Zero-Day Options: A New ETF on the Block 9/18/23

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

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

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

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

ETFs and Mutual Funds: Same Share Class a Game Changer? 8/28/23: CNBC’s Bob Pisani spoke with Gerard O’Reilly, Co-CEO and CIO of Dimensional Fund Advisors – along with Ben Slavin, Global Head of ETFs at BNY Mellon. They discussed a hot trend in the ETF business that’s been the talk of the town for many industry observers – the same share class debate, or treating ETFs and mutual funds as both under the ETF wrapper. Vanguard’s been doing it for years, but now that the same-share class patent is expiring, will the SEC agree to renew it? In the “Markets 102” portion, Bob continued the conversation with Ben Slavin from BNY Mellon. by ETF Edge

28 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

SPY ETF Turns 30: First ETF in the U.S. 1/23/23: CNBC’s Bob Pisani spoke with Rory Tobin, Head of the Global SPDR ETF Business at State Street Global Advisors, and Todd Rosenbluth, Head of Research at VettaFi. They celebrated the 30th anniversary of the SPDR S&P 500 ETF Trust – the largest, most heavily traded ETF in the world. They discussed why indexing has challenged active management and why ETFs have been such a successful wrapper for indexing – to the point of actively challenging mutual funds as the investment vehicle of choice. by ETF Edge

20 min listen

Bob Pisani: Everyone Talks Their Book on Wall Street: The CNBC senior markets correspondent discusses his biggest investing mistakes, the media’s role in market bubbles, and the challenge of finding an information edge. by The Long View

47 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

Let’s Talk ETFs PREVIEW: Let’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best... by Wall Street Breakfast

2 min listen

Let’s Talk ETFs Preview: Let’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize... by Let's Talk ETFs

2 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

A Financial Adviser’s Take on Bitcoin ETFs by Trillions

39 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

Big Launch: Ether Futures ETFs 10/2/23: CNBC’s Bob Pisani spoke with Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management and Simeon Hyman, Head of Investment Strategy at Pro-Shares – along with Todd Sohn, ETF and Technical Strategist at Strategas Securities. They delved into the launch of the first-ever ether futures ETFs following the SEC’s approval over the weekend – ahead of the government shutdown deadline. Another win for the crypto bulls, but does this necessarily bode well for broader spot crypto ETF approval? They also took a look ahead at the fourth quarter for the markets and discussed where the search for yield is headed going into the end of the year. In the “Markets 102” portion, Bob continued the conversation with Simeon Hyman from ProShares. by ETF Edge

29 min listen

A 'FOMO' ETF; Thematic Investing Booms: CNBC's Bob Pisani spoke with Matthew Tuttle of Tuttle Tactical Management, Sylvia Jablonski, CIO of Defiance ETFs, and Harry Whitton, Head of ETF Sales Trading at Old Mission Capital. They discussed some of the hottest thematic investing trends in the ETF business, including SPACs and the hydrogen economy. Plus, a "fomo" fund is gearing up to launch later this year as more and more investors look to chase momentum in this market. In the 'markets 102' portion of the podcast, Bob continues the conversation about "fomo" with Matt Tuttle of Tuttle Tactical Management. by ETF Edge

35 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

Schwab’s Dividend Darlings – ETF Edition 12/5/22: CNBC’s Bob Pisani spoke with D.J. Tierney, Senior Investment Portfolio Strategist at Schwab Asset Management – along with Dave Nadig, Financial Futurist at VettaFi. They dove deeper into how investors can make use of ETF to get in the game of tax-loss harvesting – selling securities at a loss to offset those losses against capital gains taxes on other securities. They also broke down Schwab’s top picks when it comes to playing defense and owning dividend darlings to fend off inflation and rising interest rates. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi. by ETF Edge

28 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

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

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

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

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

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

Introducing ETF Edge: ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC's Stocks Editor Bob Pisani is joined by top market participants offering educational and actionable advice to help you build your best portfolio. And, at the end of each episode, stick around for our 'Markets 102' segment where we round out the conversation with some thoughtful, in-depth analysis and perspective to help you better understand ETFs, and put it in the context of today's markets. Coming soon. by ETF Edge

2 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

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

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

The man shorting Cathie Wood’s ARKK, now going ultra-long: CNBC's Bob Pisani spoke with Matthew Tuttle, Managing Director of AXS Investments and CEO of Tuttle Capital Management, Ben Slavin, Global Head of ETFs at B-N-Y Mellon and John Davi, CIO of Astoria Portfolio Advisors. From the man who brought us an ETF that enables investors to go short Cathie Wood’s ARK Innovation Fund, we now have an ETF that allows investors to go two times long Cathie Wood’s ARKK fund. They discussed amplifying big bets on and against disruptive tech names like Tesla, Roku and Twilio. Plus, how is the dizzying volatility impacting the ETF world? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with John Davi from Astoria Portfolio Advisors. by ETF Edge

34 min listen

#49 - Steve Sjuggerud - “This is Not What the Peak of a Bull Market Looks Like": In Episode 49, we welcome Dr. Steve Sjuggerud. The conversation begins with Meb and Steve reminiscing about the origin of their friendship, which dates back some 10 years. This leads the guys into Steve’s background, and how he transitioned from... by The Meb Faber Show

79 min listen

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Zero-Day Options: A New ETF on the Block 9/18/23

Zero-Day Options: A New ETF on the Block 9/18/23

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