ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong

In this episode of Insight is Capital, Pierre Daillie sits down with Tony Dong, 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’s ETF landscape—from flashy private credit products and speculative options-based funds to underappreciated core portfolio strategies like the "cockroach portfolio."

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.

You’ll learn:

What to watch out for in private market ETFs like PRIV and XOVRThe performance gap between growth and value ETFs—and what to do about itWhy simplicity beats complexity in volatile marketsHow the “cockroach portfolio” can deliver long-term resilienceThe importance of resisting shiny object syndrome with new ETF launches

Chapters & Timestamps:00:00 – Risk in Private Credit ETFs: A Sanity Check01:45 – Tony Dong’s Background: From Risk Manager to ETF Expert03:50 – Market Outlook: Why Allocators Are Skittish in 202405:00 – Growth vs. Value ETFs: Are Investors Missing the Point?08:00 – The Better Way to Access Factor Investing10:30 – Risks and Red Flags in Private Market ETFs (PRIV, XOVR)14:30 – Authority Bias and Fund Due Diligence16:45 – Best New ETF Launches: Canada vs. US18:50 – Derivative-Based and Zero-DTE ETFs: Caution Required20:15 – Liquid Alternatives and Bridgewater’s All Weather ETF22:25 – Return Stacking and Trend Following Strategies23:45 – The Problem with “1+1” S&P 500 + Bitcoin ETFs25:00 – Buffer ETFs Explained: Training Wheels for Risk-Averse Clients27:00 – Why You Need an Investment Policy Statement29:00 – Building the Cockroach Portfolio: Resilience First32:00 – The Psychology of Staying Invested34:00 – Where to Find Tony Dong and His Research

Featured Guest:Tony Dong – Founder, ETF Portfolio BlueprintLead ETF Analyst, ETF CentralWebsite: https://etfportfolioblueprint.comLinkedIn: Tony Dong on LinkedIn

The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.

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