz and Matt Hougan Announce ‘Future Proof,' a Groundbreaking New Wealth Festival | Business Wire

There was a time when only institutional traders has access to sophisticated product strategies. The boom of ETFs democratized investing and created new opportunities for tactical traders. Today, Direxion provides opportunities for tactical trading alongside precise investment exposures for portfolios, all utilizing the ETF wrapper. In this episode, Douglas Yones, Head of Exchange Traded Products … Continue reading The Inside ETFs Podcast: Timing Opportunities Utilizing ETFs with Direxion's David Mazza →

Many advisors utilize ETFs to follow investment trends alongside the reduction of risk in their portfolios. Understanding how world events can shift capital markets, while focusing on ETFs that cut across countries and investment risk profiles, allows advisors to provide greater opportunities for their clients in turbulent markets. In this episode, Douglas Yones, Head of … Continue reading The Inside ETFs Podcast: Franklin Templeton's Dina Ting on Engineering Portfolios of ETFs →

Originally used as institutional trading communities, ETFs have evolved as a preferred investment vehicle, providing access to new asset classes and fund managers; and changing the way many advisors and wealth managers think about portfolio allocation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by … Continue reading The Inside ETFs Podcast: Dimensional's Lisa Dallmer on culture, volatility, and portfolio allocation in today's capital markets →

Given the backdrop of market volatility and geopolitical uncertainty, agriculture and energy commodities have moved to center stage as investors remain focused on inflationary pressure alongside price volatility. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sal Gilbertie, Chief Executive Officer and founder of … Continue reading The Inside ETFs Podcast: Agriculture Investing with Teucrium's Sal Gilbertie →

2021 was a year to be attentive to market trends for many ETF investors. But what have investors learned as we approach 2022? Will trends change in the new year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Michael Arone, Chief Investment Strategist and … Continue reading The Inside ETFs Podcast: The Impact of the Pandemic on ETFs with Michael Arone →

In this episode, you'll hear conversations with:Anthony Scaramucci about Bitcoin and why advisers must pay attention to cryptoKevin O'Leary about crypto and complianceMatt Hougan on the connection between crypto and advisersSarah Kunst on tech startups and the current landscapeRelated Article:  SALT conference panel demystifies crypto custody concernsRelated Article:  How crypto is attracting millennial millionaires to financial adviceGuest Bios:  Anthony Scaramucci is Founder and Co-Managing Partner of SkyBridge focusing on marketing and business development. Prior to founding SkyBridge in 2005, Mr. Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.Kevin O'Leary is a famous TV host, investor, and author.  Matt Hougan, CIO, Bitwise.  Previously CEO at Inside ETFs, Managing Director of Global Finance at Informa. Before that, CEO of ETF.com. Co-authored the CFA Institute's monograph on ETFs.Sarah Kunst, Managing Partner, Cleo Capital. Cleo Capital is a thesis-driven fund focused on 3 key areas: The Future of Income, Complicated Consumer, and Decentralized Enterprise. We primarily lead rounds at Pre-Seed, working with amazing founders from day zero.   

Our world has changed dramatically over the past 18 months. The wealth management industry is no different. In this episode, Laura Gregg and David Partain talk with Mark Bruno, Managing Director of Wealth Management at Informa Connect. Mark talks about his new role in expanding and growing WealthManagement.com, Inside ETFs and Inside WealthStack. He also … Continue reading Ep 64: Trends Shaping Wealth Management Today – With Mark Bruno →

Matt Hougan is one of the world's leading experts on crypto, ETFs, and financial technology. He is the Chief Investment Officer for Bitwise Asset Management, the world's largest provider of cryptocurrency index funds, with more than $1 billion in assets under management. He was previously CEO of ETF.com and Inside ETFs, where he helped build the world's first ETF data and analytics system, the leading ETF media site, and the world's largest ETF conference. Hougan is co-author of two publications from the CFA Institute Research Foundation: “A Comprehensive Guide to Exchange-Traded Funds” and “Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrencies for Professional Investors.” He is a crypto columnist for Forbes, a three-time member of the Barron's ETF Roundtable, a member of the ETFdb's ETF Hall of Fame, and the eighth person to receive a Lifetime Achievement Award from ETF.com for contributions to the ETF industry.Hougan sits on the board of directors for Equbot, creator of the first AI-driven ETFs (in partnership with IBM Watson), and is a strategic advisor to multiple crypto- and financial advisor-related startups, including Blockworks, Stratifi, Advisor Circle, and Exchange.—————————————————————— Registration for SALT New York is now open! Join us September 13-15, 2021 and sign up at https://register.salt.org/event/411f76d9-c215-4719-9bc4-8dfac6cfacdd/summaryFor podcast transcripts and show notes, visit https://www.salt.org/Watch this video on YouTube: https://youtu.be/RKIFKEtrdg0Moderated by Anthony Scaramucci. Developed, created and produced by SALT Venture Group, LLC. 

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph.D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph.D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.

On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on sticking to the plan in the midst of fear. Despite being the founder of ETFs.com, Matt isn’t unlike other investors in regards to portfolio concerns. Matt says it himself that he worries about the same things that a lot […] The post Sticking to the Plan & Avoiding Behavioral Finance Mistakes appeared first on Intelligent Investing.

On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the risks of cryptocurrency and bitcoin. From bitcoin to dogecoin to chainlink, cryptocurrency is a reigning hot topic in the financial realm. That being said, there’s an influx of information and “success” stories making it hard to learn the […] The post The Risks of Cryptocurrency & Bitcoin appeared first on Intelligent Investing.

On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on cryptocurrency and how it works. During this episode, Matt pulls back the curtain and sheds light on the nuances of cryptocurrency. According to Matt, cryptocurrency is the first native way that money can move over the internet. For example, if […] The post Cryptocurrency & How It Works appeared first on Intelligent Investing.

On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the dangers of commission-free ETF trading. Recently, custodians have been offering commission-free trading on ETFs, but many believe this can encourage misbehaving. Matt lays out the big picture in regards to the market and the opportunity. During this episode, […] The post The Dangers of Commission-Free ETF Trading appeared first on Intelligent Investing.

On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on lessons learned from the ETF flash crash. You’re right to realize that ETFs have different risks than mutual funds. Unlike mutual funds, ETFs trade like stocks so like all equities that day, ETFs traded down during the Flash Crash. […] The post Lessons Learned From The ETF Flash Crash appeared first on Intelligent Investing.

ALPS' Senior Investment Strategy Advisor Paul Baiocchi was early to the ETF party. Before joining ALPS, he was Vice President of ETF Business Development at Fidelity Institutional Asset Management where he helped build and grow the firm’s ETF lineup for six years. Prior to that, Paul worked at ETF.com, building an ETF analytics platform, writing about the ETF industry and moderating panels at Inside ETFs conferences. In the latest episode of Let's Talk ETFs, Paul reflects on the industry's evolution while pondering its current direction. And of course, he also takes a deep-dive into ALPS' current ETF lineup. Show Notes 3:00 - What drew you to ETFs originally? 8:15 - Why is it that Mutual Fund assets still dwarf ETF assets? 17:30 - The next stage of ETF growth: Are semi-transparent actively managed ETFs actually good for investors? 25:00 - Has the ETF industry done enough to protect investors from exotic products? 30:00 - A top-down view of ALPS' ETF lineup? 34:30 - ALPS funds that are relevant to the current market environment (AMLP) (ACES) (SBIO) 43:30 - Searching for yield in the current environment (SDOG) Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on whether mutual funds make sense in your portfolio. Despite being the Chairman of Inside ETFs, Matt Hougan still believes mutual funds have great value in portfolios. For example, mutual funds can be great investments in the retirement space. His […] The post Reasons Mutual Funds May Make Sense in Your Portfolio appeared first on Intelligent Investing.

On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on what ETFs are and how the ETF creation and redemption process works. ETFs have a unique creation and redemption process that differs from mutual funds. An ETF publishes a list of all the securities it wants to own at […] The post The Creation and Redemption Process of ETFs appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the definition of ETF and how they compare to mutual funds. An Exchange Traded Fund (ETF) is a type of security with a collection of securities like stocks and typically tracks an underlying index. Although there are similarities to […] The post An Introduction to ETFs with Matt Hougan appeared first on Intelligent Investing.

One of the biggest trends in investing in recent years has been the migration of investment dollars into exchange-traded funds and out of traditional mutual funds. The numbers are staggering. This week’s guest had the foresight and guts to get involved in ETFs in their early stages and more recently cryptocurrencies which are still in their development phase. We are going to get his update on both. He is Matt Hougan, Global Head of Research at Bitwise Asset Management, a cryptocurrency asset manager. Hougan describes it as the “crypto equivalent of an S&P 500 fund.” He also is Chairman of Inside ETFs where he was CEO until joining Bitwise. Inside ETFs is the world’s largest ETF education and events company. He will give us advice on investing dos and don’ts in both investment vehicles. WEALTHTRACK #1640 broadcast on April 3, 2020. More info: https://wealthtrack.com/flows-into-etfs-and-long-term-returns-on-bitcoin-are-staggering-matt-hougan-is-an-expert-on-both/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Topics: Investment, Research, Market Risks, ESG, Inside ETFs, Value vs Growth, Stocks, Investment Philosophy, Investment Process, Tri-Polar World framework, Policy vs Politics, 2020 Outlook

3D attended the 2020 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast. [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, provides an update on the crypto-currency landscape including the recent launch of insured custodial services for institutional crypto-currency accounts, the emergence of stable coins and tokenization of financial assets, and movements on the regulatory front to launch retail investment vehicles. [11:35] Jason Bloom, Senior Director, Global ETF Strategy and Research at Invesco, provides an update on the commodity and fixed income markets in light of the January 2020 coronavirus outbreak in China. [22:51] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, provide an outlook on trends in ETF product development including the launch of semi-transparent active ETFs. -The opinions expressed are those of American Century Investments (or the fund manager) and are no guarantee of the future performance of any American Century Investments fund. This information is for educational purposes only and is not intended as investment advice. The third parties listed are independent companies and are not affiliated with American Century Investments. Listing them does not suggest a recommendation or endorsement by American Century Investments.

Are active non-transparent ETFs going to be a hit or flop? How can ESG succeed when everyone's definition is different? What can little issuers do to succeed in an industry dominated by giants? But how can giant asset managers make money if investors want everything for free? These were some of the big questions debated at this year's Inside ETFs, a conference and networking extravaganza featuring issuers, advisors, service providers, the media and even a few celebrities.We discuss these big themes featuring audio clips recorded on the ground at the event from key attendees as well as in studio commentary from first time attendees, Claire Ballentine and Katherine Greifeld of Bloomberg News. See omnystudio.com/listener for privacy information.

Are active non-transparent ETFs going to be a hit or flop? How can ESG succeed when everyone’s definition is different? What can little issuers do to succeed in an industry dominated by giants? But how can giant asset managers make money if investors want everything for free? These were some of the big questions debated at this year’s Inside ETFs, a conference and networking extravaganza featuring issuers, advisors, service providers, the media and even a few celebrities. We discuss these big themes featuring audio clips recorded on the ground at the event from key attendees as well as in studio commentary from first time attendees, Claire Ballentine and Katherine Greifeld of Bloomberg News. 

Financial advisors need to shift to a mindset of abundance and away from scarcity--financial advisors are no longer competitors of each other, they are peers. And through collaborating with your peers you can grow your practice and reach new levels you would not have reached alone. Taylor Schulte and I present to a group of advisors at Inside ETFs about the power of collaboration.

John Swolfs is CEO at Inside ETFs. Previously, he worked at BlackRock’s, one of the world’s largest asset managers, iShares team as a business development associate. In his previous role, Swolfs worked closely with both the Registered Investment Advisors (RIAs) and Independent Advisor community to help promote the use of ETFs and index investing. Before joining iShares, he worked as a financial advisor at Merrill Lynch. Swolfs is a graduate of SUNY Albany, where he majored in U.S. history. And a little bit of trivia, John worked for two years for the New York Mets.   “Before you invest, get professional help. It's out there, it's accessible, take advantage of it.” John Swolfs   Worst investment ever John’s worst investment happened when, despite being an expert in investing, he started believing that he could time the market. The financial advisor who wouldn’t listen to his advice John is always talking to his clients about thinking long-term and investing for the future. He has always advised them to do what's right for their portfolio and not to worry about what's happening in the market. He, however, took all of that knowledge and information and said that it was not for him. He ditched his thinking and decided to get tactical. He believed that he was smarter than anyone, i.e., that he was smarter than the market. To his clients, he would have told them that they can't do that, that that's foolish. That they need to build a position that allows them to be diversified and ride the markets out. But when it came to himself making the investment move, he thought he didn’t need to follow his own advice. Buying gold in a murky market John invested in gold in 2012, a time when there were a lot of concerns about inflation as the world was still not out of the global financial crisis. Against his better judgment, he bought $15,000 worth of gold, believing that the market would eventually pick up. The price of this investment has been going down since the day he bought it. It still pains him to have foolishly lost all that money. Lessons learned Stick with your allocations If you are building a strategic plan for your asset allocation, stick with it. Avoid personal bias Don’t let personal bias or emotional attachment get you stuck with an investment for too long. Diversify your portfolio Opportunity cost is real when it comes to investing. Build an allocation that allows you to be diversified and ride the markets out. Don't ever think that you're smarter than the market You’ll never be smarter than the market, so always do your homework, and don’t forget your risk management lessons. Andrew’s takeaways Fear is dangerous when it comes to investing Fear can be very dangerous and can hold you back from making solid investment decisions. When you start building a scary scenario of what could be happening in the markets, you start getting confirmation bias. You only find research and people talking about the bad scenario. You’ll keep building upon this fear, and you can easily get caught up in it and end up being driven by emotion or flawed thinking. Equity should be your core asset Build up your investment account over 20, 30, or 40 years and diversify across asset classes, such as commodities, fixed income, etc. This way you’ll be able to manage your cash flow as well as the movement of your overall portfolio. Actionable advice Get help from a financial advisor. Go to a professional who will keep you on track and guide you on the best way to invest your money. No. 1 goal for next the 12 months John’s main goal for the next 12 months is to get all his asset allocations consolidated. He wants to hire a wealth management advisor or a Robo advisor, who will get him back on the right path. Currently, his assets are scattered all over the place. Parting words   “You can't control the market. So control what you can, and that's typically cost, taxes, and risk. And if you do that, you'll be ahead of the game. Control what you can and let the markets do their thing.” John Swolfs   Andrew’s books      How to Start Building Your Wealth Investing in the Stock Market      My Worst Investment Ever      9 Valuation Mistakes and How to Avoid Them      Transform Your Business with Dr. Deming’s 14 Points Andrew’s online programs      Valuation Master Class      Women Building Wealth      The Build Your Wealth Membership Group      Become a Great Presenter and Increase Your Influence      Transform Your Business with Dr. Deming’s 14 Points  Connect with John Swolfs LinkedIn Twitter  Website Connect with Andrew Stotz      astotz.com      LinkedIn      Facebook      Instagram      Twitter      YouTube      My Worst Investment Ever Podcast  

In a wide-ranging, free-flowing 'no-pants Friday' show, Chuck talks with Tom Lydon of ETFTrends, who makes an innovative new fund his 'ETF of the Week,' he discusses the future of exchange-traded funds and the evolution of more active funds with John Swolfs, chief executive officer at Inside ETFs, he covers one of his favorite topics -- allowances for children -- with Bankrate.com's Ted Rossman, and then chats value investing, the state of the market and international opportunities with Nick Kaiser, chief investment strategist at Saturna Capital.

View the lively panel discussion filmed at Inside ETFs 2019 and learn the latest market and ETF industry trends than can be implemented right away to shape stronger client portfolios.

Vanguard ETF product management expert Rich Powers provides investors with exciting highlights of the recent Inside ETFs conference.

Part 2 of our series at the Inside ETFs Conference includes: [0:48] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, discuss their outlook for Federal Reserve rate hikes in 2019 and why investors should emphasize ‘quality’ when positioning their portfolios. [6:27] Lukas Smart, Portfolio Manager at Dimensional Funds and Manager of the John Hancock Multifactor ETFs, discusses some of the differences on how Dimensional’s strategies are implemented between the Dimensional mutual funds and John Hancock ETFs.  [11:07] Gene Podkaminer, Head of Research Strategies at Franklin Templeton, provides his macro outlook for a global GDP convergence between the U.S. and the rest of the world as well as his views on multi-factor construction. [23:47] Luke Oliver, Head of Capital Markets at DWS, sees slowing global growth but opportunities within emerging markets, particularly China, and high yield fixed income as well as trends in ETF product development.  [31:28] Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, shares with our audience some new research into sector-based investing using business cycle analysis. [35:30] Alisa Maute, Head of Distribution, and Jeremy Schwartz, Global Head of Research at WisdomTree Investments, update our audience with their innovation of “modern alpha” and their development of advisor tools. Disclosures: -WisdomTree Investments, Inc. (“WisdomTree Investments”) is the sole owner of WisdomTree Asset Management, Inc., a registered investment adviser, and is a substantial minority owner of AdvisorEngine Inc. (“AdvisorEngine”), a digital wealth management platform.   WisdomTree and/or its affiliates has a financial interest in AdvisorEngine and its business. -The opinions expressed are those of American Century Investments (or the fund manager) and are no guarantee of the future performance of any American Century Investments fund. This information is for educational purposes only and is not intended as investment advice. The third parties listed are independent companies and are not affiliated with American Century Investments. Listing them does not suggest a recommendation or endorsement by American Century Investments.  

3D attended the February 2019 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast.  Part 1 includes interviews with the following: [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, discussing the current state of crypto-currency.  [11:56] Jay Jacobs, Head of Research & Strategy, Global X Funds, discussing the latest trends in thematic-based investing. [18:48] Phil Bak, CEO, & Charles Ragauss, Managing Director, Exponential ETFs, on how smaller ETF providers can compete for investor shelf space. [25:10] William Rhind, Founder and CEO, Graniteshares, on the state of the commodity markets.  [35:09] Nick Kalivas, Senior Equity ETF Strategist, Invesco, shares his thoughts on the current market environment and how ETF marketing will shift from products to implementation

The biggest exchange-traded fund conference in the world has come and gone. But we have you covered.The event, which has grown from 450 people to over 2,000 in just 12 years, featured panels, presentations and booths on everything from artificial intelligence to environmental, social and governance (ESG) issues, and participants ranging from Paul Tudor Jones to Michael Lewis.Aided by select interviews, Joel and Eric discuss key takeaways from the event.See omnystudio.com/listener for privacy information.

The biggest exchange-traded fund conference in the world has come and gone. But we have you covered. The event, which has grown from 450 people to over 2,000 in just 12 years, featured panels, presentations and booths on everything from artificial intelligence to environmental, social and governance (ESG) issues, and participants ranging from Paul Tudor Jones to Michael Lewis. Aided by select interviews, Joel and Eric discuss key takeaways from the event.

The future of financial services is very bright; there’s a lot to be excited about: The technology. Access to information. The people. And more. I’m not the only one optimistic about the future–while at the Inside ETFs conference this week I managed to grab nineteen of my friends and asked them all the same question, “When you think about the… Continue Reading→ The post Project One Question: The Inside ETFs Conference appeared first on All About Your Benjamins™.

Bloomberg Opinion columnist Barry Ritholtz interviews Matt Hougan, managing Director of Global Finance at Informa. Previously he was the CEO of Inside ETFs, a division of Informa PLC. Hougan is a three-time member of the Barron's ETF Roundtable and co-author of the CFA Institute’s monograph "A Comprehensive Guide to Exchange-Trade Funds."

Tom Lydon, Editor & Publisher of ETF Trends, and Yasmin Dahya, Head of Americas Beta Specialists at J.P. Morgan Asset Management, discuss the evolution of ETFs and the innovation that’s to come in the space – live from Inside ETFs 2018.

Mark attended the Inside ETFs conference and met with Rolf Agather, Managing Director of North America Research at FTSE Russell. They discussed: Rolf's background in financial services How does FTSE Russell define smart beta? The uses of smart beta Advisors' awareness of smart beta The resurgence of interest in beta Can smart beta bridge the divide between active and passive management? Emergence of fixed income taking advantage of systematic sources of return What's coming next from FTSE Russell?

Mark attended the Inside ETFs conference and ran into Eric Cott. They discussed: OCC's perspective on ETF options What is the level of options interest in ETF providers and traders? Total cleared volume for 2017 Is there a shift from passive to active portfolio management afoot? The new OIC options certificate for advisors What about Bitcoin options? Will the new tax code impact options traders?

Mark attended the Inside ETFs conference and ran into Eric Cott. They discussed: OCC's perspective on ETF options What is the level of options interest in ETF providers and traders? Total cleared volume for 2017 Is there a shift from passive to active portfolio management afoot? The new OIC options certificate for advisors What about Bitcoin options? Will the new tax code impact options traders?

Mark attended the Inside ETFs conference and met with Rolf Agather, Managing Director of North America Research at FTSE Russell. They discussed: Rolf's background in financial services How does FTSE Russell define smart beta? The uses of smart beta Advisors' awareness of smart beta The resurgence of interest in beta Can smart beta bridge the divide between active and passive management? Emergence of fixed income taking advantage of systematic sources of return What's coming next from FTSE Russell?

What do you get when you cross ComiCon, the Catalina Wine Mixer and low-cost passive investing? You get "Inside ETFs," the world's largest ETF conference, which is getting bigger and more colorful by the year, in no small part to the growing mountain of flows coming into ETFs each year.  The event – which has grown from 450 people to 2,400 in eleven years featured panels, presentations and booths on everything from Vanguard to VIX and from Bitcoin to Quincy Jones.  Joel and Eric discuss takeaways from the event as well as some select interviews on the ground, which include issuers both big and small as well as self-described “ETF nerds” and one famous music producer.See omnystudio.com/listener for privacy information.

What do you get when you cross ComiCon, the Catalina Wine Mixer and low-cost passive investing? You get "Inside ETFs," the world's largest ETF conference, which is getting bigger and more colorful by the year, in no small part to the growing mountain of flows coming into ETFs each year.    The event – which has grown from 450 people to 2,400 in eleven years featured panels, presentations and booths on everything from Vanguard to VIX and from Bitcoin to Quincy Jones.    Joel and Eric discuss takeaways from the event as well as some select interviews on the ground, which include issuers both big and small as well as self-described “ETF nerds” and one famous music producer.

Tatiana Darie, Bloomberg News Health Care Stocks Reporter, breaks down biotech deals for Celgene and Sanofi. Michael Jones, President and CEO at RiverFront Investment, discusses the advantages of investing in exchange traded funds. Fred Hochberg, Former Chairman & President of Export-Import Bank of The U.S., shares his thoughts on the next round of NAFTA negotiations. Red Lobster CEO Kim Lopdrup discusses leading sustainability in the seafood business. And Carol andBloomberg Stocks Editor Dave Wilson hit today’s “Movers and Shakers” and the “Stock of the Day.” 

Tatiana Darie, Bloomberg News Health Care Stocks Reporter, breaks down biotech deals for Celgene and Sanofi. Michael Jones, President and CEO at RiverFront Investment, discusses the advantages of investing in exchange traded funds. Fred Hochberg, Former Chairman & President of Export-Import Bank of The U.S., shares his thoughts on the next round of NAFTA negotiations. Red Lobster CEO Kim Lopdrup discusses leading sustainability in the seafood business. And Carol andBloomberg Stocks Editor Dave Wilson hit today's “Movers and Shakers” and the “Stock of the Day.”  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

ETF.com's Dave Nadig and Drew Voros discuss the important issues and trends addressed at the world's largest ETF conference.

Media AppearancesRecently, I had the privilege of appearing on two excellent radio programs: Bloomberg radio's popular program, "Taking Stock with Pimm Fox and Carol Massar" and "On The Money" with Steve Pomeranz, CFP, and an Internet based video interview - FT.com's Authers' Note (see previous posting below). The interviews centered on what you might think they would: the markets and the economy, with a sprinkling of geo politics and market structure issues.Here are the links to each of them:* With yours truly* With Don Rissmiller  (Chief Economist, Strategas Research Partners)* With yours truly, againUpcoming EventsMy early 2014 events calendar is, as you will note below, fairly full. Most of the events are Market Forecast ones. If you are in the neighborhood, you may want to consider attending. Here are the events (links provided where available):January 9 - New York Society of Security Analysts  featuring Rich Bernstein, Liz Ann Sonders, Phil Orlando, CFA, Sam Stovall, Dan Clifton, Joe Kalish with special interviewer Pimm Fox and a special presentation from Matt Orsagh, CFA January 15 - CFA Society South Florida (Boca Raton)  featuring Ed Clissold, CFA, Glenn Reynolds, CFAJanuary 16 - CFA Society Louisiana (New Orleans)  featuring Don Rissmiller, Glenn Reynolds, CFA January 26 - 29 - Inside ETFs conference(Hollywood, FL)  My segment is Tuesday, January 28 @ 4 PM eastern.February 4 - CFA Society Phoenix  featuring Heidi Richardson, Jeffrey Sherman, Shane ShepherdFebruary 5 - CFA Society Tucson  featuring Don Rissmiller, Peter J. Petas, Jeffrey Sherman February 11 - CFA Society Tampa Bay  featuring Jeffrey Saut, Glenn Reynolds, CFA, Tom Tzitzouris February 13 - CFA Society Jacksonville  featuring Glenn Reynolds, CFA, Tom Tzitzouris