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The ETF Experience

Feb 17, 2020

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...

Feb 10, 2020

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...

Feb 3, 2020

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...

Jan 28, 2020

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...

Jan 22, 2020

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...