Behind the Ticker
Episodes
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...
John Forlines - Donoghue Forlines / DFRA
28 Jul 2023
Contributed by Lukas
Episode 11, features John Forlines III, the Chief Investment Officer of Donoghue Forlines. Donoghue Forlines is a tactical investment firm that has sp...
John Davi - Astoria Advisors / PPI
21 Jul 2023
Contributed by Lukas
In Episode 10, we welcome John Davi, the Founder of Astoria Advisors. Astoria Advisors maintains a variety of strategies for investors to utilize. Amo...
Michael Gayed - RORO / JOJO
14 Jul 2023
Contributed by Lukas
Welcome to episode 9 of Behind the Ticker. In this episode, our special guest is Michael Gayed, the portfolio manager of $RORO and $JOJO and Founder o...
Michael Venuto - Tidal & BLOK
07 Jul 2023
Contributed by Lukas
Welcome to episode 8 of Behind the Ticker. In this episode, our special guest is Mike Venuto, the portfolio manager of $BLOK and co-founder and CIO at...
Dan Cupkovic - Black SWAN
24 Jun 2023
Contributed by Lukas
Introducing Dan Cupcovic, the Portfolio Manager behind BlackSwan's strategy. Discover how this partner at Cerity Partners, one of the largest RIA...
David Cohen - HANDLS Indexes
16 Jun 2023
Contributed by Lukas
In episode 6, we speak with David Cohen the Co-Founder of the HANDLS Indexes. David is an industry veteran and has been responsible for the creation o...
Dave Mazza - CHAT ETF
09 Jun 2023
Contributed by Lukas
Welcome to episode 5, where we hear from Dave Mazza, the Chief Strategy Officer for Roundhill Investments. Dave talks about the newest ETF offering fr...
Garrett Stevens - Exchange Traded Concepts
02 Jun 2023
Contributed by Lukas
Episode 4 of Behind the Ticker features a conversation with Garrett Stevens, founder of Exchange Traded Concepts (ETC). Garrett built his company to s...
Daniel Snover - ARP ETF
26 May 2023
Contributed by Lukas
Welcome to episode 3, where we hear from Daniel Snover, the founder of PMV Capital and portfolio manager of the ARP ETF (Adaptive Risk Parity), about ...
Patricia Lizarraga - WCEO ETF
19 May 2023
Contributed by Lukas
In this episode, host Brad Roth interviews Patricia Lizarraga, CEO of Hypatia Capital and portfolio manager for WCEO, an ETF that invests solely in wo...