Spotlight Podcast

Latest Episodes:

SPIVA Scorecard: Analyzing the Performance Trends of Actively Managed Funds Dec 03, 2022

Show notes

In this Spotlight episode, Arianne Alcorta with @etfguide chats with Anu Ganti, Senior Director on the Index Investment Strategy Team at S&P Dow Jones Indices.
Ganti breaks down the latest performance trends contained within the SPIVA scorecard, a semi-annual report on the performance trends of actively managed funds against their relevant benchmark.
The SPIVA scorecard is celebrating its 20-year history and it's the go-to tool for measuring active funds vs. their corresponding benchmarks in global markets across different asset classes and investment strategies
To learn more about the SPIVA scorecard visit
https://www.spglobal.com/spiva

Spotlight: Losses in Bonds? Tax Harvest Your Losers Before it's Too Late! Nov 02, 2022

Show notes

In this episode, Ron DeLegge @ETFguide chats with Brandon Clark, the Director of ETF Business at Federated Hermes about important investing trends in the bond and ETF market. As 2022 nears its end, using tax-loss harvesting with ETFs to your advantage is also discussed.

ETF tickers mentioned in this episode include the Short Duration Corporate ETF (FCSH) and the Short Duration High Yield ETF (FHYS).

Cut Your Tax Bill to 0% when Stocks and Bonds are Falling! Oct 20, 2022

Show notes

In this episode of Spotlight, Ron DeLegge @ETFguide chats with best-selling author David McKnight @The Power of Zero about Roth IRA conversions, the 0% tax bracket and other 2022 year-end strategies to improve your financial bottom line.
*******
To learn more about the Power of Zero visit
http://www.powerofzero.com
*******
YOUR RESOURCES FROM RON
Margin of Safety tool: Join our waiting list http://tinyurl.com/muhwcy7s
Get Ron's weekly newsletter https://tinyurl.com/2p8bxy82
Free ETF Guides https://tinyurl.com/4uvfx4m7
Get feedback on your portfolio's performance https://tinyurl.com/cz4ahj52

ETF Investing: Protecting Your Portfolio against Higher Interest Rates and Inflation Oct 01, 2022

Show notes

In this episode of Spotlight, Stephanie Stanton @ETFguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.
Topics covered include ETF strategies for capturing major trend changes in the energy sector, combating higher inflation and tapping into the power of actively managed real estate for more dividend income.

Tapping the Fastest Growth Sectors in Frontier and Emerging Markets Sep 30, 2022

Show notes

In this episode, Stephanie Stanton @ETFguide chats with Kevin Carter, Founder & CIO at EMQQ Global about important investing trends in both frontier and emerging markets.

Despite a broad array of ETFs linked to emerging markets, some funds may be missing direct exposure to the fastest growth segments in countries like Brazil, China and India. You'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy.

Scam? Uncovering the Problems with ESG Ratings and Funds Sep 24, 2022

Show notes

In this episode of Spotlight, Stephanie Stanton @ETFguide chats with Mark Neuman, CFA and Founder of Constrained Capital about the flaws of ESG ratings and funds.
Neuman expresses his viewpoint on what's gone wrong with ESG investing and his solution via the ESG Orphans ETF (ORFN).
Topics covered in this episode include obstacles facing ESG investing and why ESG ratings and funds could actually be increasing risk, while decreasing potential returns. Also up: ORFN, which takes a radically opposite approach to ESG investing, is covered. Plus, a sneak peak at the fund's holdings and sector exposures.
*******
To learn more about ORFN visit
https://www.constrainedcapitaletfs.com/

Reducing the Sting of Inflation and Dealing with Stock Market Losers via Tax-Loss Harvesting Sep 24, 2022

Show notes

In this episode of Spotlight, Ron DeLegge @ETFguide chats with Dave Mazza, Head of Product at Direxion Investments.
Topics covered include ETF strategies for combating stubborn inflation and rising interest rates. Plus, how tax-loss harvesting can help you to reduce the pain of investment losers. Finally, you'll get the complete lowdown on Direxion's single-stock ETFs linked to Apple, Tesla and others.
*******
To learn more, visit Direxion Investments
http://www.Direxion.com

Investing Strategies for Beating Inflation and Stock Market Volatility Jun 16, 2022

Show notes

In this episode of Spotlight, Arianne Alcorta @ETFguide speaks with Dave Mazza, Head of Product at Direxion Investments.
Topics covered include how to get tactical exposure to hedge against rising interest rates, higher inflation, buffering your portfolio against stock market volatility, plus a new ETF focused on the commodities inside your breakfast.

Positioning Your ETF Portfolio For Higher Volatility and Inflation with More Dividend Income May 13, 2022

Show notes

In this episode of Spotlight, Stephanie Stanton @ETFguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about dividend income strategies in the ETF marketplace.
Investors and financial advisors will fresh insights and ETF strategies for combating higher inflation, rising interest rates and how dividend income could buffer stock market volatility.
ETF tickers mentioned in this episode include:
--AAM Low Duration Preferred & Income Securities ETF (PFLD)
--AAM S&P 500 High Dividend Value ETF (SPDV)
--AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)
Learn more about Advisors Asset Management's ETF lineup:
https://www.aamlive.com/ETF
#DividendStocks #StockMarket #ETF

ETF Investing: Protecting Your Portfolio against Higher Interest Rates and Inflation May 04, 2022

Show notes

In this episode of Spotlight, Stephanie Stanton @ETFguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.
Topics covered include ETF strategies for combating higher inflation, rising interest rates and tapping into industry sectors and investment factors benefiting from the changing landscape.
ETF ticker symbols discussed in this episode are:
--ALPS CLEAN ENERGY ETF (ACES)
--ALERIAN ENERGY INFRASTRUCTURE ETF (ENFR)
--ALERIAN MLP ETF (AMLP)
--ALPS HILLMAN ACTIVE VALUE ETF (HVAL)

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected