Dan Cupkovic's guest appearances

Dan Cupkovic

The ETF Experience

Trends with Benefits

Michael Batnick

Laura Morrison

Steven Schoenfeld

Justin Castelli

Tom Lydon

Ed Lopez

Taylor Schulte

Dave Nadig

Eric Balchunas

Mike Venuto

Jeff Macke

Ed Yardeni

Rick Ferri

Ed Slott

Josh Brown

OwlTail

Ed Lopez, host of the Trends with Benefits podcast, sits down with chats with Dan Cupkovic, Director of Investments at ARGI about helping clients through COVID-19 induced market volatility

Ed Lopez, host of the Trends with Benefits podcast, sits down with chats with Dan Cupkovic, Director of Investments at ARGI about helping clients through COVID-19 induced market volatility

Managing Investor Expectations with Dan Cupkovic

Dan Cupkovic, Director of Investments at Argi financial Group in Lousiville, KY talks to Phil about developing the BlackSwan index and why he set out to convert the SMA strategy into an ETF. They also discuss:   The case for the SWAN index Lowering volatility while lowering correlation Where to use it in a portfolio The process of converting an SMA into an ETF How Argi evaluates ETFs for it’s own portfolios 

Dan Cupkovic, Director of Investments at Argi financial Group in Lousiville, KY talks to Phil about developing the BlackSwan index and why he set out to convert the SMA strategy into an ETF. They also discuss: <ul> <li>The case for the SWAN index</li> <li>Lowering volatility while lowering correlation</li> <li>Where to use it in a portfolio</li> <li>The process of converting an SMA into an ETF</li> <li>How Argi evaluates ETFs for it’s own portfolios</li> </ul>

Dan Cupkovic – BlackSwan Index (EP.58)

Chris Hempstead

Exponential ETFs Chief Strategist Kevin Quigg and Director of Capital Markets Josh Blechman delve into topics including: Possible reasons behind the stock market’s relative indifference to this latest rounds of earnings “Beats”; Imagining a future where legalized sports betting is part of an individual’s standard asset allocation and housed within a unified brokerage account; Best/Worst parts of the Fall Season; and a conversation with Chris Hempstead, Head of ETF Sales at Deutsche Bank - on the capabilities and challenges of ETF market makers, the role they play in the ETF eco-system and how technology is changing everything. Bonus Segment: An interview with Dan Cupkovic, Director of Investments at ARGI Financial Group – On the newly launched BlackSwan Growth and Treasury Core ETF (SWAN). The fund is designed to protect against (you guessed it) BlackSwan events. With the majority of assets in historically low-volatility Treasuries, remaining assets are used to purchase “in-the-money” calls (options with a strike price below the market price on the S&amp;P 500). The goal is to achieve capital appreciation above inflation while minimizing volatility as compared to standard asset-allocated investments. Excellent insight is provided on the idea behind the design and where this product fits within a portfolio allocation model.

Exponential ETFs Chief Strategist Kevin Quigg and Director of Capital Markets Josh Blechman delve into topics including: Possible reasons behind the stock market’s relative indifference to this latest rounds of earnings “Beats”; Imagining a future where legalized sports betting is part of an individual’s standard asset allocation and housed within a unified brokerage account; Best/Worst parts of the Fall Season; and a conversation with Chris Hempstead, Head of ETF Sales at Deutsche Bank - on the capabilities and challenges of ETF market makers, the role they play in the ETF eco-system and how technology is changing everything. Bonus Segment: An interview with Dan Cupkovic, Director of Investments at ARGI Financial Group – On the newly launched BlackSwan Growth and Treasury Core ETF (SWAN). The fund is designed to protect against (you guessed it) BlackSwan events. With the majority of assets in historically low-volatility Treasuries, remaining assets are used to purchase “in-the-money” calls (options with a strike price below the market price on the S&amp;P 500). The goal is to achieve capital appreciation above inflation while minimizing volatility as compared to standard asset-allocated investments. Excellent insight is provided on the idea behind the design and where this product fits within a portfolio allocation model.

Chris Hempstead and Dan Cupkovic - Challenges of Market Makers (EP.20)