ETFs Videos
ETFs Videos
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 Company and Solomon Brothers to creating the first fundamental index in 2005, a “smart beta” approach that weights securities by economic footprint rather than market price. Rob explains that the rebalancing effect of trimming over‑valued stocks and buying under‑priced ones delivers roughly 2% annual alpha, a claim supported by a 20‑year track record that outperforms cap‑weighted value indexes three out of four years. The newly launched RAUS ETF, a cap‑weighted version of the Research Affiliates index, has already beat the S&P 500 by about 90 basis points with a tracking error under 0.5%, while charging no fee in its first year. He warns that today’s “Magnificent 7” tech rally mirrors the dot‑com bubble, noting that valuation spreads are as wide as they were at the peak of that era. Rob cites the example that only one of the ten most valuable tech stocks in 2000 eventually outperformed the market, underscoring the risk of over‑concentration and the need for systematic, fundamentals‑driven allocation. For investors, the conversation highlights the appeal of low‑cost, rules‑based ETFs that capture fundamental value while avoiding the inefficiencies of pure cap‑weighting. It also signals that the current market offers deep value opportunities in small‑cap, non‑U.S., and growth‑adjusted indices, making a case for diversified exposure beyond the AI‑centric narrative.
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...
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...
The episode of Money Hacks examines whether the decade-long dominance of passive index funds is eroding as market volatility and rising concentration in a handful of mega‑cap stocks expose investors to new risks. Hosts Howie Lim, Darren (Philip Securities) and...
John Ciampaglia explains why gold is being sold even as prices climb, emphasizing that the current wave of outflows stems from institutional risk‑off mandates rather than a shift in the metal’s fundamental appeal. He notes that risk managers are instructing...
The video proposes the Alpha Architect Risk ETF (ticker CAOS) as a potential upgrade to traditional emergency‑fund holdings, arguing that capital reserves should not only be liquid but also capable of delivering positive returns and crisis‑alpha during economic downturns. It outlines...
The episode of Metals in Motion examines how the escalating Iran conflict and broader energy‑security concerns are reshaping demand for critical materials. Host Thalia Hayden and Sprat Asset Management’s Steve Schaall explore why investors should reassess allocations to metals such...
The discussion focuses on the liquidity profile of collateralized loan obligation (CLO) exchange‑traded funds, challenging the common perception that these products are illiquid. Host Abrau interviews Andy Baker of Jennis Henderson Investors and Matt Holden of RBC Capital Markets to...
The Livewise Listed Series interview spotlights Monroe Partners’ concentrated global growth ETF (ticker MCG), with portfolio manager Nick Griffin explaining how the fund seeks to capture structural megatrends, especially artificial intelligence, for investors seeking outsized returns through 2026 and beyond. Griffin...
The video explains how an asset manager constructs a suite of "America First" exchange‑traded funds using a rules‑based, criteria‑driven indexing process. Each basket of securities is assembled into an index that market‑vectors disseminates daily, ensuring transparent, repeatable methodology. The manager highlights...
The video walks viewers through the end‑to‑end journey of launching an exchange‑traded fund, featuring David Tuckwell, CIO of ETF Shares. He explains that the recent explosion of ETFs in Australia is less about novel ideas and more about duplicating existing...
The video examines the surge of institutional cryptocurrency products, focusing on the SEC and CFTC’s March 2026 joint interpretation that labeled sixteen major tokens as digital commodities. This regulatory shift unlocked a flood of applications, pushing the number of pending crypto‑ETF...
The video examines the recent death‑cross formation in high‑yield corporate bonds (HY) and its broader market implications. Host John explains that a death cross reflects falling bond prices and rising yields, signaling that bond investors—often dubbed “bond vigilantes”—are demanding higher...
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...
The video explains how the Pabrai Wagons Fund uses the historic "circle the wagons" metaphor to protect a concentrated portfolio of high‑quality equities. By surrounding a core set of businesses—much like pioneers protected their valuable cargo—the fund seeks to shield...
