One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek
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Nate Geraci Podcasts
The Phil Bak Podcast takes you deep into the worlds of economics, investing and entrepreneurship as Phil talks to the innovators who challenge conventional thinking and exploring the narratives that are driving market moves.
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The show where we talk with some of today's most insightful and influential photographers, filmmakers and visual artists about how they do what they do. In the Tech Talk part of each show, we get the inside story straight from experts in the Sony Digital Imaging Group on your questions about cameras, lenses and accessories. We also bring you Do This Now tips that will make an immediate impact on how you create photos and video.
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Nate explains everything happening in the ETF industry, from the ethics and economics of retail product design to asset managers bringing ETF tax efficiency to mutual funds through share class filings, and more.
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Joey Temprile - The Philosophy of Bitcoin
56:39
56:39
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56:39Understanding the concept of decentralization, instutitional rot, and why this trade resonates so strongly with a generation.
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ETF Trends, Fixed Income Opportunities, and the Value of Active Management
57:01
57:01
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57:01Greg Stumm, CEO of American Beacon Partners, breaks down key ETF trends, including distribution, active management, multi-share class structures, private assets, and crypto. Jason Greenblath, Senior Portfolio Manager & Director of Corporate Credit Research at American Century Investments, highlights where he sees opportunities in fixed income and m…
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American Beacon’s Greg Stumm on Everything From ETF Distribution to Crypto
21:07
21:07
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21:07Greg Stumm, CEO of American Beacon Partners, breaks down key ETF trends, including distribution, active management, multi-share class structures, private assets, and crypto.By Nate Geraci
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American Century’s Jason Greenblath: Fixed Income Opportunities & the Value of Active Management
29:05
29:05
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29:05Jason Greenblath, Senior Portfolio Manager & Director of Corporate Credit Research at American Century Investments, highlights where he sees opportunities in fixed income and makes a strong case for the value of active management.By Nate Geraci
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ETF Milestones & Top Stories with VettaFi’s Todd Rosenbluth
22:08
22:08
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22:08Todd Rosenbluth, Head of Research at VettaFi, discusses recent ETF milestones and the top stories from ETFTrends.com.By Nate Geraci
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SS&C ALPS’ Paul Baiocchi: ETF Takeaways from 2025 & Expectations for 2026
29:11
29:11
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29:11Paul Baiocchi, Head of Fund Sales and Strategy at SS&C ALPS Advisors, shares his key ETF takeaways from 2025 and offers a look ahead to 2026.By Nate Geraci
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ETF Milestones, Top Stories, & What’s Ahead
56:40
56:40
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56:40Todd Rosenbluth, Head of Research at VettaFi, discusses recent ETF milestones and the top stories from ETFTrends.com. Paul Baiocchi, Head of Fund Sales and Strategy at SS&C ALPS Advisors, shares his key ETF takeaways from 2025 and offers a look ahead to 2026.By Nate Geraci
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Brad Hargreaves - Real Estate's Real Entrepreneurship
24:05
24:05
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24:05Brad Hargreaves explains how AI, automation, sensors, and innovation are transforming multifamily operations and evolving the real estate industry.
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An ETF Tour with Bloomberg’s Eric Balchunas
57:06
57:06
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57:06Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, offers a tour through the ever-evolving world of ETFs – covering crypto funds, the rise of exotic products, industry flows, the coming multi-share class structure, and more.By Nate Geraci
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VettaFi’s Cinthia Murphy Dissects the Latest ETF Debuts
27:31
27:31
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27:31Cinthia Murphy, Investment Strategist at VettaFi, explores recent ETF launches, including the Roundhill Meme Stock ETF (MEME), Defiance Trillion Dollar Club Index ETF (TRIL), and ARK DIET Q4 Buffer ETF (ARKT).By Nate Geraci
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ETF Trades: What Has and Hasn’t Worked in 2025
23:21
23:21
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23:21Aniket Ullal, Head of ETF Research & Analytics at CFRA, highlights the ETF trades that have and haven’t worked in 2025.By Nate Geraci
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ETF Trades: What Has and Hasn’t Worked in 2025
55:50
55:50
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55:50Aniket Ullal, Head of ETF Research & Analytics at CFRA, highlights the ETF trades that have and haven’t worked in 2025. Cinthia Murphy, Investment Strategist at VettaFi, explores recent ETF launches, including the Roundhill Meme Stock ETF (MEME), Defiance Trillion Dollar Club Index ETF (TRIL), and ARK DIET Q4 Buffer ETF (ARKT).…
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Adam Blumberg's journey from stand-up comedy to advising financial advisors on crypto, and how he built Protocol Wealth entirely on decentralized finance rails.
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Quoth the Raven - From bartender to fringe finance
1:06:04
1:06:04
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1:06:04How does a Philadelphia bartender become one of the top finance writers in just a few years? By reading just a little bit more, going just a little bit deeper, building personal relationships, and trusting his nose for bullshit. This is Quoth the Raven's story.
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Randy Zisler - Institutional CRE Investing
38:17
38:17
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38:17Randy Zisler talks about his new book on CRE investing, best practices, and how bad incentives are keeping people from utilizing better public REIT valuations.
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Innovation in ETFs: From Crypto to Autocallables
1:00:31
1:00:31
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1:00:31David Mann, Head of ETF Product & Capital Markets at Franklin Templeton, discusses the impressive growth of the firm’s ETF lineup and offers insights into their approach to product innovation, the multi-share class structure, and the evolving role of crypto in the ETF landscape. Matt Kaufman, Head of ETFs at Calamos, delivers a masterclass on autoc…
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Franklin Templeton’s David Mann on ETF Growth, Multi-Share Classes, and the Future of Crypto
22:02
22:02
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22:02David Mann, Head of ETF Product & Capital Markets at Franklin Templeton, discusses the impressive growth of the firm’s ETF lineup and offers insights into their approach to product innovation, the multi-share class structure, and the evolving role of crypto in the ETF landscape.By Nate Geraci
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Innovating Income: Calamos’ Matt Kaufman on Autocallables and the CAIE ETF
32:25
32:25
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32:25Matt Kaufman, Head of ETFs at Calamos, delivers a masterclass on autocallables and introduces the Calamos Autocallable Income ETF (CAIE) - the first of its kind in the industry.By Nate Geraci
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Inside the Gold Rush with State Street’s Global Head of Gold Strategy
58:02
58:02
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58:02Aakash Doshi, Global Head of Gold Strategy at State Street Investment Management, delves into the key drivers behind record-high gold prices and unprecedented inflows into gold ETFs. Todd Rosenbluth, Head of Research at VettaFi, discusses the firm’s rapidly expanding indexing business and shares his perspective on the role of thematic ETFs in today…
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VettaFi’s Todd Rosenbluth on Indexing Innovation and Thematic ETFs
21:57
21:57
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21:57Todd Rosenbluth, Head of Research at VettaFi, discusses the firm’s rapidly expanding indexing business and shares his perspective on the role of thematic ETFs in today’s portfolios.By Nate Geraci
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Inside the Gold Rush with State Street’s Global Head of Gold Strategy
30:02
30:02
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30:02Aakash Doshi, Global Head of Gold Strategy at State Street Investment Management, delves into the key drivers behind record-high gold prices and unprecedented inflows into gold ETFs.By Nate Geraci
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The Future of ETFs: Multi-Share Classes, Crypto, and More
56:38
56:38
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56:38Amrita Nandakumar, President of Vident Asset Management, explains the role of an ETF subadvisor and shares her unique perspective on ETF product development, the forthcoming multi-share class structure, and the potential impact of a “lighter touch” regulatory environment. Roxanna Islam, Head of Sector & Industry Research at VettaFi, also weighs in …
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VettaFi’s Roxanna Islam on Multi-Share Classes, Crypto, & More
22:07
22:07
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22:07Roxanna Islam, Head of Sector & Industry Research at VettaFi, weighs in on the multi-share class structure, and also discusses the latest developments in crypto ETFs and the stellar performance of gold and silver miner ETFs.By Nate Geraci
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What’s Next for ETFs? Innovation, Regulation, & Insight with Vident’s Amrita Nandakumar
30:01
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30:01Amrita Nandakumar, President of Vident Asset Management, explains the role of an ETF subadvisor and shares her unique perspective on ETF product development, the forthcoming multi-share class structure, and the potential impact of a “lighter touch” regulatory environment.By Nate Geraci
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Breaking Down the Surge in AI ETFs with VettaFi’s Zeno Mercer
19:35
19:35
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19:35Zeno Mercer, Senior Research Analyst at VettaFi, breaks down one of the hottest segments in the market: artificial intelligence ETFs. He covers fund flows, performance trends, and the key drivers behind investor interest.By Nate Geraci
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GraniteShares’ Will Rhind on Rise of Options-Based ETFs
22:07
22:07
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22:07Will Rhind, Founder & CEO of GraniteShares, dives into their YieldBOOST lineup of ETFs and offers perspective on the growing demand for options-based ETF strategies overall.By Nate Geraci
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GraniteShares’ Will Rhind on Rise of Options-Based ETFs
46:29
46:29
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46:29Will Rhind, Founder & CEO of GraniteShares, dives into their YieldBOOST lineup of ETFs and offers perspective on the growing demand for options-based ETF strategies overall. Zeno Mercer, Senior Research Analyst at VettaFi, breaks down one of the hottest segments in the market: artificial intelligence ETFs. He covers fund flows, performance trends, …
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Adam Singer - Marketing with Authenticity in the Age of AI
36:13
36:13
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36:13Adam Singer unpacks how corporatism and compliance crush authentic voices, while grifters thrive in finance and crypto. He explains how AI-generated writing is like sending a robot to the gym, AI content farms flooding the internet, and why advertisers still get duped by hollow metrics. Ultimately, he explains, it is trust - not clicks - that is wh…
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The AI Revolution: Strategy Behind the IVES ETF
21:19
21:19
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21:19Cullen Rogers, Chief Investment Officer at Wedbush Fund Advisers, highlights the Dan Ives Wedbush AI Revolution ETF (IVES) and explores the broader investment thesis fueling interest in artificial intelligence.By Nate Geraci
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Income Strategies and Tax-Loss Harvesting with Fidelity’s Craig Ebeling
26:37
26:37
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26:37Craig Ebeling, Head of ETF Strategists at Fidelity Investments, outlines key factors to consider when evaluating income-generating ETF strategies and offers timely guidance on tax-loss harvesting ahead of year-end.By Nate Geraci
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The AI Investment Thesis & ETF Income Playbook
53:40
53:40
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53:40Cullen Rogers, Chief Investment Officer at Wedbush Fund Advisers, highlights the Dan Ives Wedbush AI Revolution ETF (IVES) and explores the broader investment thesis fueling interest in artificial intelligence. Craig Ebeling, Head of ETF Strategists at Fidelity Investments, outlines key factors to consider when evaluating income-generating ETF stra…
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ETF Market Check-In with VettaFi’s Cinthia Murphy
25:23
25:23
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25:23Cinthia Murphy, Investment Strategist at VettaFi, recaps the ETF landscape so far in 2025 and shares her outlook for the rest of the year.By Nate Geraci
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Breaking Into ETFs: Cohen & Steers’ Strategic Move with Daniel Noonan
26:11
26:11
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26:11Daniel Noonan, Executive V.P. and Head of the Wealth Management Consulting Group at Cohen & Steers, discusses the firm’s entry into the ETF space, the growing momentum behind active management, and ETF strategies focused on real assets and alternative income.By Nate Geraci
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ETF Market Check-In 2025: Flows, Top Stories & What’s Next
56:14
56:14
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56:14Cinthia Murphy, Investment Strategist at VettaFi, recaps the ETF landscape so far in 2025 and shares her outlook for the rest of the year. Daniel Noonan, Executive V.P. and Head of the Wealth Management Consulting Group at Cohen & Steers, discusses the firm’s entry into the ETF space, the growing momentum behind active management, and ETF strategie…
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Managing Risk, Capturing Growth: ETF Strategies from WEBs and Alger
58:27
58:27
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58:27Ben Fulton, CEO of WEBs Investments, highlights the firm’s suite of Defined Volatility ETFs, which dynamically adjust equity market exposure based on real-time market volatility. Arthur Nowak, Client Portfolio Manager at Alger, discusses the firm’s high-conviction approach to investing in innovation and growth - including the Alger AI Enablers & Ad…
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Dynamic Risk Management with WEBs Defined Volatility ETFs
26:08
26:08
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26:08Ben Fulton, CEO of WEBs Investments, highlights the firm’s suite of Defined Volatility ETFs, which dynamically adjust equity market exposure based on real-time market volatility.By Nate Geraci
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Alger’s Arthur Nowak: Investing in Innovation and Growth
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26:30Arthur Nowak, Client Portfolio Manager at Alger, discusses the firm’s high-conviction approach to investing in innovation and growth - including the Alger AI Enablers & Adopters ETF (ALAI).By Nate Geraci
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VettaFi’s Roxanna Islam on “ETFs Going Hollywood”
21:00
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21:00Roxanna Islam, Head of Sector & Industry Research at VettaFi, explores the “ETFs going Hollywood” phenomenon and sheds light on the latest trends in ETF closures.By Nate Geraci
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Tackling Dividend Tax Drag: Inside F/m’s Compoundr Series ETFs
36:16
36:16
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36:16Alex Morris, CEO of F/m Investments, highlights the firm’s newly launched Compoundr Series ETFs - the first income ETFs specifically designed to tackle dividend tax drag. He also discusses F/m’s efforts to add a mutual fund share class to its existing ETFs.By Nate Geraci
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Compoundr ETFs, Closures, and “ETFs Going Hollywood”
1:01:36
1:01:36
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1:01:36Alex Morris, CEO of F/m Investments, highlights the firm’s newly launched Compoundr Series ETFs - the first income ETFs specifically designed to tackle dividend tax drag. He also discusses F/m’s efforts to add a mutual fund share class to its existing ETFs. Roxanna Islam, Head of Sector & Industry Research at VettaFi, explores the “ETFs going Holly…
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Dan Joseph - building a "Berkshire" model for Real Estate investing
37:04
37:04
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37:04Dan Joseph explains his Berkshire-style model combining private housing investing with public REIT bets to exploit wrapper-driven mispricings, and how supply drives Real Estate pricing.
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Latest ETF Trends with Nasdaq’s Jillian DelSignore
25:59
25:59
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25:59Jillian DelSignore, Head of Retail and Wealth Distribution Strategy at Nasdaq Indexes, highlights some of the hottest industry trends and offers insight into the evolving world of ETF distribution.By Nate Geraci
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ETF Trends and Market Insights with J.P. Morgan & Nasdaq
1:01:12
1:01:12
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1:01:12Travis Spence, Global Head of ETFs at J.P. Morgan Asset Management, walks through the firm’s expanding ETF lineup and shares his take on today’s markets. Jillian DelSignore, Head of Retail and Wealth Distribution Strategy at Nasdaq Indexes, highlights some of the hottest industry trends and offers insight into the evolving world of ETF distribution…
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Understanding Multi-Share Classes with VettaFi’s Todd Rosenbluth
28:49
28:49
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28:49Todd Rosenbluth, Head of Research at VettaFi, offers an in-depth look at the forthcoming multi-share class structure and what it means for both investors and fund issuers.By Nate Geraci
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ALPS’ Paul Baiocchi: Trends Driving Next Wave of ETF Growth
29:49
29:49
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29:49Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors, explores the key trends driving the next wave of ETF growth and highlights several ALPS ETFs.By Nate Geraci
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Multi-Share Classes & the Road Ahead for ETFs
1:03:10
1:03:10
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1:03:10Todd Rosenbluth, Head of Research at VettaFi, offers an in-depth look at the forthcoming multi-share class structure and what it means for both investors and fund issuers. Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors, explores the key trends driving the next wave of ETF growth and innovation.…
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Jared Dillian - Truth, Trading, and Rule 62
33:48
33:48
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33:48Jared Dillian opens up about meritocracy, authenticity, spirituality, and trading with stoicism.
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Energy ETFs and Market Outlook with VettaFi’s Stacey Morris
18:28
18:28
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18:28Stacey Morris, Head of Energy Research at VettaFi, shares insights on the key factors driving energy ETFs and provides her outlook on future trends in oil and natural gas prices.By Nate Geraci
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Fueling the Future: Tortoise’s Rob Thummel on Energy ETFs
22:15
22:15
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22:15Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, joins the show to discuss the firm’s lineup of energy-focused ETFs, including the newly launched Tortoise AI Infrastructure ETF (TCAI).By Nate Geraci
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