The ETF Flowdown: Mega-Cap Tech in Charge 5/15/25

Talking Technicals: Sector Rotation ETF Strategies 12/14/22: CNBC’s Bob Pisani spoke with Katie Stockton, Founder of Fairlead Strategies, and Ben Lavine, CIO of 3-D-L Capital Asset Management. With the fundamental picture next year looking cloudier by the minute, many investors are turning to technical analysis to determine where to put their money to work next. Today on the show they laid out some key asset sector rotation and asset allocation strategies to help ETF investors wade through the murky economic environment. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Katie Stockton from Fairlead Strategies. by ETF Edge

26 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

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

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

Morgan Stanley Entering the ETF Space – and Hot Takes from the World’s Largest ETF Conference 2/6/23: CNBC’s Bob Pisani spoke with Tony Rochte, Global Head of ETFs at Morgan Stanley, Dave Nadig, Financial Futurist at Vetta-Fi and Vance Barse, Founder of Your Dedicated Fiduciary. After a disastrous 2022 for both stocks and bonds, they dove into the hot topics being talked about at this year’s Exchange ETF conference – everything from fixed income and dividends to thematic tech, buffered products and the raging debates over global vs. domestic and active vs. passive. Plus, Morgan Stanley is finally getting in the ETF game, launching a suite of brand-new ETFs for the first time ever. Rochte dishes on what finally made them take the plunge into the sizzling ETF space. by ETF Edge

27 min listen

Green Shoots? IPO Market, Economy & More 6/12/23: CNBC’s Bob Pisani spoke with Matt Kennedy, Senior IPO Market Strategist for Renaissance Capital and Todd Sohn, Head of ETF and Technical Strategy at Strategas Securities – along with Kyla Scanlon, founder of financial education company Bread. They discussed the IPO market – with Cava going public later this week, are we finally starting to see green shoots sprouting after a very long drought? They also talked broader markets this summer, honing in on the potential for a major FOMO equity market move, even despite relatively thin inflows, and the broader economy ahead of Wednesday’s Federal Reserve meeting. In the “Markets 102” portion, Bob continued the conversation with Kyla Scanlon, founder of Bread. by ETF Edge

28 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

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

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

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

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

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

Wrapping Up a Wild Quarter: Global & Treasury ETFs See Big Inflows 3/27/23: CNBC’s Bob Pisani spoke with Nate Geraci, President of The ETF Store, and D.J. Tierney, Director and Senior Investment Portfolio Strategist at Schwab Asset Management. Following a wild first quarter for the markets, they discussed the flowdown – breaking down the biggest winners and losers as ETF investors look ahead to April. Even though stock and bond ETFs have on the whole seen inflows, money poured in at a much slower pace than they did the same time a year ago. What can investors expect in Q2? In the “Markets 102” portion, Bob continued the conversation with Nate Geraci from The ETF Store. by ETF Edge

26 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

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

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

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

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

Thematic Tech Trade: Getting Love Again in 2023 1/30/23: CNBC’s Bob Pisani spoke with Jon Maier, CIO of Global X ETFs, and Kevin Simpson, Founder and CIO of Capital Wealth Planning. After a dismal year in 2022, thematic tech is back in a big way – especially with the rise of new technology like ChatGPT. They discussed the thematic tech trade and got to the crux of what’s driving these gains – digging into whether investors are seeing any signs of a bottom in technology stocks and ETFs just yet. by ETF Edge

24 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

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

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

Market Mayhem – Time to Hit the Panic Button Yet? 06/13/22: CNBC’s Bob Pisani spoke with Christian Magoon, CEO of Amplify ETFs – along with Mike Akins, CEO of ETF Action and Dan Egan, Vice President of Behavioral Investing at Betterment. They tackled today’s major sell-off head-on, touching on ways to weather the storm of red-hot inflation. Plus, are retail investors hitting the panic button yet? They also dug deep into crypto getting crushed today – and discussed the latest home-buying habits in this era of mounting mortgage rates. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Mike Akins from ETF Action. by ETF Edge

28 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

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

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

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

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

59 min listen

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

120 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

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The ETF Flowdown: Mega-Cap Tech in Charge 5/15/25

The ETF Flowdown: Mega-Cap Tech in Charge 5/15/25

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