Milliman’s New ETF Prescription for Rising Healthcare Inflation
Milliman, the leading healthcare actuary, announced two new exchange‑traded funds—MHIG (Guard) and MHIP (Plus)—designed to help investors offset the faster‑than‑inflation rise in medical costs. The firm argues that traditional CPI measures miss utilization spikes and service‑mix changes, so it built “Milliman Health Trend Guidelines” that translate actuarial data into asset‑allocation signals. The ETFs combine short‑term and intermediate Treasuries, gold, modest S&P 500 exposure, and a core of healthcare equities. Joe, Milliman’s spokesperson, cited recent pharmaceutical price surges, especially GLP‑1 drugs, as a driver for heavier pharma weighting. MHIG aims to track the guidelines, while MHIP adds extra equity tilt to potentially outperform the baseline. By offering a hedge against health‑care cost inflation, the funds give insurers a tool to manage liability risk and give retirees a way to protect purchasing power, potentially reshaping how the market prices inflation‑linked assets.
Behind the Ticker AVRY
Avory and Company, a Miami‑based investment firm celebrating its 10‑year anniversary, launched the Avory Foundational ETF (AVRY) in January 2025. The ETF follows Avory’s "investing forward" philosophy, targeting 20‑30 high‑conviction stocks in sectors deemed foundational to the future, such as...
Sprott’s Ed Coyne on the "Multi-Market Cycle Opportunities" In Metals
Ed Coyne of Sprott explains why metals have surged in the past year, framing the move as a multi‑market cycle driven by fundamental supply‑demand gaps and a global shift away from fiat debasement. He argues that investors are waking up to...
Behind the Ticker: RAUS, NIXT, and Research Affiliates’ Methodology
The Behind the Ticker episode features Rob, a former Wall Street strategist turned Research Affiliates founder, unpacking the evolution of his fundamental‑index methodology and its translation into exchange‑traded products. He traces his journey from early quantitative work at Boston...
F/M Investment's CEO: Tokenization and ETFs
Alex Morris, CEO of FM Investments, used a recent interview to spotlight the growing tension between legacy finance products and their digital counterparts. He argued that many current offerings are merely "clones" or replicas, lacking the functional parity needed for...
F/M Investment’s CEO Alexander Morris on Tokenization, ETFs, and Bridging to On-Chain Finance
The interview centers on FM Investments’ pioneering effort to bring a traditional 90‑day Treasury‑Bill ETF onto a blockchain. CEO Alexander Morris explains that the firm has petitioned the SEC for a “plumbing change” that would allow the existing share class...
Behind the Ticker: SILJ and the Amplify ETFs
The Behind the Ticker episode features Christian, founder and CIO of Amplify ETFs, tracing his career from early stints at First Trust and Claymore to launching Amplify in 2015 and celebrating its ten‑year anniversary. Amplify now offers roughly 40 ETFs...
Davis ETFs’ Chris Davis on Trust: The Investor’s Ultimate Superpower
In a recent interview, Chris Davis, co‑founder of Davis Advisors, framed trust as the ultimate superpower for investors, especially those employing active management. He contrasted the handshake deals at Berkshire Hathaway with the “trustless” environment many advisors face today, arguing...
Behind the Ticker: Paul Marino on the DRGN and BOTT Themes ETFs
In this episode of Behind the Ticker, Brad Roth interviews Paul Marino, chief revenue officer at Themes ETFs, to unpack two newly launched thematic ETFs – DRGN, a China‑focused generative AI fund, and BOTT, a global humanoid robotics fund. Marino...
Behind the Ticker: The QDPL ETF
The episode of "Behind the Ticker" spotlights Pacer’s QDPL ETF, a product designed to give income‑focused investors, especially retirees, a higher cash‑flow stream while maintaining broad S&P 500 exposure. Host Brad Roth interviews Sean, who explains the fund’s genesis and...
Behind the Ticker: Investing in Founders and the FFF ETF
In this episode of Behind the Ticker, Brad Roth interviews Michael, the founder of the Founders 100 ETF (ticker FFF), to unpack the fund’s origin, methodology, and market positioning. Michael traces his three‑act career—from Wall Street to a tech startup and finally...
Crypto Winter But No Bears?
The video centers on a market commentator’s bullish outlook amid widespread talk of a crypto winter. While many analysts urge investors to "buy the dip" and reallocate, the speaker maintains a confident trajectory for digital assets, projecting Bitcoin to hit...
Are Private Markets the New Small-Caps?
The conversation centered on whether private‑market companies are the new small‑cap arena, as they remain private far longer than traditional small caps. Hosts compared recent small‑cap value ETF performance to the broader market and debated the relevance of IPOs in...
