72 episodes

On the ETF Experience Podcast, we’ll take you behind the scenes of the asset management industry to talk investing, best practices, and how to build better portfolios. Brought to you by the team at Exponential ETFs and host Phil Bak.

The ETF Experience Exponential ETFs

    • Investing

On the ETF Experience Podcast, we’ll take you behind the scenes of the asset management industry to talk investing, best practices, and how to build better portfolios. Brought to you by the team at Exponential ETFs and host Phil Bak.

    David Kotok - Cumberland Advisors (EP.72)

    David Kotok - Cumberland Advisors (EP.72)

    Phil sits down with the legendary David Kotok for an outdoor conversation during Inside ETFs about David’s career, investment principles, Cumberland Advisors and the state of the economy. Conversation highlights:

    Launching Cumberland just before the oil shock and energy crisis of the 1970’s
    How David utilizes behavioral finance, quantitative modeling, economics, history and philosophy in his practice
    The case for equal weight equities
    The compounding value of writing market commentary and research
    Reflections on a storied career, and the current state of the market
    Camp Kotok

    • 40 min
    Justin Castelli & Taylor Schulte – Growth Community (EP.71)

    Justin Castelli & Taylor Schulte – Growth Community (EP.71)

    Taylor Schulte, Founder of Define Financial, and Justin Castelli, Founder of RLS Wealth Management sit down with Phil at Inside ETFs to talk about their joint initiative, the Advisor Growth Community. Conversation highlights:

    Mindset of collaboration rather than competition
    Marketing and content generation
    How to effectively grow a financial advisor business
    Growth tactics for a better and healthier life, beyond the business
    Social media return on investment and which platforms to focus on
    Integrating technology into financial planning and advisory

    • 37 min
    Larry Swedroe – Factors & Retirement (EP.70)

    Larry Swedroe – Factors & Retirement (EP.70)

    Phil is joined by Larry Swedroe to talk about factor investing and Larry’s new book, Your Complete Guide to a Successful and Secure Retirement. The conversation highlights include:

    How Larry got exposure early in his career
    600 factors identified beyond Fama French
    Popularity versus crowding effects in ESG and Low Vol factors
    Larry’s Rubber Band Theory and how it relates to the value factor
    The Lottery Effect and its impact on the Size Factor
    Planning for retirement & Larry’s new book

    • 27 min
    Daniel McCabe – Active Non-Transparent (EP.69)

    Daniel McCabe – Active Non-Transparent (EP.69)

    Daniel McCabe, CEO of Precidian Investments joins Phil to talk about his career in trading and product development and to discuss Precidian’s solution for non-disclosed actively managed ETFs. They discuss:

    How Dan’s career got started
    Running a market-making firm on the Amex
    Developing CurrencyShares
    Phantom shorts
    ADR-plus and currency hedging
    How ActiveShares works
    The SEC approval process
    What to expect from active ETFs in the future

    • 35 min
    Godfrey Aguwa Jr. & Michael Randall – Detroit Invests in You: Part 2 (EP.68)

    Godfrey Aguwa Jr. & Michael Randall – Detroit Invests in You: Part 2 (EP.68)

    In a double episode focused on financial literacy and impact investing in Detroit, Phil is first joined by Godfrey Aguwa Jr. to learn about DCU NextGen, how Godfrey got involved in teaching financial literacy, and the impact of Godfrey’s Lemonade Day initiative in Washtenaw County, MI. That conversation is followed up by Michael Randall from the American Heart Association who explains the purpose of impact investing and how it can make a difference in the areas of health, financial education and more.

    To learn more about DCU Next Gen please visit: https://dcunextgen.org/
    To learn more about the American Heart Association please visit: https://www.heart.org/

    • 36 min
    Dr. Forrest Morgeson – Customer Satisfaction (EP.67)

    Dr. Forrest Morgeson – Customer Satisfaction (EP.67)

    Dr. Forrest Morgeson, Director of Research at the American Customer Satisfaction Index joins the show to define customer satisfaction and talk about the quantitative process employed by the ACSI to measure it.
    • Intangible vs tangible assets
    • How to measure customer satisfaction
    • Managing statistical noise
    • Quantifying the value of a satisfied customer
    • Quantifying elasticities and impact on stock prices
    • Measuring citizen satisfaction on behalf of governments

    • 33 min

Customer Reviews

ChampTCTC ,

Love this podcast

Really smart and interesting show with a focus on ETFs and investing.

Nuwanda Dalton ,

Wonderful

Really, really good. Investing, entrepreneurship, life.

jtkuhlman ,

Interesting and informative

Great insights and information from industry pros. I always learn something! I also like the final question about challenges the guest has overcome.

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