Spotlight Podcast

Spotlight Podcast

By Ronald DeLeggeBusinessInvesting
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Spotlight Podcast episodes

  • The Secret Winner of the AI Revolution (It’s Not Tech)

    In this episode of Spotlight, Talitha Vickers ‪@etfguide‬ interviews Paul Baiocchi, CFA & Head of Fund Sales and Strategy at SS&C ALPS Advisors. 

    Elevated inflation isn’t going away, and we’re seeing it in rising food costs, higher gas prices, and a surge in commodity‑focused ETFs. Yet commodities remain one of the most overlooked segments in many investor portfolios.

    We discuss the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), as well as the ALPS CoreCommodity Natural Resources ETF (CCNR), the ALPS Electrification Infrastructure ETF (ELFY), the ALPS Active REIT ETF (REIT), and the ALPS Medical Breakthroughs ETF (SBIO).

    20 min
  • Growth + High Yield: The ETF Strategy Giving You Passive Income from Hot Tech Plays

    In this episode of Spotlight, Talitha Vickers @etfguide chats with Bilal Little, CETF and Global ETF Strategist at Direxion about the crypto recovery, rising bond yields, Direxion's High-Income ETFs, and more. 


    Direxion Defined Income Boost ETFs

    Single-stock income strategies built for high potential distributions, paid twice a month.

    Visit Direxion.com https://www.direxion.com/product/pltr...


    00:00 Introduction & The Renewed Crypto Momentum

    02:29 Escalating Treasury Yields & Long-Term Bond Strategies

    04:05 Single-Stock ETFs

    07:43 Direxion Income Boost ETFs

    10:07 Closing Takeaways & Resources

    12 min
  • Is the AI Bubble About to Burst? How to Protect Your Portfolio!

    In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ chats with David Kreinces, CEO and Founder of ETF Portfolio Management about whether the AI bubble is about to burst, and how to protect your portfolio in the case of tech industry-led market downturn.

    Learn more about ETFPM
    https://www.etfpm.com

    7 min
  • Beyond Nvidia: How to Invest in the Entire AI Value Chain

    In this episode of Spotlight, Stephanie Stanton ‪@etfguide‬ chats with Lance McGray, Head of ETF Product at Advisors Asset Management about growth and income opportunities with preferred securities, dividend investing, and companies that are transforming global business. 

    14 min
  • Oil Price Shockwaves: Strait of Hormuz, Red Sea & What’s Next for Crude

    Join USCF's Substack: https://uscfinvestments.substack.com/

    In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ chats with John Love, CFA and CEO of USCF Investments.

    John discusses the ongoing Iran Oil Crisis, and whether it's close to ending, or will stretch on further, as well as the United States Oil Fund (USO). He also discusses the USCF Midstream Energy Income Fund (UMI), a midstream energy fund invested in companies that serve logistical needs for the energy market, the USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which dynamically invests in a broad range of commodities, and the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies.

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    To learn more about USCF Investments visit
    http://www.USCFInvestments.com 

    16 min
  • ETFs for Growth and Income Investors

    In this episode of Spotlight, Thalia Hayden ‪@etfguide‬ chats with Lance McGray, Head of ETF Product at Advisors Asset Management about growth and income opportunities with international investing, preferred securities, CLOs, and companies that are transforming global business.

    Learn more about Advisors Asset Management's ETF lineup
    https://www.aamlive.com/ETF

    19 min
  • Energy Commodities: Gas, Gold, and Oil/Bitcoin ETFs

    In this episode of Spotlight, Stephanie Stanton ‪@etfguide‬ chats with with John Love, CFA and CEO of USCF investments. 

    This episode covers the Iran Oil Crisis, and its effects on gasoline and oil markets. It also covers gold income strategies and a unique oil and bitcoin strategy, and key insights and energy markets.

    John Love of USCF Investments talks about UGA, the United States Gasoline Fund, which offers investors exposure to Gasoline during a time of spiking gas prices nationwide.

    We also explore the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies—a unique approach for investors seeking steady returns alongside precious metals, as well as USCF's recently launched Oil Plus Bitcoin Strategy Fund (WTIB), which allows you to invest in two uncorrelated assets in one find.
     

    9 min
  • Leveraged ETFs to Take Advantage of Market Movements

    In this episode of Spotlight, Stephanie Stanton ‪@etfguide‬ chats with Shawn Edwards, Vice President of Institutional ETF Sales at Direxion about top market trends and trading through volatility with ETFs.

    Topics covered includes a discussion of Direxion's ETFs linked to industries like oil, uranium, and the larger energy sector, as well as single-stock ETFs linked to specific names like Palantir and Meta.

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    To learn more about Direxion's ETF lineup, visit Direxion
    https://www.direxion.com/

    16 min
  • How Investors Can Protect Themselves From the Oil Crisis

    In this episode of Spotlight, Stephanie Stanton ‪@etfguide‬ interviews Paul Baiocchi, CFA & Head of Fund Sales and Strategy at SS&C ALPS Advisors. 

    Volatility in the Middle East continues to put upward pressure on oil and other commodity prices, causing some investors to rethink their positions. Today we're taking a closer look at the energy market, and how investors can protect themselves during this tense time in geopolitics.

    We discuss the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), as well as the Alerian MLP ETF (AMLP), the Alerian Energy Infrastructure ETF (ENFR), the ALPS Clean Energy ETF (ACES), the USCF Sustainable Battery Metals Strategy Fund (ZSB), the ALPS Equal Sector Weight ETF (EQL), and the ALPS Electrification Infrastructure ETF (ELFY).

    17 min
  • The Queen of Alts: Shana Sissel on the Evolution of Portfolio Construction

    In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ interviews Shana Sissel, CAIA & Founder of Banríon Capital Management.

    Some of the world's biggest and best investors have a secret. Alternatives. Also known as alts. This includes real assets, private equity, hedge style. Strategies and the stuff that never makes the headlines but quietly drives returns. Today we're pulling back the curtain on alts and how they may fit into a smarter, more resilient portfolio.

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    To learn more about Banríon Capital Management visit
    https://www.banrioncapital.com

    22 min

About Spotlight Podcast

From the publisher's feed

Spotlight is an original episode series from ETFguide TV that keeps you on top of the globe's most important investing themes and trends with Wall Street's top minds sharing their insights. Listen.…