Managing the Highs and Lows of the Market by Investing in EFTs
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 5 April 2024
⏱️ 48 minutes
🧾️ Download transcript
Summary
Dive into the world of investing in EFTs as we're joined by Bruce Bond, a seasoned expert who's been around the block in the industry. Bruce brings a wealth of experience, having started from the ground up, selling bonds and eventually venturing into the world of ETFs. From his early days at PowerShares to his current gig at Innovator Capital Management, Bruce has seen it all and has some fascinating stories to share. We'll be tracing Bruce's journey through the financial landscape, from the highs of launching innovative ETFs to the challenges of navigating market turbulence.
Plus, we'll dig into the nitty-gritty of financial innovation, chatting about how ETFs have revolutionized investing and exploring new strategies to tackle today's unpredictable markets. So, buckle up as we embark on this enlightening conversation and uncover the secrets to thriving in today's ever-changing financial world! Today we discuss:
- Bruce's journey from bond sales to founding PowerShares and Innovator Capital Management
- The evolution of financial products, particularly the rise of thematic ETFs
- Advantages of ETFs over traditional investment vehicles for investors
- Innovative strategies to navigate market volatility and uncertainty
- Bruce's insights into the future of finance and investment trends
- The role of technology in shaping the future of financial services
- Opportunities and challenges in today's dynamic market environment
- Bruce's vision for the future of Innovator Capital Management and its impact on investors
For more information, visit the show notes at https://moneytreepodcast.com/investing-in-efts-bruce-bond-396
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Phil Weiss | Apprise Wealth Management
- Tim Baker | Metric Fin
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:10.0 | Hello, the Smart MoneyTree podcast listeners. Welcome to this week's show. |
| 0:13.0 | My name's Kirk Chisholm and I'll be your host. So today I'm talking with Bruce Bonn. |
| 0:18.0 | How you doing, Bruce? |
| 0:19.0 | I'm doing great, Kirk. Thanks for having me. |
| 0:26.5 | Good. Well, we brought Bruce on because I found some interesting stuff a few years ago that Bruce was doing and really wanted to bring him on to talk about it. So Bruce, tell us a little bit |
| 0:30.9 | about your background. Well, I started in the business back in 1986. I was selling bonds |
| 0:37.0 | for a high net worth group out of |
| 0:39.0 | Chicago and did that for quite a while and then moved from kind of the advisory side of the |
| 0:45.0 | business over to the products out of the business where I was a wholesaler for a while for a firm |
| 0:50.3 | and then started my own business in time. You know, I was with Newveen. I don't know if many |
| 0:55.8 | you are with Neveen during the 2000s and really cut my teeth in the UIT business. But then I got |
| 1:03.2 | very interested in exchange traded funds back in the early 2000s, decided I wanted to start an ETF company. I had done most of the work. |
| 1:13.5 | I was head of marketing. I had transitioned over to a position at Neveen and marketing, |
| 1:18.5 | was head of marketing for them, had come up with the name Power Shares and had worked on the |
| 1:23.6 | exempt of relief and what type of products we would be interested in bringing and all these |
| 1:28.1 | types of things. |
| 1:29.1 | And Neveen at the same time decided that they were not going to get into the ETF business. |
| 1:33.7 | And so I was like, well, I think this is a great opportunity and a great product category to be |
| 1:39.2 | involved with. |
| 1:40.4 | And so I purchased from them kind of the work product that I had been doing for them. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Money Tree Investing Podcast, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Money Tree Investing Podcast and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.