About these summaries
Octagon has summarized 68 episodes of ETF Prime published between Jul 29, 2025 and Nov 11, 2026. The companies discussed most often are VettaFi, SS&C ALPS Advisors and SpaceX. Frequent guests include Cinthia Murphy, Todd Rosenbluth and Paul Baiocchi. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned tickers
- STT 5
- GS 3
- SSNC 3
- BLK 2
- JPM 2
- MS 2
Most-mentioned companies
- VettaFi 37
- SS&C ALPS Advisors 6
- SpaceX 4
- Vanguard 4
- Bloomberg 3
- Goldman Sachs 3
- State Street 3
- State Street Investment Management 3
- Anthropic 2
- ARK Invest 2
- Corgi 2
- Defiance 2
- Fidelity Investments 2
- Franklin Templeton 2
- Morgan Stanley 2
Frequent guests
- Cinthia Murphy 10
- Todd Rosenbluth 9
- Paul Baiocchi 7
- Roxanna Islam 7
- Kirsten Chang 4
- Stacey Morris 3
- Zeno Mercer 3
- Ben Johnson 2
- Craig Ebeling 2
- Eric Balchunas 2
- Matt Bartolini 2
- Paul Marino 2
Episodes
- Inside the Latest iShares ETF Trends with BlackRock’s Jay Jacobs
BlackRock’s Jay Jacobs says iShares is seeing broad ETF demand across the platform, but especially in “precision” exposures and risk-managed strategies.
- Anthropic IPO & Bitcoin DRIP ETFs
The episode centers on two frontiers in ETF product design: pre-IPO exposure and Bitcoin integration.
- Baird Strategas’ Todd Sohn on ETFs: What’s New and What’s Next
The episode centered on two growth areas in ETFs: autocallable income products and the broader rush of new ETF launches.
- The AI Trade: Opportunity, Risk & What Comes Next
The episode centers on two linked questions for ETF investors: whether the AI trade can justify the capital flooding into it, and how a higher-inflation, higher-rate market…
- SEC’s Brian Daly Provides an Update on Novel ETFs
The episode focused first on the SEC’s effort to gather feedback on so-called novel ETFs, including products tied to prediction markets, leverage, single stocks, crypto, private…
- The ETF Stories to Watch for the Rest of 2026
The episode centered on four big ETF themes for the rest of 2026: regulatory scrutiny of 351 exchanges, the SEC’s inquiry into novel ETF structures, the rise of sports-linked…
- Buffer ETFs, Income Strategies & Electricity Futures
AllianceBernstein’s Ben Sklar argued that buffer ETFs are designed to simplify defined-outcome investing by internalizing the calendar management, downside protection, and upside…
- Inside VettaFi’s Acquisition of RAFI Indices with Tom Hendrickson & Rob Arnott
TMX VettaFi’s acquisition of RAFI Indices was framed as a culture-first deal that extends VettaFi’s indexing platform rather than a standalone M&A play.
- Record ETF Inflows, Industry M&A, and the Launch of a New Exchange
The episode opened with a broad look at ETF industry trends: overall inflows are already around $1.43 trillion and on pace to break last year’s record, while fixed income ETFs…
- Bloomberg’s Eric Balchunas on the Index Fund That Changed Investing
The episode centers on the 50th anniversary of Vanguard’s first index fund and argues that its biggest legacy was not just indexing, but the mutual ownership structure Jack Bogle…
- Currency Hedging & Navigating Global Markets Through ETFs
The first half focused on a large international equity ETF with a 50% currency hedge and why the host thinks it has become a timely core holding.
- The State of Crypto ETFs & SEI’s ETF Growth
Roxanna Islam argues that the recent crypto rebound is being driven by a mix of macro, regulatory, and flow catalysts rather than a single headline.
- ETF Action’s Mike Akins on Goldman’s NEOS Deal, NHL Futures ETFs, Crypto & More
The host and Mike Akins focused first on Goldman Sachs’ planned acquisition of Neos Investments, a deal valued at up to $2.25 billion.
- ETF Prime
The episode split between two ETF themes: nuclear infrastructure and precious metals.
- Vanguard’s Perspective on Fixed Income and J.P. Morgan’s Guide to ETFs
Vanguard’s fixed income view centered on a simple argument: investors are being paid well enough in high-quality bonds to move out of cash and short-duration vehicles, even if…
- Alternative ETFs, Flows, and State Street’s New Nasdaq-100 ETF
Alternative ETFs are drawing renewed attention because investors are worried about concentration in large-cap U.S. stocks, high valuations, and the possibility that stocks and…
- ETF Regulation, Innovation, and What's Next
The episode centered on the tension between ETF innovation and investor protection.
- Record ETF Inflows, New Nasdaq-100 Competition, and SoFi's ETF Strategy
ETF flows have already surpassed $1 trillion in 2026, and Todd Rosenluth said that milestone shows how completely ETFs have become the default vehicle for investors.
- Cambria’s Meb Faber: Investing in America and the Lessons of Market History
Meb Faber says his new book, Investing in America: The Rise of a 250-Year Bull Market, is meant to be a visual, history-driven guide to long-term investing, not just a market book.
- Leveraged SpaceX ETFs & Mid-Year Industry Check-In
The host opened with the first half’s big ETF milestones: U.S.-listed ETF assets reached about $15.5 trillion, year-to-date inflows already topped $1 trillion, and the industry…
- SpaceX, AI, and ETF Opportunities
The episode centered on how the recent SpaceX IPO and the expected public debuts of OpenAI and Anthropic are reshaping both market sentiment and ETF design.
- Goldman’s ETF Playbook & Corgi’s Record-Breaking Launch Strategy
Goldman Sachs Asset Management is using ETFs as a broad client-solutions platform, not just a wrapper for passive exposure.
- Autism Impact Investing, Quantum ETF, and Dynamic Allocation
Defiance ETFs used the show to frame two very different thematic products: the new Defiance Autism Impact ETF (ASD) and the much larger Defiance Quantum ETF (QTUM).
- Top ETF Launches of the Decade & Morgan Stanley’s ETF Strategy
The episode opens with a countdown of the 10 most successful ETF launches of the past decade, measured by today’s assets.
- Fast-Tracked IPOs, Prediction Markets & Preferred Securities
The episode focuses first on how index providers are adapting to a market where major companies stay private longer and then list at much larger valuations.
- ETF Prime Special Edition: Inside DRAM’s Race to $10 Billion
Dave Mazza says Roundhill’s DRAM ETF was built around an underappreciated gap in the market: direct, precise exposure to memory stocks tied to AI infrastructure rather than a…
- ETF Trends and the Rise of Managed Futures
ETF flows are running at a record pace, with the host and Todd Rosenbluth discussing how the industry has already taken in more than $750 billion and could still challenge $2…
- The UFO ETF, SpaceX, and AI Infrastructure Plays
The episode centered on two related themes: the surge of interest in the Procure Space ETF (UFO) and the widening set of investment opportunities tied to AI infrastructure.
- From AI to Healthcare Inflation: A New Wave of ETFs
The episode covers a fast-moving batch of new ETF launches, with the host and an analyst focusing on AI infrastructure, memory, rare earths, space, crypto, factor investing, and…
- Behind the ETFs: VFLO, TTEQ, and the Strategies Driving Them
The host’s first discussion centered on Victory Capital’s free cash flow ETF suite, led by VFLO, and the case that free cash flow is a better way to identify both quality and…
- Iran, Energy, and the Evolution of ETFs
The episode first focused on how the Iran conflict has affected energy markets and ETFs.
- DUSA Tops $1B, DRAM Takes Off, Ticker Payday & More
Chris Davis argued that markets are pricing through a remarkable mix of uncertainty and complacency: inflation, rates, geopolitics, and AI disruption are all in play, yet…
- Q1 ETF Flow Trends & Next Evolution Options Strategies (NEOS)
ETF flows hit a record in the first quarter of 2026 even as major stock indexes fell, with total industry inflows above $460 billion.
- Inside One of the Most Successful ETF Launches Ever
Defense ETFs have expanded quickly, with roughly 22 funds in the category, about $42 billion in assets, and about $9 billion of net inflows this year.
- Rethinking Sector ETFs & Baron Capital’s ETF Debut
VanEck’s Michael Coich argued that traditional sector ETFs can misstate sector exposure because U.S. diversification rules cap concentration in single stocks.
- ETF Prime: Live from Exchange!
The episode centers on the ETF industry’s biggest themes coming out of Exchange in Las Vegas: Dimensional’s rapid ETF growth, the push toward ETF share classes, and the explosion…
- Rob Arnott on Market Valuations, AI, and the RAFI Approach
Rob Arnott argued that recent geopolitical shocks, tariff fears, and the Iran conflict are best understood as catalysts for market inefficiencies rather than reasons to assume a…
- Prediction Market ETFs and the Future of Sports Investing
The episode centered on two attempts to package unconventional exposure into ETFs: prediction market contracts and live sports/entertainment assets.
- Leveraged ETFs and Retail’s Rise, Plus a $20B Issuer Growth Story
Trader ETFs has built a fast-growing leveraged and inverse lineup by targeting self-directed traders rather than traditional advisors.
- ETF State of the Union with Fidelity’s Craig Ebeling
International equity ETFs are drawing record inflows as investors respond to a weaker U.S. dollar, cheaper valuations, and better earnings trends abroad.
- Active Small-Cap Investing & Factor-Based ETFs
The first conversation centers on Acuitas Investments’ launch of the Acuitas Small Cap Active ETF, AIMS, and why the firm chose a multi-manager structure for a strategy focused…
- Five ETF Flow Stories and a Closer Look at Private Credit
ETF flows remain strong in 2026, with the host and Todd Rosenbluth saying the industry is on pace for another massive year of net inflows after a record 2025.
- 351 Exchanges, Thematic Investing, and Leveraged ETFs
The host framed 351 exchanges as a fast-growing way for investors with concentrated appreciated stock positions to diversify into an ETF without triggering an immediate tax bill.
- Early Grades on 2026 ETF Predictions & Key Market Themes to Watch
The host and a guest graded five 2026 ETF predictions and argued that the year may favor consolidation, smart-beta-style equity tilts, crypto index products, international…
- Astoria’s 10 ETFs for 2026 and Vanguard’s Approach to Active Equity ETFs
John Davi argued that 2026 favors a broader, more diversified portfolio than a pure U.S. large-cap growth bet.
- Your Perfect Portfolio: A Conversation with Discipline Funds’ Cullen Roche
ETF Prime opens with a 2025 market recap and a look at the ETF industry’s record inflows, then shifts to the main interview with Cullen Roche, founder and chief investment…
- Top Market & ETF Stories to Watch in 2026
Veteran advisor survey data showed a notably bullish stance heading into 2026.
- ETFs 2025 Wrapped with Morningstar’s Ben Johnson
ETF assets reached $13.2 trillion, or 37% of combined mutual fund and ETF assets, and Ben Johnson argued that 2025 mostly extended long-running secular trends rather than…
- Horizon Enters, Fidelity Enhances
Horizon’s head of product said the firm entered ETFs in January to fill specific gaps it saw in the market and to support its model portfolio business.
- Vanguard’s Crypto ETF Access, Goldman’s ETF Deal, 5x Leverage Pushback & More
The episode focused first on a wave of ETF industry developments: Vanguard’s decision to open brokerage access to spot crypto ETFs, Goldman Sachs’ $2 billion acquisition of…
- Inside Aptus’s Launch of the Lowest-Cost Buffer ETFs
The episode opens with a look at energy ETFs and the sector’s mixed year: XLE is up about 7% year to date, but oil is down almost 20% and the broader market has pulled ahead.
- ETF Trends, Fixed Income Opportunities, and the Value of Active Management
Greg Stumm framed American Beacon Partners as a behind-the-scenes platform that helps boutique managers scale through manager identification, product optimization, and client…
- ETF Milestones, Top Stories, & What’s Ahead
ETF inflows have already exceeded last year’s record of $1.15 trillion, with assets around $13 trillion and October setting a monthly record near $170 billion.
- An ETF Tour with Bloomberg’s Eric Balchunas
Eric Balchunas argued that the ETF industry is becoming more fragmented, more inventive, and more dependent on revenue-rich niches.
- ETF Trades: What Has and Hasn’t Worked in 2025
The episode focused on two themes in the ETF market: which trades have worked in 2025, and which newly launched products are trying to capitalize on those trends.
- Innovation in ETFs: From Crypto to Autocallables
Franklin Templeton said it has already surpassed its public goal of $50 billion in global ETF assets, up from a little over $30 billion roughly a year earlier, and the guest…
- Inside the Gold Rush with State Street’s Global Head of Gold Strategy
The host opened with two themes: Vetify’s indexing business and the surge in gold.
- The Future of ETFs: Multi-Share Classes, Crypto, and More
The episode focused on three ETF industry shifts: the SEC’s approval of multi-share classes, faster approval pathways for spot crypto ETFs, and the huge year-to-date run in gold…
- GraniteShares' Will Rhind on Rise of Options-Based ETFs
AI ETF demand is still in the early stages, but the market is already rewarding funds tied to the theme.
- The AI Investment Thesis & ETF Income Playbook
The episode opens with the rapid rise of the Dan Ives Wedbush AI Revolution ETF, ticker IVES, which launched in June and quickly grew past $750 million in assets.
- ETF Market Check-In 2025: Flows, Top Stories & What’s Next
ETF flows were extraordinarily strong through the first three quarters of 2025, with the host and a guest pointing to $845 billion in year-to-date inflows and nearly $300 billion…
- Managing Risk, Capturing Growth: ETF Strategies from WEBs and Alger
Webs Investments’ Ben Fulton argued that investors do not have to choose between risk management and equity upside.
- Compoundr ETFs, Closures, and “ETFs Going Hollywood”
The episode focused first on the rise of “ETFs going Hollywood,” where well-known managers and market personalities are using their brands to launch actively managed or…
- ETF Trends and Market Insights with J.P. Morgan & Nasdaq
J.P. Morgan Asset Management is using its ETF platform to push active management across both equities and fixed income, and Travis Spence says that focus is driving the firm’s…
- Multi-Share Classes & the Road Ahead for ETFs
The episode centered on the pending multi-share class structure, where more than 70 fund companies have filed to offer an ETF share class of an existing mutual fund, or the…
- Fueling the Future: ETFs, Energy, and AI
Energy has lagged the broader market this year because oil has been pulled in conflicting directions by tariffs, OPEC+ supply increases, geopolitics, and seasonally softer demand.
- Fundstrat’s Tom Lee: GRNY’s Success & Ethereum’s Future
The episode centered on what is driving ETF launch success since the start of 2024, with the host and an analyst arguing that crypto, income strategies, and distribution-heavy…
- Unlimited’s Bob Elliott on Making Hedge Fund Strategies More Accessible
The host first walks through several ETF market developments, starting with Invesco’s proposal to convert QQQ from a unit investment trust into an open-ended fund.
ETF Prime, its episodes and artwork belong to Nate Geraci. Octagon is not affiliated with the show; these pages are independent summaries.
