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
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Browse every Behind the Ticker conversation — from debut to latest.
30 minFounder-Led Companies Beat the S&P by 3-5% | Michael Monaghan
Michael Monaghan spent 15 years on Wall Street at Goldman Sachs, the Carlyle Group, Sanford Bernstein, and UBS before le…
30 minThe US Reindustrialization Trade: A New ETF Play | Sam Klar, GMO
In this episode, Brad Roth sits down with Sam Klar of GMO to unpack the thesis behind the GMO Domestic Resilience ETF (D…
30 minBuilding an ETF Suite from a Wealth Practice | David Nicholas
David Nicholas, founder of Nicholas X Funds and a financial advisor with nearly 20 years of experience running a private…
39 minReplicating Hedge Fund Returns at ETF Prices | Bob Elliott, HFND
Bob Elliott, co-founder and CIO of Unlimited, returns to break down how his firm is bringing Vanguard-style indexing to…
32 minHow to Play the Housing Recovery with REITs | David Auerbach
David Auerbach, CIO of Hoya Capital, spent over a decade trading REITs at Green Street Advisors in Dallas before getting…
36 minHow Institutions Beat Retail | Raymond Micaletti, MOOD ETF
Raymond Micaletti built the MOOD ETF around a single idea: institutions consistently outperform retail traders, and you…
35 minHedgeye Macro Research in an Active ETF | Rahman & McNamara
Sam Rahman and John McNamara joined Brad to discuss the launch and philosophy behind the HGRO ETF. Hedgeye, originally b…
38 minEfficient Growth: Quality and Momentum | Seth Cogswell
In this episode of Behind the Ticker, Brad Roth speaks with Seth Cogswell, Portfolio Manager at Running Oak Capital, abo…
26 minActive Fixed Income: From the Pits to ETFs | Eric Lutton
In this episode, Brad sits down with Eric Lutton, CIO of Sound Income Strategies, to discuss the firm’s actively managed…
25 minSMID Cap Value: Hidden Gems | Ryan Thomes, Hotchkis & Wiley
In this episode of Behind the Ticker, Brad Roth interviews Ryan Thomes, Co-Portfolio Manager at Hotchkis & Wiley, to dis…
24 minFrom Air Force Pilot to MidCap Stock Picker | Kirk McDonald
In this episode of Behind the Ticker, host Brad Roth speaks with Kirk McDonald, Portfolio Manager at Argent Capital Mana…
25 minThe Essential Midstream Energy Trade | Rob Thummel
In this episode of Behind the Ticker, Brad Roth sits down with Rob Thummel, Senior Portfolio Manager at Tortoise Capital…
31 minReplicating Hedge Fund Returns at ETF Prices | Bob Elliott, HFND
In a recent episode of Behind the Ticker, Bob Elliott, co-founder and Chief Investment Officer of Unlimited, discussed t…
26 min75 Years of Growth Investing: What Still Works | Brad Neuman, Alger
In a recent episode of Behind the Ticker, Brad Neuman, Director of Market Strategy and Portfolio Manager at Alger, joine…
36 minCommodity Trader Builds the Perfect Portfolio | Wayne Penello
In a recent episode of Behind the Ticker, Wayne Penello, founder of NextGen EMP, shared the fascinating journey that led…
30 minInside DFA: Evidence-Based ETF Construction | Rob Harvey, Dimensional
In a recent episode of Behind the Ticker, Rob Harvey, Vice President at Dimensional Fund Advisors (DFA), shared his pers…
29 minHorizon's Defined Outcome ETFs for Advisors | Clark Allen
In a recent episode of Behind the Ticker, Clark Allen, Head of ETFs at Horizon Investments, shared his journey from publ…
32 minManaged Futures Made Simple for Advisors | Paisley Nardini, Simplify
In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Paisley Nardini, Vice Pre…
23 minFull Risk Protection ETFs: Calamos' Innovation | Matt Kaufman
In a recent special edition of Behind the Ticker recorded live at the Exchange ETF Conference, Matt Kaufman, Head of ETF…
31 minEnhanced Equity Income: Dividends + Options | Jeff Cullen
In a recent episode of Behind the Ticker, Jeff Cullen, Managing Director at Schafer Cullen Capital Management, sat down…
26 minCurrency-Hedged International Equity | Dan Petersen
In a recent episode of Behind the Ticker, Dan Petersen, Head of Product Management at New York Life Investments, discuss…
23 minInside the Largest ETF Conference | Kirsten Chang, VettaFi
In a recent episode of Behind the Ticker, Kirsten Chang, Director of Editorial and Content at VettaFi, shared insights i…
25 minThe AI Supercycle: A New Way to Invest in AI | Adam Patti
In a recent episode of Behind the Ticker, Adam Patti, founder and CEO of VistaShares, discussed the launch of the VistaS…
31 minETF Stewardship: How Providers Vote Your Shares | Emma Harper
n a recent episode of Behind the Ticker, Emma Harper, a research analyst at Sage Advisory, shared insights from the firm…
32 minProfiting from Index Deletions | Rob Arnott, Research Affiliates
In a recent episode of Behind the Ticker, Rob Arnott, founder and chairman of Research Affiliates, shared insights into…
23 minInflation Protection Through ETF Strategies | John Davi, Astoria PPI
n a recent episode of Behind the Ticker, John Davi, founder and CIO of Astoria Advisors, discussed the firm's latest ETF…
26 minLeveraged Bull and Bear ETFs for Advisors | Mike Loukas
In a recent episode of Behind the Ticker, Mike Loukas, CEO of TrueShares, shared insights into the firm’s journey and th…
28 minGMO's Case for Value in a Growth Market | Catherine LeGraw
In a recent episode of Behind the Ticker, Catherine LeGraw, asset allocation strategist at GMO, shared insights into the…
46 minIndia's Internet Boom: The Next EM Play | Kevin Carter, EMQQ
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 minAI in Finance: What's Real and What's Hype | UT CATT Panel
In a special edition of Behind the Ticker recorded at the UT CATT 2024 Global Analytics Conference, host Brad Roth moder…
29 minActive Natural Resources Investing in an ETF | Al Chu, Man GLG / MGNR
In a recent episode of “Behind the Ticker,” Al Chu, portfolio manager at Man GLG, discussed his role managing the Americ…
27 min351 Exchanges: Tax-Free ETF Conversions | Raymond Holst
In a recent episode of “Behind the Ticker,” Raymond Holst from Practus LLP discussed the intricacies of 351 exchanges an…
25 minWhite-Label ETFs: Launch Without Building | Stevens & Malinowski
In a recent episode of “Behind the Ticker,” Garrett Stevens and Rich Malinowski from Exchange Traded Concepts (ETC) disc…
28 minAuditing ETFs: What Investors Don't See | Brett Eichenberger
In a recent episode of “Behind the Ticker,” Brett Eichenberger from Cohen & Company discussed the intricacies of auditin…
26 minAI-Driven Tactical Allocation: The HTUS ETF | Petra Bakosova
In a recent episode of “Behind the Ticker,” Petra Bakosova from Hull Tactical discussed the unique approach behind the H…
27 minRisk-Managed Income: Bonds + Options | Joe Benoit, Grimes & Co.
In a recent episode of “Behind the Ticker,” Joe Benoit, portfolio manager at Grimes & Company, discussed the firm’s coll…
34 minAll-Cap Value Energy: A Contrarian ETF Play | David Allen
In a recent episode of “Behind the Ticker,” David Allen, CFA and founder of Octane Investments, discussed his background…
28 minSpot Bitcoin and Ethereum ETFs Explained | Federico Brokate, 21Shares
In a recent episode of “Behind the Ticker,” Federico Brokate, Head of U.S. Business at 21Shares, shared insights into th…
29 minHedging Interest Rate Risk: IVOL and BNDD | Nancy Davis
In a recent episode of “Behind the Ticker,” Nancy Davis, founder and CIO of Quadratic Capital, discussed her journey fro…
36 minHow to Launch an ETF: The White-Label Playbook | Mike Venuto
In a recent episode of “Behind the Ticker,” Mike Venuto, co-founder and CIO of Tidal Financial Group, shared insights in…
29 minLeveraged & Thematic ETFs: The Defiance Way | Sylvia Jablonski
In a recent episode of “Behind the Ticker,” Sylvia Jablonski, CEO & CIO of Defiance ETFs, shared her background in finan…
24 minTactical Risk Management for Advisors | James St. Aubin
In a recent episode of “Behind the Ticker,” James St. Aubin, Chief Investment Officer of Ocean Park Asset Management, sh…
39 minThe Insider's Guide to Starting Your Own ETF | Springer Harris
In a recent episode of “Behind the Ticker,” Springer Harris, the author of Get ETF’d: An Insider’s Guide to Starting and…
33 minInstitutional Options Strategies in an ETF | Howard Chan
In a recent episode of “Behind the Ticker,” Howard Chan, founder of Kurv Investment Management, discussed his unique app…
40 minPrecision Fixed Income: Slicing the Bond Market | J. Gallegos
In a recent episode of “Behind the Ticker,” Joanna Gallegos, co-founder of BondBloxx, shares her extensive background in…
30 minThematic ETFs at Scale: 40+ Funds | Taylor Krystkowiak
In a recent episode of “Behind the Ticker,” Taylor Krystkowiak, co-founder of ThemesETFs, shared insights into his caree…
25 minHigh-Conviction Stock Picks in an ETF | Will Rhind, GraniteShares
In a recent episode of “Behind the Ticker,” Will Rhind, founder and CEO of GraniteShares, discussed the innovative appro…
30 minEnergy Infrastructure: The Overlooked Income Play | Tim Kramer
In a recent episode of “Behind the Ticker,” Tim Kramer, founder of CNIC Funds, shares his extensive background in the en…
40 minGlobal Value and Tactical ETFs | Meb Faber, Cambria
In a recent episode of “Behind the Ticker,” Meb Faber, CEO and CIO of Cambria Investments, shares insights into his care…
33 minBuilding a Multi-Strategy Portfolio at WealthTrust | John McHugh
In a recent episode of “Behind the Ticker,” John McHugh, founder of WealthTrust Asset Management, shared his extensive e…
30 minValue Investing Meets ETF Innovation at Bancreek | Andrew Skatoff
In a recent episode of “Behind the Ticker,” Andrew Skatoff, founder of Bancreek, shared insights into his journey and th…
34 minCLOs Demystified: How Structured Credit ETFs Work | Panagram
In a recent episode of “Behind the Ticker,” Danielle Gilbert, head of business development at Panagram, discusses her ca…
31 minSystematic Smart Beta Indexing | Yang Tang, Arch Indices
In a recent episode of “Behind the Ticker,” Yang Tang, co-founder of Arch Indices, discusses his career journey and the…
25 minHow Buffer ETFs Protect Your Downside | Burke Ashenden
In a recent episode of "Behind the Ticker," Burke Ashenden, Head of Capital Markets at Innovator ETFs, delves into the u…
34 minTrend Following: A Turtle Trader's Approach | Jerry Parker
In a recent episode of "Behind the Ticker," Jerry Parker, founder of Chesapeake Capital an industry veteran in trend fol…
31 minReplicating Hedge Fund Returns at ETF Prices | Bob Elliott, HFND
In a recent episode of "Behind the Ticker," Bob Elliott, founder of Unlimited and former employee at Bridgewater Associa…
41 minHow DBMF Replicates Top Hedge Fund Managers | Andrew Beer, iMGP
In a recent episode of "Behind the Ticker," Andrew Beer, an established figure in the hedge fund and ETF industries, sha…
32 minFull Risk Protection ETFs: Calamos' Innovation | Matt Kaufman
In a recent episode of "Behind the Ticker," host Brad delves into the innovative financial products from Calamos with gu…
23 minAcademic Quant Research Applied to Asian Markets | Jason Hsu
In this episode of "Behind the Ticker," host Brad Roth sits down with Jason Hsu, co-founder of Rayliant, to discuss the…
28 minReal Assets and Income: The Westwood MDST Strategy | Greg Reid
The podcast episode of "Behind the Ticker" featuring Greg Reid, the president of Real Assets at Westwood, offers a detai…
25 minGMO's Quality + Value Framework for US Stocks | Kim Mayer, GMO
In this episode of "Behind the Ticker," host Brad interviews Kim Mayer from GMO. Kim has been with GMO for over 18 years…
12 minProShares' ETF Innovation: 30 Years of Firsts | Simeon Hyman
In the latest episode of Behind the Ticker, Brad Roth engages with Simeon Hyman from ProShares, delving into the intrica…
17 minActive Management With 50 Years of Track Record | Dodd Kittsley
In this episode of "Behind the Ticker," Brad Roth engages with Dodd Kittsley from Davis Funds to explore their ETFs and…
23 minEarnings Consistency: Zacks' Stock Picking Factor | Sal Esposito
The episode of "Behind the Ticker" features Sal Esposito from Zacks, focusing on two of their ETFs: ZECP (Earnings Consi…
26 minBuffered ETFs Explained: Downside Protection | Johan Grahn
The podcast episode of "Behind the Ticker," hosted by Brad Roth, features Johan Grahn from Allianz discussing the intrig…
24 minAI-Powered ETFs: Machine Learning Picks Stocks | Weldon Rice
In the episode of "Behind the Ticker," Brad Roth and Weldon Rice from Qraft Technologies discuss the integration of arti…
31 minGBTC to Spot Bitcoin: Grayscale's ETF Evolution | David LaValle
In this episode of "Behind the Ticker," host Brad Roth welcomes David LaValle, a notable figure in the ETF industry and…
29 minUS vs. European ETF Regulation Explained | Riemer & Doyle, K&L Gates
Special Live From Exchange ETF SeriesIn this live and in-person episode of "Behind the Ticker," host Brad Roth welcomes…
49 minValues-Based Investing: The God Bless America ETF | Adam Curran, YALL
Adam Curran shares his background growing up in a household focused on money and his journey to starting his own financi…
31 minThe State of the ETF Industry in 2024 | Todd Rosenbluth, VettaFi
In this conversation, Brad interviews Todd Rosenbluth, an industry veteran and current member of VettaFi. They discuss T…
25 minActive Management at Scale: $25B Fund Goes ETF | Matt Barry
The guest on this episode of the "Behind the Ticker" podcast was Matt Barry, head of product management and ETF capital…
38 minSpace and Infrastructure ETFs That Work | Andrew Chanin, ProcureAM
In this episode, we are joined joined by Andrew Chanin, Co-Founder and CEO of ProcureAM. They discuss Andrew's backgroun…
34 minMonopolies and Oligopolies: The TOLL ETF | Yuri Khodjamirian
In this episode of Behind the Ticker, Brad invites Yuri Khodjamirian, CIO at Temma Capital Management, to discuss their…
25 min30 Years of SMID Cap Alpha: What Still Works | Ragen Stienke
Ragen Stienke, founder of Ballast Asset Management, joined the Behind the Ticker podcast to discuss his 30+ years of exp…
34 minCommodity Hedging in an ETF: The Harbor Approach | Steve Cook
Episode 23 of Behind the Ticker features guest Steve Cook, Head of ETFs at Harbor Capital Advisors. Join us as we discus…
43 minTechnical Analysis in ETFs: The TACK Strategy | Katie Stockton
In this episode of Behind the Ticker, we sit down with Katie Stockton, founder and managing partner of Fairlead Strategi…
27 minHigh-Conviction Stock Picks in an ETF | Will Rhind, GraniteShares
Join us for an insightful episode as we dive into the fascinating world of Exchange-Traded Funds (ETFs) with a true indu…
36 minInside ETF Market Making: How Liquidity Works | Paul Weisbruch, GTS
In Episode 20, we feature Paul Weisbruch from GTS, a prominent player in the financial industry. GTS specializes in trad…
33 minAI for RIA Portfolio Management | Kyle Wiggs, UX Wealth
In Episode 19, we welcome Kyle Wiggs, the founder and CEO of UX Wealth Partners, a platform known for its utilization of…
30 minUS Quality Kings: Quality Investing Redefined | Davi & Tedesco
In Episode 18, we're joined by John Davi and Frank Tedesco from Astoria Advisors, who have just introduced their second…
42 minPlant-Based Investing: Food Revolution ETF | Elysabeth Alfano
Episode 17 showcases Elysabeth Alfano, an influential figure in the world of food systems transformation. She is the fou…
46 minFrom Quantum Physics to ETF Innovation | Ryan Pannell, Kaiju
Introducing Ryan Pannell, CEO of Kaiju ETF Advisors. Ryan Pannell is the focus of Episode 16, where he talks about his j…
33 minGlobal SMID Cap: Finding Value Outside the US | Alejandro Garza
Episode 15 of Behind the Ticker features Alejandro Garza, the Founder and Portfolio Manager of Aztlan Equity Management.…
30 minThe Global Music Industry ETF | David Schulhof, MUSQ
Episode 14 features David Schulhof the CEO and Portfolio Manager of MUSQ, The Global Music Industry ETF. David is an Ame…
40 minActive Hedge Fund Strategy in an ETF | Adam Eagleston, FORH
Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active…
44 minGoals-Based Investing for Advisors | Neil Azous, Rareview RSEE
In this Episode we talk with Neil Azous founder of Rareview Capital. Rareview Capital works with advisors to help develo…
42 minTactical Risk Management Since 1986 | John Forlines
Episode 11, features John Forlines III, the Chief Investment Officer of Donoghue Forlines. Donoghue Forlines is a tactic…
41 minInflation Protection Through ETF Strategies | John Davi, Astoria PPI
In Episode 10, we welcome John Davi, the Founder of Astoria Advisors. Astoria Advisors maintains a variety of strategies…
40 minRisk-On/Risk-Off Rotation: The RORO Strategy | Michael Gayed
Welcome to episode 9 of Behind the Ticker. In this episode, our special guest is Michael Gayed, the portfolio manager of…
47 minThe First Blockchain ETF: How BLOK Captured Crypto | Mike Venuto
Welcome to episode 8 of Behind the Ticker. In this episode, our special guest is Mike Venuto, the portfolio manager of $…
27 minBlackSwan ETFs: Hedged Equity for Any Market | Dan Cupkovic, Cerity
Introducing Dan Cupcovic, the Portfolio Manager behind BlackSwan's strategy. Discover how this partner at Cerity Partner…
31 minThe HNDL ETF: A Billion-Dollar Income Strategy | David Cohen
In episode 6, we speak with David Cohen the Co-Founder of the HANDLS Indexes. David is an industry veteran and has been…
31 minInvesting in Generative AI: The CHAT ETF | Dave Mazza, Roundhill
Welcome to episode 5, where we hear from Dave Mazza, the Chief Strategy Officer for Roundhill Investments. Dave talks ab…
40 minHow White-Label ETF Platforms Work | Garrett Stevens, ETC
Episode 4 of Behind the Ticker features a conversation with Garrett Stevens, founder of Exchange Traded Concepts (ETC).…
37 minAdaptive Risk Parity: A Systematic Approach | Daniel Snover, ARP
Welcome to episode 3, where we hear from Daniel Snover, the founder of PMV Capital and portfolio manager of the ARP ETF…
38 minWomen-Led Companies: The WCEO ETF | Patricia Lizarraga, Hypatia
In this episode, host Brad Roth interviews Patricia Lizarraga, CEO of Hypatia Capital and portfolio manager for WCEO, an…
45 minA Contrarian ETF: Betting on 'Bad' Stocks | Tommy Mancuso
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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