Listen on The Move
In this episode Pierre Daillie sits down with Tony Dong, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the rapidly-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today’s ETF landscape—from flashy private credit products and speculative options-based funds to underappreciated core portfolio strategies like the "cockroach portfolio."
Tony pulls back the curtain on everything from buffer ETFs and zero-day options to smart beta, tax efficiency, and how to write an investment policy statement that keeps you grounded when FOMO strikes.
You’ll learn:
- What to watch out for in private market ETFs like PRIV and XOVR
- The performance gap between growth and value ETFs—and what to do about it
- Why simplicity beats complexity in volatile markets
- How the “cockroach portfolio” can deliver long-term resilience
- The importance of resisting shiny object syndrome with new ETF launches
Chapters & Timestamps:
00:00 – Risk in Private Credit ETFs: A Sanity Check
01:45 – Tony Dong’s Background: From Risk Manager to ETF Expert
03:50 – Market Outlook: Why Allocators Are Skittish in 2024
05:00 – Growth vs. Value ETFs: Are Investors Missing the Point?
08:00 – The Better Way to Access Factor Investing
10:30 – Risks and Red Flags in Private Market ETFs (PRIV, XOVR)
14:30 – Authority Bias and Fund Due Diligence
16:45 – Best New ETF Launches: Canada vs. US
18:50 – Derivative-Based and Zero-DTE ETFs: Caution Required
20:15 – Liquid Alternatives and Bridgewater’s All Weather ETF
22:25 – Return Stacking and Trend Following Strategies
23:45 – The Problem with “1+1” S&P 500 + Bitcoin ETFs
25:00 – Buffer ETFs Explained: Training Wheels for Risk-Averse Clients
27:00 – Why You Need an Investment Policy Statement
29:00 – Building the Cockroach Portfolio: Resilience First
32:00 – The Psychology of Staying Invested
34:00 – Where to Find Tony Dong and His Research
Featured Guest:
Tony Dong – Founder, ETF Portfolio Blueprint
Lead ETF Analyst, ETF Central
Website: https://etfportfolioblueprint.com
LinkedIn: Tony Dong on LinkedIn
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