Spotlight Podcast

Spotlight Podcast

By Ronald DeLeggeBusinessInvesting
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Spotlight Podcast episodes

  • ETF Investing: Year-end Moves and 2023's Biggest Investment Trends

    In this episode of Spotlight, Stephanie Stanton @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.

    Topics covered include what's behind the bullish move in energy stocks and ETFs, the investment opportunity in high quality small cap stocks and  ETF strategies for combating high inflation and volatility.

    Plus, Baiocchi explains the basics of tax-loss harvesting and why 2022 is drenched with opportunities to benefit from this popular portfolio optimization technique.

    ETF ticker symbols discussed in this episode are:
    ALPS O'Shares U.S. Quality Dividend ETF (OUSA)
    Alerian Energy Infrastructure ETF (ENFR)
    ALPS Clean Energy ETF (ACES)
    Alerian MLP ETF (AMLP)

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    To learn more about SS&C ALPS Advisors visit
    http://www.alpsfunds.co

    20 min
  • ETF Strategies for Dividend and Value Investors

    In this episode of Spotlight, Arianne Alcorta @etfguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about dividend income strategies for ETF investors.

    Investors and financial advisors will learn about ETF strategies for combating higher inflation and rising interest rates. Plus, you'll see how dividend income could buffer stock market volatility. 

    Finally, McGray examines the biggest investing lessons of 2022 and market trends he's watching for in 2023.

    ETF tickers mentioned in this episode include:
    --AAM Low Duration Preferred & Income Securities ETF (PFLD)
    --AAM S&P 500 High Dividend Value ETF (SPDV)
    --AAM S&P Emerging Markets High Dividend Value ETF (EEMD)

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

    13 min
  • SPIVA Scorecard: Analyzing the Performance Trends of Actively Managed Funds

    In this Spotlight episode, Arianne Alcorta with @etfguide chats with Anu Ganti, Senior Director on the Index Investment Strategy Team at S&P Dow Jones Indices.

    Ganti breaks down the latest performance trends contained within the SPIVA scorecard, a semi-annual report on the performance trends of actively managed funds against their relevant benchmark.

    The SPIVA scorecard is celebrating its 20-year history and it's the go-to tool for measuring active funds vs. their corresponding benchmarks in global markets across different asset classes and investment strategies

    To learn more about the SPIVA scorecard visit
    https://www.spglobal.com/spiva 

    10 min
  • Spotlight: Losses in Bonds? Tax Harvest Your Losers Before it's Too Late!

    In this episode, Ron DeLegge @ETFguide chats with Brandon Clark, the Director of ETF Business at Federated Hermes about important investing trends in the bond and ETF market. As 2022 nears its end, using tax-loss harvesting with ETFs to your advantage is also discussed.

    ETF tickers mentioned in this episode include the Short Duration Corporate ETF (FCSH) and the Short Duration High Yield ETF (FHYS). 

    10 min
  • Cut Your Tax Bill to 0% when Stocks and Bonds are Falling!

    In this episode of Spotlight, Ron DeLegge @ETFguide chats with best-selling author David McKnight @The Power of Zero about Roth IRA conversions, the 0% tax bracket and other 2022 year-end strategies to improve your financial bottom line.

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    To learn more about the Power of Zero visit
    http://www.powerofzero.com

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    11 min
  • Tapping the Fastest Growth Sectors in Frontier and Emerging Markets

    In this episode, Stephanie Stanton @ETFguide chats with Kevin Carter, Founder & CIO at EMQQ Global about important investing trends in both frontier and emerging markets.

    Despite a broad array of ETFs linked to emerging markets, some funds may be missing direct exposure to the fastest growth segments in countries like Brazil, China and India. You'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy.

    15 min
  • Scam? Uncovering the Problems with ESG Ratings and Funds

    In this episode of Spotlight, Stephanie Stanton @ETFguide chats with Mark Neuman, CFA and Founder of Constrained Capital about the flaws of ESG ratings and funds.

    Neuman expresses his viewpoint on what's gone wrong with ESG investing and his solution via the ESG Orphans ETF (ORFN).

    Topics covered in this episode include obstacles facing ESG investing and why ESG ratings and funds could actually be increasing risk, while decreasing potential returns. Also up:  ORFN, which takes a radically opposite approach to ESG investing, is covered. Plus, a sneak peak at the fund's holdings and sector exposures.

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    To learn more about ORFN visit
    https://www.constrainedcapitaletfs.com/

    12 min
  • Reducing the Sting of Inflation and Dealing with Stock Market Losers via Tax-Loss Harvesting

    In this episode of Spotlight, Ron DeLegge @ETFguide chats with Dave Mazza, Head of Product at Direxion Investments.

    Topics covered include ETF strategies for combating stubborn inflation and rising interest rates. Plus, how tax-loss harvesting can help you to reduce the pain of investment losers. Finally, you'll get the complete lowdown on Direxion's single-stock ETFs linked to Apple, Tesla and others.   

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    To learn more, visit Direxion Investments
    http://www.Direxion.com 

    8 min
  • Investing Strategies for Beating Inflation and Stock Market Volatility

    In this episode of Spotlight, Arianne Alcorta @ETFguide speaks with Dave Mazza, Head of Product at Direxion Investments. 

    Topics covered include how to get tactical exposure to hedge against rising interest rates, higher inflation, buffering your portfolio against stock market volatility, plus a new ETF focused on the commodities inside your breakfast. 

    9 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.…