Behind the Ticker

Episode 14 features David Schulhof the CEO and Portfolio Manager of MUSQ, The Global Music Industry ETF. 

David is an American music industry executive and investor with 25 years of experience in the field. David’s background in the music industry is extensive, having previously served as President of Music Publishing at LiveOne, a global media company for livestream and on-demand audio, video and podcast content. He is also the former President of Music at AGC Studios and IM Global Studios and was the co-founder and CEO of Evergreen Copyrights, where he pursued a global acquisition strategy of music publishing catalogs and built one of the largest independent music companies worldwide, which eventually was sold to BMG Rights Management.

Needless to say this is a fun interview. MUSQ aims to invest in the most attractive segments of the global music industry. The music ecosystem is comprised of all things music like streaming, content and distribution, live music events and ticketing, satellite and broadcast radio, and equipment and technology. The segment is growing and evolving quickly and David gives us his views as to where the music industry is headed. To learn more about David and MUSQ please visit, MUSQetf.com 

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Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active and adaptable financial services company. They employ a disciplined process and build client portfolios and develop financial plans. The Firm also manages a hedge fund the 'Formidable Fund' which is a multi-strategy fund. In this episode we discuss their Formidable ETF, ticker FORH. The fund is an active multi-strategy equity portfolio that also deploys a hedging component to help protect during market declines. The fund is rooted in the OODA Loop Framework: Observe, Orient, Decide, Act which allows them to identify attractive investment themes and exploit market inefficiencies via top-down framework. For more information on Adam and the firm please visit formidableam.com

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Episode notes and the full archive: thorft.com/podcast
Daily market note, The Signal: thesignal.thorft.com

In this Episode we talk with Neil Azous founder of Rareview Capital. Rareview Capital works with advisors to help develop systematic and differentiated strategies using their goals based approach. Neil heads the firm’s investment team and oversees all portfolio and risk management activities. Neil also serves as a Portfolio Manager for the Rareview ETFs. We focused on the Rareview Systematic Equity (RSEE) and Rareview Dynamic Fixed Income (RDFI). Their unique systematic approach to investing provides investors an alternative lens on how to navigate investment markets. To learn more about the firm and the Rareview ETFs, visit rareviewcapital.com

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Behind the Ticker — new episode every week.
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Episode notes and the full archive: thorft.com/podcast
Daily market note, The Signal: thesignal.thorft.com

Episode 11, features John Forlines III, the Chief Investment Officer of Donoghue Forlines. Donoghue Forlines is a tactical investment firm that has specialized in risk-managed portfolios since 1986. Donoghue Forlines has a suite of ETFs that utilize technical indicators to recognize shifts in market momentum and uses proprietary tactical signals to help preserve capital in down trending markets and potentially offer strong client-centric risk-adjusted returns over a full market cycle. John speaks mostly about their Yield Enhanced Real Asset ETF (DFRA) which provides exposure to real assets such as REITs, Infrastructure, Oil & Gas, Commodities, and Natural Resources. You can learn more about the firm and the Funds at donoghueforlines.com 

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Want the framework behind this conversation? Fifteen minutes with Brad Roth, founder and CIO of THOR: https://thorft.com/call?s=podcast

Behind the Ticker — new episode every week.
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Episode notes and the full archive: thorft.com/podcast
Daily market note, The Signal: thesignal.thorft.com

In Episode 10, we welcome John Davi, the Founder of Astoria Advisors. Astoria Advisors maintains a variety of strategies for investors to utilize. Among these are Core Risk Based ETF Strategies, Thematic ETF & Stock Strategies, and Factor US Stock Strategies. Astoria also manages an Inflation Protected ETF under the ticker PPI. The portfolio aims to invest in “inflation-sensitive” assets that can help investors limit inflation risk and provide lower correlations to traditional assets, especially stocks and bonds. You can find more information about Astoria Advisors and PPI at www.astoriaadvisors.com

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Want the framework behind this conversation? Fifteen minutes with Brad Roth, founder and CIO of THOR: https://thorft.com/call?s=podcast

Behind the Ticker — new episode every week.
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Episode notes and the full archive: thorft.com/podcast
Daily market note, The Signal: thesignal.thorft.com

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 of ATAC Funds. We have an in depth conversation about what led him to investing, his career path, and starting his first funds. We also talk about the unique investment thesis behind his ETFs and how he envisions them being utilized in model portfolios. As an industry veteran, we dive into what it's like to manage money through different cycles and how patience and conviction will ultimately lead to success. Michael has a unique perspective on markets and is one the most consistent providers of market commentary for investors and investment advisors online. To find out more about Michael and his funds, please visit: https://www.atacfunds.com/

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Want the framework behind this conversation? Fifteen minutes with Brad Roth, founder and CIO of THOR: https://thorft.com/call?s=podcast

Behind the Ticker — new episode every week.
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Episode notes and the full archive: thorft.com/podcast
Daily market note, The Signal: thesignal.thorft.com

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 Tidal. $BLOK holds the distinction of being the first-ever blockchain ETF to hit the market. Join us as we delve into the evolving landscape of ETFs, exploring the rise of active ETFs, the conversion of mutual funds to ETFs, and the transformative impact of blockchain on the industry. With Mike's extensive experience in bringing ETFs to market and facilitating their growth, we gain valuable insights into common mistakes and pitfalls that early issuers often encounter. Our discussion covers crucial topics such as product-market fit, market timing, and how to navigate these challenges successfully. To explore Tidal's comprehensive range of ETFs and services, please visit their website at https://www.tidalfinancialgroup.com/

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More episodes: thorft.com/podcast

Want the framework behind this conversation? Fifteen minutes with Brad Roth, founder and CIO of THOR: https://thorft.com/call?s=podcast

Behind the Ticker — new episode every week.
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Episode notes and the full archive: thorft.com/podcast
Daily market note, The Signal: thesignal.thorft.com

Introducing Dan Cupcovic, the Portfolio Manager behind BlackSwan's strategy. Discover how this partner at Cerity Partners, one of the largest RIAs in the country, is revolutionizing investments with SWAN, ISWN, and QSWN ETFs. Whether you're looking for a short-term risk-off play or a smart capital allocation for the long haul, this is the podcast you don't want to miss. To learn more about Dan and BlackSwan, visit https://amplifyetfs.com/swan/

Get Brad's daily market research: Subscribe to The Signal at thorft.com/newsletter

More episodes: thorft.com/podcast

Want the framework behind this conversation? Fifteen minutes with Brad Roth, founder and CIO of THOR: https://thorft.com/call?s=podcast

Behind the Ticker — new episode every week.
Listen: Spotify · Apple Podcasts · YouTube
Episode notes and the full archive: thorft.com/podcast
Daily market note, The Signal: thesignal.thorft.com

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 of many unique indexes throughout his career. Currently the HANDLS index is the driver of the HNDL ETF, a successful ETF with over a billion dollars of assets. HNDL is a income producing strategy that seeks to provide a target distribution rate to its investors on an annualized basis. For more information on David and the HANDLS Indexes go to handlsindexes.com

Get Brad's daily market research: Subscribe to The Signal at thorft.com/newsletter

More episodes: thorft.com/podcast

Want the framework behind this conversation? Fifteen minutes with Brad Roth, founder and CIO of THOR: https://thorft.com/call?s=podcast

Behind the Ticker — new episode every week.
Listen: Spotify · Apple Podcasts · YouTube
Episode notes and the full archive: thorft.com/podcast
Daily market note, The Signal: thesignal.thorft.com

Welcome to episode 5, where we hear from Dave Mazza, the Chief Strategy Officer for Roundhill Investments. Dave talks about the newest ETF offering from Roundhill, CHAT. CHAT is an active ETF which will rank the top generative Ai companies and identify the best opportunities in the space. He also talks about Roundhill’s approach to launching products, how they go about marketing, and what’s coming next from the firm. More on Roundhill Investments and the CHAT ETF is available at www.roundhillinvestments.com

Get Brad's daily market research: Subscribe to The Signal at thorft.com/newsletter

More episodes: thorft.com/podcast

Want the framework behind this conversation? Fifteen minutes with Brad Roth, founder and CIO of THOR: https://thorft.com/call?s=podcast

Behind the Ticker — new episode every week.
Listen: Spotify · Apple Podcasts · YouTube
Episode notes and the full archive: thorft.com/podcast
Daily market note, The Signal: thesignal.thorft.com