Behind the Ticker
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 investing to full downside mitigation — no topic is off limits. Brad also publishes The Signal, a daily market research brief for advisors and allocators. New episodes every week.
Behind the Ticker
Latest Episodes
Innovation as a Core Allocation, Not a Satellite | Anthony Caruso, Nomura Asset Management
Anthony Caruso is Head of Product and Strategy for Nomura Asset Management's US ETF platform — a business that launched in late 2023, now runs nine funds with just over a billion in assets, and is being built out on the foundation of the Macqua...
Why the Real AI Bottleneck Isn't Compute | Howard Chan, Kurv Investment Management
Howard Chan is back on Behind the Ticker for his second appearance, celebrating almost exactly the two-year anniversary of KQQQ — Kurv Investment Management's first ETF. When Howard first sat down with Brad two years ago, the conversation was a...
The Value ETF That Kept Pace With Growth — Without Owning a Single Mag Seven Name | Mannik Dhillon, Victory Capital
Mannik Dhillon is President of Investment Franchises and Solutions and Head of ETFs at Victory Capital — a firm that manages a lineup of independent investment boutiques under a shared platform, with a business model informed by Mannik's earlie...
Built for the Retiree Who Can't Afford a 30% Drawdown | Raymond Bridges, Bridges Capital
Raymond Bridges founded Bridges Capital in 2018 after years at Wells Fargo, building his practice around a demographic reality he sees every day in South Florida — retirees who need to draw from their portfolios monthly and cannot afford the 20...
Real Small Cap Value Exposure | Elena Khoziaeva, Bridgeway
Elena Khoziaeva is Co-CIO of Bridgeway Capital Management — a boutique systematic investment firm founded in Houston with a long history of factor-based investing and one of the more unusual missions in asset management. Bridgeway donates 50% o...
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