Behind the Ticker

Episode 4 of Behind the Ticker features a conversation with Garrett Stevens, founder of Exchange Traded Concepts (ETC). Garrett built his company to support ETF providers and issuers, providing listeners with a look at what it takes to start and run an ETF. His passion is flying but the conversation is grounded in the realities and challenges faced in launching a family of ETFs. These challenges became his catalyst to become a white label ETF issuer, offering infrastructure and exemptive relief to other market participants. ETC now helps clients launch funds in as little as 100 days, significantly reducing costs and time-to-market. Stevens emphasizes the importance of having a solid plan, patience, and an effective distribution strategy to succeed in the ETF business. To learn more about ETC, please visit https://www.exchangetradedconcepts.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

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 his desire to pursue a proprietary approach to managing market risk. Brad and Daniel take a look at the systematic approach taken by PMV Capital, highlighting the importance of macroeconomic factors in portfolio allocation and risk management. PMV recognized the need for an ETF structure to compete effectively and launched the ARP ETF in December. More on PMV Capital and the ARP ETF is available at www.PMVcapital.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

In this episode, host Brad Roth interviews Patricia Lizarraga, CEO of Hypatia Capital and portfolio manager for WCEO, an ETF that invests solely in women-led companies. Patricia discusses how her experience in investment banking and private equity led her to create the ETF. She also explains how Hypatia Capital started as an advisory shop serving senior women executives and the meaning behind the name.

 Hear from Patricia as she explains her strategies outperformance and process for bringing the ETF to market, including the lack of a historical database of female CEOs. She also explains why she chose to partner with established service providers rather than creating her own trust, allowing Patricia to focus on her expertise in promoting gender diversity in investment portfolios. Brad and Patricia close out with the challenges of distributing a new ETF, including getting listed on major distribution platforms and marketing strategies. To learn more about Patricia and her mission, please visit https://www.wceoetf.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

The Behind the Ticker podcast premiere episode features a dynamic conversation between host Brad Roth, and Tommy Mancuso, founder of the BAD ETF. In episode one, Mancuso discusses the challenges of launching a unique investment product that appeals to investors seeking counterculture opportunities while providing long-term sustainable growth, including how he came up with the idea for BAD ETF (Betting, Alcohol, and Drugs).

Hear from Mancuso as he discusses his anti-ESG ETF, which he believes focuses on making money rather than social stigmas. He argues that ESG scores lack transparency and could be manipulated, leading to biased investment decisions. Mancuso believes his ETF could be valuable in a recession-proof portfolio, with industries like alcohol and tobacco offering stability. Tune in for a behind the scenes look into why Mancuso launched The Bad Investment Company and the challenges of being a single ETF issuer. To learn more about Bad ETF, please visit https://badinvestmentco.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 Behind the Ticker. This show will uncover the inter-workings of the ETF industry. We will interview Portfolio Managers and ETF Service Providers to dive deep into their work lives and their business.  Many of these individuals are entrepreneurs and will have unique and compelling insights to share, as much goes on, Behind the Ticker.

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