Ticker publiczne
[search 0]
Więcej
Download the App!
show episodes
 
Artwork
 
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
 
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
 
Artwork
 
Throwing forks and shouting obscenities at a potential franchisee don't usually close a deal, but Cassidy Ford is anything but usual. Cassidy has Tourette Syndrome and a nerd-level love for the franchise world. Over the years, she has encountered the collision between her personal and professional worlds and learned to live a life of joy and vulnerability amidst the blurred lines. Join Cassidy in a conversation about franchising, the challenges of Tourette's, and becoming comfortable with th ...
  continue reading
 
Loading …
show series
 
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
 
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
 
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
 
God’s Will While Living The Gospel Podcast 18 How can we find God’s will while living the gospel? Often when a member of a family receives a threatening or fatal medical diagnosis. The tendency in this situation, especially for the individual, is to devote themselves to putting everything in order. They may update their will, re-deed their property…
  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 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
 
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
 
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
 
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
 
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
 
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
 
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
 
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
 
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
 
In this episode of Behind the Ticker, Brad invites Yuri Khodjamirian, CIO at Temma Capital Management, to discuss their actively managed ETF focused on monopolies and oligopolies. (TICKER: TOLL). Yuri shares his background in finance and how he eventually became CIO at Temma. He talks about his interests outside of work, like exercising and reading…
  continue reading
 
Ragen Stienke, founder of Ballast Asset Management, joined the Behind the Ticker podcast to discuss his 30+ years of experience in small and mid-cap investing. Ragen got his start in the 1990s at Arthur Anderson's business valuation group before working at UBS and later founding a SMID strategy at Westwood. In 2015, he started Ballast focused on sm…
  continue reading
 
Episode 23 of Behind the Ticker features guest Steve Cook, Head of ETFs at Harbor Capital Advisors. Join us as we discuss Harbor's suite of ETF products and the commodity ETF Hedger (ticker: HGER). In this episode, Steve provides background on his experience in the ETF industry and Harbor Capital's evolution into the ETF space. He discusses Harbor'…
  continue reading
 
In this episode of Behind the Ticker, we sit down with Katie Stockton, founder and managing partner of Fairlead Strategies, to delve into the philosophy and mechanics behind the TACK investment strategy and explore the offerings of her firm. With her vast experience and a unique perspective on market trends, Stockton discusses the foundations of te…
  continue reading
 
Join us for an insightful episode as we dive into the fascinating world of Exchange-Traded Funds (ETFs) with a true industry veteran, Will Rhind. With over two decades of experience in the ETF arena, Will has carved a unique path by focusing on providing investors with high-conviction stock positions through innovative and disruptive ETF investment…
  continue reading
 
In Episode 20, we feature Paul Weisbruch from GTS, a prominent player in the financial industry. GTS specializes in trading over 30,000 different financial instruments globally, catering to a diverse clientele that includes leading financial institutions and public companies. Their approach is built on state-of-the-art proprietary technology and a …
  continue reading
 
In Episode 19, we welcome Kyle Wiggs, the founder and CEO of UX Wealth Partners, a platform known for its utilization of Artificial Intelligence and Machine Learning in investment technologies. This episode provides insights into the services and technologies offered by UX Wealth Partners to Registered Investment Advisors (RIAs). We explore how UX …
  continue reading
 
In Episode 18, we're joined by John Davi and Frank Tedesco from Astoria Advisors, who have just introduced their second ETF, ROE - US Quality Kings. We delve deep into the current state of the U.S. stock market and explore the intricacies of the ROE strategy. Astoria's US Quality Kings ETF is an actively managed Exchange Traded Fund (ETF) designed …
  continue reading
 
Episode 17 showcases Elysabeth Alfano, an influential figure in the world of food systems transformation. She is the founder and CEO of VegTech™ Invest, advisor to the Plant-based Innovation & Climate ETF, EATV. Elysabeth’s journey began with invaluable experience at Fortune 500 companies such as IBM-Europe and The Kellogg company, as well as being…
  continue reading
 
Introducing Ryan Pannell, CEO of Kaiju ETF Advisors. Ryan Pannell is the focus of Episode 16, where he talks about his journey from pioneering cryptographic web-based messaging technologies to becoming a professional equities trader. With a background in theoretical physics, quantum mechanics, cosmology, film, and television, Ryan has a unique pers…
  continue reading
 
Episode 15 of Behind the Ticker features Alejandro Garza, the Founder and Portfolio Manager of Aztlan Equity Management. Alejandro is the portfolio manager behind the Aztlan Global Developed Markets SMID Cap Strategy ticker AZTD. AZTD is Atzlan’s stock selection ETF, a unique rules-based strategy that selects the top 27 stocks based on fundamental …
  continue reading
 
🎙Host: Danilo Bastos 📍 Instagram: https://www.instagram.com/danilogbastos/ 🔥 Conheça a nossa carteira recomendada de Fundos Imobiliários: https://bit.ly/assinaturacarteirafiis 🔵 Convidados: - Rafael Peres 📍 Instagram: https://www.instagram.com/rafaelvperes ⭐ Como a Ticker Research pode ajudar você a investir: Carteiras Recomendadas de Fundos Imobil…
  continue reading
 
Episode 14 features David Schulhof the CEO and Portfolio Manager of MUSQ, The Global Music Industry ETF. David is an American music industry executive and investor with 25 years of experience in the field. David’s background in the music industry is extensive, having previously served as President of Music Publishing at LiveOne, a global media comp…
  continue reading
 
Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active and adaptable financial services company. They employ a disciplined process and build client portfolios and develop financial plans. The Firm also manages a hedge fund the 'Formidable Fund' which is a multi-strategy fund. In this …
  continue reading
 
In this Episode we talk with Neil Azous founder of Rareview Capital. Rareview Capital works with advisors to help develop systematic and differentiated strategies using their goals based approach. Neil heads the firm’s investment team and oversees all portfolio and risk management activities. Neil also serves as a Portfolio Manager for the Rareview…
  continue reading
 
Episode 11, features John Forlines III, the Chief Investment Officer of Donoghue Forlines. Donoghue Forlines is a tactical investment firm that has specialized in risk-managed portfolios since 1986. Donoghue Forlines has a suite of ETFs that utilize technical indicators to recognize shifts in market momentum and uses proprietary tactical signals to…
  continue reading
 
🎙Host: Danilo Carvalho 📍 Instagram: https://www.instagram.com/danilocarva... 🔥 Conheça a nossas carteira recomendadas: https://tickerresearch.com.br/assinaturas/#conheca-ja 🔵 Convidados: - Felipe Solzki 📍 Instagram: https://www.instagram.com/galapagosasset/ ⭐ Como a Ticker Research pode ajudar você a investir: Carteiras Recomendadas de Fundos Imobi…
  continue reading
 
In Episode 10, we welcome John Davi, the Founder of Astoria Advisors. Astoria Advisors maintains a variety of strategies for investors to utilize. Among these are Core Risk Based ETF Strategies, Thematic ETF & Stock Strategies, and Factor US Stock Strategies. Astoria also manages an Inflation Protected ETF under the ticker PPI. The portfolio aims t…
  continue reading
 
Welcome to episode 9 of Behind the Ticker. In this episode, our special guest is Michael Gayed, the portfolio manager of $RORO and $JOJO and Founder of ATAC Funds. We have an in depth conversation about what led him to investing, his career path, and starting his first funds. We also talk about the unique investment thesis behind his ETFs and how h…
  continue reading
 
Loading …

Skrócona instrukcja obsługi