The recent dramatic whipsaw in the markets is a reminder to review your portfolio’s safety mechanisms. This time, it may not be about what you’re adding but how much of it. Find out why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 13, 2025•34 min
A historically volatile time for the markets is compounded by even more looming catalysts than usual. We have three plans to help see you through from two of the biggest specialists in their spaces. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 06, 2025•10 min
While many emerging markets have been outperforming the U-S this year, many investors might still be missing the biggest opportunities yet-to-come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 29, 2025•12 min
There’s been an explosion of interest and offerings in the “alt” etf category. But the role those types of funds play for investors might be changing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 22, 2025•31 min
Choose your adventure: fed decisions or tech dominance… or maybe, both? A nuanced game-plan is in order, and we have two novel ways to play. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 15, 2025•13 min
High-income ETFs are all the rage right now. To help itself stand out, one company is playing off some of the biggest names in investing. But will the sequel do as well as the original? Plus, find out the what’s resonating with the youngest of individual investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 08, 2025•23 min
September is already volatile and we haven’t even had a Fed meeting yet! Now might be the right time to look into the “value” promise of AI… and add some under-valued sectors as cheap insurance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 03, 2025•14 min
Amid geo-political waves, smart money is diving below the surface of two markets sectors to find calmer, potentially more productive waters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 25, 2025•13 min
Amid geopolitical and domestic uncertainty, gold is trending higher again after backtracking. History suggests there is yet more room to run. Plus, a covid-period-like warning sign to take note of. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 18, 2025•18 min
Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising...
Aug 11, 2025•12 min
Investors continue to favor market cap weighted indices, but it might be time to consider diversifying after July’s fund inflows. Plus, getting tax efficient with ETFs. We examine Astoria’s approach with its US Enhanced Core Equity ETF. Todd Rosenbluth, VettaFi director of research, and Bruce Lavine, Astoria Portfolio Advisors head of ETFS and COO, discuss all. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertis...
Aug 04, 2025•11 min
From cryptocurrencies to competition with mutual funds… recent and upcoming policy out of Washington is changing the landscape for big portions of the ETF industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 28, 2025•27 min
Now solidly starting off the third quarter, we’re asking how Q2’s top-performing fund managers are planning for the near – and distant – future. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 21, 2025•29 min
Hedge fund strategies are the latest to make their way into the ETF wrapper and it could be good timing as investors search for new ways to diversify their portfolio. Plus, positioning for earnings season and top plays for the next six months. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 14, 2025•23 min
With markets seeing unusually high levels of volatility across the board this summer, the “active management” corner of the ETF industry has had to continuously increase specialization. But does that focus carry a risk of becoming too narrow too soon? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 07, 2025•31 min
Is the concept of the “stock pickers” market being replace by a “theme-pickers” market? Plus, a crypto conundrum and some international ETF intrigue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 30, 2025•26 min
Continuing developments in the Middle East adding to investor uncertainty. Should ETF holders modify their portfolios now… or stay the course through the second half of the year? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 23, 2025•24 min•Ep. 1
The AI trade is getting increasingly crowded and it’s getting harder to sift out the next big winners. Well-known tech analyst Dan Ives, who just recently launched an ETF with his own name on the line, tells us how he’s approaching it. Plus, Todd Rosenbluth, Head of Research at Vettafi, discusses how the rest of the ETF industry is slicing AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 16, 2025•25 min
It’s not just a yellow-brick road investors have been running down… with global uncertainty still high money has been piling into non-traditional and traditional alternative assets alike. But which are best for your portfolio? We’ll help you decide. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 11, 2025•28 min
As we kick off another month of trading, we look at three of the biggest ETF themes and whether they can continue amid general market uncertainty and summer doldrums. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 02, 2025•24 min
Bonds are generally known for their stability. But, like the equity markets, bonds are experiencing outsized volatility of late. However, new tools allow investors to engage bond opportunities like never before. Our experts help you rethink your allocations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 27, 2025•23 min
On one hand: continue market uncertainty. On the other hand: heightened individual engagement and optimism. Put them together and you have a hungry audience the ETF industry is all-too-happy to cater too. But now, more than ever, the individual really needs to know what they are ordering… and what’s in the dish. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 19, 2025•23 min
The 90-day tariff pause between the U.S. & China has thrown a wrench into two big ETF themes of this year: international investing and gold/bitcoin hedging. What should investors do now? We look at the near and long-term scenarios. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 12, 2025•12 min
Ric Edelman, founder of the Digital Asset Council of Financial Professionals and former head of Edelman Financial Engines weighs in on how to responsibly incorporate crypto investing into any diversified portfolio, explains why 60/40 is dead… because you’re not going to be… and discusses the importance of instilling financial education in the next generation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisin...
May 05, 2025•29 min
Actively managed ETFs have captured one third of flows this year. But the active fund space is quickly changing along with market volatility. We sort it all out for you. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 28, 2025•29 min•Ep. 1
Amid the volatility, actively managed ETF assets have reached $1 trillion, or about 10% of the industry total. Is now finally the time “active” will prove its worth over “passive”? We’ll dive into the new strategies managers are employing on a daily basis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 21, 2025•24 min
There’s an old saying: ‘you can’t change the wind, but you can adjust your sails.’ If you’re having trouble navigating volatile market seas, consider letting an ETF for it for you. This is how. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 14, 2025•24 min
Amid the volatility, are you looking for something with stable income and the long-term investment stability of government bonds? As is often said: “There’s an ETF for that”. We’ll explain why one “boring” suite of funds might be something to get excited about now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 09, 2025•27 min
Amid the market volatility, demand for actively-managed ETF strategies has been unrelenting. This industry is more than happy to serve. But, here’s what investors need to know about them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 31, 2025•22 min
What are the hottest areas for growth in the ETF industry? We find out, live from the single largest gathering of ETF industry professions, asset managers and RIAs: Exchange conference in Las Vegas. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 24, 2025•42 min