Behind the Ticker
Real conversations with the people building some of today's most innovative ETFs — strategy, structure, and the stories behind each fund.
New episodes weekly
All Episodes
Browse every Behind the Ticker conversation — from debut to latest.
33 minPaul Marino, Themes ETFs
China AI, Humanoid Robots, and the Next Wave of Thematic ETFs
Paul Marino spent 25+ years in asset management, starting as a wholesaler at Federated Investors, managing teams at Pion…
31 minSean O'Hara, Pacer QDPL
4x S&P Income Without Covered Calls
Sean O'Hara started in financial services in 1985, moved into wholesaling, and helped build the Hartford's mutual fund a…
30 minMichael Monaghan
Founder-Led Companies Beat the S&P by 3-5%
Michael Monaghan spent 15 years on Wall Street at Goldman Sachs, the Carlyle Group, Sanford Bernstein, and UBS before le…
30 minSam Klar, GMO
The US Reindustrialization Trade: A New ETF Play
In this episode, Brad Roth sits down with Sam Klar of GMO to unpack the thesis behind the GMO Domestic Resilience ETF (D…
30 minDavid Nicholas
Building an ETF Suite from a Wealth Practice
David Nicholas, founder of Nicholas X Funds and a financial advisor with nearly 20 years of experience running a private…
39 minBob Elliott, HFND
Replicating Hedge Fund Returns at ETF Prices
Bob Elliott, co-founder and CIO of Unlimited, returns to break down how his firm is bringing Vanguard-style indexing to…
32 minDavid Auerbach
How to Play the Housing Recovery with REITs
David Auerbach, CIO of Hoya Capital, spent over a decade trading REITs at Green Street Advisors in Dallas before getting…
36 minRaymond Micaletti, MOOD ETF
How Institutions Beat Retail
Raymond Micaletti built the MOOD ETF around a single idea: institutions consistently outperform retail traders, and you…
35 minRahman & McNamara
Hedgeye Macro Research in an Active ETF
Sam Rahman and John McNamara joined Brad to discuss the launch and philosophy behind the HGRO ETF. Hedgeye, originally b…
38 minSeth Cogswell
Efficient Growth: Quality and Momentum
In this episode of Behind the Ticker, Brad Roth speaks with Seth Cogswell, Portfolio Manager at Running Oak Capital, abo…
26 minEric Lutton
Active Fixed Income: From the Pits to ETFs
In this episode, Brad sits down with Eric Lutton, CIO of Sound Income Strategies, to discuss the firm’s actively managed…
25 minRyan Thomes, Hotchkis & Wiley
SMID Cap Value: Hidden Gems
In this episode of Behind the Ticker, Brad Roth interviews Ryan Thomes, Co-Portfolio Manager at Hotchkis & Wiley, to dis…
24 minKirk McDonald
From Air Force Pilot to MidCap Stock Picker
In this episode of Behind the Ticker, host Brad Roth speaks with Kirk McDonald, Portfolio Manager at Argent Capital Mana…
25 minRob Thummel
The Essential Midstream Energy Trade
In this episode of Behind the Ticker, Brad Roth sits down with Rob Thummel, Senior Portfolio Manager at Tortoise Capital…
31 minBob Elliott, HFND
Replicating Hedge Fund Returns at ETF Prices
In a recent episode of Behind the Ticker, Bob Elliott, co-founder and Chief Investment Officer of Unlimited, discussed t…
26 minBrad Neuman, Alger
75 Years of Growth Investing: What Still Works
In a recent episode of Behind the Ticker, Brad Neuman, Director of Market Strategy and Portfolio Manager at Alger, joine…
36 minWayne Penello
Commodity Trader Builds the Perfect Portfolio
In a recent episode of Behind the Ticker, Wayne Penello, founder of NextGen EMP, shared the fascinating journey that led…
30 minRob Harvey, Dimensional
Inside DFA: Evidence-Based ETF Construction
In a recent episode of Behind the Ticker, Rob Harvey, Vice President at Dimensional Fund Advisors (DFA), shared his pers…
29 minClark Allen
Horizon's Defined Outcome ETFs for Advisors
In a recent episode of Behind the Ticker, Clark Allen, Head of ETFs at Horizon Investments, shared his journey from publ…
32 minPaisley Nardini, Simplify
Managed Futures Made Simple for Advisors
In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Paisley Nardini, Vice Pre…
23 minMatt Kaufman
Full Risk Protection ETFs: Calamos' Innovation
In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Matt Kaufman, Head of ETF…
31 minJeff Cullen
Enhanced Equity Income: Dividends + Options
In a recent episode of Behind the Ticker, Jeff Cullen, Managing Director at Schafer Cullen Capital Management, sat down…
26 minDan Petersen
Currency-Hedged International Equity
In a recent episode of Behind the Ticker, Dan Petersen, Head of Product Management at New York Life Investments, discuss…
23 minKirsten Chang, VettaFi
Inside the Largest ETF Conference
In a recent episode of Behind the Ticker, Kirsten Chang, Director of Editorial and Content at VettaFi, shared insights i…
25 minAdam Patti
The AI Supercycle: A New Way to Invest in AI
In a recent episode of Behind the Ticker, Adam Patti, founder and CEO of VistaShares, discussed the launch of the VistaS…
31 minEmma Harper
ETF Stewardship: How Providers Vote Your Shares
n a recent episode of Behind the Ticker, Emma Harper, a research analyst at Sage Advisory, shared insights from the firm…
32 minRob Arnott, Research Affiliates
Profiting from Index Deletions
In a recent episode of Behind the Ticker, Rob Arnott, founder and chairman of Research Affiliates, shared insights into…
23 minJohn Davi, Astoria PPI
Inflation Protection Through ETF Strategies
n a recent episode of Behind the Ticker, John Davi, founder and CIO of Astoria Advisors, discussed the firm's latest ETF…
26 minMike Loukas
Leveraged Bull and Bear ETFs for Advisors
In a recent episode of Behind the Ticker, Mike Loukas, CEO of TrueShares, shared insights into the firm’s journey and th…
28 minCatherine LeGraw
GMO's Case for Value in a Growth Market
In a recent episode of Behind the Ticker, Catherine LeGraw, asset allocation strategist at GMO, shared insights into the…
46 minKevin Carter, EMQQ
India's Internet Boom: The Next EM Play
In a recent episode of Behind the Ticker, Kevin Carter, founder of EMQQ Global, shared his journey into investment manag…
24 minDavid Dziekanski- Quantify Funds
In a recent episode of Behind the Ticker, David Dziekanski, founder and CEO of Quantify Funds, introduced his firm’s fir…
63 minUT CATT Panel
AI in Finance: What's Real and What's Hype
In a special edition of Behind the Ticker recorded at the UT CATT 2024 Global Analytics Conference, host Brad Roth moder…
29 minAl Chu, Man GLG / MGNR
Active Natural Resources Investing in an ETF
In a recent episode of “Behind the Ticker,” Al Chu, portfolio manager at Man GLG, discussed his role managing the Americ…
27 minRaymond Holst
351 Exchanges: Tax-Free ETF Conversions
In a recent episode of “Behind the Ticker,” Raymond Holst from Practus LLP discussed the intricacies of 351 exchanges an…
25 minStevens & Malinowski
White-Label ETFs: Launch Without Building
In a recent episode of “Behind the Ticker,” Garrett Stevens and Rich Malinowski from Exchange Traded Concepts (ETC) disc…
28 minBrett Eichenberger
Auditing ETFs: What Investors Don't See
In a recent episode of “Behind the Ticker,” Brett Eichenberger from Cohen & Company discussed the intricacies of auditin…
26 minPetra Bakosova
AI-Driven Tactical Allocation: The HTUS ETF
In a recent episode of “Behind the Ticker,” Petra Bakosova from Hull Tactical discussed the unique approach behind the H…
27 minJoe Benoit, Grimes & Co.
Risk-Managed Income: Bonds + Options
In a recent episode of “Behind the Ticker,” Joe Benoit, portfolio manager at Grimes & Company, discussed the firm’s coll…
34 minDavid Allen
All-Cap Value Energy: A Contrarian ETF Play
In a recent episode of “Behind the Ticker,” David Allen, CFA and founder of Octane Investments, discussed his background…
28 minFederico Brokate, 21Shares
Spot Bitcoin and Ethereum ETFs Explained
In a recent episode of “Behind the Ticker,” Federico Brokate, Head of U.S. Business at 21Shares, shared insights into th…
29 minNancy Davis
Hedging Interest Rate Risk: IVOL and BNDD
In a recent episode of “Behind the Ticker,” Nancy Davis, founder and CIO of Quadratic Capital, discussed her journey fro…
36 minMike Venuto
How to Launch an ETF: The White-Label Playbook
In a recent episode of “Behind the Ticker,” Mike Venuto, co-founder and CIO of Tidal Financial Group, shared insights in…
29 minSylvia Jablonski
Leveraged & Thematic ETFs: The Defiance Way
In a recent episode of “Behind the Ticker,” Sylvia Jablonski, CEO & CIO of Defiance ETFs, shared her background in finan…
24 minJames St. Aubin
Tactical Risk Management for Advisors
In a recent episode of “Behind the Ticker,” James St. Aubin, Chief Investment Officer of Ocean Park Asset Management, sh…
39 minSpringer Harris
The Insider's Guide to Starting Your Own ETF
In a recent episode of “Behind the Ticker,” Springer Harris, the author of Get ETF’d: An Insider’s Guide to Starting and…
33 minHoward Chan
Institutional Options Strategies in an ETF
In a recent episode of “Behind the Ticker,” Howard Chan, founder of Kurv Investment Management, discussed his unique app…
40 minJ. Gallegos
Precision Fixed Income: Slicing the Bond Market
In a recent episode of “Behind the Ticker,” Joanna Gallegos, co-founder of BondBloxx, shares her extensive background in…
30 minTaylor Krystkowiak
Thematic ETFs at Scale: 40+ Funds
In a recent episode of “Behind the Ticker,” Taylor Krystkowiak, co-founder of ThemesETFs, shared insights into his caree…
25 minWill Rhind, GraniteShares
High-Conviction Stock Picks in an ETF
In a recent episode of “Behind the Ticker,” Will Rhind, founder and CEO of GraniteShares, discussed the innovative appro…
30 minTim Kramer
Energy Infrastructure: The Overlooked Income Play
In a recent episode of “Behind the Ticker,” Tim Kramer, founder of CNIC Funds, shares his extensive background in the en…
40 minMeb Faber, Cambria
Global Value and Tactical ETFs
In a recent episode of “Behind the Ticker,” Meb Faber, CEO and CIO of Cambria Investments, shares insights into his care…
33 minJohn McHugh
Building a Multi-Strategy Portfolio at WealthTrust
In a recent episode of “Behind the Ticker,” John McHugh, founder of WealthTrust Asset Management, shared his extensive e…
30 minAndrew Skatoff
Value Investing Meets ETF Innovation at Bancreek
In a recent episode of “Behind the Ticker,” Andrew Skatoff, founder of Bancreek, shared insights into his journey and th…
34 minPanagram
CLOs Demystified: How Structured Credit ETFs Work
In a recent episode of “Behind the Ticker,” Danielle Gilbert, head of business development at Panagram, discusses her ca…
31 minYang Tang, Arch Indices
Systematic Smart Beta Indexing
In a recent episode of “Behind the Ticker,” Yang Tang, co-founder of Arch Indices, discusses his career journey and the…
25 minBurke Ashenden
How Buffer ETFs Protect Your Downside
In a recent episode of "Behind the Ticker," Burke Ashenden, Head of Capital Markets at Innovator ETFs, delves into the u…
34 minJerry Parker
Trend Following: A Turtle Trader's Approach
In a recent episode of "Behind the Ticker," Jerry Parker, founder of Chesapeake Capital an industry veteran in trend fol…
31 minBob Elliott, HFND
Replicating Hedge Fund Returns at ETF Prices
In a recent episode of "Behind the Ticker," Bob Elliott, founder of Unlimited and former employee at Bridgewater Associa…
41 minAndrew Beer, iMGP
How DBMF Replicates Top Hedge Fund Managers
In a recent episode of "Behind the Ticker," Andrew Beer, an established figure in the hedge fund and ETF industries, sha…
32 minMatt Kaufman
Full Risk Protection ETFs: Calamos' Innovation
In a recent episode of "Behind the Ticker," host Brad delves into the innovative financial products from Calamos with gu…
23 minJason Hsu
Academic Quant Research Applied to Asian Markets
In this episode of "Behind the Ticker," host Brad Roth sits down with Jason Hsu, co-founder of Rayliant, to discuss the…
28 minGreg Reid
Real Assets and Income: The Westwood MDST Strategy
The podcast episode of "Behind the Ticker" featuring Greg Reid, the president of Real Assets at Westwood, offers a detai…
25 minKim Mayer, GMO
GMO's Quality + Value Framework for US Stocks
In this episode of "Behind the Ticker," host Brad interviews Kim Mayer from GMO. Kim has been with GMO for over 18 years…
12 minSimeon Hyman
ProShares' ETF Innovation: 30 Years of Firsts
In the latest episode of Behind the Ticker, Brad Roth engages with Simeon Hyman from ProShares, delving into the intrica…
17 minDodd Kittsley
Active Management With 50 Years of Track Record
In this episode of "Behind the Ticker," Brad Roth engages with Dodd Kittsley from Davis Funds to explore their ETFs and…
23 minSal Esposito
Earnings Consistency: Zacks' Stock Picking Factor
The episode of "Behind the Ticker" features Sal Esposito from Zacks, focusing on two of their ETFs: ZECP (Earnings Consi…
26 minJohan Grahn
Buffered ETFs Explained: Downside Protection
The podcast episode of "Behind the Ticker," hosted by Brad Roth, features Johan Grahn from Allianz discussing the intrig…
24 minWeldon Rice
AI-Powered ETFs: Machine Learning Picks Stocks
In the episode of "Behind the Ticker," Brad Roth and Weldon Rice from Qraft Technologies discuss the integration of arti…
31 minDavid LaValle
GBTC to Spot Bitcoin: Grayscale's ETF Evolution
In this episode of "Behind the Ticker," host Brad Roth welcomes David LaValle, a notable figure in the ETF industry and…
29 minRiemer & Doyle, K&L Gates
US vs. European ETF Regulation Explained
Special Live From Exchange ETF SeriesIn this live and in-person episode of "Behind the Ticker," host Brad Roth welcomes…
49 minAdam Curran, YALL
Values-Based Investing: The God Bless America ETF
Adam Curran shares his background growing up in a household focused on money and his journey to starting his own financi…
31 minTodd Rosenbluth, VettaFi
The State of the ETF Industry in 2024
In this conversation, Brad interviews Todd Rosenbluth, an industry veteran and current member of VettaFi. They discuss T…
25 minMatt Barry
Active Management at Scale: $25B Fund Goes ETF
The guest on this episode of the "Behind the Ticker" podcast was Matt Barry, head of product management and ETF capital…
38 minAndrew Chanin, ProcureAM
Space and Infrastructure ETFs That Work
In this episode, we are joined joined by Andrew Chanin, Co-Founder and CEO of ProcureAM. They discuss Andrew's backgroun…
34 minYuri Khodjamirian
Monopolies and Oligopolies: The TOLL ETF
In this episode of Behind the Ticker, Brad invites Yuri Khodjamirian, CIO at Temma Capital Management, to discuss their…
25 minRagen Stienke
30 Years of SMID Cap Alpha: What Still Works
Ragen Stienke, founder of Ballast Asset Management, joined the Behind the Ticker podcast to discuss his 30+ years of exp…
34 minSteve Cook
Commodity Hedging in an ETF: The Harbor Approach
Episode 23 of Behind the Ticker features guest Steve Cook, Head of ETFs at Harbor Capital Advisors. Join us as we discus…
43 minKatie Stockton
Technical Analysis in ETFs: The TACK Strategy
In this episode of Behind the Ticker, we sit down with Katie Stockton, founder and managing partner of Fairlead Strategi…
27 minWill Rhind, GraniteShares
High-Conviction Stock Picks in an ETF
Join us for an insightful episode as we dive into the fascinating world of Exchange-Traded Funds (ETFs) with a true indu…
36 minPaul Weisbruch, GTS
Inside ETF Market Making: How Liquidity Works
In Episode 20, we feature Paul Weisbruch from GTS, a prominent player in the financial industry. GTS specializes in trad…
33 minKyle Wiggs, UX Wealth
AI for RIA Portfolio Management
In Episode 19, we welcome Kyle Wiggs, the founder and CEO of UX Wealth Partners, a platform known for its utilization of…
30 minDavi & Tedesco
US Quality Kings: Quality Investing Redefined
In Episode 18, we're joined by John Davi and Frank Tedesco from Astoria Advisors, who have just introduced their second…
42 minElysabeth Alfano
Plant-Based Investing: Food Revolution ETF
Episode 17 showcases Elysabeth Alfano, an influential figure in the world of food systems transformation. She is the fou…
46 minRyan Pannell, Kaiju
From Quantum Physics to ETF Innovation
Introducing Ryan Pannell, CEO of Kaiju ETF Advisors. Ryan Pannell is the focus of Episode 16, where he talks about his j…
33 minAlejandro Garza
Global SMID Cap: Finding Value Outside the US
Episode 15 of Behind the Ticker features Alejandro Garza, the Founder and Portfolio Manager of Aztlan Equity Management.…
30 minDavid Schulhof, MUSQ
The Global Music Industry ETF
Episode 14 features David Schulhof the CEO and Portfolio Manager of MUSQ, The Global Music Industry ETF. David is an Ame…
40 minAdam Eagleston, FORH
Active Hedge Fund Strategy in an ETF
Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active…
44 minNeil Azous, Rareview RSEE
Goals-Based Investing for Advisors
In this Episode we talk with Neil Azous founder of Rareview Capital. Rareview Capital works with advisors to help develo…
42 minJohn Forlines
Tactical Risk Management Since 1986
Episode 11, features John Forlines III, the Chief Investment Officer of Donoghue Forlines. Donoghue Forlines is a tactic…
41 minJohn Davi, Astoria PPI
Inflation Protection Through ETF Strategies
In Episode 10, we welcome John Davi, the Founder of Astoria Advisors. Astoria Advisors maintains a variety of strategies…
40 minMichael Gayed
Risk-On/Risk-Off Rotation: The RORO Strategy
Welcome to episode 9 of Behind the Ticker. In this episode, our special guest is Michael Gayed, the portfolio manager of…
47 minMike Venuto
The First Blockchain ETF: How BLOK Captured Crypto
Welcome to episode 8 of Behind the Ticker. In this episode, our special guest is Mike Venuto, the portfolio manager of $…
27 minDan Cupkovic, Cerity
BlackSwan ETFs: Hedged Equity for Any Market
Introducing Dan Cupcovic, the Portfolio Manager behind BlackSwan's strategy. Discover how this partner at Cerity Partner…
31 minDavid Cohen
The HNDL ETF: A Billion-Dollar Income Strategy
In episode 6, we speak with David Cohen the Co-Founder of the HANDLS Indexes. David is an industry veteran and has been…
31 minDave Mazza, Roundhill
Investing in Generative AI: The CHAT ETF
Welcome to episode 5, where we hear from Dave Mazza, the Chief Strategy Officer for Roundhill Investments. Dave talks ab…
40 minGarrett Stevens, ETC
How White-Label ETF Platforms Work
Episode 4 of Behind the Ticker features a conversation with Garrett Stevens, founder of Exchange Traded Concepts (ETC).…
37 minDaniel Snover, ARP
Adaptive Risk Parity: A Systematic Approach
Welcome to episode 3, where we hear from Daniel Snover, the founder of PMV Capital and portfolio manager of the ARP ETF…
38 minPatricia Lizarraga, Hypatia
Women-Led Companies: The WCEO ETF
In this episode, host Brad Roth interviews Patricia Lizarraga, CEO of Hypatia Capital and portfolio manager for WCEO, an…
45 minTommy Mancuso
A Contrarian ETF: Betting on 'Bad' Stocks
The Behind the Ticker podcast premiere episode features a dynamic conversation between host Brad Roth, and Tommy Mancuso…
1 minIntroduction to Behind the Ticker
Welcome to Behind the Ticker. This show will uncover the inter-workings of the ETF industry. We will interview Portfolio…
Frequently Asked Questions
Behind the Ticker is a podcast hosted by Brad Roth, Founder and CIO of THOR Financial Technologies. The show features in-depth conversations with the people building today's most innovative ETFs — covering strategy, structure, and the stories behind each fund. It has over 94 episodes.
Behind the Ticker is available on Spotify, Apple Podcasts, and YouTube. You can also browse all episodes at thorft.com/podcast/.
New episodes of Behind the Ticker are released regularly. Subscribe on Spotify, Apple Podcasts, or YouTube to be notified when new episodes are available.
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