New Active ETF Launches & Navigating Energy Prices

The Long-Term ETF Investor: CNBC's Bob Pisani spoke with Gerard O’Reilly, Co-CEO and Chief Investment Officer of Dimensional Fund Advisors along with Dave Nadig, Financial Futurist at Vetta-Fi – formerly ETF Trends. They discussed how to navigate the market turmoil and where some ETFs investors can turn to weather the storm. They also discussed the perils of market timing and what history tells us about investment returns after previous sharp downturns. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi. by ETF Edge

36 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

The First Mutual Fund-to-ETF Conversion: CNBC's Bob Pisani spoke with Gerard O’Reilly, co-CEO of Dimensional Fund Advisors – along with Dave Nadig, Director of Research at ETF Trends. They discussed what’s fueling the rapid rise of ETFs … Dimensional Funds just converted four of their mutual funds into ETFs over the weekend in the industry’s largest conversion ever. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Gerard O’Reilly from Dimensional. by ETF Edge

21 min listen

The rise of single-stock ETFs: CNBC's Bob Pisani spoke with Dave Mazza, Direxion head of product, Will Rhind, GraniteShares CEO, and David Nadig, Financial Futurist at ETF Trends. They discussed the rise of single-stock ETFs, particularly leveraged and inverse single-stock ETFs. They debate the pros and cons, cover the regulatory and investing hurdles ahead and break down what to expect as more and more companies apply for these complicated products. In the 'markets 102' portion of the podcast, Bob continues the conversation with Dave Nadig from ETF Trends. join ‘Halftime Report’ to discuss the rise of single-stock ETFs. by ETF Edge

30 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

Exploring Direct Indexing: CNBC's Bob Pisani spoke with with Patrick O’Shaughnessy, CEO of O’Shaughnessy Asset Management and Dave Nadig, Director of Research at ETF Trends. They discussed a new investing strategy known as direct indexing – essentially, slicing and dicing preexisting indices and cherry-picking individual stocks to create a custom-made index all your own. What are the benefits and what are the burdens of such a methodology? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Dave Nadig from ETF Trends about Bitcoin ETF's. by ETF Edge

29 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

Reddit Stocks, Sports Betting & Bitcoin: CNBC's Bob Pisani spoke with Will Hershey, CEO and co-founder of Roundhill Investments, Dave Nadig, chief investment officer and director of research at ETF Trends and ETF Database, and Jeff Kilburg, CEO and founder of KKM Financial. They discussed the resounding impact on the Reddit short squeeze, the world of online sports betting and the crazy crypto ride. In the 'markets 102' portion of the podcast, Bob continues the conversation with Dave Nadiq from ETF Trends. by ETF Edge

30 min listen

Hedging Against Interest Rate & Volatility Risk: CNBC host Bob Pisani spoke with Paul Kim, Co-founder and CEO of Simplify ETFs – along with Dave Nadig, Director of Research at ETF Trends. They discussed the road to record highs - more investors are seeking out ways to hedge against equity risk, interest rate risk, volatility and everything in between. In the ‘Markets 102’ portion of the podcast Bob continues the conversation with Dave Nadig from ETF Trends. by ETF Edge

27 min listen

Israel-Hamas Conflict Ripple Effects & Ether Futures ETF Flows Fizzling 10/9/23: CNBC’s Bob Pisani spoke with Ric Edelman, Founder of the Digital Assets Council of Financial Professionals (DACF) – along with Holly Framsted, Director of ETFs at Capital Group. With geopolitical turmoil shaking up the global markets, they discussed the broader macro backdrop for ETFs and broke down the market reaction thus far. They also got an update on active ETFs, which are seeing more than their fair share of inflows this year. Plus, the crypto bulls may have cheered the launch of several ether futures ETFs last week – but so far, those ETFs have seen lackluster flows. Could it be a sign of wavering interest in the crypto space? In the “Markets 102” portion, Bob continued the conversation with Ric Edelman from the Digital Assets Council of Financial Professionals. by ETF Edge

30 min listen

Sell-off Strategies & Top Inflation Beneficiaries: CNBC's Bob Pisani spoke with James Davolos, Portfolio Manager and Research Analyst at Horizon Kinetics – along with Tom Lydon, CEO of ETF Trends. They discussed today’s sharp sell-off on Wall Street as Covid fears flare up again despite a number of relaxed restrictions all across the globe. Plus, a hot new inflation fund that’s poised to benefit from higher inflation. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends. by ETF Edge

22 min listen

Markets Post-Powell & Tracking Thematic Trends 8/29/22: CNBC’s Bob Pisani spoke with Dave Nadig, Financial Futurist at Vetta-Fi and Wes Crill, Head of Investment Strategists at Dimensional Fund Advisors. As the sell-off spills over from last week, they discussed how to navigate the choppy market terrain post-Powell – plus, the case for global diversification and China, why the run in value stocks is not over, and what's so right – and wrong – about the single stock ETF craze. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Wes Crill from Dimensional Fund Advisors. by ETF Edge

23 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

Timing isn’t everything: Top ETF Strategy Pitfalls: CNBC's Bob Pisani spoke with Kim Arthur, CEO of Main Management, Wes Crill, Head of Investment Strategists and Vice President at Dimensional Fund Advisors and Dave Nadig, Director of Research at ETF Trends. They discussed sector rotation in full swing this year and the big debate over market timing; does it work and what are some of the biggest pitfalls and perils? In the 'markets 102' portion of the podcast, Bob continues the conversation about marking timing with Wes Crill from Dimentional Fund Advisors. by ETF Edge

30 min listen

Searching for a Bottom in Bond Funds & Passive vs. Active Update 06/06/22: CNBC’s Bob Pisani spoke with Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO – along with Dan Wiener, editor of The Independent Adviser for Vanguard Investments and Chairman of Adviser Investments and Todd Rosenbluth, Director of Research at Vetta-Fi. They discussed ETF flows as bond funds finally experience a reversal in fortune and start to enjoy inflows again – following a dismal first half of 2022. Could this be the bottom investors have been waiting for? Plus, they weighed in the active vs. passive debate – as passive indexing overtakes active funds for the first time ever in the U.S. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dan Wiener from Adviser Investments. by ETF Edge

32 min listen

S&P-IHS Markit Mega Deal & Value's 2020 Comeback: CNBC'S Bob Pisani spoke with Dimensional Fund Advisors co-CEO and CIO Gerard O’Reilly and ETF Trends CEO, Tom Lydon. They discussed the big data deal news of the day - S&P buying IHS Markit - Plus, whether the runup in value is sustainable and the notion of rebranding and repackaging mutual funds into ETF wrappers. In the 'markets 102' segment, Bob continues his conversation with Gerard O'Reilly from Dimensional Fund Advisors. by ETF Edge

34 min listen

Thematic Tech Turmoil & Vanguard's ETF Anniversary: CNBC’s Bob Pisani spoke with Jay Jacobs, head of research and strategy at Global X ETFs, DataTrek Research co-founder Nick Colas and Rich Powers, Vanguard’s head of ETF and index product management. They discussed trouble in the thematic ETF arena and how it impacts the broader market. Plus, it's the 20th anniversary of Vanguard's ETF business. In the 'markets 102' portion of the podcast, Bob continues the conversation with Powers from Vanguard. by ETF Edge

32 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

BlackRock’s Rick Rieder on the Fed, Rates & Global Bond ETFs 10/30/23: CNBC’s Bob Pisani sat down with Rick Rieder, CIO of Global Fixed Income at Blackrock and Head of the BlackRock Global Allocation team. They discussed everything from the Fed’s next moves and the glide path of interest rates to the popularity of active fixed income and investing in a 5% world. They also broke down big global bets ETF investors can sink their teeth into, if they’re looking to go beyond domestic borders in the bond space. In the “Markets 102” portion, Bob continued the conversation with BlackRock’s Rick Rieder. by ETF Edge

30 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

Silver ETFs Spike & The Reddit Factor by ETF Edge

35 min listen

Protecting Against Downside: Buffer ETF Boom 4/10/23: CNBC’s Bob Pisani spoke with Graham Day, CIO of Innovator ETFs – along with Todd Sohn, ETF and Technical Strategist at Strategas Securities, a Baird company. As investors look to navigate the choppy market landscape in the new month, the gang delved into so-called “buffer ETFs" – or ETFs specifically designed to cushion the blow against downside in the broader markets, while also capping potential gains. It’s become an increasingly popular strategy and they broke it all down with the man who helps run Innovator ETFs, a pioneer in the buffered products business. In the “Markets 102” portion, Bob continued the conversation with Todd Sohn from Strategas Securities. by ETF Edge

26 min listen

Dividend, Commodity & Specialty ETF Inflows: CNBC's Bob Pisani spoke with WisdomTree Asset Management global head of research Jeremy Schwartz, Amplify ETFs founder and CEO Christian Magoon and ETF Action founding partner Mike Akins. They unpacked the action in value and specialty ETFs, shared their forecasts for international investing in 2022 and analyzed the recent market rotation. In the 'Markets 102' portion of the podcast, Bob continues the conversation with ETF Action founding partner Mike Akins. by ETF Edge

30 min listen

The Fed's Impact & 2022 Outlook: CNBC's Bob Pisani spoke with Gerard O'Reilly, CO-CEO and Chief Investment Officer of Dimensional Fund Advisors and Nate Geraci, President of the ETF Store. They discussed where markets are headed in 2022 with the looming threat of a faster taper and protentional rate hikes coming down the pike. Plus, why more mutual funds are embracing the ETF model now than ever, and whether hot thematic trends like ESG, Crypto and the Metaverse are built to last. In the 'markets 102' portion of the podcast, Bob continues the conversation with Nate Geraci from The ETF Store. by ETF Edge

34 min listen

Thematic ETFs & ETF Market Price: CNBC’s Bob Pisani speaks with Chris Hempstead, Head of ETF Institutional Business Development at NY Life and Todd Rosenbluth, Director of ETF and Mutual Fund Research at CFRA. They discussed Thematic ETFs, Corporate Bond ETFs and the IPO Market. In the 'Markets 102' section, Bob discusses the pricing mechanism behind ETFs. by ETF Edge

22 min listen

Active vs. Passive Management – Who’s Winning in 2022? 9/26/22: CNBC’s Bob Pisani spoke with Tom Lydon, Vice Chairman at Vetta-Fi, and Anu Ganti, Senior Director of Index Investment Strategy at S&P Dow Jones Indices. They delved into the age-old debate of active versus passive management. With market volatility on the rise, many active fund managers claim this is their time to shine – and according to the latest SPIVA survey out from S&P Dow Jones Indices, actively managed funds are enjoying their best performance against their benchmarks in over a decade. But is all that enough to beat out passive investing in the long run? In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Tom Lydon. by ETF Edge

27 min listen

Gold ETFs, Online Retail & ETN Delisting Dangers: CNBC’s Bob Pisani speaks with Dave Nadig, chief investment officer and director of research at ETF Trends and ETF Database, and Chris Hempstead, director of institutional business development at IndexIQ. They discussed exchange-traded note delistings and the risks they pose to investors, gold’s winning streak this year, online retail, and some top headlines in the ETF space. In the markets 102 segment Bob discusses the work from home ETF. by ETF Edge

22 min listen

Tech-Forward ETFs & Evolving Landscape: CNBC’s Bob Pisani spoke with Cathie Wood, CEO and CIO at Ark Invest, and Jay Jacobs, SVP and head of research and strategy at Global X ETFs, to discuss their tech-forward exchange-traded funds. Noah Hamman, CEO and founder of AdvisorShares, also explains how his firm’s long-short exchange-traded funds can help investors diversify their portfolios and hedge against unexpected declines. In the 'Markets 102' section, Bob discusses the evolving ETF landscape. by ETF Edge

25 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

The ETF Flowdown: Mega-Cap Tech in Charge 5/15/25: CNBC’s Bob Pisani spoke with Anna Paglia, Head of ETFs and Indexed Strategies at Invesco, and Scott Ladner, CIO of Horizon Investments. They discussed the latest ETF trends and flows experts are seeing this month. Big tech is leading the charge, but is it all just a so-called “mega-cap mirage”? And investors are still putting money to work in fixed income ETFs. They dug why certain pockets of active fixed income, in particular, have garnered so much attention lately – and offered best strategies for ETF investors to play the space. In the “Markets 102” portion, Bob continued the conversation with Scott Ladner from Horizon Investments. by ETF Edge

31 min listen

Discover this podcast and so much more

New Active ETF Launches & Navigating Energy Prices

New Active ETF Launches & Navigating Energy Prices

Description

Titles in the series (100)

More Episodes from ETF Edge

Related podcast episodes