Episodes
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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 Capital
3. Parag Sanghani, CFA & SVP, Senior Portfolio Manager, Westwood ETFs
4. Vishal Khanduja, Co-Head of Broad Markets Fixed Income, Morgan Stanley Investment Management
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First Look ETF is sponsored by the New York Stock Exchange
Learn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)
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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. Larry Benedict, CEO, Opportunistic Trader
4. Pedro Palandrani, Director of Research, Global X ETFs
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First Look ETF is sponsored by the New York Stock Exchange
Learn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)
Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)
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Missing episodes?
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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 Range Fund Holdings
3. Rory Ewing, Portfolio Manager, Neuberger Berman Option Strategy ETF
4. Alexander Morris, CIO, F/m Investments
First Look ETF is sponsored by the New York Stock Exchange*
Learn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)
Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)
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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, Portfolio Manager at Boston Partners
3. Edward Rosenberg, Head of ETF & Funds Management at Texas Capital Bank
4. Jay Pestrichelli, Portfolio Manager & CEO at ZEGA Financial
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*First Look ETF is sponsored by the New York Stock Exchange*
Learn more at https://www.ETFCentral.comWatch 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) -
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 Investment Management
3. John Kerschner, CFA and Head of U.S. Securitized Products at Janus Henderson Investors
4. David LaValle, Global Head of ETFs at Grayscale Investments (X handle: @grayscale)
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*First Look ETF is sponsored by the New York Stock Exchange*
Learn more at http://www.ETFCentral.comWatch 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) -
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 & Portfolio Manager
4. Sal Esposito, Head of ETF Products at Zacks Investment Management
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*First Look ETF is sponsored by the New York Stock Exchange*
Learn more at http://www.ETFCentral.comWatch 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) -
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. Seth Rosenthal, Chief Investment Officer at Academy Asset Management
3. Yang Tang, CEO at Arch Indices Investment Advisors
4. Simeon Hyman, CFA & Global Investment Strategist at ProSharesWatch us on YouTube (Link http://www.youtube.com/etfguide)
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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, Madison ETFs
3. Jeff Mueller, Portfolio Manager at Polen Capital
4. Chris Semenuk, Investment Partner at Tema ETFs
First Look ETF is sponsored by the New York Stock Exchange
Learn more at http://www.ETFCentral.comWatch 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) -
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 portfolio.
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First Look ETF Extra is sponsored by Kaiju ETF Advisors.
Learn more at https://www.kaijuetfadvisors.com/Watch us on YouTube (Link http://www.youtube.com/etfguide)
Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)
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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, President & CEO, Beacon Capital Management
3. Elli Lee, Lead Portfolio Manager, Matthews Asia
4. Edward Rosenberg, Head of ETF & Funds Management, Texas Capital ETF & Funds ManagementWatch us on YouTube (Link http://www.youtube.com/etfguide)
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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 Neuberger Berman
3. David Umeh, CEO of Clouty.io
4. Chandler Nichols, MBA, CETF®, Product Specialist at Global X ETFsWatch us on YouTube (Link http://www.youtube.com/etfguide)
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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 Group
3. Francis Geeseok Oh, APAC CEO at QRAFT Technologies
4. Brian Kelleher, Chief Revenue Officer at Simplify Asset Management
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First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.ETFCentral.comWatch 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) -
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 Scranton, CEO & Founder at Sound Income Strategies
4. Steve Cook, Head of ETFs at Harbor CapitalWatch 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) -
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 Global Investments
3. Brian Barish, CIO & CFA at Cambiar Investors
4. Sal Gilbertie, CEO & CIO, Teucrium
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First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.ETFCentral.comWatch 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) -
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 Investments
3. Christine Thorpe, Institutional Portfolio Manager
4. David Nicholas, CEO & Portfolio Manager, Nicholas Wealth Management
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First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.ETFCentral.comWatch 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) -
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 Manager at EMG Advisors
3. Bob Elliott, Co-Founder & CEO at Unlimted Funds
4. Matt Kaufman, Head of ETFs at Calamos Investments
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First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.comWatch 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) -
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 Exchange Traded Products at NYSE
2. Johan Grahan, Head of ETFs at Allianz Investment Management
3. Kyle Balkissoon, Partner & Portfolio Manager at Stance Capital
4. Mike Cerasoli, Portfolio Manager of the TrueShares Eagle Global Renewable Energy Income ETF
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First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.comWatch 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) -
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 with Web3.
Finally, we look ahead to what comes next for the ETF industry in 2023.
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First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.comWatch 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) -
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 at NYSE
2. Bradley Roth, Managing Partner, CIO at Thor Financial Technologies
3. Ward Bortz, ETF Portfolio Manager & Head of Distribution at Angel Oak Capital
4. Jay Pestrichelli, CEO & Founder at Zega Financial
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First Look ETF is sponsored by the New York Stock Exchange.
Learn more at http://www.HomeofETFs.comWatch 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) -
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 about the performance of S&P 500 factor indices in various market conditions. Also up: Lazzara analyzes how growth in the ETF marketplace has driven expansion of factor investing.
To learn more about the S&P 500 Factor Indices visit:
https://www.spglobal.com/spdjiWatch us on YouTube (Link http://www.youtube.com/etfguide)
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