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Tom Lydon is one of the leading experts in the ETF and mutual fund industries. He is the founder and CEO of ETF Trends, a business he created in 2004 whose website,\\xa0etftrends.com, is filled with news, analysis, and webcasts about the world of ETFs. Before creating ETF Trends, Tom ran a financial advisory and publication business that followed the mutual fund industry.

Our conversation covers the evolution of mutual funds in the 80s and 90s and the rise of ETFs in the 2000s. We discuss the composition of the ETF marketplace, structure and tax advantages of ETFs, passive, factor and actively managed funds, characteristics of a superior manager, leveraged ETFs, VIX blowup, potential future problems in high yield and emerging market ETFs, and coming trends in the space.

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Show Notes

2:01\\xa0 \\u2013 A look at Tom\\u2019s early career

4:52 \\u2013 What drove people to buy or sell a mutual fund in those early days

5:33 \\u2013 How did Tom\'s sell signal just before Black Monday impact the business

6:21 \\u2013 What were the right funds to invest with

6:56 \\u2013 What were the key trends during the 80\\u2019s and 90\\u2019s

8:25 \\u2013 Layers of cost for mutual funds in the early days

9:04 \\u2013 Average active management fee back then

10:56 \\u2013 Evolution of ETF\\u2019s

13:49 \\u2013 Some numbers on the ETF landscape today

15:40 - Why did the last downturn foster more growth in ETFs

18:08 \\u2013 The institutional presence in the ETF market

18:55 \\u2013 Fees in the ETF space

19:50 \\u2013 Distribution of ETFs

21:29 \\u2013 Actively managed ETF\\u2019s

23:35 \\u2013 Tax efficiency of ETF\\u2019s

26:42 \\u2013 Judging ETF managers

31:26 \\u2013 Do levered ETFs add any value

\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 34:00 \\u2013 Ted paper against levered ETFs

35:18 \\u2013 Potential landmines in ETFs

38:49 \\u2013 Risks in the ETF space today

42:11\\u2013 How do ETFs impact pricing distortions

46:16 \\u2013 What\\u2019s happening in active fixed income ETFs

47:43 \\u2013 Will fund flows chase hot managers?

48:35 \\u2013 The big trends on the horizon

49:52 \\u2013 What happens with liquid alternatives

51:08\\u2013 What are businesses have thrived in the ETF space

53:56 \\u2013 A deep dive into Tom\\u2019s business ETF Trends

55:41 \\u2013 Closing questions\\xa0\\xa0

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