Advisor Insider Podcast

2/25/25 - Does Private Equity Belong in ETFs?

Jake Miller of Opto Investments is a fan of private investments but isn’t sure the ETF wrapper is the best way to gain access.

2/11/25 - Is Index Investing Causing a Market Bubble?

Mike Green of Simplify Asset Management says the success of passive investing is pumping unprecedented risk into the markets.

2/4/25 - Vanguard Strategizes Fixed Income, Wealth Management

Head of Advisor Solutions, Brent Beardsley, talks market outlooks, tax management and the evolution of Vanguard’s Wealth Management Division.

1/28/25 - Rob Arnott Makes a Case for Stocks Cut From Indexes

The founder and chairman of Research Affiliates has created an index of companies that have been removed from popular indexes.

1/14/25 - Bob Doll’s 10 Market Predictions for 2025

Crossmark CIO grades his 2024 predictions and details how he sees the year ahead unfolding.

12/31/24 - A Guide to Buffer ETFs

Financial advisor Stuart Chaussee talks about the driving forces behind the popular strategy.

12/17/24 - Vanguard Squares Off With Financial Advisors

Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, explains where Vanguard’s bulked-up wealth management division might be heading.

12/10/24 - The Latest Update on ETF Share Classes

With 36 fund companies requesting approval, the SEC might be forced to rule on ETF share classes in 2025.

12/3/24 - The Case for Always Owning Commodities

11/19/24 - Is ESG Dead? The Price of Performance, Politics, and Fees

Values investor Jason Britton takes ESG investing to task in a candid conversation about what went wrong with the controversial category.

11/5/24 - Advisor Bets It All on Vanguard's VTI

10/22/24 - It's a 'Golden Time' for Fixed Income: BlackRock

Fixed income specialist Dhruv Nagrath homes in on the ‘belly of the curve.’

10/8/24 State Street Loses Ground in ETF Race

Morningstar senior analyst sheds light on the ongoing trend of money flowing out of mutual funds and into ETFs.

9/30/24 - Bond Math: Guiding Investors Through Fed Rate Cuts

Alex Morris of F/M Investments looks at the risks and opportunities in the fixed income markets as the easing cycle takes off.

9/24/24 - JP Morgan Takes a Deep Dive into ETF with New Guide

Jon Maier, chief ETF strategist at JP Morgan Asset Management, says ETF data and education are priorities.

9/10/24 New Leveraged ETFs Tap Into Longer Holding Period Trend

Tradr ETFs' Markiewicz explains the new suite of leveraged ETFs aimed at longer term investors.

8/27 Bond Math: Why Advisors Should Consider Duration

BondBloxx strategist puts fixed income allocations into context against the backdrop of a Fed rate cut.

8/16/24 - Is Morgan Stanley Wrong to Let Advisors Sell Bitcoin ETFs?

John Reed Stark, former SEC enforcement chief, is warning advisors that selling bitcoin ETFs invites regulatory scrutiny.

8/13/24 - Will Vanguard CEO Salim Ramji Support a Crypto ETF?

We talk with Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, about the fast-changing state of things at The Vanguard Group.

7/30/24 - Making the Most of Defined Outcome ETFs

Johan Grahn of Allianz Investment Management says defined outcome is not a stock substitute.