Morgan Stanley Entering the ETF Space – and Hot Takes from the World’s Largest ETF Conference 2/6/23

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

Inside Scoop with Invesco – What the Flows Are Saying 10/24/22: CNBC’s Bob Pisani spoke with Anna Paglia, Global Head of ETFs and Indexed Strategies, and Dave Nadig, Financial Futurist at VettaFi. They did a deep dive into fruitful yields and the future of growth stocks. Invesco offers a suite of products that track senior loans issued by banks to corporations, as well as the largest tech-oriented ETF out there, the Invesco QQQ. They discussed what the flows are saying about investors’ appetite for growth and for risk – and how to best handle the market’s many twists and turns heading into year-end. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi. by ETF Edge

26 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 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

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

The ABC’s of ESG – Vanguard’s New Active ESG ETF 7/25/22: CNBC’s Bob Pisani spoke with two top ESG pros – Matt Piro, Global Head of ESG Product at Vanguard, and Jon Hale, Global Head of Sustainability Research at Morningstar. They did a deep dive on all things ESG – and broke down Vanguard’s new actively managed ESG fund, which just launched last week – pointing to still strong demand for sustainable investing even in the midst of a market downturn – plus, efforts to standardize ESG metrics in the face of regulatory pushback. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Jon Hale from Morningstar. by ETF Edge

36 min listen

Crypto ETF Craze: Behind the Spate of Filings 6/26/23: CNBC’s Bob Pisani spoke with Jeremy Schwartz, Global CIO of WisdomTree, and Nate Geraci, President of the ETF Store. They discussed the recent spate of new filings for spot bitcoin ETFs, including the big behemoth BlackRock itself submitting an application just two weeks ago. Do they know something the rest of Wall Street doesn’t? They also talked broader market trends, including outflows from gold ETFs and long-awaited momentum in equity ETFs, which have had to play catch up to bonds all year. In the “Markets 102” portion, Bob continued the conversation with Nate Geraci from The ETF Store. by ETF Edge

22 min listen

Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker by Excess Returns

59 min listen

Grantham's GMO Gets into ETF Game 11/13/23: CNBC’s Bob Pisani sat down with Tom Hancock, Head of the Focused Equity Team at GMO and Portfolio Manager for GMO’s Quality Strategies - along with Nate Geraci, President of The ETF Store. They discussed the future of value investing and the rapid rise of ETFs, as legendary investor Jeremy Grantham’s firm gears up to launch its first ETF ever – and the name of the game is quality. They also waded into the growth vs. value debate and delved deeper into key investing trends in the year ahead. Plus, our panel of experts explored the recent explosion of active ETFs and continued demand for Treasury ETFs – on both the short and long end. In the “Markets 102” portion, Bob continued the conversation with Nate Geraci from The ETF Store. by ETF Edge

30 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

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

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

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

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

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

AI Revolution: Broadening Out Beyond Big Tech? 7/31/23: CNBC’s Bob Pisani spoke with Rich Lee, Head of Program Trading, ETF Trading and Execution Strategy at Baird – along with Todd Rosenbluth, Head of Research at VettaFi. With the AI revolution taking the world by storm, the bulls are hoping we’ll finally see the trend broaden out beyond just big-cap tech companies like Nvidia, Meta and Alphabet. And while there are a handful of ETFs heavily tied to AI out there, many ETF investors are hoping for a more all-encompassing, varied selection in the not-too-distant future. In the “Markets 102” portion, Bob continued the conversation with Todd Rosenbluth from VettaFi. by ETF Edge

23 min listen

A Financial Adviser’s Take on Bitcoin ETFs by Trillions

39 min listen

Stocks vs. Bonds: 60/40 Model Back in Vogue 2/27/23: CNBC’s Bob Pisani spoke with Alex Morris, President and CIO of F/m Investments, and Dave Nadig, Financial Futurist at VettaFi. They took a good, long look at stocks versus bonds and the core asset allocation debate. With yields on the rise, bonds are looking more and more attractive by the day – particularly as the 2-year Treasury note yield hovers around 5%. The gang broke down various ways in which ETF investors could gain exposure to the roster of single-bond Treasury ETFs that are sporting those juicy yields. by ETF Edge

24 min listen

2022 ETF Themes: Happy New Year! CNBC's Bob Pisani spoke with Tom Lydon, CEO of ETF Trends and John Davi, CEO and CIO of Astoria Portfolio Advisors. Coming off a record-breaking year for ETF flows, Bob kicks off 2022 with a deep dive into the most salient themes to watch for in the weeks and months ahead … everything from covid concerns and rising interest rates to rich-looking tech valuations, crypto, ESG and more. Plus, a brand-new ETF that aims to help investors not only protect against but also profit from rising inflation. In the ‘Markets 102’ portion of the podcast, Bob continues conversation with Tom Lydon from ETF Trends. by ETF Edge

31 min listen

The ETF Flowdown: Plenty of “Scared” Money Still Parked in Treasuries 11/20/23: CNBC’s Kate Rooney spoke with Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, and Dan Egan, Vice President of Behavioral Finance and Investing at Betterment. They dove into the world of dividend plays and broke down the latest big dividend ETF launch. They tackled a wide array of topics in the ETF industry: investor sentiment, bond fund flows and artificial intelligence – specifically, AI’s role in the future of money management – as well as what to expect as we gear up for 2024 amid the Federal Reserve’s higher-for-longer rate regime. It’s almost crunch time for many holding short-term Treasuries, but will many be too scared to make the switch to equities again? by ETF Edge

17 min listen

Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo by Excess Returns

60 min listen

Top 25 ETFs, What's Driving The Rally: CNBC’s Bob Pisani spoke with Dave Nadig, Chief Invesment Officer at ETF Flows and Phil Mackintosh, Nasdaq's Chief Economist. They discussed the big ETF movers this year and prospects for the second half. In the 'Markets 102' section, Bob discusses the unique structure of ETFs and how they make you money. by ETF Edge

21 min listen

Alternative Asset Plays – Commodity & Hedge Fund ETF Exposure 11/7/22: CNBC’s Bob Pisani spoke with Andrew Beer, founder of Dynamic Beta Investments and co-portfolio manager of DBMF – along with Andrew McOrmond, Managing Director at WallachBeth Capital. They took a look at one of the best-performing ETFs of 2022 – delving into alternative asset plays and offering ETF investors exposure to key commodity-tracking hedge funds that specialize in trading futures contracts. The fund has been on fire all year long – they break down what’s fueling the gains. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Andrew McOrmond from WallachBeth Capital. by ETF Edge

26 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

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

Interview: The Past, Present and Future of Investing with Morningstar's John Rekenthaler by Excess Returns

53 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

Rise of Single-Stock ETFs – Big Bets on Red-Hot Names 7/18/22: CNBC’s Bob Pisani spoke with Greg Bassuk, CEO of “Access” Investments, and Dave Nadig, Financial Futurist at VettaFi. They discussed the ins and outs of leveraged and inverse single-stock ETFs – the first of their kind to launch in the U.S. The new suite allows investors to make huge bets on or against the most widely held names out there – like Tesla, Nvidia and PayPal. They covered the pros and cons, pitfalls and perils of trading such volatile products – and why the SEC has its reservations about them. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi. by ETF Edge

30 min listen

Zombie Companies, The Amazon Effect, and ETFs: Stansberry Investor Hour by Stansberry Investor Hour

76 min listen

The Dangers of Trying to Outsmart the Market by Excess Returns

17 min listen

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Morgan Stanley Entering the ETF Space – and Hot Takes from the World’s Largest ETF Conference 2/6/23

Morgan Stanley Entering the ETF Space – and Hot Takes from the World’s Largest ETF Conference 2/6/23

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