Behind the Ticker

Why Most Momentum Funds Are Looking at the Wrong Data | Jon Clements, Market Desk

31 May 2026

Contributed by Lukas

Jon Clements built his career in equity research at Goldman Sachs, JP Morgan, and Guggenheim before co-founding Market Desk Research with his brother ...

40 Years of Active Management, Now in an ETF | Matt Camuso, Baron Capital

24 May 2026

Contributed by Lukas

Matt Camuso spent over a decade helping the industry's biggest asset managers enter the ETF wrapper — at State Street, JP Morgan, and BNY — b...

SpaceX in an ETF — Here's How They Did It | Yuri Khodjamirian, Tema ETFs

17 May 2026

Contributed by Lukas

Yuri Khodjamirian spent a decade running institutional equity portfolios in London before leaving the industry entirely to get a master's degree ...

The Entire US Bond Market in One Ticker | Steve Laipply, BlackRock iShares

10 May 2026

Contributed by Lukas

Steve Laipply is the Global Co-Head of iShares Fixed Income ETFs at BlackRock — overseeing roughly a trillion dollars in bond ETF assets. His path i...

The Only Pure Play Drone ETF on the Market | Bill Birmingham, REX Shares

03 May 2026

Contributed by Lukas

Bill Birmingham spent his career as a buy-side equity research analyst before joining REX Shares to help build their crypto product suite — and even...

$55B Built on Tools for Traders | Mo Sparks, Direxion

26 Apr 2026

Contributed by Lukas

Mo is the Chief Product Officer at Direxion — and the person who first told Brad to start a podcast instead of a Netflix series. Years later, he&apo...

The Multi-Manager ETF Built for Small Cap Alpha | Chris Tessin, Acuitas Investments

19 Apr 2026

Contributed by Lukas

Chris Tessin, founder of Acuitas Investments, joins the show to break down AIMS — the Acuitas Multi-Manager Small Cap ETF and one of the most struct...

Building a Thematic ETF Around Where the World Is Headed | Sean Emory, Avery & Company

12 Apr 2026

Contributed by Lukas

Sean Emory, founder and CIO of Avory and Company, joins the show to break down the firm's newly launched Avory Foundational ETF (AVRY) and the de...

$150B Built on One Idea: Why Cap-Weighted Indexing Is Broken | Rob Arnott, Research Affiliates

05 Apr 2026

Contributed by Lukas

Rob Arnott chose Wall Street over astrophysics, built his career applying scientific method to markets, and coined the fundamental indexing revolution...

40 Funds, $20B, and the Case for Junior Silver Miners | Christian Magoon, Amplify ETFs

28 Mar 2026

Contributed by Lukas

Christian Magoon built First Trust's early ETF business, raised $3B at Claymore before it was acquired by Guggenheim, and launched Amplify ETFs i...

China AI, Humanoid Robots, and the Next Wave of Thematic ETFs | Paul Marino, Themes ETFs

22 Mar 2026

Contributed by Lukas

Paul Marino spent 25+ years in asset management, starting as a wholesaler at Federated Investors, managing teams at Pioneer Investments, and eventuall...

China AI, Humanoid Robots, and the Next Wave of Thematic ETFs | Paul Marino, Themes ETFs

22 Mar 2026

Contributed by Lukas

Paul Marino spent 25+ years in asset management, starting as a wholesaler at Federated Investors, managing teams at Pioneer Investments, and eventuall...

4x S&P Income Without Covered Calls | Sean O'Hara, Pacer QDPL

15 Mar 2026

Contributed by Lukas

Sean O'Hara started in financial services in 1985, moved into wholesaling, and helped build the Hartford's mutual fund and 401k platforms be...

Michael Monaghan - Founders ETFs

08 Mar 2026

Contributed by Lukas

Michael Monaghan spent 15 years on Wall Street at Goldman Sachs, the Carlyle Group, Sanford Bernstein, and UBS before leaving to build Beartooth, a te...

David Nicholas - X Funds

22 Feb 2026

Contributed by Lukas

David Nicholas, founder of Nicholas X Funds and a financial advisor with nearly 20 years of experience running a private wealth practice in Atlanta, j...

Bob Elliott - Unlimited Funds

15 Feb 2026

Contributed by Lukas

Bob Elliott, co-founder and CIO of Unlimited, returns to break down how his firm is bringing Vanguard-style indexing to the hedge fund world. After sp...

Sam Klar - GMO

15 Feb 2026

Contributed by Lukas

In this episode, Brad Roth sits down with Sam Klar of GMO to unpack the thesis behind the GMO Domestic Resilience ETF (DRES). Sam shares his path from...

David Auerbach - Hoya Capital - HOMZ & RIET

08 Feb 2026

Contributed by Lukas

David Auerbach, CIO of Hoya Capital, spent over a decade trading REITs at Green Street Advisors in Dallas before getting a front-row seat to the ETF i...

Raymond Micaletti - Relative Sentiment Technologies - MOOD ETF

01 Feb 2026

Contributed by Lukas

Raymond Micaletti built the MOOD ETF around a single idea: institutions consistently outperform retail traders, and you can measure the difference. Af...

Sam Rahman & John McNamara - Hedgeye Asset Managment

03 Aug 2025

Contributed by Lukas

Sam Rahman and John McNamara joined Brad to discuss the launch and philosophy behind the HGRO ETF. Hedgeye, originally built on delivering institution...

Seth Cogswell - Running Oak

19 Jul 2025

Contributed by Lukas

In this episode of Behind the Ticker, Brad Roth speaks with Seth Cogswell, Portfolio Manager at Running Oak Capital, about the firm’s flagship ETF—...

Eric Lutton - Sound Income Strategies

13 Jul 2025

Contributed by Lukas

In this episode, Brad sits down with Eric Lutton, CIO of Sound Income Strategies, to discuss the firm’s actively managed ETF: FXED, and its unique a...

Ryan Thomes - Hotchkis & Wiley

29 Jun 2025

Contributed by Lukas

In this episode of Behind the Ticker, Brad Roth interviews Ryan Thomes, Co-Portfolio Manager at Hotchkis & Wiley, to discuss the launch and strate...

Kirk McDonald - Argent Capital

15 Jun 2025

Contributed by Lukas

In this episode of Behind the Ticker, host Brad Roth speaks with Kirk McDonald, Portfolio Manager at Argent Capital Management, about his unique path ...

Rob Thummel - Tortoise Capital

08 Jun 2025

Contributed by Lukas

In this episode of Behind the Ticker, Brad Roth sits down with Rob Thummel, Senior Portfolio Manager at Tortoise Capital Advisors, to dive into the fi...

Bob Elliot - Unlimited Funds

25 May 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Bob Elliott, co-founder and Chief Investment Officer of Unlimited, discussed the firm’s mission to democra...

Brad Neuman - Alger

11 May 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Brad Neuman, Director of Market Strategy and Portfolio Manager at Alger, joined the show to discuss the firm...

Wayne Penello - NextGen EMP

05 May 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Wayne Penello, founder of NextGen EMP, shared the fascinating journey that led him to launch the NextGen Eff...

Rob Harvey - DFA

27 Apr 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Rob Harvey, Vice President at Dimensional Fund Advisors (DFA), shared his personal journey into asset manage...

Clark Allen - Horizon Investments

21 Apr 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Clark Allen, Head of ETFs at Horizon Investments, shared his journey from public accounting and family offic...

Paisley Nardini - Simplify

06 Apr 2025

Contributed by Lukas

In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Paisley Nardini, Vice President and Client Portfolio St...

Matt Kaufman - Calamos

30 Mar 2025

Contributed by Lukas

In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Matt Kaufman, Head of ETFs at Calamos Investments, join...

Jeff Cullen - Schafer Cullen

24 Mar 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Jeff Cullen, Managing Director at Schafer Cullen Capital Management, sat down to discuss the firm’s first ...

Dan Petersen - New York Life

15 Mar 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Dan Petersen, Head of Product Management at New York Life Investments, discussed the firm’s international ...

Kirsten Chang - VettaFi

09 Mar 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Kirsten Chang, Director of Editorial and Content at VettaFi, shared insights into her journey from CNBC to h...

Adam Patti - VistaShares

23 Feb 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Adam Patti, founder and CEO of VistaShares, discussed the launch of the VistaShares Artificial Intelligence ...

Emma Harper - Sage Advisory

16 Feb 2025

Contributed by Lukas

n a recent episode of Behind the Ticker, Emma Harper, a research analyst at Sage Advisory, shared insights from the firm’s 2024 ETF Stewardship Repo...

Rob Arnott - Research Affiliates

09 Feb 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Rob Arnott, founder and chairman of Research Affiliates, shared insights into the firm's latest innovat...

John Davi - Astoria Advisors

02 Feb 2025

Contributed by Lukas

n a recent episode of Behind the Ticker, John Davi, founder and CIO of Astoria Advisors, discussed the firm's latest ETF launch, the Astoria US Q...

Mike Loukas - TrueShares

25 Jan 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Mike Loukas, CEO of TrueShares, shared insights into the firm’s journey and the unique approach behind the...

Catherine LeGraw - GMO

19 Jan 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Catherine LeGraw, asset allocation strategist at GMO, shared insights into the firm’s approach to value in...

Kevin Carter - EMQQ Global

11 Jan 2025

Contributed by Lukas

In a recent episode of Behind the Ticker, Kevin Carter, founder of EMQQ Global, shared his journey into investment management and the inspiration behi...

David Dziekanski- Quantify Funds

15 Dec 2024

Contributed by Lukas

In a recent episode of Behind the Ticker, David Dziekanski, founder and CEO of Quantify Funds, introduced his firm’s first ETF, the STKD Bitcoin and...

Ai in Finance - UT CATT 2024 Global Analytics Conference - Kyle Wiggs, Suhir Holla, Tal Schwartz

08 Dec 2024

Contributed by Lukas

In a special edition of Behind the Ticker recorded at the UT CATT 2024 Global Analytics Conference, host Brad Roth moderated a panel discussion explor...

Al Chu - American Beacon GLG Natural Resources ETF - MGNR

01 Dec 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Al Chu, portfolio manager at Man GLG, discussed his role managing the American Beacon GLG Natural Reso...

Raymond Holst - Practus

24 Nov 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Raymond Holst from Practus LLP discussed the intricacies of 351 exchanges and their relevance to the E...

Garrett Stevens & Rich Malinowski - Exchange Traded Concepts

17 Nov 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Garrett Stevens and Rich Malinowski from Exchange Traded Concepts (ETC) discussed the firm’s unique ...

Brett Eichenberger - Cohen & Co.

10 Nov 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Brett Eichenberger from Cohen & Company discussed the intricacies of auditing in the ETF and mutua...

Petra Bakosova - Hull Tactical

03 Nov 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Petra Bakosova from Hull Tactical discussed the unique approach behind the Hull Tactical Asset Allocat...

Joe Benoit - Grimes & Co.

27 Oct 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Joe Benoit, portfolio manager at Grimes & Company, discussed the firm’s collaboration with Littl...

David Allen - Octane Investments

19 Oct 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” David Allen, CFA and founder of Octane Investments, discussed his background in finance and the firm’...

Federico Brokate - 21Shares

13 Oct 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Federico Brokate, Head of U.S. Business at 21Shares, shared insights into the firm’s approach to dig...

Nancy Davis - Quadratic Capital

05 Oct 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Nancy Davis, founder and CIO of Quadratic Capital, discussed her journey from Goldman Sachs to launchi...

Mike Venuto - Tidal: The ETF Masters

29 Sep 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Mike Venuto, co-founder and CIO of Tidal Financial Group, shared insights into the company’s approac...

Sylvia Jablonski - Defiance ETFs

21 Sep 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Sylvia Jablonski, CEO & CIO of Defiance ETFs, shared her background in finance and the innovative ...

James St. Aubin - Ocean Park Asset Management

07 Sep 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” James St. Aubin, Chief Investment Officer of Ocean Park Asset Management, shared insights into his fir...

Springer Harris - Get ETF'd

24 Aug 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Springer Harris, the author of Get ETF’d: An Insider’s Guide to Starting and Running an ETF, share...

Howard Chan - Kurv Investment Management

17 Aug 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Howard Chan, founder of Kurv Investment Management, discussed his unique approach to ETFs and how his ...

Joanna Gallegos - BondBloxx

10 Aug 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Joanna Gallegos, co-founder of BondBloxx, shares her extensive background in ETFs and the innovative f...

Taylor Krystkowiak - ThemesETFs

03 Aug 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Taylor Krystkowiak, co-founder of ThemesETFs, shared insights into his career and the innovative strat...

Will Rhind - GraniteShares

27 Jul 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Will Rhind, founder and CEO of GraniteShares, discussed the innovative approach behind the GraniteShar...

Tim Kramer - CNIC Funds

21 Jul 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Tim Kramer, founder of CNIC Funds, shares his extensive background in the energy industry and the inno...

Meb Faber - Cambria Investments

14 Jul 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Meb Faber, CEO and CIO of Cambria Investments, shares insights into his career journey and the innovat...

John McHugh - WealthTrust Asset Management

05 Jul 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” John McHugh, founder of WealthTrust Asset Management, shared his extensive experience in portfolio man...

Andrew Skatoff - Bancreek

28 Jun 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Andrew Skatoff, founder of Bancreek, shared insights into his journey and the innovative investment st...

Danielle Gilbert - Panagram

21 Jun 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Danielle Gilbert, head of business development at Panagram, discusses her career path and the innovati...

Yang Tang - Arch Indicies / VWI

14 Jun 2024

Contributed by Lukas

In a recent episode of “Behind the Ticker,” Yang Tang, co-founder of Arch Indices, discusses his career journey and the innovative approach his fi...

Burke Ashenden - Innovator ETFs

06 Jun 2024

Contributed by Lukas

In a recent episode of "Behind the Ticker," Burke Ashenden, Head of Capital Markets at Innovator ETFs, delves into the unique offerings of I...

Jerry Parker - Chesapeake Capital

31 May 2024

Contributed by Lukas

In a recent episode of "Behind the Ticker," Jerry Parker, founder of Chesapeake Capital an industry veteran in trend following and systemati...

Bob Elliott - HFND

17 May 2024

Contributed by Lukas

In a recent episode of "Behind the Ticker," Bob Elliott, founder of Unlimited and former employee at Bridgewater Associates, shares insights...

Andrew Beer - DBMF

10 May 2024

Contributed by Lukas

In a recent episode of "Behind the Ticker," Andrew Beer, an established figure in the hedge fund and ETF industries, shares his experiences ...

Matt Kaufman - Calamos / CPSM

03 May 2024

Contributed by Lukas

In a recent episode of "Behind the Ticker," host Brad delves into the innovative financial products from Calamos with guest Matt Kaufman. Ka...

Jason Hsu - Rayliant

26 Apr 2024

Contributed by Lukas

In this episode of "Behind the Ticker," host Brad Roth sits down with Jason Hsu, co-founder of Rayliant, to discuss the integration of quant...

Greg Reid - Westwood MDST

21 Apr 2024

Contributed by Lukas

The podcast episode of "Behind the Ticker" featuring Greg Reid, the president of Real Assets at Westwood, offers a detailed insight into his...

Kim Mayer - GMO

12 Apr 2024

Contributed by Lukas

In this episode of "Behind the Ticker," host Brad interviews Kim Mayer from GMO. Kim has been with GMO for over 18 years, starting his caree...

Simeon Hyman - ProShares

29 Mar 2024

Contributed by Lukas

In the latest episode of Behind the Ticker, Brad Roth engages with Simeon Hyman from ProShares, delving into the intricate world of ETFs and the innov...

Dodd Kittsley - Davis Funds

24 Mar 2024

Contributed by Lukas

In this episode of "Behind the Ticker," Brad Roth engages with Dodd Kittsley from Davis Funds to explore their ETFs and mutual funds. Kittsl...

Sal Esposito - Zacks

15 Mar 2024

Contributed by Lukas

The episode of "Behind the Ticker" features Sal Esposito from Zacks, focusing on two of their ETFs: ZECP (Earnings Consistent Portfolio) and...

Johan Grahn - Allianz

08 Mar 2024

Contributed by Lukas

The podcast episode of "Behind the Ticker," hosted by Brad Roth, features Johan Grahn from Allianz discussing the intriguing world of buffer...

Weldon Rice - QRAFT Ai

01 Mar 2024

Contributed by Lukas

In the episode of "Behind the Ticker," Brad Roth and Weldon Rice from Qraft Technologies discuss the integration of artificial intelligence ...

David LaValle - Grayscale / GBTC

23 Feb 2024

Contributed by Lukas

In this episode of "Behind the Ticker," host Brad Roth welcomes David LaValle, a notable figure in the ETF industry and a current leader at ...

Keri Riemer & Hazel Doyle - K&L Gates

16 Feb 2024

Contributed by Lukas

Special Live From Exchange ETF SeriesIn this live and in-person episode of "Behind the Ticker," host Brad Roth welcomes Keri Riemer and Haze...

Adam Curran - YALL

02 Feb 2024

Contributed by Lukas

Adam Curran shares his background growing up in a household focused on money and his journey to starting his own financial planning firm. He introduce...

Todd Rosenbluth - VettaFi / Exchange ETF

26 Jan 2024

Contributed by Lukas

In this conversation, Brad interviews Todd Rosenbluth, an industry veteran and current member of VettaFi. They discuss Todd's background, VettaFi...

Matt Barry - Touchstone Funds

01 Dec 2023

Contributed by Lukas

The guest on this episode of the "Behind the Ticker" podcast was Matt Barry, head of product management and ETF capital markets at Touchston...

Andrew Chanin - ProcureAM / UFO & FIXT

17 Nov 2023

Contributed by Lukas

In this episode, we are joined joined by Andrew Chanin, Co-Founder and CEO of ProcureAM. They discuss Andrew's background in financial services a...

Yuri Khodjamirian - Tema ETFs / TOLL

10 Nov 2023

Contributed by Lukas

In this episode of Behind the Ticker, Brad invites Yuri Khodjamirian, CIO at Temma Capital Management, to discuss their actively managed ETF focused o...

Ragen Stienke - Ballast Asset Management / MGMT

03 Nov 2023

Contributed by Lukas

Ragen Stienke, founder of Ballast Asset Management, joined the Behind the Ticker podcast to discuss his 30+ years of experience in small and mid-cap i...

Steve Cook - Harbor Funds

27 Oct 2023

Contributed by Lukas

Episode 23 of Behind the Ticker features guest Steve Cook, Head of ETFs at Harbor Capital Advisors. Join us as we discuss Harbor's suite of ETF p...

Katie Stockton - Fairlead Strategies & TACK

20 Oct 2023

Contributed by Lukas

In this episode of Behind the Ticker, we sit down with Katie Stockton, founder and managing partner of Fairlead Strategies, to delve into the philosop...

Will Rhind - Graniteshares

14 Oct 2023

Contributed by Lukas

Join us for an insightful episode as we dive into the fascinating world of Exchange-Traded Funds (ETFs) with a true industry veteran, Will Rhind. With...

Paul Weisbruch - GTS

09 Oct 2023

Contributed by Lukas

In Episode 20, we feature Paul Weisbruch from GTS, a prominent player in the financial industry. GTS specializes in trading over 30,000 different fina...

Kyle Wiggs - UX Wealth

29 Sep 2023

Contributed by Lukas

In Episode 19, we welcome Kyle Wiggs, the founder and CEO of UX Wealth Partners, a platform known for its utilization of Artificial Intelligence and M...

John Davi & Frank Tedesco - ROE

22 Sep 2023

Contributed by Lukas

In Episode 18, we're joined by John Davi and Frank Tedesco from Astoria Advisors, who have just introduced their second ETF, ROE - US Quality Kin...

Elysabeth Alfano - EATV

15 Sep 2023

Contributed by Lukas

Episode 17 showcases Elysabeth Alfano, an influential figure in the world of food systems transformation. She is the founder and CEO of VegTech™ Inv...

Ryan Pannell - DIP

08 Sep 2023

Contributed by Lukas

Introducing Ryan Pannell, CEO of Kaiju ETF Advisors. Ryan Pannell is the focus of Episode 16, where he talks about his journey from pioneering cryptog...

Alejandro Garza - AZTD

25 Aug 2023

Contributed by Lukas

Episode 15 of Behind the Ticker features Alejandro Garza, the Founder and Portfolio Manager of Aztlan Equity Management. Alejandro is the portfolio ma...

David Schulhof - MUSQ

18 Aug 2023

Contributed by Lukas

Episode 14 features David Schulhof the CEO and Portfolio Manager of MUSQ, The Global Music Industry ETF. David is an American music industry executiv...

Adam Eagleston - Formidable / FORH

11 Aug 2023

Contributed by Lukas

Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active and adaptable financial servic...

Neil Azous - Rareview / RSEE

04 Aug 2023

Contributed by Lukas

In this Episode we talk with Neil Azous founder of Rareview Capital. Rareview Capital works with advisors to help develop systematic and differentiate...