
Clip From Bloomberg’s ETF IQ
I talked trade war, inflation, & active ETFs on Bloomberg yesterday. I even managed to sneak in a Walkman reference. Enjoy!

I talked trade war, inflation, & active ETFs on Bloomberg yesterday. I even managed to sneak in a Walkman reference. Enjoy!

This week, I had the honor of participating in the closing bell ceremony at the New York Stock Exchange. Brandometry was celebrating the 1-year anniversary of the Brand Value ETF (BVAL), offered by Exponential ETFs. Brandometry has developed an innovative…

While ETF fee cuts are nothing new, iShares’ latest slashing of fees on several popular ETFs seemed to create more buzz than usual. In one fell swoop, iShares reduced fees on eleven ETFs, saving investors over $51 million dollars annually. …

The New York Times recently chronicled the challenges of Fidelity, perhaps the most renowned and respected active management firm out there: “In each of the last 10 years, Fidelity’s fabled mutual funds have leaked money, no matter how well they…

I’m not the guy waiting in line at the Apple store for the latest iPhone release. I let millions of other people roll the dice on Uber and Airbnb before I made the leap. I’m just not an “early adopter”,…

For all the extraordinary innovation occurring in ETFs, no standardized ratings exist to help everyday investors sort through the rapidly growing number of ETF options. The most recent poster child of the problem this creates is the VelocityShares Daily Inverse…

“You must pay taxes. But there’s no law that says you gotta leave a tip.” – Morgan Stanley Unless you’re overly patriotic, highly altruistic, or have more money than you know what to do with, you likely agree paying less…

They say a picture is worth a thousand words. If that’s the case, I’ve put together a novel here. Below are my favorite ETF-related charts. While there are still a few words, the pictures tell quite a story. Enjoy! ETF…


Last week, I had the opportunity to travel to NYC to appear on Bloomberg’s ETF IQ. This week? A bell ringing ceremony at the New York Stock Exchange to celebrate the ETF Industry Exposure & Financial Services ETF (TETF). Michael…

This week, I had the opportunity to travel to New York and appear on Bloomberg’s ETF IQ. If you’re not familiar with ETF IQ, it’s a weekly ETF-focused (what else?) show hosted by Scarlet Fu and Bloomberg’s resident ETF expert…

ETF growth appears to be hitting the steep part of the “hockey stick” curve. UNREAL, another $5b into ETFs last night, brings Jan total to $78.6b, which destroys all-time monthly flow record by $18b (or 30%), this is a nearly…