
Virtual Chat with Inside ETFs
I recently sat down (virtually, of course) with Inside ETFs to discuss ETF flows, the ETF fee war, ESG investing, and working from home. Enjoy! Visit Inside ETFs

I recently sat down (virtually, of course) with Inside ETFs to discuss ETF flows, the ETF fee war, ESG investing, and working from home. Enjoy! Visit Inside ETFs



This week, a group of six ETF issuers announced an initiative to better label exchange traded products. The coalition includes iShares, Vanguard, and State Street (the “Big Three”, who control 80%+ of the ETF market), along with Invesco, Schwab, and…



Financial markets, ETFs, and well… all of us have experienced a wild two months. Stocks are now rebounding and Coronavirus cases plateauing, though it’s still anyone’s guess as to the full extent of economic damage inflicted. A second wave of…


There was no ETF death spiral. ETF liquidity didn’t evaporate. The ETF tail didn’t wag the market dog. Despite ETFs successfully passing numerous tests including the Dotcom crash, Global Financial Crisis, and more recently, a 20% drawdown in the fourth…

I’m claiming 5 for 5 on my 2018 ETF predictions. Last year? 4 out of 5, yet I still think the one miss will pan out longer-term. So, what’s in store for 2020? I’m intentionally avoiding the obvious topics in…

It’s that time of year… a look back at some of my favorite ETF charts and pictures from an eventful 2019. Enjoy! Previous “ETFs in Pictures”: ETFs in Pictures I ETFs in Pictures II ETFs – Year in Pictures…

I visit with Bloomberg’s Scarlet Fu about direct indexing, my concerns with non-transparent ETFs, and the rise of smart beta. Enjoy!