{"id":1226,"date":"2025-03-25T14:50:00","date_gmt":"2025-03-25T14:50:00","guid":{"rendered":"http:\/\/8960383a-bfde-4aa3-b320-58f646e0a04b"},"modified":"2025-06-01T18:40:16","modified_gmt":"2025-06-01T18:40:16","slug":"etf-views-factors-alts-derivative-onions-amp-bugs-with-tony-dong","status":"publish","type":"episode","link":"https:\/\/advisoranalyst.com\/podcast\/episode\/etf-views-factors-alts-derivative-onions-amp-bugs-with-tony-dong\/","title":{"rendered":"ETF Views: Factors, Alts, Derivative Onions &amp;amp; Bugs with Tony Dong"},"content":{"rendered":"<p>In this episode of <em>Insight is Capital<\/em>, Pierre Daillie sits down with <strong>Tony Dong<\/strong>, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today\u2019s ETF landscape\u2014from flashy private credit products and speculative options-based funds to underappreciated core portfolio strategies like the &#8220;cockroach portfolio.&#8221;<\/p>\n<p>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.<\/p>\n<p><strong>You\u2019ll learn:<\/strong><\/p>\n<ul>\n<li>What to watch out for in private market ETFs like PRIV and XOVR<\/li>\n<li>The performance gap between growth and value ETFs\u2014and what to do about it<\/li>\n<li>Why simplicity beats complexity in volatile markets<\/li>\n<li>How the \u201ccockroach portfolio\u201d can deliver long-term resilience<\/li>\n<li>The importance of resisting shiny object syndrome with new ETF launches<\/li>\n<\/ul>\n<p><strong>Chapters &amp; Timestamps:<\/strong><\/p>\n<p>00:00 \u2013 Risk in Private Credit ETFs: A Sanity Check<br \/>\n01:45 \u2013 Tony Dong\u2019s Background: From Risk Manager to ETF Expert<br \/>\n03:50 \u2013 Market Outlook: Why Allocators Are Skittish in 2024<br \/>\n05:00 \u2013 Growth vs. Value ETFs: Are Investors Missing the Point?<br \/>\n08:00 \u2013 The Better Way to Access Factor Investing<br \/>\n10:30 \u2013 Risks and Red Flags in Private Market ETFs (PRIV, XOVR)<br \/>\n14:30 \u2013 Authority Bias and Fund Due Diligence<br \/>\n16:45 \u2013 Best New ETF Launches: Canada vs. US<br \/>\n18:50 \u2013 Derivative-Based and Zero-DTE ETFs: Caution Required<br \/>\n20:15 \u2013 Liquid Alternatives and Bridgewater\u2019s All Weather ETF<br \/>\n22:25 \u2013 Return Stacking and Trend Following Strategies<br \/>\n23:45 \u2013 The Problem with \u201c1+1\u201d S&amp;P 500 + Bitcoin ETFs<br \/>\n25:00 \u2013 Buffer ETFs Explained: Training Wheels for Risk-Averse Clients<br \/>\n27:00 \u2013 Why You Need an Investment Policy Statement<br \/>\n29:00 \u2013 Building the Cockroach Portfolio: Resilience First<br \/>\n32:00 \u2013 The Psychology of Staying Invested<br \/>\n34:00 \u2013 Where to Find Tony Dong and His Research<\/p>\n<p><strong>Featured Guest:<\/strong>Tony Dong \u2013 Founder, ETF Portfolio Blueprint<\/p>\n<p>Lead ETF Analyst, ETF CentralWebsite: <a href=\"https:\/\/etfportfolioblueprint.com\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/etfportfolioblueprint.com<\/a><br \/>\nLinkedIn: <a href=\"https:\/\/www.linkedin.com\/in\/tonydong\" target=\"_blank\" rel=\"noreferrer noopener\">Tony Dong on LinkedIn<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this episode of <em>Insight is Capital<\/em>, Pierre Daillie sits down with <strong>Tony Dong<\/strong>, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today\u2019s ETF landscape\u2014from flashy private credit products and speculative options-based funds to underappreciated core portfolio strategies like the &#8220;cockroach portfolio.&#8221;<\/p>\n<p>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. <\/p>\n<p><strong>You\u2019ll learn:<\/strong><\/p>\n<ul>\n<li>What to watch out for in private market ETFs like PRIV and XOVR<\/li>\n<li>The performance gap between growth and value ETFs\u2014and what to do about it<\/li>\n<li>Why simplicity beats complexity in volatile markets<\/li>\n<li>How the \u201ccockroach portfolio\u201d can deliver long-term resilience<\/li>\n<li>The importance of resisting shiny object syndrome with new ETF launches<\/li>\n<\/ul>\n<p><strong>Chapters &amp; Timestamps:<\/strong>nn00:00 \u2013 Risk in Private Credit ETFs: A Sanity Checknn01:45 \u2013 Tony Dong\u2019s Background: From Risk Manager to ETF Expertnn03:50 \u2013 Market Outlook: Why Allocators Are Skittish in 2024nn05:00 \u2013 Growth vs. Value ETFs: Are Investors Missing the Point?nn08:00 \u2013 The Better Way to Access Factor Investingnn10:30 \u2013 Risks and Red Flags in Private Market ETFs (PRIV, XOVR)nn14:30 \u2013 Authority Bias and Fund Due Diligencenn16:45 \u2013 Best New ETF Launches: Canada vs. USnn18:50 \u2013 Derivative-Based and Zero-DTE ETFs: Caution Requirednn20:15 \u2013 Liquid Alternatives and Bridgewater\u2019s All Weather ETFnn22:25 \u2013 Return Stacking and Trend Following Strategiesnn23:45 \u2013 The Problem with \u201c1+1\u201d S&amp;P 500 + Bitcoin ETFsnn25:00 \u2013 Buffer ETFs Explained: Training Wheels for Risk-Averse Clientsnn27:00 \u2013 Why You Need an Investment Policy Statementnn29:00 \u2013 Building the Cockroach Portfolio: Resilience Firstnn32:00 \u2013 The Psychology of Staying Investednn34:00 \u2013 Where to Find Tony Dong and His Research <\/p>\n<p><strong>Featured Guest:<\/strong>nnTony Dong \u2013 Founder, ETF Portfolio BlueprintnnLead ETF Analyst, ETF CentralnnWebsite: <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/etfportfolioblueprint.com\">https:\/\/etfportfolioblueprint.com<\/a>nnLinkedIn: <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/tonydong\">Tony Dong on LinkedIn<\/a><\/p>\n","protected":false},"author":1,"featured_media":1227,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1226"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1226"}],"version-history":[{"count":1,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1226\/revisions"}],"predecessor-version":[{"id":1264,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1226\/revisions\/1264"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/1227"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1226"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1226"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1226"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}