Fixed Income Flows & The Pulse of Active ETFs in 2023 2/13/23

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

Trending Now: Active ETFs & Options Overlay 12/4/23: CNBC’s Bob Pisani sat down with Brendan McCarthy, Head of ETF Distribution and ETF Capital Markets – along with Tim Seymour, Founder and CIO of Seymour Asset Management, and Todd Sohn, ETF and Technical Strategist at Strategas Securities. Actively managed ETFs have captured a quarter of all ETF flows in 2023. Our panel of experts discussed the power of active management this year, what’s driving the big gains and whether this marks the start of a new trend as investors brace for the new year. We’ll also dig into the pitfalls and the promise behind the increasingly popular options overlay strategy – options overlay – which uses options to generate income via ETFs. In the “Markets 102” portion, Bob continued the conversation with Todd Sohn from Strategas Securities. by ETF Edge

30 min listen

A "Guide to the Markets" Conversation with J.P.Morgan Asset Management by Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

37 min listen

ETF Flowdown: Active Management, Bonds, Crypto & Beyond 12/11/23: CNBC’s Bob Pisani sat down with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed all manner of trends in the ETF industry – everything from short-term bonds and active management’s time in the sun to the growth trade, covered call strategies, crypto and more… Plus, they tackled the “flowdown” for 2024 – as the S&P 500 hovers around a new high and investors position themselves for what many are hoping will be a broad-based recovery ahead. In the “Markets 102” portion, Bob continued the conversation with Ben Slavin from BNY Mellon. by ETF Edge

30 min listen

Weathering the Storm – One of the Most Volatile Years on Record 06/22/22: CNBC’s Leslie Picker spoke with Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed a number of ways ETF investors are weathering the year’s treacherous market volatility – including a deep dive on a handful of popular dividend, value and commodity plays. by ETF Edge

12 min listen

The Active-Passive Divide by ETF Edge

35 min listen

The SPAC Space & Free Cash Flow vs. Earnings by ETF Edge

31 min listen

Ep. 4 - Bank M&A down but not out: While many banks are being unfairly painted with a broad brush, institutions will face tougher regulatory examinations and pressure on probability and that should ultimately lead to a strong rebound in bank M&A activity. Those views were delivered... by The Pipeline: M&A and IPO Insights

27 min listen

Kicking off Q2: Bond ETF Bonanza Going Strong? 4/3/23: CNBC’s Bob Pisani spoke with Chris Concannon, CEO of MarketAxess – along with Alex Morris, President and CEO of f/m Investments, and Tom Lydon, Vice Chairman of VettaFi. They discussed the top ETF trends to look forward to in the second quarter. Will the tidal wave of money pouring into Treasury ETFs continue? Markets are already undergoing some important sectoral shifts bubbling below the surface, so will technology plays take more of a backseat in favor of consumer- and cyclical-focused ETFs, or should investors expect more of the same? In the “Markets 102” portion, Bob continued the conversation with Tom Lydon from VettaFi. by ETF Edge

29 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

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

Research Recap | Key Takeaways From the IMF/World Bank Annual Meetings: Resilience. Fragmentation. Divergence. These were just some of the buzzwords that emerged during the investor conference J.P. Morgan hosted at the IMF/World Bank Annual Meetings in October 2023. What else was top of mind for attendees? Join Joyce Cha... by Making Sense

20 min listen

RT25: Alpha decay in Short-Term strategies ft. John Fidler, Jonathan Miles & Christopher Vogt – 2of2 by Top Traders Unplugged

31 min listen

Topping the Charts in 2022 – JPMorgan’s JEPI ETF 1/9/23: CNBC’s Bob Pisani spoke with Hamilton Reiner, Head of U.S. Equity Derivatives at J.P. Morgan Asset Management, and Dave Nadig, Financial Futurist at Vetta-Fi. They discussed what sector plays worked well in 2022 and what investors should consider betting on in 2023. Plus, the man who runs one of the most successful active funds out there – the J-P Morgan Equity Premium Income ETF (ticker JEPI) – offers his take on whether actively managed funds can still shine in the year ahead. by ETF Edge

17 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

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 Bitcoin ETF Craze: CNBC's Bob Pisani spoke with Steven McClurg, CIO at Valkyrie Funds and Tom Lydon, CEO of ETF Trends. They discussed the world of crypto as more and more companies are jumping on the bitcoin futures ETF bandwagon, So far, the new trend has really taken off, so how can investors get in the game, and how might they look to bitcoin as a way to hedge against inflation? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends. by ETF Edge

27 min listen

SPAC Spigot Slows & WisdomTree's Momentum Move: CNBC's Bob Pisani spoke with Jeremy Schwartz, Global Head of Research at WisdomTree Asset Management, Mark Yusko, Founder and C-I-O of Morgan Creek Capital Management, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed the battle between growth and value and the tug-of-war between fundamentals and market cap-weightings in the world of ETFs. Plus, the sea of SPACs may have quieted for now, but what’s ahead for the second half? Will we see a resurgence even as the IPO market picks up steam? In the 'Markets 102' portion of the podcast, Bob continues the conversation with Jeremy Schwartz from WisdomTree. by ETF Edge

32 min listen

SPAC Slowdown & Rising Inflation Concerns: CNBC'S Leslie Picker spoke with Mark Yusko, CEO of Morgan Creek Capital Management, Steve Grasso from Stuart Frankel, and Tom Lydon, CEO of ETF Trends. They discussed how sustainable the rally we’ve seen in reopening-sensitive groups like travel, leisure, and other cyclical plays and are investors getting too complacent? Plus, we’ll get more on the rising inflation fear factor and why the SPAC trade is fizzling out this month. by ETF Edge

21 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

Masterclass on factor investing (smart beta) with Sankaranarayanan Krishnan by Zerodha Educate

120 min listen

Regional Bank Fallout: The Flowdown for May 5/3/23: : CNBC’s Bob Pisani spoke with Reggie Browne, Principal of GTS, and Kevin Simpson, portfolio manager at Capital Wealth Planning. They discussed the fallout from the regional banking meltdown. No surprise short positions are on the rise, but what about bank ETF flows? Our panel of experts broke down where the money is headed in this ever-changing market landscape, and offered their takes on other pivotal trends like dividend income ETFs both here and abroad – as well as covered call ETFs strategy, which has steadily been gaining steam. In the “Markets 102” portion, Bob continued the conversation with Reggie Browne from GTS. by ETF Edge

21 min listen

The Bonds are Back in Town: Discussing Potential Interest Rate Paths and Why “Low for Long” Might Be a Thing of the Past: For the first time in decades, long-term interest rates have broken out of their steady downtrend with recent spikes. Is this a temporary irregularity? Or could today’s rate environment be a new paradigm? In this episode, Mike Collins, CFA, host and... by All the Credit

38 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

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

Bitcoin, Bank Coins and Bonds, feat. George Goncalves: George Goncalves has been a macro analyst specializing in bonds for more than 20 years. In this conversation, he and NLW discuss the story bonds are telling the market and why central bank digital currencies are likely to have an important part of the... by The Breakdown

24 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

Diving into Dividend ETFs – Dividend Growth Plays & Future of Online Retail 11/21/22: CNBC’s Seema Mody spoke with Todd Rosenbluth, Head of Research at VettaFi, and Brian Giere, Senior Vice President at Amplify ETFs. They discussed popular alternative sources of income, as investors look to navigate a rocky landscape for equities and a volatile bond market – with a special focus on dividend growth ETFs. Plus, they dove into the holiday shopping season and debated over what the road ahead for online retail looks like in the face of high inflation. by ETF Edge

10 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

Special Episode: Investing Legend Burton Malkiel: CNBC's Bob Pisani spoke with Burton Malkiel, professor emeritus of economics at Princeton University and author of “A Random Walk Down Wall Street,” and Dave Nadig, chief investment officer and director of research at ETF Trends. They discussed the evolution of retail trading, ESG, the market sell off and what investors should expect going into the end of the year. In the 'markets 102' portion of the podcast Bob will continue his exclusive interview with investing legend Burton Malkiel. by ETF Edge

45 min listen

Discover this podcast and so much more

Fixed Income Flows & The Pulse of Active ETFs in 2023 2/13/23

Fixed Income Flows & The Pulse of Active ETFs in 2023 2/13/23

Description

Titles in the series (100)

More Episodes from ETF Edge

Related podcast episodes