Episodes

  • 2/25/25 - Does Private Equity Belong in ETFs?

    2/25/25 - Does Private Equity Belong in ETFs?
    Feb 25 2025
    Jake Miller of Opto Investments is a fan of private investments but isn’t sure the ETF wrapper is the best way to gain access.
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    22 mins
  • 2/11/25 - Is Index Investing Causing a Market Bubble?

    2/11/25 - Is Index Investing Causing a Market Bubble?
    Feb 11 2025
    Mike Green of Simplify Asset Management says the success of passive investing is pumping unprecedented risk into the markets.
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    31 mins
  • 2/4/25 - Vanguard Strategizes Fixed Income, Wealth Management

    2/4/25 - Vanguard Strategizes Fixed Income, Wealth Management
    Feb 4 2025
    Head of Advisor Solutions, Brent Beardsley, talks market outlooks, tax management and the evolution of Vanguard’s Wealth Management Division.
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    20 mins
  • 1/28/25 - Rob Arnott Makes a Case for Stocks Cut From Indexes

    1/28/25 - Rob Arnott Makes a Case for Stocks Cut From Indexes
    Jan 28 2025
    The founder and chairman of Research Affiliates has created an index of companies that have been removed from popular indexes.
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    29 mins
  • 1/14/25 - Bob Doll’s 10 Market Predictions for 2025

    1/14/25 - Bob Doll’s 10 Market Predictions for 2025
    Jan 14 2025
    Crossmark CIO grades his 2024 predictions and details how he sees the year ahead unfolding.
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    17 mins
  • 12/31/24 - A Guide to Buffer ETFs

    12/31/24 - A Guide to Buffer ETFs
    Dec 31 2024
    Financial advisor Stuart Chaussee talks about the driving forces behind the popular strategy.
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    23 mins
  • 12/17/24 - Vanguard Squares Off With Financial Advisors

    12/17/24 - Vanguard Squares Off With Financial Advisors
    Dec 17 2024
    Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, explains where Vanguard’s bulked-up wealth management division might be heading.
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    20 mins
  • 12/10/24 - The Latest Update on ETF Share Classes

    12/10/24 - The Latest Update on ETF Share Classes
    Dec 10 2024
    With 36 fund companies requesting approval, the SEC might be forced to rule on ETF share classes in 2025.
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    26 mins