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First Look ETF
Ronald DeLegge
58 episodes
1 week ago
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...
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Investing
Business
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All content for First Look ETF is the property of Ronald DeLegge 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.
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...
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Investing
Business
Episodes (20/58)
First Look ETF
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...
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3 weeks ago
28 minutes

First Look ETF
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...
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2 months ago
25 minutes

First Look ETF
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)...
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2 months ago
17 minutes

First Look ETF
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...
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4 months ago
20 minutes

First Look ETF
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...
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5 months ago
23 minutes

First Look ETF
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 ...
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6 months ago
22 minutes

First Look ETF
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)...
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7 months ago
13 minutes

First Look ETF
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...
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8 months ago
20 minutes

First Look ETF
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...
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8 months ago
19 minutes

First Look ETF
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...
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8 months ago
23 minutes

First Look ETF
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...
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11 months ago
21 minutes

First Look ETF
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. ...
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1 year ago
21 minutes

First Look ETF
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...
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1 year ago
22 minutes

First Look ETF
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...
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1 year ago
18 minutes

First Look ETF
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...
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1 year ago
20 minutes

First Look ETF
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...
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1 year ago
20 minutes

First Look ETF
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. ...
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1 year ago
22 minutes

First Look ETF
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...
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1 year ago
20 minutes

First Look ETF
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...
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1 year ago
14 minutes

First Look ETF
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...
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1 year ago
21 minutes

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. 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...