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Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary
about the fast-changing trends in the exchange traded fund (ETF) industry.
Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm
specializing in the creation of customized portfolios for high-net worth individuals.
He has been involved in money management for more than 25 years.
Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim
Investments.
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In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios.
Mr. Lydon is the author of The ETF Trend Following Playbook, as well as
iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor.
He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
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Click HERE to stream the audio from this interview or click HERE to download the file and listen another time. | | | | | | | | | Tickers Discussed: |
Senior Focus with Bob Powell
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Robert Powell is president of Unison, LLC, a Salem, Mass.-based communications and
consulting firm. He is also the Executive Producer of PBS' More Than Money, a new
personal finance television series.
Mr. Powell has more than 20 years of financial services industry and media experience
in Internet, broadcast, print and radio. His work has appeared in The Wall Street
Journal, the Financial Times, MarketWatch, and MoneyLife.
He has also served as host or co-host of several television, radio and Internet
chat programs.
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Robert was formerly managing director of Acadient, Inc. of Boston, where he managed
programs for personal finance educational institutions, and also served as managing
director and editor-in-chief of Boston-based DALBAR, Inc., where he headed the firm's
multi-million dollar publishing company. He has been The Boston Herald's
personal finance and mutual funds columnist as well as a business reporter for the
Berkshire Eagle and Boston Business Journal. He has a bachelor's
degree from Marquette University and a master's degree in journalism from Boston
University College of Communication. Robert lives in Swampscott, Mass. with his
wife and four children; triplet boys and a daughter.
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Click HERE to stream the audio from this interview or click HERE to download the file and listen another time. | | | | | | | | |
Buy of the Week / Sell of the Week with Charles Rotblut
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Charles Rotblut is a vice president with the American Association of Individual
Investors. He is the editor of the AAII Journal, co-created AAII Dividend Investing,
helps to manage the Stock Superstars portfolio and authors the weekly AAII Investor
Update newsletter. Charles' book, Better Good than Lucky: How Savvy Investors Create
Fortune with the Risk-Reward Ratio, was published in November 2010.
A Chartered Financial Analyst, Rotblut has analyzed both publicly-traded and privately-held
companies. His experience includes working for Zacks Investment Research, an investment
research firm; INVESTools, an investment education company; Curian Capital, a money
management firm; and McClure, Schumacher & Associates, a business valuation
firm.
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| Buy of the Week | Click HERE to stream the audio from this interview or click HERE to download the file and listen another time. | | | | | | | | | | Sell of the Week | Click HERE to stream the audio from this interview or click HERE to download the file and listen another time. | | | | | | |
Rate Watch with Greg McBride
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Greg McBride, CFA, is Vice President, Senior Financial Analyst, for Bankrate.com,
providing analysis and advice on personal finance. With 16 years of experience in
personal finance, he has the unique ability to provide both in-depth commentary
and practical advice to consumers. Through Bankrate.com's Money Makeover series,
he has helped consumers plan for retirement, manage debt and develop appropriate
investment allocations.
McBride has appeared on hundreds of national cable and network broadcasts including
CBS' "Early Show," NBC's "Nightly News," CBS' "Evening
News" and ABC's "World News Tonight." He is a frequent guest on CNBC,
CNN, Fox News Channel and Fox Business Network.
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McBride is routinely quoted by major print outlets such as The Associated Press,
Wall Street Journal and USA Today, and is a regular radio guest on financial talk
shows throughout the United States. He is also an accomplished public speaker, having
appeared before audiences at the Federal Reserve Board, Mortgage Bankers Association,
Federal Trade Commission, and at the China Times Golden Cicada Awards in Beijing.
McBride is on the Board of Directors of CredAbility, an Atlanta-based nonprofit
credit counseling agency accredited by the National Foundation for Credit Counseling.
Additionally, he serves on CredAbility's Marketing Committee and is Chairman of
the Advisory Board for the regional office, CredAbility of Palm Beach County and
the Treasure Coast.
McBride is a graduate of the University of Florida and has earned the right to use
the Chartered Financial Analyst designation.
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Click HERE to stream the audio from this interview or click HERE to download the file and listen another time. | | | | | | |
The Danger Zone with David Trainer
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David Trainer is a Wall Street veteran and corporate finance expert. He specializes
in reversing accounting distortions on the underlying economics of business performance
and stock valuation. He is author of Modern Tools for Valuation (Wiley Finance 2010).
As CEO of New Constructs, LLC, Mr. Trainer combines his expertise with proprietary technology to analyze over 3000 stocks, 400
ETFs and 7000 mutual funds. New Constructs sources all financial data directly from
the SEC, most notably the Notes to the Financial Statements, for all U.S. companies.
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New Constructs footnote analysis of 3000 stocks drives unrivalled quality-of-earnings
and valuation research. See how insights from the footnotes drove many of the top picks from 2011.
The firm's stock rating and ETF & mutual fund rating methodologies are 100%
transparent.
All ratings and all ETF and mutual fund reports are freely available on our stock screener, ETF screener and mutual fund screener.
Mr. Trainer has made frequent appearances in TV and print to share his insights
on the Most Attractive and Most Dangerous Stocks in the market as well as cutting–edge
research on ETFs and mutual funds. You can find his most recent recommendations here.
His stock-picking success has been well-documented since 2005, including features
on CNBC, in Institutional Investor Magazine and in Barron's.
Mr. Trainer is also Managing Partner of Novo Capital Management, LLC, an adviser
to a hedge fund that licenses New Constructs' uniquely granular data to implement
proprietary trading strategies.
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Click HERE to stream the audio from this interview or click HERE to download the file and listen another time. | | | | | | |
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