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ETF Prime
Nate Geraci
569 episodes
1 day ago
One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek
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Investing
Business
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All content for ETF Prime is the property of Nate Geraci and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek
Show more...
Investing
Business
Episodes (20/569)
ETF Prime
ETF Milestones, Top Stories, & What’s Ahead

Todd Rosenbluth, Head of Research at VettaFi, discusses recent ETF milestones and the top stories from ETFTrends.com. Paul Baiocchi, Head of Fund Sales and Strategy at SS&C ALPS Advisors, shares his key ETF takeaways from 2025 and offers a look ahead to 2026.
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1 day ago
56 minutes 40 seconds

ETF Prime
An ETF Tour with Bloomberg’s Eric Balchunas

Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, offers a tour through the ever-evolving world of ETFs - covering crypto funds, the rise of exotic products, industry flows, the coming multi-share class structure, and more.
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1 week ago
57 minutes 6 seconds

ETF Prime
ETF Trades: What Has and Hasn’t Worked in 2025

Aniket Ullal, Head of ETF Research & Analytics at CFRA, highlights the ETF trades that have and haven’t worked in 2025.  Cinthia Murphy, Investment Strategist at VettaFi, explores recent ETF launches, including the Roundhill Meme Stock ETF (MEME), Defiance Trillion Dollar Club Index ETF (TRIL), and ARK DIET Q4 Buffer ETF (ARKT).
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2 weeks ago
55 minutes 50 seconds

ETF Prime
Innovation in ETFs: From Crypto to Autocallables

David Mann, Head of ETF Product & Capital Markets at Franklin Templeton, discusses the impressive growth of the firm’s ETF lineup and offers insights into their approach to product innovation, the multi-share class structure, and the evolving role of crypto in the ETF landscape. Matt Kaufman, Head of ETFs at Calamos, delivers a masterclass on autocallables and introduces the Calamos Autocallable Income ETF (CAIE) - the first of its kind in the industry.
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3 weeks ago
1 hour 31 seconds

ETF Prime
Inside the Gold Rush with State Street’s Global Head of Gold Strategy

Aakash Doshi, Global Head of Gold Strategy at State Street Investment Management, delves into the key drivers behind record-high gold prices and unprecedented inflows into gold ETFs.  Todd Rosenbluth, Head of Research at VettaFi, discusses the firm’s rapidly expanding indexing business and shares his perspective on the role of thematic ETFs in today’s portfolios.
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4 weeks ago
58 minutes 2 seconds

ETF Prime
The Future of ETFs: Multi-Share Classes, Crypto, and More

Amrita Nandakumar, President of Vident Asset Management, explains the role of an ETF subadvisor and shares her unique perspective on ETF product development, the forthcoming multi-share class structure, and the potential impact of a “lighter touch” regulatory environment.  Roxanna Islam, Head of Sector & Industry Research at VettaFi, also weighs in on the multi-share class structure, and discusses the latest developments in crypto ETFs and the stellar performance of gold and silver miner ETFs.
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1 month ago
56 minutes 38 seconds

ETF Prime
GraniteShares’ Will Rhind on Rise of Options-Based ETFs

Will Rhind, Founder & CEO of GraniteShares, dives into their YieldBOOST lineup of ETFs and offers perspective on the growing demand for options-based ETF strategies overall.  Zeno Mercer, Senior Research Analyst at VettaFi, breaks down one of the hottest segments in the market: artificial intelligence ETFs.  He covers fund flows, performance trends, and the key drivers behind investor interest.
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1 month ago
46 minutes 29 seconds

ETF Prime
The AI Investment Thesis & ETF Income Playbook

Cullen Rogers, Chief Investment Officer at Wedbush Fund Advisers, highlights the Dan Ives Wedbush AI Revolution ETF (IVES) and explores the broader investment thesis fueling interest in artificial intelligence. Craig Ebeling, Head of ETF Strategists at Fidelity Investments, outlines key factors to consider when evaluating income-generating ETF strategies and offers timely guidance on tax-loss harvesting ahead of year-end.
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1 month ago
53 minutes 40 seconds

ETF Prime
ETF Market Check-In 2025: Flows, Top Stories & What’s Next

Cinthia Murphy, Investment Strategist at VettaFi, recaps the ETF landscape so far in 2025 and shares her outlook for the rest of the year.  Daniel Noonan, Executive V.P. and Head of the Wealth Management Consulting Group at Cohen & Steers, discusses the firm’s entry into the ETF space, the growing momentum behind active management, and ETF strategies focused on real assets and alternative income.
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1 month ago
56 minutes 14 seconds

ETF Prime
Managing Risk, Capturing Growth: ETF Strategies from WEBs and Alger

Ben Fulton, CEO of WEBs Investments, highlights the firm’s suite of Defined Volatility ETFs, which dynamically adjust equity market exposure based on real-time market volatility.  Arthur Nowak, Client Portfolio Manager at Alger, discusses the firm’s high-conviction approach to investing in innovation and growth - including the Alger AI Enablers & Adopters ETF (ALAI).
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2 months ago
58 minutes 27 seconds

ETF Prime
Compoundr ETFs, Closures, and “ETFs Going Hollywood”

Alex Morris, CEO of F/m Investments, highlights the firm’s newly launched Compoundr Series ETFs - the first income ETFs specifically designed to tackle dividend tax drag. He also discusses F/m’s efforts to add a mutual fund share class to its existing ETFs. Roxanna Islam, Head of Sector & Industry Research at VettaFi, explores the “ETFs going Hollywood” phenomenon and sheds light on the latest trends in ETF closures.
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2 months ago
1 hour 1 minute 36 seconds

ETF Prime
ETF Trends and Market Insights with J.P. Morgan & Nasdaq

Travis Spence, Global Head of ETFs at J.P. Morgan Asset Management, walks through the firm’s expanding ETF lineup and shares his take on today’s markets.  Jillian DelSignore, Head of Retail and Wealth Distribution Strategy at Nasdaq Indexes, highlights some of the hottest industry trends and offers insight into the evolving world of ETF distribution.
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2 months ago
1 hour 1 minute 12 seconds

ETF Prime
Multi-Share Classes & the Road Ahead for ETFs

Todd Rosenbluth, Head of Research at VettaFi, offers an in-depth look at the forthcoming multi-share class structure and what it means for both investors and fund issuers.  Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors, explores the key trends driving the next wave of ETF growth and innovation.
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2 months ago
1 hour 3 minutes 10 seconds

ETF Prime
Fueling the Future: ETFs, Energy, and AI

Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, joins the show to discuss the firm’s lineup of energy-focused ETFs, including the newly launched Tortoise AI Infrastructure ETF (TCAI). Stacey Morris, Head of Energy Research at VettaFi, shares insights on the key factors driving energy ETFs and provides her outlook on future trends in oil and natural gas prices.
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3 months ago
46 minutes 27 seconds

ETF Prime
Fundstrat’s Tom Lee: GRNY’s Success & Ethereum’s Future

Tom Lee, Co-Founder of Fundstrat Global Advisors, unpacks the impressive success of the Fundstrat Granny Shots US Large Cap ETF (GRNY) and offers his outlook on Ethereum’s future.  Cinthia Murphy, Investment Strategist at VettaFi, spotlights the top 20 ETF launches since early last year.
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3 months ago
51 minutes 17 seconds

ETF Prime
Unlimited’s Bob Elliott on Making Hedge Fund Strategies More Accessible

Bob Elliott, Co-Founder and CEO of Unlimited, highlights the value of hedge fund strategies and how his firm is making them more accessible through innovative hedge fund replication ETFs.  Todd Rosenbluth, Head of Research at VettaFi, breaks down the latest ETF headlines - from Invesco’s plans to restructure QQQ, to Global X’s launch of “PureCap” ETFs, new covered call sector ETFs from State Street, and growing investor interest in momentum ETFs.
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3 months ago
55 minutes 24 seconds

ETF Prime
Inside the Markets: Matt Bartolini on SPDR Strategies and New ETF Launches

Matt Bartolini, Head of Americas ETF Research at State Street Global Advisors, shares insights on recent market trends through the lens of key SPDR ETFs and highlights new launches, including the SPDR SSGA IG Public & Private Credit ETF (PRIV).  Roxanna Islam, Head of Sector & Industry Research at VettaFi, provides the latest updates from the world of crypto ETFs, covering fund flows, recent launches, and the status of SEC filings.
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3 months ago
1 hour 41 seconds

ETF Prime
Raymond Bridges on BDGS ETF, Sortino Ratio, and Active Management

Raymond Bridges, Managing Director of Bridges Capital, discusses the strategy behind the Bridges Capital Tactical ETF (BDGS), emphasizing the importance of risk-adjusted performance and the value of active management.  VettaFi’s Zeno Mercer examines the rapid evolution of healthcare technology and highlights the ROBO Global Healthcare Technology & Innovation ETF (HTEC).
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4 months ago
51 minutes 12 seconds

ETF Prime
Inside Dimensional’s ETF Surge and Multi-Share Class Pursuit with Joel Schneider

Joel Schneider, Deputy Head of Portfolio Management at Dimensional, discusses the firm’s milestone as the first issuer to surpass $200 billion in actively managed ETF assets.  He also delves into the hidden costs of traditional index funds and Dimensional’s pursuit of the multi-share class structure.  VettaFi’s Cinthia Murphy breaks down the latest filings and launches in the buffer and synthetic income ETF space, spotlighting new offerings from ARK Invest, ProShares, Innovator, and others.
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4 months ago
1 hour 7 minutes 19 seconds

ETF Prime
Victory Capital’s Lance Humphrey on ETF Lineup, Current Markets

Victory Capital’s Lance Humphrey walks through the VictoryShares ETF lineup and shares his perspective on the current market environment.  VettaFi’s Kirsten Chang highlights key takeaways from the firm’s Mid-Year Market Outlook Symposium, offering insight into how advisors are approaching portfolio allocations for the remainder of the year.
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4 months ago
1 hour 7 seconds

ETF Prime
One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek