First Look ETF

EXPLORE

Society & Culture

Health & Fitness

© 2024 PodJoint

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/44/58/3b/44583b9c-10ee-33a0-6c85-32a85bc44059/mza_6439280367891057.jpg/600x600bb.jpg

First Look ETF

Ronald DeLegge

60 episodes

1 month 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. Bilal Little, NYSE 2. Brian Walsh, Head of Advice and Planning Director at SoFi (X-feed @SoFi) 3. Cullen Rogers Chief Investment Officer at Wedbush Fund Advisors 4. Sofia Massie, CEO at LionShares ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com W...

Show more...

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. Bilal Little, NYSE 2. Brian Walsh, Head of Advice and Planning Director at SoFi (X-feed @SoFi) 3. Cullen Rogers Chief Investment Officer at Wedbush Fund Advisors 4. Sofia Massie, CEO at LionShares ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com W...

Show more...

Episodes (20/60)

First Look ETF

First Look ETF: Agentic AI and Tax-Efficient ETFs

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. Bilal Little, NYSE 2. Brian Walsh, Head of Advice and Planning Director at SoFi (X-feed @SoFi) 3. Cullen Rogers Chief Investment Officer at Wedbush Fund Advisors 4. Sofia Massie, CEO at LionShares ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.com W...

1 month ago

20 minutes

First Look ETF

First Look ETF: Why Active ETFs are Booming in 2025

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 C. Doll, CFA, CEO & CIO, Crossmark Global Investments 3. Brett Meyer, CFA, FRM, Head of Capital Formation, Towle & Co. 4. Victor Haghani, CIO & Founder of Elm Wealth ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCen...

2 months ago

23 minutes

First Look ETF

First Look ETF: Active ETFs for New Sources of Yield and International Stocks

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...

3 months ago

27 minutes

First Look ETF

First Look ETF: Active Strategies for Resilient Growth, Catastrophe Hedging, and Income Security

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. Ethan Powell, CFA, Principal & Chief Investment Officer at Brookmont Capital Management 3. Sam Rahman, Portfolio Manager at Hedgeye Asset Management (X feed: @HedgeyeAM) 4. Joseph R. Shaposhnik, Founder, Rainwater Equity ********* First Look ETF is sponsored by the New York Stock Ex...

4 months ago

22 minutes

First Look ETF

Beyond the Index: Active Income and Equity Strategies for ETF Investors - 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. Bryant Vancronkhite, CPA, CFA, Senior Portfolio Manager at Allspring Global Investments 3. Kurt Livermore, Director, Portfolio Manager at Lazard Asset Management 4. Michael Graham, CFA, Research Analyst at Polen Capital ********* First Look ETF is sponsored by the New York Stock Excha...

5 months ago

22 minutes

First Look ETF

First Look ETF: Active Strategies for Earning High Income and S&P 500 Investing

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. Joe Becker, Director, Product Management at Innovator ETFs 3. Clark Allen, CFA, CPA, CAIA, Head of ETFs at Horizon Investments 4. Maurits Pot, Founder & CEO at Tema ETFs (X-feed @TemaETFs) ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://...

6 months ago

17 minutes

First Look ETF

First Look ETF: Active Bond and Equity Strategies for Beating High Market Volatility

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. Kyle DeTullio, ETF Capital Markets Specialist, Thrivent Asset Management 3. John Spears, Managing Director Tweedy, Browne 4. Kevin Kelly, Founder & CEO, Kelly Intelligence ********* First Look ETF is sponsored by the New York Stock Exchange Learn more at https://www.ETFCentral.co...

7 months ago

29 minutes

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...

7 months 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...

9 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)...

9 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...

11 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...

1 year 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 ...

1 year 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)...

1 year 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...

1 year 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...

1 year 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...

1 year 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...

1 year 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. ...

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...

1 year ago

22 minutes