ETF Industry Update: The Good, the Bad, and the Interesting - A Conversation with Dave Nadig, ETF.com
12 Nov 2025
Contributed by Lukas
In this episode, we welcome back Dave Nadig, fresh from a brief retirement and now President of ETF....
Looking Past Subprime Credit Headlines - A Conversation with JoAnne Bianco, BondBloxx
03 Nov 2025
Contributed by Lukas
In this episode, we are pleased to be joined by first time guest, JoAnne Binaco, Partner and Senior ...
New Tools for Incorporating Lifetime Income into an Investment Program - A Conversation with Prudential Financial
23 Oct 2025
Contributed by Lukas
In this episode, we have the pleasure of speaking with David Blanchett and Daniel Gutman from Pruden...
Investing in Geopolitical Alpha and Emerging Trends in the ETF Landscape
20 Aug 2025
Contributed by Lukas
Welcome back to the Advisor Success Series Podcast. After a brief hiatus, we are pleased to be joine...
Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors
08 Apr 2025
Contributed by Lukas
In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Stra...
Reaffirming the U.S. Small Cap Value Premium - A Conversation with Wes Crill, Dimensional Fund Advisors
26 Feb 2025
Contributed by Lukas
In this episode, we are rejoined by Wes Crill, Senior Investment Director at Dimensional Fund Adviso...
Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock
06 Dec 2024
Contributed by Lukas
In this episode we are pleased to be joined by Jay Jacobs, Head of Thematic and Active ETFs at Black...
Is Now the Time to Invest in Small Caps? A Conversation with Massimo Santicchia, Alpha Quant
19 Nov 2024
Contributed by Lukas
In this episode, we are joined by Massimo Santicchia, Co-Founder of Alpha Quant specializing in syst...
Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS
31 Oct 2024
Contributed by Lukas
In this episode, we are pleased to be joined by Chad Farrington, Co-Head Municipal Bond Investment S...
Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds
22 Aug 2024
Contributed by Lukas
In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss t...
Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management
29 Jul 2024
Contributed by Lukas
In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market St...
A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors
25 Jun 2024
Contributed by Lukas
In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three ...
Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management
04 Jun 2024
Contributed by Lukas
In this episode, we hear about growth opportunities outside the U.S. market, which has been dominate...
Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors
06 May 2024
Contributed by Lukas
In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who spec...
The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research
27 Mar 2024
Contributed by Lukas
In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earni...
Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management
27 Feb 2024
Contributed by Lukas
As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset M...
Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds
15 Dec 2023
Contributed by Lukas
In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder...
Addressing Factor Investing Research With Wes Crill of Dimensional Funds
16 Nov 2023
Contributed by Lukas
In this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at D...
Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco
16 Oct 2023
Contributed by Lukas
In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asse...
Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers
28 Sep 2023
Contributed by Lukas
The real estate sector has come under increasing pressure due to a combination of higher interest ra...
The Recession that Didn't Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital
09 Aug 2023
Contributed by Lukas
In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Ca...
Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs
16 May 2023
Contributed by Lukas
In this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at ...
So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine
27 Mar 2023
Contributed by Lukas
In this episode, we have the pleasure of speaking with Ken Shinoda, Chairman of the Structured Produ...
What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management
24 Feb 2023
Contributed by Lukas
In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Stra...
Kicking off our 2023 season discussing investment industry trends with VettaFi
26 Jan 2023
Contributed by Lukas
We are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and...
Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust
21 Dec 2022
Contributed by Lukas
In this episode, we welcome Andrew back to our podcast series as we discuss the economic and investm...
How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani
05 Oct 2022
Contributed by Lukas
In this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, In...
Discussing the Sale of 3D/L to Freedom Advisors/EQIS – A Conversation with EQIS CEO Bob Herrmann and 3D/L Capital President John O'Connor
06 Sep 2022
Contributed by Lukas
In this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom...
Addressing Investor Misconceptions in the Midst of Market Volatility: A Conversation with Wes Crill, Dimensional Funds
21 Jul 2022
Contributed by Lukas
In this episode, we follow up with Wes Crill, Head of Investment Strategists at Dimensional Funds, f...
Making Sense of Quantitative Tightening – A Conversation with Tony Crescenzi, Market Strategist at PIMCO
13 Jun 2022
Contributed by Lukas
In this episode, we are pleased to be joined by Tony Crescenzi, Market Strategist and Generalist Por...
Discussing Advisor Client Communication Challenges with Dimensional Funds' Wes Crill
06 May 2022
Contributed by Lukas
In this episode, we catch up with Wes Crill, Head of Investment Strategists at Dimensional Funds, to...
Retirement Plan Compliance- A Conversation with Bonnie Treichel of Endeavour Retirement
08 Apr 2022
Contributed by Lukas
In this episode, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, joins us to discus...
Navigating the Risks in Emerging Market Debt – A Conversation with American Century's Joyce Huang
25 Mar 2022
Contributed by Lukas
In this episode, we have the opportunity to hear from American Century's Joyce Huang, Portfolio Spec...
Flash Podcast: A Post Fed Meeting Discussion with Mike Green from Simplify ETFs
17 Mar 2022
Contributed by Lukas
We are pleased to be joined by Michael Green from Simplify ETFs to discuss the decision by the Feder...
Building Bridges to the Digital Asset Ecosystem? Catching Up with Dave Nadig, ETF Trends
10 Feb 2022
Contributed by Lukas
In this episode, we catch up with ETF industry veteran Dave Nadig from ETF Trends to discuss the lat...
"Not So Fast!" – A Conversation with Nancy Davis, CIO Quadratic Capital Management
27 Jan 2022
Contributed by Lukas
To kick off 2022, we have the pleasure of speaking with Nancy Davis, CIO of Quadratic Capital Manage...
ESG- Where Investing Meets the Real World
09 Dec 2021
Contributed by Lukas
3D/L's President, John O'Connor and CIO, Benjamin M. Lavine, CFA, CAIA, RICP recently hosted a w...
What is FLX Distribution? A Conversation with Jillian DelSignore, CIMA - Managing Director, Head of ETFs & Indexing at FLX Distribution
18 Nov 2021
Contributed by Lukas
On this episode, we are joined by Jillian DelSignore, CIMA, the Managing Director, Head of ETFs & In...
What's the Latest Buzz in ETF Land? Catching up with Nate Geraci
25 Oct 2021
Contributed by Lukas
In this episode, we catch up with Nate Geraci, President of the ETF Store and host of the ETF Prime ...
Do We Need to Revisit the Value Premium? A Conversation with Dimensional Fund Advisors
17 Sep 2021
Contributed by Lukas
In this episode, Wes Crill, Head of Investment Strategists at Dimensional Funds, joins us to discuss...
Retirement Planning, Decision Making, and Dealing with the Unexpected
03 Sep 2021
Contributed by Lukas
In this episode, we are joined by Ross Marino. Ross is the founder of Transitus Wealth Partners and ...
A Look at the Regulatory Landscape with Korrine Kohm
13 Jul 2021
Contributed by Lukas
In this episode, Matt Shute is joined by Korrine Kohm of Compliance Solution Strategies. They discus...
Inflation: How I Stopped Worrying and View It as Transitory
09 Jul 2021
Contributed by Lukas
In this episode, we have the pleasure of catching up with David Braun, Senior Portfolio Manager at P...
Sustained Investing: A Conversation About Water Technology with Global X
03 Jun 2021
Contributed by Lukas
In this episode, we are pleased to be joined by Andrew Little, research analyst at Global X, to disc...
Yes, Dividends Still Matter – A Conversation with 3D/L Capital Management Co-CIO Nathan Eigerman
28 Apr 2021
Contributed by Lukas
Are dividends still relevant in today's market environment more fixated on 'splashier' investment th...
Discussing Trade-Offs in Sustainability Investing – A Conversation with Will Collins-Dean, Senior Portfolio Manager at Dimensional Funds
23 Mar 2021
Contributed by Lukas
In this episode, we catch up with Dimensional Funds on Sustainability Investing, following up on our...
Catching Up with Jason Bloom, Head of Fixed Income and Alternatives ETF Product Strategy at Invesco
09 Mar 2021
Contributed by Lukas
It's been just over a year when we last spoke with Jason Bloom at Inside ETF right before the pandem...
A Conversation with Dave Nadig of ETF Flows
04 Feb 2021
Contributed by Lukas
In this episode, we catch up with Dave Nadig, Chief Investment Officer and Director of Research at E...
"The Digital Asset Revolution" – A Conversation with Ric Edelman, RIA Digital Assets Council
22 Jan 2021
Contributed by Lukas
In this episode, we are pleased to be joined by Ric Edelman, Founder of Edelman Financial Engines an...
Perspectives on Behavioral Investment Counseling
11 Dec 2020
Contributed by Lukas
In this episode, Matt Shute is joined by his colleague Ed Schweitzer to discuss the behavioral "coac...
A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report
09 Dec 2020
Contributed by Lukas
In this episode, we catch up with Larry McDonald, former Lehman Brothers bond trader and current pro...
PIMCO Secular Outlook 2020 – Lower for Longer, A Conversation with David Braun, PIMCO Fixed Income
06 Nov 2020
Contributed by Lukas
In this episode, we dive into PIMCO's newly released Secular Outlook and why we should expect a lowe...
After the COVID-19 Recovery, What's Next for Commodities? A Conversation with Robert Minter, Aberdeen Standard Investments
01 Oct 2020
Contributed by Lukas
Since the mid-March/April coronavirus pandemic market meltdown, broad basket commodities (precious a...
Late-Stage Private Capital Investment Opportunities – A Conversation with Christian Munafo, CIO of SP Investment Management
08 Sep 2020
Contributed by Lukas
In this episode, 3D discusses late-stage venture financing opportunities with Christian Munafo, CIO ...
Catching Up with Bob DeRochie, First Trust Advisors, for an Update on the Fixed Income Markets
29 Jul 2020
Contributed by Lukas
We have the pleasure of catching up with Bob DeRochie, Fixed Income Specialist – Client Portfolio ...
Catching up with ETF Industry Veteran Chris Hemstead
25 Jun 2020
Contributed by Lukas
In this episode, we had the pleasure of catching up with ETF Industry veteran Chris Hemstead, now Di...
State of the Municipal Bond Market During the Coronavirus Pandemic: A Conversation with Richard Taormina, Head of the Tax-Aware Strategies at JPMorgan Asset Management
20 May 2020
Contributed by Lukas
In this episode, Richard Taormina, Head of the Tax Aware Strategies team at JPMorgan Asset Managemen...
Communicating your Value with Andy McFetridge from John Hancock Investment Management
07 May 2020
Contributed by Lukas
In this episode, Matt Shute is joined by Andy McFetridge, National Sales Manager at John Hancock Inv...
A Discussion with Goldman Sachs on the Current State of ETF Capital Market Pricing Following the March Bear Market
24 Apr 2020
Contributed by Lukas
3D sits down with Steve Sachs, Managing Director and Head of ETF Capital Markets at Goldman Sachs. ...
Coronavirus Infection of the Bond Markets: Making Sense of the Disruptions Seen Across Fixed Income Pricing and Liquidity
26 Mar 2020
Contributed by Lukas
We had the pleasure of speaking with WisdomTree Investment's Kevin Flanagan, Head of Fixed Income St...
A Conversation with WisdomTree: Positioning for the Oncoming Digital Asset Disruption of Financial Services
16 Mar 2020
Contributed by Lukas
We are pleased to be joined by Jeremy Schwartz, Global Head of Research, and Will Peck, Head of Corp...
3D at Inside ETFs 2020
11 Feb 2020
Contributed by Lukas
3D attended the 2020 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interv...
A Discussion with Dimensional Fund Advisors ("DFA") on a Data-Driven Approach to Sustainability Investing
16 Jan 2020
Contributed by Lukas
In this episode, we are joined by Damien Dormer, U.S. Equity Portfolio Manager and Vice President at...
"Investing for Relative Value Amidst an Uncertain Global Growth Outlook" – A Conversation with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors
20 Dec 2019
Contributed by Lukas
In this episode, we discuss Bob's overall outlook on the fixed income market as well as cover some l...
"The Good, the Bad, the Ugly and Recession After the Fact" – November 2019 Market Outlook with John Davi, Astoria Advisors
15 Nov 2019
Contributed by Lukas
In this episode, we welcome back John Davi, Founder and Chief Investment Officer at Astoria Advisors...
Pushing Ahead with Crypto-Currencies – A Conversation with Matt Hougan, Head of Global Research at Bitwise
22 Oct 2019
Contributed by Lukas
In this podcast episode, Matt Hougan provides an update on the crypto-currency landscape and why he ...
U.S. Economy to Power Ahead - A Conversation with First Trust Economist, Andrew Opdyke
03 Oct 2019
Contributed by Lukas
In this podcast episode, Andrew Opdyke from First Trust shares a more sanguine outlook for the U.S. ...
A Conversation with Brian Cooper of ProAdvisor Coach
30 Aug 2019
Contributed by Lukas
On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive ...
A Conversation with Motif: Investing in the Next Wave of Innovation
13 Aug 2019
Contributed by Lukas
In this episode, we sit down with Hardeep Walia, founder and CEO of Motif. Hardeep discusses Motif...
Gold and Cash: A Conversation with Rich Farr, Merion Capital Group
17 Jul 2019
Contributed by Lukas
In this episode, Rich Farr, Chief Market Strategist at Merion Capital Group, shares his latest marke...
Navigating China's Market with Brendan Ahern, CIO of Kraneshares ETFs
18 Jun 2019
Contributed by Lukas
On this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied ...
A Conversation with Phil Bak, CEO Exponential ETFs
21 May 2019
Contributed by Lukas
On this episode, Ben Lavine sits down with Phil to discuss his perspectives on some of the hot issue...
Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth
14 May 2019
Contributed by Lukas
On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has bee...
A Conversation with Larry McDonald from the Bear Traps Report
25 Apr 2019
Contributed by Lukas
We are pleased to be joined by Larry McDonald, New York Times bestselling author and CNBC contributo...
Strengthening your Financial Planning Processes with Charts and Checklists
20 Mar 2019
Contributed by Lukas
On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder ...
A Conversation with SPDRs: Positioning Around the Business Cycle
19 Mar 2019
Contributed by Lukas
We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global ...
Keys to Success Within an Advisory Practice
08 Mar 2019
Contributed by Lukas
For this episode of the Advisor Success Series Podcast, Matt Shute is joined by Matt Eilers of USA F...
3D at the 2019 Inside ETFs Conference Part 2
26 Feb 2019
Contributed by Lukas
Part 2 of our series at the Inside ETFs Conference includes: [0:48] Ed Rosenberg and Rene Casis, res...
3D at the 2019 Inside ETFs Conference Part 1
25 Feb 2019
Contributed by Lukas
3D attended the February 2019 Inside ETF Conference down in Hollywood, FL, and took the opportunity ...
Following Up with Tom Psarofagis from Bloomberg Intelligence: 2019 Outlook for the ETF Landscape
16 Jan 2019
Contributed by Lukas
Once again, we have the pleasure of hosting Tom Psarofagis, Bloomberg Intelligence analyst covering ...
Driving Growth and Building Brand Value - A Conversation with Chris Shea, CFA of CataMetrics
15 Jan 2019
Contributed by Lukas
In this episode, Matt Shute is joined by Chris Shea, CFA of CataMetrics. CataMetrics provides finan...
Understanding Fixed Income Risk Premiums: Perspectives from Dimensional Fund Advisors (DFA)
07 Jan 2019
Contributed by Lukas
In this episode, Tom Goodrum, Institutional Fixed Income Strategist at DFA, will share with us the f...
Managing Tactical, Risk Averse Portfolios – A Conversation with Lee Capital Management
29 Nov 2018
Contributed by Lukas
In this podcast episode, we are joined by Kevin Orr, Nathan Eigerman and Joe Demmler, Managing Partn...
Q3 Recap and Market Outlook Update with John Davi
06 Nov 2018
Contributed by Lukas
In this episode, Ben Lavine is joined once again by John Davi, Founder and Chief Investment Officer ...
Stay the course – A conversation with dimensional fund advisors on risk-based factor investing
28 Sep 2018
Contributed by Lukas
Today Ben Lavine is joined by Lukas Smart, portfolio manager at Dimensional Funds or DFA. In today's...
Enhancing your practice with tech
18 Sep 2018
Contributed by Lukas
On this episode, Matt Shute is joined by Steve Lewczyk of Trizic. Trizic is technology platform offe...
Innovations in Sector-Based Indexing
28 Aug 2018
Contributed by Lukas
In this eposide, Ben Lavine is joined by Matt Bartolini, Head of SPDR Americas Research at State St...
Plan4Life: Educating Financial Advisors for the Future
20 Aug 2018
Contributed by Lukas
In this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Pla...
Assessing the ETF Landscape
30 Jul 2018
Contributed by Lukas
In this podcast Ben Lavine is joined by Tom Psarofagis, Bloomberg Intelligence analyst covering the ...
Macro Landscape for Emerging Market Investing
02 Jul 2018
Contributed by Lukas
In this episode, Ben is joined by Darshan Bhatt, deputive chief investment officer at Glovista Inve...
Building Your Practice with Retirement Income
12 Jun 2018
Contributed by Lukas
In this episode, Matt Shute is joined by Phil Lubinski. Phil is known as a pioneer in retirement inc...
Traditional Active Management Still Alive and Well: Perspectives from a Fundamental Portfolio Manager
30 May 2018
Contributed by Lukas
In this episode, Ben Lavine is joined by Arun Daniel, portfolio manager at JO Hambro Capital Managem...
Making the Transition from Sell-Side Strategist to Buy-Side Model Builder
07 May 2018
Contributed by Lukas
In this episode, Ben Lavine is joined by John Davi, Founder and Chief Investment Officer at Astoria ...
Sales and Services Philosophy From an Industry Veteran
30 Apr 2018
Contributed by Lukas
On this episode of our Advisor Success Series Podcast, we are joined by Paul Berard. Paul is the hea...
Impact of High Equity Valuations on Safe Retirement Withdrawal Rates Discussion
21 Mar 2018
Contributed by Lukas
In this episode, Ben Lavine and our guest Justin Sibears will discuss an article published by Justin...
Insights Into Energy Infrastructure Investing (Recorded 02/14/2018)
06 Mar 2018
Contributed by Lukas
In this podcast, Ben Lavine is joined by Jay Jacobs, Director of Research at Global X Funds. They di...
Confessions of a Former LPL Rep: Building an Independent Practice (Recorded 01/17/2018)
06 Mar 2018
Contributed by Lukas
We are pleased to host Nick Hopwood, CFP, President and CEO of Peak Wealth Management, LLC, to discu...