Jeff takes the pod solo, interviewing the founder and president of The ETF Store, Nate Geraci, about the nuances of single-stock ETFs. Nate talks about how we got to this point, how the newly released ETFs that invest in a single security work, and who they work for.
Guest Bio:
Nate Geraci is chairman and president of The ETF Store, an ETF-focused registered investment advisor providing comprehensive wealth management. Nate also hosts the weekly podcast “ETF Prime” and offers ETF perspectives at The ETF Educator blog.
Nate has contributed to major financial media outlets including The Wall Street Journal, CNBC, Investor’s Business Daily, and Money Magazine, and has appeared on Bloomberg Radio and TV. He earned both his undergraduate degree in business administration and his MBA from the University of Kansas.
Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.
Bruce this week chats with Jason Kephart, Morningstar analyst and former InvestmentNews reporter, about the state of the alternative investment industry, including new developments at the fund tracker.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
