Anti-woke ETFs

Episode 77

Episode Summary

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?

Episode Notes

In this episode, you’ll hear about: 

  • What do these funds entail — which companies are they investing in?
  • The MAGA ETF
  • Is bringing politics into investing a good idea?
  • Anti-woke vs. ESG performance

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.

Recent episodes
  • Episode 214
  • Sep 11, 2026

With Schwab and Altruist in the news, there’s lots happening in RIA custody world

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?

With Schwab and Altruist in the news, there’s lots happening in RIA custody world
  • Episode 213
  • Aug 21, 2026

What’s new with Robb Baldwin and TradePMR?

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?

What’s new with Robb Baldwin and TradePMR?
  • Episode 212
  • Aug 04, 2026

Stop building for someone else: A guide to enterprise value

Learn how independent advisors can move beyond income and build a wealth management practice worth owning

Stop building for someone else: A guide to enterprise value
  • Episode 211
  • Jul 30, 2026

What’s new with FINRA enforcement?

Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.

What’s new with FINRA enforcement?