Sign up to save your podcasts
Or
Share ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong
In this episode of Insight is Capital, Pierre Daillie sits down with Tony Dong, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today’s ETF landscape—from flashy private credit products and speculative options-based funds to underappreciated core portfolio strategies like the "cockroach portfolio."
Tony pulls back the curtain on everything from buffer ETFs and zero-day options to smart beta, tax efficiency, and how to write an investment policy statement that keeps you grounded when FOMO strikes.
You’ll learn:
- What to watch out for in private market ETFs like PRIV and XOVR
- The performance gap between growth and value ETFs—and what to do about it
- Why simplicity beats complexity in volatile markets
- How the “cockroach portfolio” can deliver long-term resilience
- The importance of resisting shiny object syndrome with new ETF launches
Chapters & Timestamps:
00:00 – Risk in Private Credit ETFs: A Sanity Check
01:45 – Tony Dong’s Background: From Risk Manager to ETF Expert
03:50 – Market Outlook: Why Allocators Are Skittish in 2024
05:00 – Growth vs. Value ETFs: Are Investors Missing the Point?
08:00 – The Better Way to Access Factor Investing
10:30 – Risks and Red Flags in Private Market ETFs (PRIV, XOVR)
14:30 – Authority Bias and Fund Due Diligence
16:45 – Best New ETF Launches: Canada vs. US
18:50 – Derivative-Based and Zero-DTE ETFs: Caution Required
20:15 – Liquid Alternatives and Bridgewater’s All Weather ETF
22:25 – Return Stacking and Trend Following Strategies
23:45 – The Problem with “1+1” S&P 500 + Bitcoin ETFs
25:00 – Buffer ETFs Explained: Training Wheels for Risk-Averse Clients
27:00 – Why You Need an Investment Policy Statement
29:00 – Building the Cockroach Portfolio: Resilience First
32:00 – The Psychology of Staying Invested
34:00 – Where to Find Tony Dong and His Research
Featured Guest:
Tony Dong – Founder, ETF Portfolio Blueprint
Lead ETF Analyst, ETF Central
Website: https://etfportfolioblueprint.com
LinkedIn: Tony Dong on LinkedIn
View all episodes
By AdvisorAnalyst.com
5
22 ratings
In this episode of Insight is Capital, Pierre Daillie sits down with Tony Dong, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today’s ETF landscape—from flashy private credit products and speculative options-based funds to underappreciated core portfolio strategies like the "cockroach portfolio."
Tony pulls back the curtain on everything from buffer ETFs and zero-day options to smart beta, tax efficiency, and how to write an investment policy statement that keeps you grounded when FOMO strikes.
You’ll learn:
- What to watch out for in private market ETFs like PRIV and XOVR
- The performance gap between growth and value ETFs—and what to do about it
- Why simplicity beats complexity in volatile markets
- How the “cockroach portfolio” can deliver long-term resilience
- The importance of resisting shiny object syndrome with new ETF launches
Chapters & Timestamps:
00:00 – Risk in Private Credit ETFs: A Sanity Check
01:45 – Tony Dong’s Background: From Risk Manager to ETF Expert
03:50 – Market Outlook: Why Allocators Are Skittish in 2024
05:00 – Growth vs. Value ETFs: Are Investors Missing the Point?
08:00 – The Better Way to Access Factor Investing
10:30 – Risks and Red Flags in Private Market ETFs (PRIV, XOVR)
14:30 – Authority Bias and Fund Due Diligence
16:45 – Best New ETF Launches: Canada vs. US
18:50 – Derivative-Based and Zero-DTE ETFs: Caution Required
20:15 – Liquid Alternatives and Bridgewater’s All Weather ETF
22:25 – Return Stacking and Trend Following Strategies
23:45 – The Problem with “1+1” S&P 500 + Bitcoin ETFs
25:00 – Buffer ETFs Explained: Training Wheels for Risk-Averse Clients
27:00 – Why You Need an Investment Policy Statement
29:00 – Building the Cockroach Portfolio: Resilience First
32:00 – The Psychology of Staying Invested
34:00 – Where to Find Tony Dong and His Research
Featured Guest:
Tony Dong – Founder, ETF Portfolio Blueprint
Lead ETF Analyst, ETF Central
Website: https://etfportfolioblueprint.com
LinkedIn: Tony Dong on LinkedIn
More shows like Insight is Capital™ Podcast
View all
Odd Lots
1,993 Listeners
Animal Spirits Podcast
2,020 Listeners
TRIGGERnometry
2,275 Listeners
The Rational Reminder Podcast
472 Listeners
The Compound and Friends
2,145 Listeners
Excess Returns
84 Listeners
The Prof G Pod with Scott Galloway
5,610 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,254 Listeners
The Canadian Investor
82 Listeners
Wealthion - Be Financially Resilient
372 Listeners
Thoughtful Money with Adam Taggart
417 Listeners
Angry Mortgage
12 Listeners
Long Term Investing - With Baskin Wealth Management
6 Listeners
Monetary Matters with Jack Farley
155 Listeners
In the Money with Amber Kanwar
20 Listeners