Jeff gets the breakdown on anti-woke ETFs from Bloomberg's senior ETF analyst, Eric Balchunas. Together they dive deep into what these funds entail and which companies they're investing in, and ponder the question, is bringing politics into investing a good idea?
In this episode, you’ll hear about:
Related article: https://www.bloomberg.com/authors/ADUgYkp2OlE/eric-balchunas
Guest Bio:
Eric Balchunas is senior ETF analyst at Bloomberg. In this role he writes research, articles and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. He also appears in a weekly on-air segment for Bloomberg TV and Radio called "Exchange-Traded Friday" in which he discusses different ETFs and the way investors can utilize them.
He is author of "The Institutional ETF Toolbox," which was published by Wiley in March 2016. The book is at once a primer on ETFs that both novices and professionals can understand as well as a guide to doing proper due diligence on the fast-growing world of ETFs. The book is available on Amazon.com and most other places books are sold.
Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
