Behind the Ticker: KMLM & Mount Lucas Management
The interview spotlights Mount Lucas Management’s evolution from its 1986 spin‑out of Commodities Corp to a leading managed‑futures specialist, and introduces its flagship ETF, KML, which mirrors the firm’s original 1988 MLM index.\n\nKey insights include the firm’s focus on systematic trend‑following across 22 highly liquid futures contracts, the rationale that managed futures capture a durable risk premium by assuming price risk that businesses hedge, and the observation that performance spikes during market stress—2022 and the 2008 crisis being prime examples.\n\nNotable moments feature the early Kodak CIO’s demand for a price‑based benchmark, the firm’s decision to exclude equity index futures to maintain pure commodity‑currency‑bond exposure, and Jerry’s emphasis on liquidity as “alpha” for advisors, enabling timely rebalancing and compounding benefits.\n\nFor investors, KML offers a low‑correlation, crisis‑resilient layer that can be liquidly accessed when equity and bond markets falter, making it a strategic defensive‑offensive tool in diversified portfolios.
ETF Zoo: Is Tech Eating the Entire Stock Market?
The ETF Zoo panel dissected the overwhelming tech surge that now dominates U.S. equity markets. Since the March 30 low, tech ETFs have attracted roughly $27 billion, pushing technology to about 40 % of the S&P 500 and making semiconductor groups larger than...
Behind the Ticker: FMTM & MarketDesk
The interview spotlights Brad and Matt, former Goldman Sachs and accounting professionals, who turned their research expertise into Market Desk, a platform serving 200 wealth managers and family offices before launching the FMTM actively managed ETF in March 2025. ...
Behind the Ticker: BTOT & BlackRock
The podcast features Steve, global co‑head of iShares fixed‑income ETFs at BlackRock, discussing his career trajectory and the evolution of bond ETFs. Starting in regional banking and moving through Merrill Lynch’s structured‑product desk, he joined BGI just before its 2009...
What Actually Drives Valuations in Today's Markets?
The video examines whether today’s equity valuations are being set by investor flows into exchange‑traded funds rather than company fundamentals. The speaker uses the surge in ETF ownership during the COVID‑era, especially in Cathie Wood’s ARK funds, as a starting...
ETF Investors! Don’t Buy the Pre-IPO Hype Until You Watch This
The video warns investors against chasing pre‑IPO hype through private‑credit and private‑equity ETFs, highlighting structural flaws that make these products risky for retail portfolios. Liquidity mismatches dominate private‑credit ETFs: inflows dilute exposure while outflows force managers to sell public holdings, inflating...
Behind the Ticker: DRNZ & REX Shares
Behind the Ticker’s latest episode spotlights Rex’s innovative product suite, from its pioneering crypto ETFs to the newly launched DRNZ drone exchange‑traded fund. Host Brad Roth interviews Bill, a former hedge‑fund equity researcher turned Rex research chief, who explains how...
Why You Should Be Using Leverage to Build Portfolio Resiliency
The panel discussed why investors should view leverage as a tool for building portfolio resiliency rather than merely a shortcut to higher returns. By treating diversification as an additive, capital‑efficient strategy, advisers can spread risk across multiple asset classes without...
Dave Nadig’s Zine: 16 Pages of Silliness, 15 Minutes of ETF Industry Truth
Dave Nadig, president of ETF.com, used a 16‑page "Zen" zine to warn the industry that the rapid proliferation of ETFs is outpacing investors' ability to conduct meaningful due diligence. He argues that traditional checklists—reading 10‑Ks and crunching numbers—miss the bigger...
Chris Davis of Davis ETFs on How Today’s Markets Are Setting Up for Active Manager Success
Chris Davis of Davis ETFs explains why an active large‑cap value ETF can thrive when the S&P 500 trades at lofty multiples and is heavily concentrated in a few tech names. He argues that the current environment—high earnings multiples, AI‑driven...
Pictet’s Wright on “Investing With Rather Than In AI"
The video introduces Pictet’s AI‑enhanced US equity fund (PQUS), a product that invests with artificial intelligence rather than simply buying AI‑related stocks. The strategy blends passive‑style risk with active, AI‑driven stock selection, aiming to deliver market‑like exposure while adding consistent...
John Hancock’s CEO Explains the Explosive Growth of Active ETFs
John Hancock’s chief executive highlighted two converging forces reshaping asset management: the rapid rise of active exchange‑traded funds and the emerging role of artificial intelligence. Active ETFs have surged from obscurity to commanding roughly 40 % of total ETF inflows, driven...
Behind the Ticker: The AIMS ETF & Acuitas Investments
The episode of Behind the Ticker introduces Acuitas Investments' new AIMS ETF, an active, multi‑manager small‑cap vehicle launched Feb 10, quickly amassing $77 million. Acuitas explains the ETF’s construction: it selects and pairs multiple boutique micro‑cap managers, receives daily model portfolios, aggregates...
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...
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...