Podcasts about mutual fund research

SMC Adam Sarhan Interviews Dave Mazza Head Of Product At Direxion 25B AUM. David leads product R&D, strategy and management for the firm. Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm's ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA). Dave is a wealth of knowledge and shares timeless lessons, mistakes, how he handles risk, and designs new products with the audience. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

CNBC's Bob Pisani spoke with Jan Van Eck, CEO of Vaneck, Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed the fallout from the freshly announced sanctions on Russia - what are the resounding ripple effects and how is all the turmoil affecting Russian ETFs, Commodities, European Markets and more? In the 'markets 102' portion of the podcast. Bob continues the conversation with Jan Van Eck.

We see commodity ETFs have gathered about 10% of the inflows YTD with strong demand for gold ETFs says Todd Rosenbluth, ETF & Mutual Fund Research at CFRA. Precious metal and broadly diversified ETFs have become popular, he adds. He discusses lower cost ETF products, that are better suited for buy and hold portfolios. He and Nicole discuss the Russian the related ETFs. Todd says the Russian stock market is closed, but explains the Russian based ETFs are trading, such as the Vaneck Russia ETF (RSX).

CNBC's Bob Pisani spoke with Jan van Eck, CEO of VanEck and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed pending Bitcoin ETF proposals, fixed income ETFs as rates creep steadily higher and ESG-related products in the market. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Jan van Eck on the commodity explosion.

CNBC's Bob Pisani spoke with Sal Bruno, CIO of Index I-Q, Armando Senra, Head of i-Shares Americas and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed the hottest trends of the year – including ESG – the boom behind BlackRock’s two recent launches and what’s driving the red-hot flows into that space. Plus, what was hot in 2020, not looking so hot in 2021? Why bets on thematic trends like cloud computing, cybersecurity and 3-D printing appear to have fallen out of favor so far this year. In the ‘markets 102’ portion of the podcast, Bob continues the conversation about all things ESG with Armando Senra from iShares.

Hello Podcast listeners, Today is a very special episode with David Mazza, Managing Director, Head of Product at Direxion. Before this, David was Senior Vice President, Head of ETF Investment Strategy at Oppenheimer Funds. David also worked as Managing Director, Head of ETF and Mutual Fund Research at State Street. He earned his MBA from Suffolk University and his BA in Political Science and Philosophy from Boston College. In today’s episode we discuss thematic ETFs in general and specially Fallen Knives and Moonshot. Enjoy and thanks for the listen!

CNBC’s Bob Pisani discusses tracking social sentiment in ETFs, Bitcoin ETFs and the space trade with Art Amador, Co-founder and COO of EquBot, Jamie Wise, Founder of Buzz Indexes, and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. In the 'markets 102' portion of the podcast, Bob continues the conversation with Jamie Wise from Buzz Indexes.

CNBC's Bob Pisani spoke with Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA, Laton Spahr, President of SS&C Alps Advisors and Michael Arone, Chief Investment Strategist for the SPDR Americas Business at State Street Global Advisors. The rally rolls on today but a tide of rising rates is shaking up investor confidence in the stock market. Bob discusses the broader ripple effects of spiking yields and what it means for key sectors like financials and real estate investment trusts. In the 'markets 102' portion of the podcast, Bob continues the conversation with Michael Arone from State Street Global Advisors.

CNBC'S Bob Pisani spoke with Dan Egan, Managing Director of Behavioral Finance and Investing at Betterment, Will Rhind, Founder and CEO of GraniteShares ETFs, Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA, and Stephen Mathai-Davis, CEO of Q.ai. They discussed the short squeeze frenzy on Wall Street and the red hot rally in silver. In the 'markets 102' portion of the podcast, Bob continues the conversation with Dan Egan from Betterment.

CNBC'S Bob Pisani spoke with Dan Egan, Managing Director of Behavioral Finance and Investing at Betterment, Will Rhind, Founder and CEO of GraniteShares ETFs, Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA, and Stephen Mathai-Davis, CEO of Q.ai. They discussed the short squeeze frenzy on Wall Street and the red hot rally in silver. In the 'markets 102' portion of the podcast, Bob continues the conversation with Dan Egan from Betterment.

The InvestmentNews Podcast will have a special episode dropping Tuesday, Nov. 10, to discuss how Joe Biden and Kamala Harris' election will affect the financial services business. Stay tuned!2:15-13:30 - Nicole Casperson on big banks getting into the robo advice game- The play for the younger investor (3:00)- Targeting lower asset customers (5:00)- How this plays for Bank of America/Merrill Lynch (7:30)- The melding of investing and banking services, and Betterment/Wealthfront's response (9:30)- The importance of brand and the freemium model (12:30)13:45-38:45 - CFRA's Todd Rosenbluth on semi-transparent ETFs- What role do semi-transparent ETFs play? (15:00)- Are flows actually going into these funds? (19:30)- The challenges of launching amidst a pandemic (23:00)- The outlook for semi-transparent ETFs and active mutual funds (27:30)- Surprises from the rollout of semi-transparent ETFs (31:15)- Is there a real market for semi-transparent ETFs? - (35:30)Guest Bio: Todd Rosenbluth is head of ETF and Mutual Fund Research at CFRA, an independent research company. He provides fund insights to the wealth management market through ratings and thematic commentary. He is based in New York. 

CNBC's Bob Pisani spoke with Ed Rosenberg, Head of ETFs for American Century Investments, Simeon Hyman, Global Investment Strategist at ProShares and Todd Rosenbluth, Director of ETF and Mutual Fund Research at CFRA. They discussed the booming e-commerce space ahead of Amazon Prime day, dividend growth coming back and consolidation in the financial services space. In the 'markets 102' segment, Bob discusses the possible election impact on ETFs.

CNBC’s Frank Holland fills in for Bob Pisani this week and spoke with Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA and Jay Jacobs, Head of Research and Strategy at Global X ETFs. They discussed how U.S.-China tensions are impacting ETFs and how to choose the right tech and dividend ETF.

CNBC’s Bob Pisani speaks with Chris Hempstead, Head of ETF Institutional Business Development at NY Life and Todd Rosenbluth, Director of ETF and Mutual Fund Research at CFRA. They discussed Thematic ETFs, Corporate Bond ETFs and the IPO Market. In the 'Markets 102' section, Bob discusses the pricing mechanism behind ETFs.

On the second part of this series, we have Mr. Kaustubh Belapurkar, Director of Fund Research at Morningstar India, who talks to to Anupam about Mutual Fund Research, the different types of mutual funds that are there and how to choose which one's best for you. You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

- Katie Reichart, Director of Mutual Fund Research at Morningstar - Please call 1-800-388-9700 for a free review of your financial portfolio