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Bruce Bond of Innovator ETFs - Defined Outcome ETFs

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Manage episode 372149528 series 3245019
Content provided by Orion Portfolio Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Orion Portfolio Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The marketplace is no stranger to speculation and unpredictability, with investors often left to navigate the highs and lows of the financial rollercoaster. As more investors seek to balance risk and reward, defined outcome ETFs present an enticing solution that marries the quest for growth with the imperative for protection.

In this episode, Rusty and Robyn talk with Bruce Bond, Co-Founder and CEO of Innovator ETFs. He also co-founded PowerShares Capital Management in 2003. In addition to being recognized for best-in-class products, Bruce has been named the ETF industry's most influential person on multiple occasions and has been quoted in financial publications around the world.

Bruce talks to Rusty and Robyn about the growth and changes in the ETF industry, as well as the key drivers of growth and trends to watch. He also shares how Innovator ETFs differentiates itself from other investment management firms and what advice he gives to investors when selecting and evaluating ETFs for their portfolio.

Key Takeaways

  • [04:01] - How Bruce got started in the EFT industry.
  • [05:24] - How the ETF industry has evolved over time.
  • [07:11] - Innovator ETFs’ mission and approach to innovation
  • [10:48] - How advisors use the Defined Outcome ETFs.
  • [15:01] - A look at Innovator ETFs’ Premium Income Barrier ETFs.
  • [18:23] - The anticipated launch of Defined Protected ETFs.
  • [21:02] - Growth and obstacles in the ETF industry.
  • [23:09] - How Innovator ETFs adapted to future ETF trends.
  • [24:24] - What investors should consider when selecting ETFs for their portfolios.
  • [26:02] - Bruce's thoughts on the impact of AI on the markets and industry.
  • [28:22] - Bruce's favorite investment idea.
  • [29:30] - How Bruce maintains his physical and mental energy to perform at his peak.
  • [30:51] - The people Bruce is thankful for professionally.

Quotes

[11:39] - "A lot of guessing goes on in the marketplace, but no one has a good handle on it. So having a product that provides a buffer against those losses on the equity side and simultaneously gives you access to a significant portion of the upside has huge value." ~ Bruce Bond

[20:12] - "The beauty of protected ETFs is they're so efficient. They will give you the maximum you can get from the options market on the upside over two years. It removes all the middlemen, all the banks, all the annuities, all the funds, and all these people that get their hands in the pot." ~ Bruce Bond

[23:38] - "The defined outcome category is gaining a lot of traction. This controlled exposure to the marketplace is where we will see a lot of growth in the future." ~ Bruce Bond

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1856-OPS-7/11/2023

  continue reading

233 episodes

Artwork
iconShare
 
Manage episode 372149528 series 3245019
Content provided by Orion Portfolio Solutions. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Orion Portfolio Solutions or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The marketplace is no stranger to speculation and unpredictability, with investors often left to navigate the highs and lows of the financial rollercoaster. As more investors seek to balance risk and reward, defined outcome ETFs present an enticing solution that marries the quest for growth with the imperative for protection.

In this episode, Rusty and Robyn talk with Bruce Bond, Co-Founder and CEO of Innovator ETFs. He also co-founded PowerShares Capital Management in 2003. In addition to being recognized for best-in-class products, Bruce has been named the ETF industry's most influential person on multiple occasions and has been quoted in financial publications around the world.

Bruce talks to Rusty and Robyn about the growth and changes in the ETF industry, as well as the key drivers of growth and trends to watch. He also shares how Innovator ETFs differentiates itself from other investment management firms and what advice he gives to investors when selecting and evaluating ETFs for their portfolio.

Key Takeaways

  • [04:01] - How Bruce got started in the EFT industry.
  • [05:24] - How the ETF industry has evolved over time.
  • [07:11] - Innovator ETFs’ mission and approach to innovation
  • [10:48] - How advisors use the Defined Outcome ETFs.
  • [15:01] - A look at Innovator ETFs’ Premium Income Barrier ETFs.
  • [18:23] - The anticipated launch of Defined Protected ETFs.
  • [21:02] - Growth and obstacles in the ETF industry.
  • [23:09] - How Innovator ETFs adapted to future ETF trends.
  • [24:24] - What investors should consider when selecting ETFs for their portfolios.
  • [26:02] - Bruce's thoughts on the impact of AI on the markets and industry.
  • [28:22] - Bruce's favorite investment idea.
  • [29:30] - How Bruce maintains his physical and mental energy to perform at his peak.
  • [30:51] - The people Bruce is thankful for professionally.

Quotes

[11:39] - "A lot of guessing goes on in the marketplace, but no one has a good handle on it. So having a product that provides a buffer against those losses on the equity side and simultaneously gives you access to a significant portion of the upside has huge value." ~ Bruce Bond

[20:12] - "The beauty of protected ETFs is they're so efficient. They will give you the maximum you can get from the options market on the upside over two years. It removes all the middlemen, all the banks, all the annuities, all the funds, and all these people that get their hands in the pot." ~ Bruce Bond

[23:38] - "The defined outcome category is gaining a lot of traction. This controlled exposure to the marketplace is where we will see a lot of growth in the future." ~ Bruce Bond

Links

Connect with our hosts

Subscribe and stay in touch

1856-OPS-7/11/2023

  continue reading

233 episodes

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