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- 70 - First Look ETF: Income, Corporate Arbitrage, and Growth and Value Investing
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1:12 1. Ethan Hertzfeld, NYSE 3:25 2. Nicholas D. Parcharidis, CFA Managing Director, iCapital m+ ETFs 07:31 3. Yung-Shin Kung, Chief Investment Officer, Mast Investments 11:47 4. Mark Goodwin, CEO of North Square Investments ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at ht...
Mon, 21 Sep 2026 - 69 - First Look ETF: Stop Fighting the Market Cycle, & Inside the Next-Gen Nicotine Transition
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1:14: 1. Ethan Hertzfeld, NYSE 3:07: 2. Pieter Vorster, CEO Hexis Capital Management 10:07: 3. Tian Yang, CIO and Fund Manager of the VPX ETF ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com Watch us on YouTube (Link http://www.youtube.com/etfguide) ...
Thu, 13 Aug 2026 - 68 - First Look ETF: Cash Deployment, Bond, and Hedged ETFs
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1:14: 1. Ethan Hertzfeld, NYSE 3:15: 2. Farris Shuggi: Head of Quantitative Equity, T. Rowe Price Investment Management 7:21: 3. Nick Elward Sr, SVP, Head of Institutional Product and Head of ETFs at Natixis Investment Managers 12:55: 4. Phillip Toews, CEO, Toews Asset Management ********* First Look ETF is sp...
Fri, 10 Jul 2026 - 67 - First Look ETF: Space and 80/20 ETFs
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Ethan Hertzfeld, NYSE 2. Hong Yi Chen, CFA, Portfolio Manager, Tema ETFs 3. Nick Lumpp, Founder, President, RCN Wealth Advisors Watch us on YouTube (Link http://www.youtube.com/etfguide) Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide) Visit us at ETFguide.com (https://www.etfguide.com)
Fri, 12 Jun 2026 - 66 - First Look ETF: Healthcare Inflation, Emerging Markets, and Bitcoin ETFs
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1:04: 1. Bilal Little, NYSE 3:14: 2. Joe O’Malley, External Senior ETF Salesperson, Milliman Funds 10:06: 3. Matt Camuso, Head of ETF Solutions, Baron Capital 15:34: 4. John Keller, Executive Director and ETF Specialist, Morgan Stanley Investment Management ********* First Look ETF is sponsored by the New York...
Wed, 13 May 2026 - 65 - First Look ETF: High Conviction, Value, and Fundamentals-First ETFs
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1:09: 1. Bilal Little, NYSE 5:19: 2. Julian Robins, Head of Research at Fundsmith 10:20: 3. Allison Fisch, Managing Principal, President, and Portfolio Manager, Pzena Investment Management 14:59: 4. Joe Veranth, CIO, CFA, Dana ETFs ********* First Look ETF is sponsored by the New York Stock Exchange Learn more...
Thu, 23 Apr 2026 - 64 - First Look ETF: AI, America First, and High Conviction ETFs
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Bilal Little, NYSE 2. Ben Becker, Head of ETF Distribution, Pictet Asset Management (X @PictetAM) 3. Steve Neamtz, President, Yorkville America Equities 4. Mohnish Pabrai, Portfolio Manager, Pabrai Wagons ETF (X @wagonsetf) Watch us on YouTube (Link http://www.youtube.com/etfguide) Follow us o...
Thu, 12 Mar 2026 - 63 - First Look ETF: Bitcoin and Oil, Fixed Income, and Bitcoin Bond ETFs
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. John Love, CFA, CEO, USCF Investments (X @USCFInvestments) 3. Nolan Anderson, Portfolio Manager and Co-Head of Fixed Income, Weitz Investments (X @WeitzInvest) 4. Adam Patti, CEO, VistaShares (X @VistaSharesX) Watch us on YouTube (Link http://www.youtube.com/etfguide) Follow...
Thu, 19 Feb 2026 - 62 - First Look ETF: Ex-US International, US Equity, and Faith-Based ETFs
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Paul Baiocchi, CFA, Head of Fund Sales and Strategy, SS&C ALPS Advisors 3. Chris Grogan, Portfolio Manager, Director of Asset Allocation Services, Eventide Investments 4. Alex Hoy, Senior Director and Client Portfolio Manager, GQG Partners Correction: 17:54 GQG Partners currently ...
Thu, 22 Jan 2026 - 61 - First Look ETF: High Conviction and Active Income ETFs
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Chris Wilson, CFA, Head of Product & Strategy for Voya IM 3. Sriram Reddy, Head of Client Portfolio Management, Discretionary, Man Group 4. Wayne Plewniak, Managing Director and Head of Gabelli Fixed Income ********* First Look ETF is sponsored by the New York Stock Exchange Learn...
Tue, 09 Dec 2025 - 60 - First Look ETF: Agentic AI and Tax-Efficient ETFs
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Bilal Little, NYSE 2. Brian Walsh, Head of Advice and Planning Director at SoFi (X-feed @SoFi) 3. Cullen Rogers Chief Investment Officer at Wedbush Fund Advisors 4. Sofia Massie, CEO at LionShares ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com W...
Wed, 15 Oct 2025 - 59 - First Look ETF: Why Active ETFs are Booming in 2025
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Robert C. Doll, CFA, CEO & CIO, Crossmark Global Investments 3. Brett Meyer, CFA, FRM, Head of Capital Formation, Towle & Co. 4. Victor Haghani, CIO & Founder of Elm Wealth ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCen...
Thu, 18 Sep 2025 - 58 - First Look ETF: Active ETFs for New Sources of Yield and International Stocks
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. John Kim, Co-Founder, CEO, Reckoner Capital 3. Alex Berg, Head of ETF Sales, Cohen & Steers 4. David Souccar, CIO Quality Growth, Vontobel Asset Management ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com Watch us on YouTu...
Tue, 12 Aug 2025 - 57 - First Look ETF: Active Strategies for Resilient Growth, Catastrophe Hedging, and Income Security
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Ethan Powell, CFA, Principal & Chief Investment Officer at Brookmont Capital Management 3. Sam Rahman, Portfolio Manager at Hedgeye Asset Management (X feed: @HedgeyeAM) 4. Joseph R. Shaposhnik, Founder, Rainwater Equity ********* First Look ETF is sponsored by the New York Stock Ex...
Fri, 18 Jul 2025 - 56 - Beyond the Index: Active Income and Equity Strategies for ETF Investors - First Look ETF
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Bryant Vancronkhite, CPA, CFA, Senior Portfolio Manager at Allspring Global Investments 3. Kurt Livermore, Director, Portfolio Manager at Lazard Asset Management 4. Michael Graham, CFA, Research Analyst at Polen Capital ********* First Look ETF is sponsored by the New York Stock Excha...
Thu, 12 Jun 2025 - 55 - First Look ETF: Active Strategies for Earning High Income and S&P 500 Investing
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Joe Becker, Director, Product Management at Innovator ETFs 3. Clark Allen, CFA, CPA, CAIA, Head of ETFs at Horizon Investments 4. Maurits Pot, Founder & CEO at Tema ETFs (X-feed @TemaETFs) ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://...
Fri, 16 May 2025 - 54 - First Look ETF: Active Bond and Equity Strategies for Beating High Market Volatility
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Kyle DeTullio, ETF Capital Markets Specialist, Thrivent Asset Management 3. John Spears, Managing Director Tweedy, Browne 4. Kevin Kelly, Founder & CEO, Kelly Intelligence ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.co...
Wed, 16 Apr 2025 - 53 - First Look ETF: Finding Value & Investing in Berkshire Hathaway's Portfolio with Income Potential
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Robert Bierig, Partner, Portfolio Manager, Harris | Oakmark 3. Brian Ferguson, Senior Portfolio Manager, Newton Investment Management 4. Adam Patti, CEO, VistaShares ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com Watch us o...
Fri, 28 Mar 2025 - 52 - First Look ETF: Active ETF Strategies for Value and Global Equity Investors
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Adrian Jones, Portfolio Manager, Senior Research Analyst, First Eagle Investments 3. Billy Hwan, CFA, CPA, Portfolio Manager, Parnassus Investments 4. Frank Pape, CFA, CPA, Director of Strategies, Frontier Asset Management ********* First Look ETF is sponsored by the New York Stock Exc...
Wed, 19 Feb 2025 - 51 - First Look ETF: Unlocking Income and Value in the Stock Market
In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Catherine LeGraw, GMO Asset Allocation Portfolio Strategist 3. James Jessup, Income Strategist, Virtus ETF Solutions ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com Watch us on YouTube (Link http://www.youtube.com/etfguide)...
Fri, 24 Jan 2025 - 50 - First Look ETF: Unlocking the Benefits of Actively Managed ETFs for Dividends and Growth Investors
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Eric Biegeleisen, CFA, Deputy CIO, 3EDGE Asset Management 3. Dolores Bamford, CFA, Co-CEO, Eventide Asset Management 4. Rob Haugen, CIO, River1 Asset Management ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com Watch u...
Sat, 14 Dec 2024 - 49 - First Look ETF: Strategies for Targeting AI, Tax-Free Income and Money Markets
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Daniel Hoverman, Head of Corporate & Investment Banking at Texas Capital Bank 3. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management 4. Jay Jacobs, U.S. Head of Thematic and Active ETFs at BlackRock Watch us on YouTube (Link http://www.youtube.com/etf...
Fri, 15 Nov 2024 - 48 - First Look ETF: Finding Quality Growth Stocks and Strategies for Diffusing Volatility
In this season 4 episode of First Look ETF, Ron DeLegge @etfguide examines the latest ETF trends in growth investing, how to find quality companies in the stock market and strategies for diffusing stock market volatility. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Lance McGray, Head of ETF Product at Advisors Asset Management 3. Kevin Walkush, Portfolio Manager at Jensen Investment Management 4. Zach Wainwright, CEO at Twin Oak ETF Company ********* First ...
Mon, 21 Oct 2024 - 47 - First Look ETF: Why Small Company Stocks Could Be an Attractive Investment Opportunity
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes the latest ETF marketplace trends and recently launched small cap equity ETFs from Harbor Capital. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Kristof Gleich, President & Chief Investment Officer at Harbor Capital ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com Watch us on YouTube (Link http://www.youtube.com/etfguide)...
Wed, 11 Sep 2024 - 46 - First Look ETF: Examining Covered Call Equity Strategies, Tax-Exempt Munibonds & Small Caps
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide examines recently launched ETFs from Cullen Capital Management, Goldman Sachs Asset Management and OneAscent Investments. The featured ETFs in this episode focus on innovators in the equity income strategies, tax-exempt municipal bond income and small cap equity growth investing. The guest lineup for this episode includes: 1. Maital Legum, NYSE 2. Cole Pearson, President, OneAscent Investments 3. Jeff Cullen, Managi...
Wed, 14 Aug 2024 - 45 - First Look ETF: Analyzing New ETFs for Ethereum, Growth Stocks and Fixed Income
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from Nightview Capital, ProShares and Harbor Capital. The featured ETFs in this episode focus on innovators in the artificial intelligence arena, capital protection strategies and international growth investing. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE 2. Eric Markowitz, Director of Research, Nightview Capital 3...
Mon, 29 Jul 2024 - 44 - First Look ETF: Focus on AI Innovators, Capital Protection & Growth Overseas
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from TCW, Calamos Investments and Pacer ETFs. The featured ETFs in this episode focus on innovators in the artificial intelligence arena, capital protection strategies and international growth investing. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE 2. Bo Fifer, Co-Portfolio Manager, TCW 3. Matt Kaufman, SV...
Mon, 29 Jul 2024 - 43 - First Look ETF: Active Investing Strategies in Bonds and Midstream Energy
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from Regan Capital, Morgan Stanley Investment Management and Westwood ETFs. The featured ETFs in this episode focus on active investing strategies in the equity market and momentum/trend strategies in bitcoin. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE 2.Skyler Weinand, Founder, CEO and CIO, Regan...
Mon, 20 May 2024 - 42 - First Look ETF: Uncovering New ETFs with Bitcoin and Active Equity Strategies
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from Miller Value Partners, Opportunistic Trader ETFs and Global X Funds. The featured ETFs in this episode focus on active investing strategies in the equity market and momentum/trend strategies in bitcoin. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Bill Miller IV, CFA, CIO, Miller Value Partners 3. ...
Fri, 19 Apr 2024 - 41 - First Look ETF: Strategies for alternative income, investing in energy and bonds
In this season 4 episode of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from F/m Investments, Neuberger Berman and Range ETFs. The featured ETFs for our February 2024 episode focus on the fast moving energy market, targeted U.S. corporate bond exposure and alternative income strategies with options. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Tim Rotolo is the Founder and CEO of...
Fri, 16 Feb 2024 - 40 - First Look ETF: Strategies for Income, International and Commodities Markets
In this season 4 start of First Look ETF, Stephanie Stanton @etfguide analyzes recently launched ETFs from John Hancock Investment Management, Sofi and Texas Capital Bank. The featured ETFs for our January 2024 episode focus on international stocks with an active touch, the oil and energy market, along with alternative income strategies. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Joshua M. Jones, CFA, Portfol...
Tue, 23 Jan 2024 - 39 - First Look ETF: Investing in Critical Tech, Securitized Assets & the Digital Economy
In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new actively managed ETFs from GMO, USCF Investments and Zacks Investment Management. The recently launched ETFs for our December 2023 episode focus on critical technologies, securitized assets and the "future of finance." The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Arne Noack, Head Systematic of Investment Solutions, Americas at DWS Inves...
Thu, 14 Dec 2023 - 38 - First Look ETF: Jump in Active Funds Pushes ETFs to a Record Breaking Year
In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new actively managed ETFs from GMO, USCF Investments and Zacks Investment Management. The newly launched ETFs for our November episode use active investment strategies linked to commodities and stocks. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. John Love, CFA & President & CEO at USCF Investments 3. Tom Hancock, Head of GMO Focused Equity &a...
Mon, 13 Nov 2023 - 37 - First Look ETF: Strategies for Investing in Digital Assets and Diffusing Volatility
In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new ETFs from Academy Asset Management, Arch Indices Investment Advisors and ProShares. The newly launched ETFs for our October episode target veteran focused investments, digital assets like Bitcoin and Ethereum along with specialized indexing strategies designed to limit stock market volatility. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. ...
Mon, 16 Oct 2023 - 36 - First Look ETF: Strategies for High Income, Global Growth & the Reshoring Trend
In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new ETFs from Madison Investments, Polen Capital and Tema. The newly launched ETFs for our September episode target high and sustainable income strategies, global growth investing and the business trend of reshoring manufacturing back to U.S. soil. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Patrick Ryan, CFA & Head of Multi-Asset Solutions, Madis...
Wed, 20 Sep 2023 - 35 - Removing the Guesswork of "Buy the Dip" Investing
In this episode of First Look ETF Extra, Thalia Hayden @etfguide interviews Ryan Pannell, CEO at Kaiju ETF Advisors about a fresh approach to buy the dip investing and a new AI-powered ETF that taps into this well-known stock market strategy. With the help of AI, the DIP ETF uses rigorous data modeling to an intuitive investment strategy — seeking to remove the guesswork when buying the dip. Pannell explains how the ETF works and what role it may have inside a diversified investment portf...
Tue, 12 Sep 2023 - 34 - First Look ETF: Megatrends Linked to Connected Consumers, Media Streaming and Carbon Credits
In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Beacon Capital Management, Matthews Asia and Texas Capital ETF & Funds Management. Newly launched ETFs for our August episode tap into de-risking and volatility dampening strategies, investing in emerging markets and funds that screen for stocks from the Lone Star State. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Chris Cook, Preside...
Mon, 21 Aug 2023 - 33 - First Look ETF: Megatrends Linked to Connected Consumers, Media Streaming and Carbon Credits
In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Clouty.io, Neuberger Berman and Global X ETFs. Newly launched ETFs for our July episode tap into the investing mega trend of connected consumers, streaming media and entertainment, plus investing strategies for carbon credits and higher interest rates. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Kevin McCarthy, Portfolio Manager at...
Tue, 25 Jul 2023 - 32 - First Look ETF: Investing in Tax-Free Strategies, Commodities and AI
In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from X-Square Capital Group, QRAFT Technologies, and Simplify Asset Management. Recently launched ETFs for our June episode are focused artificial intelligence (AI), commodities and tax-free investing with municipal bonds. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Ignacio Canto, CFA, President & Portfolio Manager at X-Square Capital Gro...
Tue, 13 Jun 2023 - 31 - First Look ETF: Investment Strategies Targeting High Dividend Income and Human Capital
In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Kaiju Capital Management, Sound Income Strategies and Harbor Capital. Recently launched ETFs for our May episode are focused artificial intelligence (AI), high income and dividend strategies and the human capital factor. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Ryan Pannell, CIO & Founder at Kaiju ETF Advisors 3. David...
Wed, 17 May 2023 - 30 - First Look ETF: Tapping into Stocks and Commodities with Active Strategies
In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Summit Global Investments, Cambiar Investors and Teucrium. Recently launched ETFs for our April episode are focused on active management in core large cap equities, aggressive value tactics for equity investors and strategic exposure to commodities. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. David Harden, Founder & President, Summit...
Tue, 18 Apr 2023 - 29 - First Look ETF: Plugging into the Energy Transition Megatrend and Tactical Income Strategies
In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Fidelity Investments, Nicholas Wealth Management and USCF Investments. Recently launched ETFs for our March episode are focused on commodities targeting the energy transition megatrend and actively managed investing strategies for fixed income investors. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Kevin Baum, CFA & CIO at USCF ...
Mon, 13 Mar 2023 - 28 - First Look ETF: Strategies for the Clean Energy Revolution, Sustainable Investing & Hedge Funds
In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Calamos Investments, EMG Advisors and Unlimited Funds. Recently launched ETFs for our February program are focused on sustainable investing, commodities that target the clean energy revolution and hedge fund replicators powered by AI/machine learning. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Will McDonough, CEO and Lead Portfolio Mana...
Sat, 18 Feb 2023 - 27 - First Look ETF: Investing Trends in Buffered Portfolio Protection and ESG Strategies
In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Allianz Investment Management, Stance Capital and TrueShares. Recently launched ETFs for our January show are focused on investing strategies like volatility and portfolio hedging, ESG investing with AI/ML (artificial intelligence and machine learning) and income strategies from the fast moving renewable energy sector. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exch...
Thu, 19 Jan 2023 - 26 - First Look ETF: The ETF Market in Review and What's Ahead in 2023
In this 2022 year-end special episode of First Look ETF, Stephanie Stanton @etfguide chats with Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE about achievements in the ETF market in 2022. Key developments include the adoption of NYSE's active proxy model for active managers who want to deploy ETFs. Plus, the acceleration of product conversions to the ETF structure and innovative solutions for targeted exposure to inflation hedging, cryptocurrencies, alternative income along ...
Sat, 17 Dec 2022 - 25 - First Look ETF: Trends in Income Markets and Volatility Hedging
In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Angel Oak Capital (CARY), Thor Financial Technologies (THLV) and Zega Financial (TSLY). Recently launched ETFs for our December show are focused on investing strategies like volatility hedging, securitized credit in the bond market and alternative income sources from covered call strategies. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products a...
Tue, 13 Dec 2022 - 24 - What's the Outlook for Factor Investing?
In this episode of First Look ETF Extra, Stephanie Stanton chats with Craig Lazzara, Managing Director at S&P Dow Jones Indices. Besides allowing investors the opportunity to capture key market trends, factor investing also allows investors to customize their portfolio’s equity exposure. But how do factors perform in a variety of market conditions? And does combining different factors change the story? Lazzara explains the history of factor based index investing and provides an update ...
Fri, 09 Dec 2022 - 23 - First Look ETF: Strategies for Investing in Web3 and Combating Surging Interest Rates
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from Bitwise Asset Management (BWEB) and Advocate Capital Management (RRH). Recently launched ETFs for our November show covers investing categories like Web3 and investment strategies for hedging against higher interest rates. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Matt Hougan CIO at Bitwise Asset Management 3. Scott Peng, PhD, Founder ...
Tue, 15 Nov 2022 - 22 - First Look ETF: Strategies for Navigating Volatile Bond Markets
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from AllianceBernstein, PGIM and NEOS Investments. The October program's roster of newly launched ETFs covers investing categories like actively managed short-term bonds, floating rate bonds and enhanced yield cash strategies. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. Noel Archard, CFA, Global Head of ETFs & Portfolio Solutions at Allian...
Tue, 11 Oct 2022 - 21 - How to Combat High Inflation with Steady Dividend Income
In this episode of First Look ETF Extra, Stephanie Stanton @ETFguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about stubborn inflation and dividend income strategies in the ETF marketplace for combating it. Financial advisors and investors will get insights and ETF strategies for neutralizing higher inflation, rising interest rates and how dividend income could buffer stock market volatility. ETF tickers mentioned in this episode include: 1) AAM Transformer...
Fri, 23 Sep 2022 - 20 - First Look ETF: Exploring Fresh Dividend Investing Strategies and Foreign Stocks
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from USCF Investments (UDI) and Matthews Asia (MCH, MINV and MEM). The September program's roster of newly launched ETFs covers investing categories like dividend income strategies, ESG, emerging and international stocks. The guest lineup for this episode includes: 1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE 2. John E. Leslie III, CFA, Portfolio Manager at Howard/Miller Invest...
Fri, 23 Sep 2022 - 19 - First Look ETF: New Funds Tied to Blockchain Technology, Logistics and Inflation Hedging
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from Pacer Financial (TRFK and SHPP), Ionic Capital Management (CPII) and Horizon Kinetics (BCDF), The August program's roster of newly launched ETFs covers investing categories like blockchain technology, shipping and logistics, data and digital businesses along with inflation hedging strategies. The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --Sea...
Thu, 18 Aug 2022 - 18 - First Look ETF: Recent Mutual Fund to ETF Conversions + Is Growth Stock Investing Dead?
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs from New York Life's IndexIQ lineup that target the growth stocks (IWFG and IWLG). Plus, you'll learn about recent mutual fund to ETF conversions by JPMorgan Asset Management (JIRE, JMEE and JPRE) and the buzz around its high yield focused ETF ticker symbol JEPI. The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --Barry Peters, Managing Director, Winslow...
Mon, 18 Jul 2022 - 17 - First Look ETF: New Funds Tackling Stagflation, Bond Sectors and High Growth Stocks
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs that target the bond market (XBB and XCCC), stagflation (STGF) and companies with promising long-term growth prospects (WINN). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE -Joanna Gallegos, Co-Founder at BondBloxx -Axel Merk, CEO & CIO, at Merk Investments -Spencer Logan, CFA, CAIA, FDP | Director, Investment Specialist at Harbor Capital Advis...
Fri, 24 Jun 2022 - 16 - First Look ETF: Exploring Multi-sector ETFs, Business Disrupters & Global Shipping
In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs that invest in the global shipping industry (SEA), invest in business disrupters (NBDS) and offer a tactical multi-sector investing approach (TACK). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --Frank Holmes, CEO and CIO at U.S. Global Investors --Jason Tauber, CFA and Portfolio Manager at Neuberger Berman --Katie Stockton, CMT and Founder at Fair...
Thu, 12 May 2022 - 15 - First Look ETF: The Investment Case for ECommerce Stocks in Frontier and Emerging Markets
In this episode, Stephanie Stanton @ETFguide speaks with Kevin Carter, Founder & CIO at EMQQ about important investing trends in both frontier and emerging markets. At the forefront are e-commerce, greater internet connectivity and how overseas consumers are upgrading their lifestyles. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy. ETF tickers mentioned in this episode include the newly lau...
Wed, 04 May 2022 - 14 - First Look ETF: Sizing Up the Metaverse, Digital Infrastructure Stocks and ESG Strategies
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that invest in the metaverse (VERS), offer ESG equity screens (AVSU, AVSD and AVSE) and target the infrastructure behind the digital expansion of the cloud, the Internet and related technological trends (BYTE). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --Chas Cocke, Founder at BYTE - IO Digital Index Partners --Phil McInnis, the Chief Investment...
Mon, 18 Apr 2022 - 13 - First Look ETF: New Funds Aimed at NFTs, Combating Inflation and Real Estate
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that tap into the fast growing NFT marketplace (NFTZ), combat inflation (HGER) and target unique slices of the real estate market (HOTL and RESI). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --Sylvia Jablonski, Chief Investment Officer at Defiance ETFs --Spencer Logan, CFA, CAIA, FDP, Director, Investment Specialist at Harbor Capital --Kevin Kelly...
Tue, 22 Mar 2022 - 12 - Gearing Up for Higher Volatility and Higher Inflation - Getting Your Investments on Track!
In this episode of First Look ETF Extra, Arianne Alcorta @ETFguide chats with Edward Egilinsky, Managing Director at Direxion Investments. Topics covered include how to get tactical exposure to inflation hedging strategies, buffering your portfolio against rising stock market volatility, and a comparison of growth vs. value equity strategies. ********* To learn more, visit Direxion Investments. http://www.Direxion.com Watch us on YouTube (Link http://www.youtube.com/etfguide) ...
Sun, 27 Feb 2022 - 11 - First Look ETF: Focus on Tax-free Investing, Analyst Stock Ratings and Thematic Strategies
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that use a macro thematic investing strategy (SAMT) and global policies approach(SAGP), tap into the power of analyst stock ratings (TMFE and TMFX) and target tax-free income (MINO). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --Nicholas Bohnsack, CEO at Strategas Asset Management --Bryan Hinmon, CIO & CFA®, Senior Portfolio Manager at Motley ...
Fri, 18 Feb 2022 - 10 - First Look ETF: Why Stocks in Emerging and Frontier Markets are Poised for Major Growth
In this episode, Arianne Alcorta @ETFguide talks with Kevin Carter, Founder & CIO at EMQQ about important investing trends in both frontier and emerging markets. At the forefront are e-commerce, greater internet connectivity and how overseas consumers are upgrading their lifestyles. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy. ETF tickers mentioned in this episode include the Next Frontie...
Thu, 03 Feb 2022 - 9 - First Look ETF: Plant-based Technology, Impact Investing & Vice Stocks Take Center Stage
In this Season 2 debut of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that help families of the U.S. military (FLDZ), focus on plant-based innovation (EATV) and invest in stocks that target the alcohol, drugs and gambling industry (BAD). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE -- Elysabeth Alfano CEO at VegTech --Tommy Mancuso, Founder of the B.A.D. ETF --Patrick Galley, CEO & CFA® at RiverNort...
Tue, 25 Jan 2022 - 8 - First Look ETF: High Yield Strategies for Dividend Income Investors
In this episode of First Look ETF Extra, Katy Temple @ETFguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about dividend income strategies in the ETF marketplace. Whether your an individual investor or financial advisor, you'll get insights on beating today's yield deprived market. Plus, you'll learn about overlooked income categories like preferred securities and how they can help to boost your bottom line. ETF tickers mentioned in this episode include: --AAM Low ...
Tue, 21 Dec 2021 - 7 - First Look ETF: New ETFs that Target Subscription Trend, Help Homebuyers & Navigate Global Cycles
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that help homebuyers and real estate investors (HOM), target the fast growing subscription economy (SUBS) and navigate ever-changing market cycles (RUFF). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --Taylor Sohns, CIMA®, CFP®, MBA, Co-Founder at LifeGoal Investments --Bong-Geun Choi, Chief Economist & Head of AI Research at Fount --Edua...
Thu, 16 Dec 2021 - 6 - First Look ETF: Investing in Frontier Markets with Big Ecommerce Growth
In this episode, Stephanie Stanton @ETFguide chats with Kevin Carter, Founder & CIO at EMQQ about key underlying trends in both frontier and emerging markets, e-commerce, technology, internet and how demographics is a game-changer. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy. ETF tickers mentioned in this episode include the Next Frontier Internet + Ecommerce ETF (FMQQ) and Emerging Markets...
Tue, 23 Nov 2021 - 5 - First Look ETF: Exploring New ETFs investing in Bitcoin, Frontier Markets & ESG Themes
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that invest in frontier markets (FMQQ), bitcoin (BITO) and thematic ESG strategies (CLNR, EQUL, HART, OCEN). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --Kevin T. Carter, Founder & Chief Investment Officer of the EMQQ and FMQQ ETFs --Simeon Hyman, CFA, Head of Investment Strategy at ProShares --Wendy Wong, Head of Sustainable Investment Partn...
Wed, 17 Nov 2021 - 4 - First Look ETF: Unveiling New ETFs that Strategically Target Stocks, Bonds and Commodities
In this episode of First Look ETF, Stephanie Stanton @ETFguide analyzes new ETFs that invest in industrial metals (BCIM), active fixed income strategies (SIFI and SIHY) and a counter-cyclical approach to global asset classes (DSCF). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --Cullen Roche, Founder & Chief Investment Officer at Discipline Funds --Spencer Logan, CFA, CAIA, Director, Investment Specialist at Harbor Ca...
Tue, 12 Oct 2021 - 3 - First Look ETF: New Approaches to Low Priced Stocks, Crypto Mining and Thematic ETFs
In this episode of First Look ETF, Stephanie Stanton with @ETFguide examines new ETFs that invest in low priced stocks (LOPX), cryptocurrency miners with environmentally friendly operations (RIGZ) and how to capture multiple investment themes in one ETF ticker (MVPS). The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --David Mazza, Head of Product at Direxion Investments --Christian Magoon, CEO at Amplify ETFs. --Wes...
Mon, 20 Sep 2021 - 2 - First Look ETF: Analyzing New ETFs Targeting High Income, the Metaverse & Clean Energy
In this episode of First Look ETF, Stephanie Stanton with @ETFguide examines new ETFs that invest in an overlooked segment of the high income energy market, plus stocks that follow the metaverse and ETFs that tackle global pollution by investing in cleaner energy. The guest lineup for this episode includes: --Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE --John Cusick, CFA & Portfolio Manager at Miller/Howard Investments --Matthew Ball, Managing Director at Epylli...
Wed, 18 Aug 2021 - 1 - First Look ETF: Analyzing New ETFs that use Machine Learning and Tackle Mental Health
In this episode of First Look ETF, Stephanie Stanton with @ETFguide examines new ETFs that use machine learning to select stocks, tackle new approaches to mental health and invest in the rebounding hotel and travel industry. The guest lineup for this episode includes: --Doug Yones, Head of Exchange Traded Products at NYSE --Kai Wu, Founder at Sparkline Capital --Sylvia Jablonski, Chief Investment Officer at Defiance ETFs First Look ETF is sponsored by the New York Stock Exchange. Learn m...
Tue, 27 Jul 2021
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