Trillions

Latest Episodes:

ETF Mailbag: Answering Listener Questions Jul 26, 2018

Show notes

What is the best ETF for the long-term? How important is index selection? Is there a pot ETF? Can you get private equity exposure through an ETF? These are just some of the questions that Joel and Eric attempt to answer in this episode of Trillions where they dig into the proverbial "mailbag" of questions from listeners on various platforms.

See omnystudio.com/listener for privacy information.

Your ETF Guide to the Trade War Jul 12, 2018

Show notes

Trade tensions and tariffs are a new variable for investors. How should investors differentiate between noise and reality? Should they adjust their portfolio? What ETFs can be used? Joel and Eric are joined by reporter Sarah Ponczek and advisor John Davi to discuss.

See omnystudio.com/listener for privacy information.

Getting Mutualized with Jack Bogle Jun 28, 2018

Show notes

No one person has had a bigger impact on the fund industry than Vanguard founder Jack Bogle, the legendary investor who invented indexing and popularized low-fee mutual funds. One of Vanguard's biggest advantages: Its mutual fund ownership structure, which is an original Bogle breakthrough.

Bogle now thinks other firms will have to follow suit to survive in the future -- one of a few topics he plans to explore in his next book, Stay the Course: The Story of Vanguard and the Index Revolution (Wiley, October 2018). If he's right, the financial ecosystem is in for major changes.

During their visit to Vanguard, Joel and Eric also picked Bogle's brain on ETFs, financial advisors, active share, behavior, and Bitcoin for this special episode of Trillions.

See omnystudio.com/listener for privacy information.

The ETF Halftime Report Jun 14, 2018

Show notes

ETF flows are one of the best ways to get inside the mind of investors. They tell you which asset classes, sectors, strategies and specific ETFs both traders and long-term investors are favoring. But interpreting flows is as much art as science. On this week’s Trillions, Joel and Eric are joined by Todd Rosenbluth of CFRA to dissect ETF inflows and outflows from the first half of what is at once both a typical and atypical year.

See omnystudio.com/listener for privacy information.

Looking Into BlackRock's Crystal Ball May 31, 2018

Show notes

There are over 120 U.S. ETF issuers, but only one has more than $1 trillion in assets, over 300 products and knows what it is like to beat Vanguard: BlackRock. The asset manager made the equivalent of the Louisiana Purchase when it acquired iShares from Barclays in 2009, a move that has made them the most dominant player in the industry. Joel and Eric interview Martin Small, head of U.S. iShares, about ETFs, investing and his insatiable appetite for guitars.

See omnystudio.com/listener for privacy information.

The Making of MAGA May 17, 2018

Show notes

In this special report, Rachel Evans interviews Hal Lambert, the creator of the MAGA ETF, to learn how he turned his idea for the fund into a reality. The episode examines his strategy—buying companies that donate to the Republican Party—how this contrasts with other values-based products, and whether ads on conservative talk shows will translate into investor dollars.

See omnystudio.com/listener for privacy information.

Bonus: The Pay Check, a New Podcast May 09, 2018

Show notes

It’s a big, expensive, global mystery. Why do women still make less money—a lot less—than men? In the US, the average woman makes 80 cents to every dollar a man makes. Launching May 9, the Pay Check is an in-depth investigation into what that 20 percent difference looks like. In this miniseries we'll show you how the gender pay gap plays out in real life. We'll hear from Lily Ledbetter, Mo’Nique, and a lot of other women who weren’t happy to be paid less. We'll find out what happens when a whole country tries to tackle the pay gap. And we'll talk to some women who are taking things into their own hands.

See omnystudio.com/listener for privacy information.

Standing at the Crossroads of Active and Passive May 03, 2018

Show notes

Are ETFs turning mom and pop into maniacal day traders? Are investors using the right type of trade orders? This week, Joel and Eric speak with Matt Gouletof Fidelity, whose platform serves 9 million households, to discuss insights about retail investors’ ETF usage as well as stories about the active fund giant's foray into the ETF world and attempt to out-Vanguard Vanguard.

And where is the coveted white space? According to Fidelity the untapped area is the retail investor, who are just beginning to understand and use the product.

See omnystudio.com/listener for privacy information.

The Mystery of Smart-Beta, Explained Apr 19, 2018

Show notes

Smart-beta is one of the hottest trends in not just ETFs but all of investment management. Assets in the category have grown from $0 to almost $1 trillion in barely a decade. But what is it, exactly?

On this week’s Trillions, Joel and Eric explore the mysteries of smart-beta. To some, it's all a mutation of passive indexing; to others, it's a better, cheaper version of active management. "Imagine R2D2 with the head of Peter Lynch," says Eric.

And to help you understand how investors can use the products, Nir Kaissar, a Bloomberg Gadfly columnist and financial advisor, and Tom Psarofagis, an ETF analyst with Bloomberg Intelligence and former issuer of smart-beta ETFs, join to offer their perspectives.

See omnystudio.com/listener for privacy information.

ETF Rising Stars Apr 05, 2018

Show notes

While the very largest ETFs attract the bulk of flows, a few smaller products manage to beat the odds and emerge from obscurity each year to capture investors' imagination and assets. Over the past year, growth in robotics, the Internet and China have led to outsized investments into smaller ETFs.

On this week's Trillions, Joel and Eric highlight and analyze up-and-comer ETFs of the past, present and future. They are joined by Bloomberg News' Carolina Wilson on a mission to find the next big things in ETF Land.

See omnystudio.com/listener for privacy information.

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