Post-Pandemic ETF Plays & What's Ahead in 2021

Drilling Down on Energy – Oil ETF Impact 10/10/22: CNBC’s Bob Pisani spoke with Jan van Eck, CEO of VanEck Associates, Chris Hempstead, Director of ETF Trading at Mirae Asset Securities, and Fiona Boal, Global Head of Commodities and Real Assets at S&P Dow Jones Indices. They took a closer look at the ripple effects of Europe’s energy crisis and fluctuating demand in China. They also discussed key alternatives to crude and broke down potential ways to help investors get the edge when it comes to getting in on the energy game for the rest of 20-22. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Jan van Eck. by ETF Edge

16 min listen

Low-volatility ETFs & Chinese Stocks: CNBC’s Bob Pisani spoke with Douglas Yones, head of exchange-traded products at the New York Stock Exchange, Salvatore Bruno, chief investment officer at IndexIQ, and Todd Rosenbluth, senior director of ETF and mutual fund research at CFRA Research. They discussed what Chinese stock delistings could mean for emerging-market funds and low-volatility ETF’s rebalancing. In the 'Markets 102' section, Bob discusses the growing dominance of ETFs. by ETF Edge

23 min listen

ETF Investing, The Year Ahead & Bitcoin ETFs: CNBC's Bob Pisani spoke with Dave Nadiq, Director of Research at ETF Trends, Jan Van Eck, CEO of Van Eck Associates, and Harry Whitton, Head of ETF Sales Trading at Old Mission. They discussed the biggest trends and themes to watch in 2021 including Bitcoin, ESG, Active Investing and whether the record inflows into ETFs will keep on coming. In the 'markets 102' portion of the podcast, Bob continues his conversation with Dave Nadiq of ETF Trends. by ETF Edge

28 min listen

2021's Next Big Thematic Tech Investment: CNBC's Bob Pisani spoke with Christian Magoon, CEO of Amplify ETFs – along with Jay Jacobs, Head of Research and Strategy at Global X Funds. They discussed the hottest thematic trends hitting the ETF market – including a new Thematic All-Stars ETF, what the path for clean energy and infrastructure looks like and where we’ll see the biggest flows throughout the rest of 2021. Does thematic tech really outperform? In the ‘Markets 102’ portion of the podcast Bob continues the conversation with Jay Jacobs from Global X Funds. by ETF Edge

25 min listen

The Active-Passive Divide by ETF Edge

35 min listen

Chinese Stocks & Tax Day: CNBC’s Bob Pisani speaks with Brendan Ahern, chief investment officer at KraneShares, and Dave Nadig, chief investment officer and director of research at ETF Trends. They discussed the path forward for Chinese stocks and how tax day impacts ETF's. In the 'Markets 102' section, Bob discusses active nontransparent ETFs. by ETF Edge

22 min listen

The ESG Equation & Bitcoin Futures ETF: CNBC's Bob Pisani spoke with Jan van Eck, CEO of VanEck and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed pending Bitcoin ETF proposals, fixed income ETFs as rates creep steadily higher and ESG-related products in the market. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Jan van Eck on the commodity explosion. by ETF Edge

30 min listen

New Active ETF Launches & Navigating Energy Prices: CNBC's Bob Pisani spoke with Holly Framsted, Head of ETFs at Capital Group and Dave Nadiq, Director of Research at ETF Trends. They discussed the recent market volatility and the latest developments in actively managed ETFs. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Dave Nadiq on recent market trends. by ETF Edge

24 min listen

Inside Vanguard HQ: Sizing Up ETFs, Rates & Big Tech in the Year Ahead 10/27/23: CNBC’s Bob Pisani sat down on the trading floor at Vanguard HQ, where he caught up with Vanguard CIO Greg Davis and Janel Jackson, Global Head of ETF Capital Markets and Broker and Index Relations at Vanguard. Our panel of experts broke down top ETF gave us a glimpse of where the flows could be headed next. They also weighed in on the mega-cap tech trade and handicapped the Fed’s next policy moves, outlook for the global economy, equities and interest rates in 2024. In the “Markets 102” portion, Bob continued the conversation with Vanguard’s Janel Jackson. by ETF Edge

29 min listen

Bitcoin ETF Bust: CNBC's Bob Pisani spoke with Anna Paglia, Global Head of ETFs and Indexed Strategies at Invesco, Dave Nadig, Director of ETF Research at ETF Trends, and James Davolos of Horizon Kinetics. They discussed how ETF investors can hope to play the rising tide of inflation, whether it be through key sectors, commodities or bonds, along with the never-ending crypto conundrum. What was behind the SEC’s rejection of the latest pure-play bitcoin ETF proposal? And is the crypto community any more optimistic about 2022? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Dave Nadig from ETF Trends. by ETF Edge

32 min listen

Tech-Themed ETFs, Dow Shakeup & IPO Market: CNBC's Bob Pisani spoke with Todd Rosenbluth, senior director of ETF and mutual fund research at CFRA Research, Jay Jacobs, Head of Research and Strategy at Global X Funds, and Mona Naqvi, Head of ESG Index Strategy at S&P Dow Jones Indices. Today they discussed the top thematic tech and software plays, what the world's biggest IPO could mean for ETFs, and why ESG has been so strong and the possible challenges ahead. In the markets 102 segment, Bob discussed the Dow's big shakeup and what it could mean for your money. by ETF Edge

25 min listen

This Year's Top Themes & 2022's "Shiny New Object": CNBC's Bob Pisani spoke with Jay Jacobs, Head of Research and Strategy at Global X ETFs – along with Alex Shephard, founding partner at ETF Action. They discussed the lay of the land for ETFs this year – what the most pivotal themes and trends driving the action were – and what investors can expect as they prepare to ring in a new year for the markets. Plus, while the so-called hot “thematic” trends like ESG and crypto may appear to be all the rage, the flows may be telling a different story. In the ‘Markets 102’ portion of the podcast, Bob continue the conversation with Jay Jacobs from Global X Funds. by ETF Edge

27 min listen

Investing under Biden & ETFs in 2021: CNBC's Bob Pisani spoke with Jay Jacobs of Global X ETFs, Todd Rosenbluth of CFRA Research and Anna Paglia of Invesco. They discussed what a Biden Presidency means for key sectors like energy, ESG and infrastructure plays, along with other important thematic trends to keep an eye on in 2021. In the 'markets 102' portion of the podcast, Bob discusses the ripple effects of a Democratic sweep and the biggest beneficiaries in the ETF space. by ETF Edge

28 min listen

European Recession Priced In?: CNBC's Bob Pisani spoke with Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group, Charles Rotblut, Vice President and Financial Analyst at AAII and editor of the AAII Journal, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed the resounding ripple effects from Russia’s war on Ukraine … how do ETF investors navigate the many layers of chaos the market is facing both in the U-S and overseas? Is Europe pricing in a recession right now? What about the slowdown in China? And how are retail investors handling all the uncertainty? Are they hitting the panic button yet? We’ll have all that and more. In the 'markets 102' portion of the podcast, Bob continues the conversation with Andrew McOrmond at WallachBeth. by ETF Edge

28 min listen

ETFs under Biden & Top Trends Abroad: CNBC’s Bob Pisani spoke with Jeremy Schwartz of WisdomTree Asset Management, Bryon Lake of J.P. Morgan Asset Management and Tom Lydon of ETF Trends discuss the trends driving money to overseas assets. They discussed global markets and what’s driving the red hot rally in China, broader Asia and other emerging markets so far in 2020. In the ‘markets 102’ portion of the podcast, Bob discussed the key concepts to keep in mind when investing globally, and how a weaker dollar might impact global ETF flows. by ETF Edge

30 min listen

KFS POD | Trade Deadline "Will They Or Wont They?" w/ Dan Favale of Hardwood Knocks: In this episode, Jon is joined by Dan Favale of Hardwood Knocks for an in-depth conversation about the NBA trade deadline and how the Knicks fit into what could/will happen. Potential trade targets discussed: Evan Fournier Dwight Powell Andrew Drummond Myles Turner Lonzo Ball Colby White Victor Oladipo by Knicks Film School

60 min listen

Silicon Valley Blank Blowup: Impact on Broader ETF Biz 3/13/23: CNBC’s Bob Pisani spoke with Dan Draper, CEO of S&P Dow Jones Indices – along with John Davi, Founder & CEO of Astoria Portfolio Advisors. While markets are still suffering in the wake of Silicon Valley Bank’s big blowup they drilled down into the impact the collapse is having on the broader banking business and regional bank ETFs – as well as what it could mean for the future of Fed rate hikes. They also broke down the results of the latest SPIVA survey and talk active versus passive with the man in charge of S&P Dow Jones Indices. In the “Markets 102” portion, Bob continued the conversation with Dan Draper from S&P Dow Jones Indices. by ETF Edge

27 min listen

Single-Bond ETFs: Mad Dash for Yields 10/17/22: CNBC’s Bob Pisani spoke with Alex Morris, President and CIO of F-M Investments, and John Davi, founder and CIO of Astoria Portfolio Advisors. They took a closer look at the ripple effects of Europe’s energy crisis and fluctuating demand in China. They discussed the advent of single-bond ETFs. As investors clamor for heftier yields and move from thinking “there is no alternative” to “there are reasonable alternatives,” more and more market participants are clamoring for exposure to targeted Treasuries like the 2-year Treasury note. Turns out, there’s an ETF for that! In the Markets ‘102’ portion of the podcast, Bob continues the conversation with John Davi from Astoria Portfolio Advisors. by ETF Edge

29 min listen

Taxing ETFs & Navigating Inflation: CNBC's Bob Pisani spoke with Eric Pan, CEO of Investment Company Institute and Ed Rosenberg, Head of ETFs for American Century Investments – along with Tom Lydon, CEO of ETF Trends. They discussed budget battle and ETFs … what the Democrats’ new proposed tax law changes mean for ETF investors – plus, the search for yield in a lower-for-longer interest rate environment. In the 'Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends. by ETF Edge

34 min listen

Russia ETF Trading & Commodity Markets: CNBC's Bob Pisani spoke with Jan Van Eck, CEO of Vaneck, Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed the fallout from the freshly announced sanctions on Russia - what are the resounding ripple effects and how is all the turmoil affecting Russian ETFs, Commodities, European Markets and more? In the 'markets 102' portion of the podcast. Bob continues the conversation with Jan Van Eck. by ETF Edge

27 min listen

Going Global: Red-Hot Flows into European ETFs 4/24/23: CNBC’s Bob Pisani spoke with Matt Bartolini, Head of SPDR Americas Research at State Street - along with Vance Barse, Founder of Your Dedicated Fiduciary. As the Euro Zone recovery gathers steam, European markets have been just crushing it. Our panel of experts explored the strength behind the red-hot flows pouring into European ETFs so far this year. Luxury names, in particular, have enjoyed huge rallies - but what about other sectors? What's driving so many of these major European ETFs to new highs - and how sustainable is this momentum? In the “Markets 102” portion, Bob continued the conversation with Vance Barse from Your Dedicated Fiduciary. by ETF Edge

22 min listen

ETFs in 2020, The Race to Zero & Presidential Election Impact: CNBC’s Bob Pisani speaks with Armando Senra, head of iShares Americas at BlackRock, Jim Lowell, chief investment officer at Adviser Investments and Kevin O’Leary, chairman of O’Shares ETFs. They discussed major themes this fall, several hot new product launches and what impact the presidential election might have on the ETF world. In the 'markets 102' portion of the podcast, Bob discusses fund flows both in September and for the year. by ETF Edge

26 min listen

The NAACP ETF & Social Justice: CNBC’s Bob Pisani spoke with Marvin Owens, senior director of economic programs at the NAACP, Ethan Powell, founder and president of Impact Shares and Ben Johnson, director of global ETF research at Morningstar. They discussed the rise of ESG, transparency in Corporate America and the Impact Shares NAACP Minority Empowerment ETF (NACP). In the 'Markets 102' section, Bob discusses socially responsible investing. by ETF Edge

21 min listen

The Power of Indexing with S&P Dow Jones Indices' CEO: CNBC's Bob Pisani spoke with Dan Draper, CEO of S&P Dow Jones Indices and Tom Lydon, CEO of ETF Trends. They discussed all things indexing – everything from ESG to cryptocurrencies, thematic trends and the the secrets behind the power of indexing. In the Markets 102’ portion of the podcast, Bob continues the conversation with Dan Draper from S&P Dow Jones Indices. by ETF Edge

25 min listen

Retail ETFs & Presidential Election Impact on ESG: CNBC's Bob Pisani spoke with Ed Rosenberg, Head of ETFs for American Century Investments, Simeon Hyman, Global Investment Strategist at ProShares and Todd Rosenbluth, Director of ETF and Mutual Fund Research at CFRA. They discussed the booming e-commerce space ahead of Amazon Prime day, dividend growth coming back and consolidation in the financial services space. In the 'markets 102' segment, Bob discusses the possible election impact on ETFs. by ETF Edge

21 min listen

SPAC Boom, Top Tech Trends & Growth vs. Value: CNBC's Bob Pisani spoke with Tom Lydon, CEO of ETF Trends, Andrew McOrmond, Managing Director of ETF Trading Solutions at WallachBeth Capital and Paul Dellaquila, President of Defiance ETFs. They discussed standout trends fueling the flow into ETFs, the new generation of tech ETFs, the SPAC craze and value's struggle to win out over growth. In the 'markets 102' portion of the podcast, Bob discusses the SPAC boom. by ETF Edge

27 min listen

Markets Turn Their Gaze to CPI: All eyes are on January consumer prices tomorrow, as investors wonder what comes next. Here s what to expect. by Real Vision Daily Briefing: Finance & Investing

38 min listen

Daily Briefing – Sept 1, 2020 – Fed’s Inflation Memo Sparked A New Leg Of The Rally: Tony Greer: Ash Bennington hosts Tony Greer to discuss how the Fed s "inflation running hot" memo has been translated by the markets. by Real Vision Daily Briefing: Finance & Investing

33 min listen

Politics Behind Energy: Taking Aim at ESG 9/7/22: CNBC’s Bob Pisani spoke with Arne Noack, Head of Systemic Investment Solutions, Americas, at DWS Group and Todd Rosenbluth, Head of Research at VettaFi – along with Mona Naqvi, Global Head of ESG Capital Markets Strategy at S&P Global Sustainable1. They discussed the politics behind energy – which are heating up as states like Florida and Texas are taking aim at ESG funds. Our panel of experts delved into the impact on ESG ETFs and how the industry, including major issuers like BlackRock, is responding to accusations of boycotting oil with its greener approach to investing. Plus, they talked about the latest push to standardize ESG criteria – and what the SEC’s take on it might be. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Todd Rosenbluth from VettaFi. by ETF Edge

32 min listen

Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22: CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themselves right now? Plus, they dove deeper into markets’ sizzling July rally and the biggest trends driving those gains – as well as why bond funds, growth and active management are picking up steam. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Andrew McOrmond from WallachBeth Capital. by ETF Edge

29 min listen

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Post-Pandemic ETF Plays & What's Ahead in 2021

Post-Pandemic ETF Plays & What's Ahead in 2021

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