Behind the Ticker
af Brad Roth
Seneste episode
A Couple Retiring Today Needs $600,000 for Healthcare | Adam…
A Couple Retiring Today Needs $600,000 for Healthcare | Adam…
Om denne podcast
Behind the Ticker is hosted by Brad Roth, Founder & CIO of THOR Financial Technologies, a systematic investment firm with ETFs listed on the NYSE. Each week, Brad sits down with the sharpest minds in ETFs, asset management, and wealth technology — fund managers, CIOs, and the entrepreneurs building the next generation of investment products. From managed futures to structured credit, from factor investing to full downside mitigation — no topic is off limits. Brad also publishes The Signal, a daily market research brief for advisors and allocators. New episodes every week.
Episoder
De nyeste 20 af 133 episoder
- A Couple Retiring Today Needs $600,000 for Healthcare | Adam Schenck, Milliman · 28 min.Adam Schenck joined Milliman as an intern in 2005 while earning his master's in financial mathematics at the University of Chicago. He became the first trader in the firm's…
- Private Credit Exposure Without the Lockups | Mike O'Brien, Hilton Capital · 23 min.Mike O'Brien started his career in Chapter 11 restructuring at FTI Consulting, moved to sell-side equity research at Wolfe Research covering spin-offs and special situations, and…
- The $7 Trillion Market Most Advisors Can't Actually Access | Chris Getter, Simplify · 22 min.Chris Getter started his career in US high yield at Fidelity in the mid-1990s before transitioning into emerging markets just in time for the Asia currency crisis and the Russian…
- Why Producers Fell From 35% of the S&P to 5% — And What It Means for Portfolios | Doug Daly, Core Commodity · 29 min.Doug Daly joined Core Commodity Management straight out of Johns Hopkins, where he studied physics and applied mathematics, and is now a managing director and portfolio manager…
- The Only ETF Holding Kalshi and Polymarket | Paisley Nardini, Tema ETFs · 29 min.Paisley Nardini is back on Behind the Ticker for her second appearance, this time in a new role. At the beginning of September 2026, she joined Tema ETFs as Head of Investment…
- Why 80% of US Startups Are Now Running on Chinese AI Models | Kevin T. Carter, EMX ETFs · 34 min.Kevin T. Carter is back on Behind the Ticker for his second appearance. He started his career at Robertson Stevens in 1992, has collaborated with Princeton economist Burt Malkiel…
- Values-Based Investing Isn't ESG — Here's What It Actually Is | Bob Doll, Crossmark · 20 min.Bob Doll has spent 40 years managing US large cap equities — as Chief Equity Strategist at Nuveen, CIO of US Equity at BlackRock, and now as CEO and CIO of Crossmark Global…
- The ETF That Invests in What Made Billionaires Rich — Not What They Buy Now | Andrew Skatoff, Bancreek Capital · 25 min.Andrew Skatoff is back on Behind the Ticker for his second appearance. Since he last sat down with Brad, Bancreek Capital has grown to approximately $300 million across four…
- Getting 5% Yield With Half the Volatility | Jeff Klingelhofer, Aristotle Pacific · 33 min.Jeff Klingelhofer spent the early part of his career at Pimco — Newport Beach, Tokyo, and London — before an MBA at the University of Chicago and a summer at a five-person hedge…
- Innovation as a Core Allocation, Not a Satellite | Anthony Caruso, Nomura Asset Management · 24 min.Anthony Caruso is Head of Product and Strategy for Nomura Asset Management's US ETF platform — a business that launched in late 2023, now runs nine funds with just over a billion…
- Why the Real AI Bottleneck Isn't Compute | Howard Chan, Kurv Investment Management · 33 min.Howard Chan is back on Behind the Ticker for his second appearance, celebrating almost exactly the two-year anniversary of KQQQ — Kurv Investment Management's first ETF. When…
- The Value ETF That Kept Pace With Growth — Without Owning a Single Mag Seven Name | Mannik Dhillon, Victory Capital · 28 min.Mannik Dhillon is President of Investment Franchises and Solutions and Head of ETFs at Victory Capital — a firm that manages a lineup of independent investment boutiques under a…
- Built for the Retiree Who Can't Afford a 30% Drawdown | Raymond Bridges, Bridges Capital · 33 min.Raymond Bridges founded Bridges Capital in 2018 after years at Wells Fargo, building his practice around a demographic reality he sees every day in South Florida — retirees who…
- Real Small Cap Value Exposure | Elena Khoziaeva, Bridgeway · 31 min.Elena Khoziaeva is Co-CIO of Bridgeway Capital Management — a boutique systematic investment firm founded in Houston with a long history of factor-based investing and one of the…
- Turning Down $1 Billion in Flows to Protect Retail Investors | Eva Ados, ERShares · 28 min.Eva Ados is Partner, COO, and Chief Investment Strategist at ERShares — a firm built on decades of academic research by founder Dr. Joel Schulman into what makes entrepreneurial…
- Why Your Emerging Markets ETF Isn't Actually Diversifying You | Young Jae Lee, Pictet · 26 min.Young Jae Lee is a Senior Investment Manager at Pictet Asset Management — a Geneva-based firm founded in 1805, still owned by its managing partners 220 years later, and one of…
- The Space ETF Built to Let the Winners Win | Nick Frasse, Van Eck · 29 min.Nick Frasse spent five years on Van Eck's internal wholesaler desk before making the uncommon move from sales into product management. He now covers the firm's thematic ETF…
- Why 4% of Stocks Drive 100% of Returns — And How to Own Them | Keith Fitz-Gerald, One Bar Ahead · 34 min.Keith Fitz-Gerald has spent 45 years as a global investor, researcher, and strategist — starting at Wilshire Associates, building One Bar Ahead from a yellow pad in his dining…
- The First Autism Impact ETF — and 100% of Profits Go to the Cause | Sylvia Jablonski, Defiance ETFs · 23 min.Sylvia Jablonski is the CEO of Defiance ETFs — a firm that's grown from a handful of products in 2018 to over $13 billion in AUM across 80-plus ETFs, with launches happening on a…
- Stacking the Odds to 93%: Inside a Non-Directional Income Strategy | Carter Worth, Worth Charting · 29 min.Carter Worth spent 35 years on Wall Street — Value Line, Donaldson Lufkin & Jenrette, and a long series of major sell-side seats — before founding Worth Charting in 2021 to serve…
