ETF Prime

Wes Gray, CEO at  Alpha Architect , discusses his new book “ Quantitative Momentum ” and explains key factors when implementing a momentum-based investing approach.  Nate & Jason spotlight the  MomentumShares U.S. Quantitative Momentum ETF (QMOM)  and offer closing thoughts on 2016 financial markets.

Martin Small, Head of U.S. iShares , explains why ETFs aren’t just an industry, they’re a movement.  Nate & Conor offer their perspective on ETF.com’s 2017 big ETF predictions .

Eric Balchunas, Senior ETF Analyst at Bloomberg, highlights several key trends shaping the investment landscape, explaining the potential longer-term implications to investors.  Nate & Conor discuss the recent rise in yields and spotlight the FlexShares iBoxx 3-Year Target Duration TIPS ETF (TDTT) .

A recent 60 Minutes piece  chronicled the case of several high profile NFL players misled on an investment by a questionable financial advisor.  Nate & Jason go in-depth on the lessons we can all learn from the financial pitfalls of professional athletes.  Jay Hatfield, Co-Founder & President of Infrastructure Capital Advisors, spotlights the InfraCap MLP ETF (AMZA) .

One surefire way to improve your investment returns in a taxable account is to minimize the impact of capital gain distributions.  We examine the tax efficiency of ETFs compared to mutual funds and explain how a shift away from actively managed mutual funds is exacerbating an often overlooked problem.  Chuck Self, Chief Investment Officer at iSectors, spotlights the Post-MPT Growth ETF (PMPT) .

With nearly every pollster misfiring on last week’s election , Nate & Conor explain why “expert” predictions are typically meaningless – whether in elections or investing.  Also, Mike Strain , Director of Economic Policy Studies at the American Enterprise Institute , offers his perspective on the election outcome and discusses the potential economic impact of Trump&#821...

With Election Day finally here, Nate & Conor offer a few closing thoughts on what has been a contentious, yet fascinating election cycle.  Todd Rosenbluth, Director of ETF & Mutual Fund Research at CFRA , discusses the potential shorter-term impact of the election outcome on several ETFs and also shares his perspective on the Department of Labor fiduciary rule.  Jamie Anderson, Managing Pr...

Tim Noyce, Mortgage Advisor at Finance of America Mortgage , joins us in studio to offer helpful tips on securing a mortgage and discuss recent trends in the housing market.  Tushar Yadava, Investment Strategist at iShares, spotlights the iShares Residential Real Estate Capped ETF (REZ) .

Nate & Jason provide historical context around presidential elections and stock market reactions over the short and long-term.  Tushar Yadava, Investment Strategist at  iShares , offers perspective on potential investment implications of the upcoming election and spotlights the  iShares Edge MSCI Min Vol USA ETF (USMV) .

The game-changing DOL fiduciary rule has led to a prediction of ETF assets reaching $10 trillion by 2020 . While the shift towards ETFs has been well underway for years, Nate & Conor discuss how an intensifying focus on investment costs will further impact both fund companies and investors. Rob Bush, ETF Strategist with Deutsche Asset Management , explains multi-factor investing and spotlights...

With iShares and Charles Schwab recently cutting fees on several key ETFs, Nate & Jason explain why the Department of Labor’s fiduciary rule is accelerating an ETF price war.  Eric Ervin, President & CEO of Reality Shares , explains the concept of dividend growth investing and spotlights the Reality Shares DIVS ETF (DIVY).

ETFs have come a long way since we first began broadcasting The ETF Store Show five years ago.  Nate & Conor take a stroll down memory lane and also look ahead to  what’s in store for the show during the fourth quarter .  Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, spotlights the Sit Rising Rate ETF (RISE) and offers some thoughts on the current interest rate envir...

A surprising number of mutual fund managers do not invest a single dollar in the funds they manage.  Nate & Jason explain how this lack of “skin in the game” can impact performance.  Also, Northern Trust’s Marie Dzanis offers her perspective on “smart beta” and spotlights two recently launched FlexShares ETFs  tilted towards companies scoring high in environmental...

Nate & Conor share their favorite investing quotes of all-time, explaining how each can make you a more successful investor.  Also, Mike LaBella, Portfolio Manager at QS Investors, spotlights Legg Mason’s Low Volatility High Dividend ETFs .

Nate & Conor offer key takeaways from Morningstar’s annual ETF conference, where smart beta ETFs stole the show.  Sal Bruno, Chief Investment Officer at IndexIQ , discusses a smart beta approach to bonds and spotlights the  IQ Enhanced Core Bond U.S. ETF (AGGE) &  IQ Enhanced Core Plus Bond U.S. ETF (AGGP) .

We replay some of our favorite guest interviews from this past summer including PowerShares’ Tom Boccellari on generating portfolio income, Morningstar’s Ben Johnson discussing sustainable investing, and PureFunds’ Andrew Chanin spotlighting two unique ETFs.

Juan Carlos Artigas, Director of Investment Research at the World Gold Council , discusses some of the key drivers behind gold’s surge this year and explains how physically-backed gold ETFs are structured.  Nate & Conor also spotlight the world’s largest gold ETF, the SPDR Gold Shares (GLD) .

“Smart beta” ETFs have been one of the fastest growing segments of the overall ETF universe.  Nate & Conor explain why traditional active mutual fund companies are launching, and investors are gravitating to, these ETFs.  Also, Mike LaBella, Portfolio Manager at QS Investors, offers his views on the shortcomings of market cap weighting and spotlights the Legg Mason lineup of Divers...

Disruptive innovation occurs when a game-changing innovation completely disrupts the status quo, turning an old way of doing business upside-down.  Nate & Jason discuss investing in disruptive innovation, considering both the enormous upside and potential risks.  Also, Cathie Wood, Founder & CEO of ARK Invest, offers her perspective on disruptive innovation and spotlights the ARK lineup of...

A growing number of mutual fund companies  are being hit with lawsuits from their own employees over the mutual funds being offered in their 401k plans .  Nate & Conor explain the rationale behind these lawsuits and why they should get the attention of every 401k investor.  Also, Frank Holmes, CEO of U.S. Global Investors , spotlights the U.S. Global Jets ETF (JETS) and goes in-depth on the ai...

Recently, investors have been flocking to emerging market bonds.  Nate & Jason explain why and walk through the basics of investing in this growing asset class.  Also, Fran Rodilosso, Portfolio Manager at Van Eck, spotlights the  Vectors Emerging Markets Investment Grade USD Sovereign Bond ETF (IGEM) .

A growing area of investing is sustainable or socially responsible investing, where companies are screened based on environmental, social, and governance (ESG) factors.  Nate & Jason discuss the trends driving this expanding segment and explain how ETFs are at the forefront of helping investors reflect social views through their investments.  Also, Ben Johnson, Director of Global ETF Research...

A recent PwC survey  shows U.S. ETF assets are expected to nearly triple in the next five years, growing from approximately $2.3 trillion to $6.2 trillion by 2021.  Nate & Conor explain the important role of investor education in reaching this impressive projection.  Also, Greg King, Founder & CEO of REX Shares , spotlights the REX Gold Hedged S&P 500 ETF (GHS) and the REX Gold Hedged...

Recently, some media types, and even investment industry professionals, have suggested that ETF proliferation has gotten out of hand.  Nate & Conor offer some rather pointed thoughts on this topic and wonder where the concern is over the roughly 8,000 mutual funds in existence.  Also, Andrew Chanin, CEO of PureFunds, spotlights their Video Game Tech ETF (GAMR) and Drone Economy Strategy ETF (I...

Bloomberg recently published “The 7 Habits of Highly Effective Investors” , which offers seven simple ways to increase your odds of financial success.  Nate & Jason offer their perspective on these personal finance basics.