Join Brad as he interviews entrepreneurs and experts in the wealth management industry, specifically around ETFs, on a weekly basis. Together, they go Behind the Ticker and delve into what drives these professionals on a daily basis. Discover how they achieved their success, learn about opportunities for disruption in the industry, and explore the challenges and obstacles they've faced along the way. Get ready for insightful conversations that uncover the stories behind the successes in weal ...
…
continue reading
Your Cash Flow | Hustle | Gratitude show! Helping you begin your journey to financial freedom, and more importantly your freedom, one episode at a time!
…
continue reading
Market Update
…
continue reading
Hey! We’re Get That Bread where we discuss, teach and employ value investing strategies with real-life examples. Our goal is to equip those folks who never went to business school or pursued a career in finance with a common-sense framework that has generated compelling returns for practitioners. We want to give you the tools to analytically breakdown a stock just like the guys and gals on Wall Street. Ultimately, through these episodes, we hope you make better and more informed investment d ...
…
continue reading
1
Rebel Traders Podcast - Stock Market Trading Strategies, Insights & Analysis with Master Traders Sean Donahoe & Phil Newton
Trade Canyon, Inc. - Smarter Traders Live Here®
Rebel Traders® takes you inside the world of two underground master traders who take an entertaining, unique, and often contrarian look at the markets and business. Cutting through the noise of Wall Street shenanigans and hijinks and the clutter and confusion of mainstream news, they are here to help you navigate the trading minefield so you can finally take control of your financial future. Together, Sean Donahoe and Phil Newton are on a mission to give you the unfair advantage of a Rebel T ...
…
continue reading
The mission of Ticker Symbol: YOU is to help listeners form a coherent, data-driven vision of the future so they can identify their own investment thesis in it. To do so, this podcast covers ARK Invest's biggest ideas, publications, and stock picks. Alex provides opinions, commentary, and context around ARK Invest's research into disruptive innovation, advanced technologies, and stocks held in Cathie Wood's actively managed funds: ARKK, ARKG, ARKW, ARKF, ARKQ, and ARKX. Occasionally, the pod ...
…
continue reading
In a recent episode of “Behind the Ticker,” Brett Eichenberger from Cohen & Company discussed the intricacies of auditing in the ETF and mutual fund industry. Eichenberger, based in the firm’s Cleveland office, has worked his way up over a 19-year career with Cohen & Company, which now audits over 1,800 registered funds, making it the fourth-larges…
…
continue reading
In a recent episode of “Behind the Ticker,” Petra Bakosova from Hull Tactical discussed the unique approach behind the Hull Tactical Asset Allocation ETF, HTUS. Bakosova, who has been with Hull Tactical since its inception, has a background in applied mathematics and previously worked at proprietary trading firms. She explained that Hull Tactical’s…
…
continue reading
In a recent episode of “Behind the Ticker,” Joe Benoit, portfolio manager at Grimes & Company, discussed the firm’s collaboration with Little Harbor Advisors on their ETF, the LHA Risk Managed Income ETF (ticker: RMIF). Benoit, who began his career with Grimes, now oversees portfolio management and research for the firm. Grimes & Company, a Massach…
…
continue reading
In a recent episode of “Behind the Ticker,” David Allen, CFA and founder of Octane Investments, discussed his background in finance and the firm’s strategy for its recently launched All-Cap Value Energy ETF (ticker: OCTA). Allen, who began his career in 1992 as a trader at Merrill Lynch and witnessed significant market events like the breaking of t…
…
continue reading
In a recent episode of “Behind the Ticker,” Federico Brokate, Head of U.S. Business at 21Shares, shared insights into the firm’s approach to digital asset ETFs, including their products ARKB (Spot Bitcoin ETF) and CETH (Spot Ethereum ETF). Having joined 21Shares three months ago, Brokate brings a wealth of experience from his ten-year tenure at Bla…
…
continue reading
In a recent episode of “Behind the Ticker,” Nancy Davis, founder and CIO of Quadratic Capital, discussed her journey from Goldman Sachs to launching her firm, as well as the innovative strategies behind her ETFs, including IVOL and BNDD. Davis, who founded Quadratic in 2013 after spending ten years at Goldman Sachs, explained that her entrepreneuri…
…
continue reading
1
Mike Venuto - Tidal: The ETF Masters
35:48
35:48
Na później
Na później
Listy
Polub
Polubione
35:48
In a recent episode of “Behind the Ticker,” Mike Venuto, co-founder and CIO of Tidal Financial Group, shared insights into the company’s approach to launching, growing, and operating ETFs. Tidal, a firm that has grown significantly over the years, now manages and supports over 160 funds with more than $19 billion in assets under management. Venuto,…
…
continue reading
In a recent episode of “Behind the Ticker,” Sylvia Jablonski, CEO & CIO of Defiance ETFs, shared her background in finance and the innovative strategies driving the firm’s success. Jablonski, who has a rich history in sales & trading and a decade of experience with ETFs, decided to join Matt Bielski to help launch Defiance, a company that aims to c…
…
continue reading
1
James St. Aubin - Ocean Park Asset Management
24:22
24:22
Na później
Na później
Listy
Polub
Polubione
24:22
In a recent episode of “Behind the Ticker,” James St. Aubin, Chief Investment Officer of Ocean Park Asset Management, shared insights into his firm’s approach to managing risk and growing client assets. With over two years at Ocean Park and a background that includes stints at Smith Barney, Wilshire, and Ibbotson Associates, St. Aubin has extensive…
…
continue reading
In a recent episode of “Behind the Ticker,” Springer Harris, the author of Get ETF’d: An Insider’s Guide to Starting and Running an ETF, shared his extensive experience in the ETF industry and the inspiration behind his book. Harris, who has spent his entire career at Teucrium, initially entered the finance industry without even knowing what an ETF…
…
continue reading
1
Howard Chan - Kurv Investment Management
33:18
33:18
Na później
Na później
Listy
Polub
Polubione
33:18
In a recent episode of “Behind the Ticker,” Howard Chan, founder of Kurv Investment Management, discussed his unique approach to ETFs and how his firm leverages institutional-grade strategies to benefit all investors. Chan, who began his career as an engineer, transitioned to finance after stints at Goldman Sachs and PIMCO, where he led the ETF bus…
…
continue reading
In a recent episode of “Behind the Ticker,” Joanna Gallegos, co-founder of BondBloxx, shares her extensive background in ETFs and the innovative fixed income strategies her firm employs. Gallegos, who has been in the ETF industry her entire career, began at Barclays Global Investors during the early days of iShares before moving to JP Morgan to hel…
…
continue reading
In a recent episode of “Behind the Ticker,” Taylor Krystkowiak, co-founder of ThemesETFs, shared insights into his career and the innovative strategies behind ThemesETFs. Krystkowiak, who has worked at various firms ranging from Fortune 500 companies to boutique asset managers, brought his extensive experience in macroeconomic analysis and investme…
…
continue reading
In a recent episode of “Behind the Ticker,” Will Rhind, founder and CEO of GraniteShares, discussed the innovative approach behind the GraniteShares NASDAQ Select Disruptors ETF, ticker DRUP. GraniteShares, an ETF issuer with around $8 billion in assets under management, offers a diverse range of ETFs including physical gold, income strategies, bro…
…
continue reading
In a recent episode of “Behind the Ticker,” Tim Kramer, founder of CNIC Funds, shares his extensive background in the energy industry and the innovative approach behind CNIC’s latest offering. Kramer, who has been in the energy sector since 1997, brings a wealth of experience from working with various energy companies and a private equity firm wher…
…
continue reading
In a recent episode of “Behind the Ticker,” Meb Faber, CEO and CIO of Cambria Investments, shares insights into his career journey and the innovative investment strategies employed by his firm. Faber, who has a background in engineering and biotech, founded Cambria Investments and has led the firm to manage approximately $2.5 billion in assets. Bas…
…
continue reading
1
John McHugh - WealthTrust Asset Management
32:53
32:53
Na później
Na później
Listy
Polub
Polubione
32:53
In a recent episode of “Behind the Ticker,” John McHugh, founder of WealthTrust Asset Management, shared his extensive experience in portfolio management and the innovative strategies his firm employs. McHugh, who began his career at Merrill Lynch in 1988 and later joined Oppenheimer and Wells Fargo Advisors, eventually founded WealthTrust in 2015.…
…
continue reading
In a recent episode of “Behind the Ticker,” Andrew Skatoff, founder of Bancreek, shared insights into his journey and the innovative investment strategies his firm employs. Skatoff, who graduated from Columbia Business School’s value investing program in 2009, began his career in the family office world, where he developed a deep understanding of l…
…
continue reading
In a recent episode of “Behind the Ticker,” Danielle Gilbert, head of business development at Panagram, discusses her career path and the innovative structured credit solutions offered by Panagram. Gilbert began her career in structured credit at UBS and spent 18 years on the sell side. In that role, she met the investment team at Eldridge. Panagra…
…
continue reading
In a recent episode of “Behind the Ticker,” Yang Tang, co-founder of Arch Indices, discusses his career journey and the innovative approach his firm takes in constructing investment portfolios. With a background in commodity sales and macro solutions at major financial institutions like Barclays, Morgan Stanley, and Citi, Tang brings a wealth of ex…
…
continue reading
In a recent episode of "Behind the Ticker," Burke Ashenden, Head of Capital Markets at Innovator ETFs, delves into the unique offerings of Innovator ETFs with host Brad. Ashenden, who started his career in ETF trading and later transitioned to the issuer side, shares his journey and how it led him to Innovator. Innovator ETFs, founded by industry v…
…
continue reading
In a recent episode of "Behind the Ticker," Jerry Parker, founder of Chesapeake Capital an industry veteran in trend following and systematic trading, shares his professional journey and insights into the systematic investing approach that defines Chesapeake. Parker's career transition from accounting to trading was catalyzed by his training under …
…
continue reading
In a recent episode of "Behind the Ticker," Bob Elliott, founder of Unlimited and former employee at Bridgewater Associates, shares insights into his journey and the innovative approach his firm takes in the hedge fund industry. Elliott's experience at Bridgewater and overseeing a venture fund shaped his understanding of the limitations of traditio…
…
continue reading
In a recent episode of "Behind the Ticker," Andrew Beer, an established figure in the hedge fund and ETF industries, shares his experiences and insights with host Brad. Beer discusses his journey through the hedge fund world, where he initially worked with prominent managers and later co-founded hedge funds, ultimately focusing on making hedge fund…
…
continue reading
In this week's episode of Rebel Traders, Sean Donahoe and Phil Newton dive into the pivotal role of collaboration and networking in the trading world, smashing the myth of the lone-wolf trader. They share why embracing a community can fend off the psychological pitfalls of isolation and amplify success. From early 2000s message boards to modern-day…
…
continue reading
1
RT287 - The Trader's Journal: Essential Habits for Long-term Success
48:35
48:35
Na później
Na później
Listy
Polub
Polubione
48:35
As the markets unfold their mysteries with charts topping the dance and traders swiping left or right on bullish bets, RT287 dives deep into the trading pool! Join us as Phil and Sean decode the enigma of Meta's bullish future, projected to skyrocket to $600. We're not just chart talkers; we're chart stalkers, mastering the art of making data-drive…
…
continue reading
In a recent episode of "Behind the Ticker," host Brad delves into the innovative financial products from Calamos with guest Matt Kaufman. Kaufman, with a rich background in the ETF and insurance industries, discusses his journey through various financial sectors and how these experiences have shaped the development of new ETF products at Calamos. T…
…
continue reading
In this episode of "Behind the Ticker," host Brad Roth sits down with Jason Hsu, co-founder of Rayliant, to discuss the integration of quantitative research with institutional investment strategies. Jason shares his journey from an academic setting into the finance industry, detailing the transition and how it led to the founding of Rayliant. He ex…
…
continue reading
The podcast episode of "Behind the Ticker" featuring Greg Reid, the president of Real Assets at Westwood, offers a detailed insight into his background, the firm’s operations, and the innovative strategies they employ. Greg Reid has a lengthy career in investment, dating back to 1987, and currently manages a team in Houston overseeing $2.3 billion …
…
continue reading
1
RT285 - The Trader's Emotional Playbook: From Stress to Success
45:28
45:28
Na później
Na później
Listy
Polub
Polubione
45:28
In the kaleidoscope of market moves and trading grooves, Sean Donahoe and Phil Newton dive deep into the psychological core of trading in this week’s Rebel Traders Podcast. But it's not about charts and part; this time, they’re dealing you the ultimate hand with insights on the business mindset and the steel nerves you need as a trader. Discover th…
…
continue reading
1
RT286 - Balancing Risk and Reward: The Art of Portfolio Diversification
44:14
44:14
Na później
Na później
Listy
Polub
Polubione
44:14
As the aroma of your morning coffee hits, you might wince at the new price tag, and as the sugar tax sweetens the US government's pockets, your wallet feels lighter. But did you know those tiny financial habits could brew a fortune over time? In this week's steaming-hot episode of Rebel Traders Podcast, Sean and Phil spill the beans on how incremen…
…
continue reading
In this episode of "Behind the Ticker," host Brad interviews Kim Mayer from GMO. Kim has been with GMO for over 18 years, starting his career on the sell side at Morgan Stanley before transitioning to the buy side. He currently holds a dual role at GMO as a portfolio strategist and covers several sectors including luxury goods, beer, spirits, and r…
…
continue reading
1
RT284 - Trading Technology Evolution: From Ticker Tapes to AI
41:37
41:37
Na później
Na później
Listy
Polub
Polubione
41:37
Dive into the binary world of trading with Sean and Phil as they unpack the game-changing role of technology in this week's Rebel Traders Podcast. From the nostalgic hum of ticker tapes to the symphony of modern algorithms, discover how tech is transforming trader toolkits everywhere. Master the art of making the market work for you, whether you're…
…
continue reading
In the latest episode of Behind the Ticker, Brad Roth engages with Simeon Hyman from ProShares, delving into the intricate world of ETFs and the innovative strategies behind them. Hyman, with over three decades of experience in asset and wealth management, discusses his role at ProShares, a firm that manages around $65 billion across various ETF so…
…
continue reading
In this episode of "Behind the Ticker," Brad Roth engages with Dodd Kittsley from Davis Funds to explore their ETFs and mutual funds. Kittsley brings a wealth of experience from his early involvement in the ETF industry in the late 1990s to his present position at Davis Funds, offering insights into the development of ETFs as tools for broadening m…
…
continue reading
As the Bitcoin behemoth takes a headline-making tumble, savvy traders see the pattern amidst the chaos: it's just another serpentine twist on the upward climb. This week, we strip down the market's high drama to reveal the method behind the madness. Sean and Phil, your fearless navigators through the fiscal tempest, bust through the bluster, offeri…
…
continue reading
The episode of "Behind the Ticker" features Sal Esposito from Zacks, focusing on two of their ETFs: ZECP (Earnings Consistent Portfolio) and SMIZ (Small Mid Cap Core ETF). Sal's journey began at UBS, transitioning from various roles to Zacks, where he embraced the ETF space. Zacks, starting in 1978, specializes in earnings estimate revisions and su…
…
continue reading
The podcast episode of "Behind the Ticker," hosted by Brad Roth, features Johan Grahn from Allianz discussing the intriguing world of buffered ETF products. Johan Grahn, with his extensive background in investment and asset management over two decades, delves into how buffered ETFs provide investors with defined outcomes, integrating protection aga…
…
continue reading
1
RT282 - Mastering Starbucks Trading: Small Trades, Big Wins
31:56
31:56
Na później
Na później
Listy
Polub
Polubione
31:56
Dip your toes in the financial waters and trade smart with a little strategy we call 'Starbucks Trading.' In this steaming hot episode of the Rebel Traders Podcast, we're spilling the beans on how to start small, minimize risk, and sip success one trade at a time. Phil Newton spills details on maintaining an emotional balance, while Sean Donahoe sh…
…
continue reading
In the episode of "Behind the Ticker," Brad Roth and Weldon Rice from Qraft Technologies discuss the integration of artificial intelligence within the investment landscape, particularly through Exchange-Traded Funds (ETFs). This conversation provides a detailed look at how Qraft applies AI to develop and manage ETFs, offering insights into the prac…
…
continue reading
In this episode of "Behind the Ticker," host Brad Roth welcomes David LaValle, a notable figure in the ETF industry and a current leader at Grayscale, the premier digital currency asset manager. The discussion provides an in-depth look at the intersection of Exchange-Traded Funds (ETFs) and digital assets, highlighting LaValle's significant contrib…
…
continue reading
In episode RT281 of the Rebel Traders Podcast, brace yourself for a deep dive into the trader's psyche with hosts Sean Donahoe and Phil Newton. They're unpacking the critical yet often-overlooked facet of trading – the art of risk management. As market volatility dances to the erratic tune of uncertainty, our hosts dissect the perils of overconfide…
…
continue reading
1
Keri Riemer & Hazel Doyle - K&L Gates
28:48
28:48
Na później
Na później
Listy
Polub
Polubione
28:48
Special Live From Exchange ETF Series In this live and in-person episode of "Behind the Ticker," host Brad Roth welcomes Keri Riemer and Hazel Doyle to explore the evolving landscape of Exchange Traded Funds (ETFs) from both a U.S. and European perspective. This engaging conversation offers a deep dive into the intricacies of ETFs, their legal fram…
…
continue reading
Amidst the relentless ebb and flow of the markets, where winning isn't just about high percentages, comes a crucial conversation on what truly fuels consistent trading success: Discipline and positive expectancy. Sean Donahoe and Phil Newton unveil the ironclad strategies that underpin trading discipline – the bedrock of every flourishing trader's …
…
continue reading
1
RT279 - Books, Bubbles, Market Forces and Historical Patterns
49:17
49:17
Na później
Na później
Listy
Polub
Polubione
49:17
In this week's electric charge of the Rebel Traders Podcast, Sean and Phil dive into the pulse of the trading world, unraveling the tapestry of market trends with their savvy contrarian twist. As the echoes of historical bubbles like the South Sea and tulip mania reverberate through modern-day trading floors, our market maestros unpack the vital le…
…
continue reading
Adam Curran shares his background growing up in a household focused on money and his journey to starting his own financial planning firm. He introduces the God Bless America ETF, which aims to provide conservative investors with an investment option that aligns with their values. He explains the screening process for selecting companies based on th…
…
continue reading
Welcome to the Rebel Traders Podcast, where we dive deep into the world of trading with a unique and rebellious approach. In this episode, RT278, hosts Sean Donahoe and Phil Newton unpack the myth of traditional diversification and challenge the notion of a one-size-fits-all approach to trading strategies. Instead, they emphasize the power of diver…
…
continue reading
1
Todd Rosenbluth - VettaFi / Exchange ETF
31:17
31:17
Na później
Na później
Listy
Polub
Polubione
31:17
In this conversation, Brad interviews Todd Rosenbluth, an industry veteran and current member of VettaFi. They discuss Todd's background, VettaFi's business, and the upcoming Exchange conference. Todd shares his insights on the future of the ETF industry and offers advice for new ETF issuers. The conversation highlights the collaborative nature of …
…
continue reading
The guest on this episode of the "Behind the Ticker" podcast was Matt Barry, head of product management and ETF capital markets at Touchstone Investments. Touchstone is a $25 billion mutual fund manager that has historically focused on active management strategies. As Matt explained, Touchstone aims to beat benchmarks by looking meaningfully differ…
…
continue reading
1
Andrew Chanin - ProcureAM / UFO & FIXT
38:11
38:11
Na później
Na później
Listy
Polub
Polubione
38:11
In this episode, we are joined joined by Andrew Chanin, Co-Founder and CEO of ProcureAM. They discuss Andrew's background in financial services and how he came to found Procure, focusing on their decision to build their own ETF infrastructure and unique suite of product. Andrew provides an overview of Procure's two flagship ETFs - UFO, which offers…
…
continue reading