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Artwork for Behind the Ticker

Behind the Ticker

Brad Roth
Etfs
Fixed Income
Acuitas Investments
AIMS
Humanoid Robotics ETF
Small Cap Market
QDPL
Reits
Housing Market
Baron Capital
Cap-Weighted Indexing
SILJ
Themes Etfs
Relative Sentiment
Managed Futures
Tema Etfs
Direxion
Amplify Etfs
Avery & Company
AVRY

Behind the Ticker is hosted by Brad Roth, Founder & CIO of THOR Financial Technologies, a systematic investment firm with ETFs listed on the NYSE. Each week, Brad sits down with the sharpest minds in ETFs, asset management, and wealth technology — fund managers, CIOs, and the entrepreneurs building the next generation of investment products. From managed futures to structured credit, from factor i... more

PublishesWeeklyEpisodes113Founded3 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Behind the Ticker

Latest Episodes

Mike Willis has spent 25 years on Wall Street — Smith Barney, Paine Webber, UBS — before founding Cyber Hornet ETFs to do two things that traditional asset management still hasn't done well: offer a founder-run alternative to the index giants that do... more

Jerry Prior has spent nearly thirty years at Mount Lucas Management — a firm with roots in Commodities Corp, the legendary firm that launched Paul Tudor Jones, Louis Bacon, and the broader managed futures and global macro industry. Mount Lucas built ... more

Jon Clements built his career in equity research at Goldman Sachs, JP Morgan, and Guggenheim before co-founding Market Desk Research with his brother Matt in 2020. What started as a research and model portfolio platform serving 200 of the largest wea... more

Matt Camuso spent over a decade helping the industry's biggest asset managers enter the ETF wrapper — at State Street, JP Morgan, and BNY — before joining Baron Capital to do it from the inside. Baron is a firm with over 40 years of active management... more

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Recent Guests

Jerry Prior
COO and Senior Portfolio Manager at Mount Lucas
Mount Lucas
Episode: A Forty-Year-Old Index That Still Outperforms in a Crisis | Jerry Prior, Mount Lucas
Jon Clements
Co-founder of Market Desk Research / Market Desk Indices
Market Desk Research / Market Desk Indices
Episode: Why Most Momentum Funds Are Looking at the Wrong Data | Jon Clements, Market Desk
Matt Camuso
Executive at Baron Capital
Baron Capital
Episode: 40 Years of Active Management, Now in an ETF | Matt Camuso, Baron Capital
Yuri Khodjamirian
Executive at Tema ETFs
Tema ETFs
Episode: SpaceX in an ETF — Here's How They Did It | Yuri Khodjamirian, Tema ETFs
Steve Laipply
Global co-head of iShares fixed income ETFs at BlackRock
BlackRock
Episode: The Entire US Bond Market in One Ticker | Steve Laipply, BlackRock iShares
Bill Birmingham
Research lead and product innovator at REX
REX
Episode: The Only Pure Play Drone ETF on the Market | Bill Birmingham, REX Shares
Mo Sparks
Chief Product Officer, Direxion
Direxion
Episode: $55B Built on Tools for Traders | Mo Sparks, Direxion
Chris Tessin
Executive/portfolio manager at Acuitas Investments
Acuitas Investments
Episode: The Multi-Manager ETF Built for Small Cap Alpha | Chris Tessin, Acuitas Investments
Sean Avery
Founder and CIO of Avery & Company
Avery & Company
Episode: Building a Thematic ETF Around Where the World Is Headed | Sean Emory, Avery & Company

Host

Brad Roth
Host of Behind the Ticker, Founder & CIO of THOR Financial Technologies

Reviews

5.0 out of 5 stars from 12 ratings
  • Great Approach to a Podcast

    I just found this the other day, one of the funds I own (manager) poped up here. It's a great podcast to give you some insight to look into some ETF's... Great Listen!

    Apple Podcasts
    5
    Jay Hopkin
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Great for staying updated on niche ETF themes and product development
Strong guest lineup focused on fund structure and strategy
Clear, data-driven discussions that translate to client portfolios
Well-researched ETF insights with practical takeaways for advisors

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#104
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Efficient Growth: Quality and Momentum | Seth Cogswell
Q: Where does RUNN fit in a typical advisor's portfolio as a core holding, mid-cap tilt, or otherwise?
RUNN is positioned as a core holding balancing mid- and large-cap exposure, with a growth bias and disciplined risk controls, making it suitable as a foundational holding that can anchor a diversified portfolio.
Efficient Growth: Quality and Momentum | Seth Cogswell
Q: How did you decide to go from traditional SMA/UMA structures to launching RUNN as an ETF?
Launch decisions were driven by timing and relationships; the ETF was always a consideration, but the right partner and sufficient committed assets were needed before moving from SMAs to an ETF structure.
Efficient Growth: Quality and Momentum | Seth Cogswell
Q: So before we get started, why don't we talk about what inspired you to start Running Oak and a little bit about your background and how you got here?
Seth describes growing up around investment management, learning from his father who developed the strategy in the 70s, and his own path through college, trading in New York, and ultimately founding Running Oak with initial assets and a focus on a simple, robust framework.
The US Reindustrialization Trade: A New ETF Play | Sam Klar, GMO
Q: So what was the decision to move into the ETF wrapper?
The ETF wrapper democratizes access that institutional-only vehicles previously blocked, allowing friends, family, and smaller investors to participate alongside institutions, which aligns with GMO's belief in broader access to high-conviction strategies.
Replicating Hedge Fund Returns at ETF Prices | Bob Elliott, HFND
Q: What is HFND trying to accomplish and how is the strategy constructed?
HFND aims to reflect the risk and return of the aggregate hedge fund industry by building sub-strategy portfolios that mirror each style (global macro, fixed income, equity long/short, managed futures) and combining them through a machine-learning, probabilistic framework to match the overall hedge fund profile.

Audience Metrics

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Frequently Asked Questions About Behind the Ticker

What is Behind the Ticker about and what kind of topics does it cover?

A concise, practitioner-focused program that features leaders in ETFs, asset management, and wealth tech. Episodes typically center on ETF design, thematic investing, active versus passive strategies, and how new products get built, launched, and positioned for advisors and institutions. A standout pattern is interviews with founders, CIOs, product chiefs, and researchers unpacking complex strategies (like multi-manager ETFs, RAFI/fundamental indexing, or drone and space-themed exposures) in accessible terms. This mix is likely to appeal to fleet advisors, RIAs, and portfolio managers seeking actionable insights, product ideas, and market-context for ETF offerings. A notable edge is the emphasis on real-world product development, regulatory... more

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Which podcasts are similar to Behind the Ticker?

These podcasts share a similar audience with Behind the Ticker:

1. ETF Zoo
2. ETF Prime
3. Excess Returns
4. Trillions
5. The Meb Faber Show - Better Investing

How many episodes of Behind the Ticker are there?

Behind the Ticker launched 3 years ago and published 113 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Behind the Ticker?

Recent guests on Behind the Ticker include:

1. Jerry Prior
2. Jon Clements
3. Matt Camuso
4. Yuri Khodjamirian
5. Steve Laipply
6. Bill Birmingham
7. Mo Sparks
8. Chris Tessin

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