ETF Prime Podcast

ETFs have been called the next generation mutual funds.  What are ETFs, how exactly do they compare to mutual funds, and how do you select the right ones for your portfolio?  Nate, Conor, & Jason explain the basics and offer some helpful tips.

You likely are no longer settling for listening to music on cassette tapes, instead enjoying the vast benefits of digital music.  Are you settling by investing in mutual funds instead of ETFs?  Nate & Jason explain.  Also, MarketGrader’s Carlos Diez and Brady Lipp spotlight the Barron’s 400 ETF.

Buy and hold?  Traditional active management?  A rules-based approach?  Nate, Conor, & Jason explain the pros and cons of three popular investment strategies and offer important keys to success regardless of your approach.

Eric Balchunas, Senior ETF Analyst at Bloomberg, discusses his new book “The Institutional ETF Toolbox“, which seeks to help all investors better understand and utilize ETFs.  Nate & Jason also offer some perspective on the U.S. stock bull market turning seven years old.

Brad Loncar, Head of Loncar Investments, joins us in studio to spotlight the index behind the Loncar Cancer Immunotherapy ETF (CNCR) and discuss the innovation occurring in cancer treatment.  Nate and Conor also explain why ETFs can be an excellent way to access the biotech space in general.

Ben Fulton, ETF industry pioneer & CEO of Elkhorn Investments, talks about the early days of ETFs and the continued innovation since.  Ben also spotlights the Elkhorn S&P 500 Capital Expenditures ETF (CAPX) and the Elkhorn FTSE RAFI U.S. Equity Income ETF (ELKU).  Nate & Conor explain how you can get paid to own ETFs.