Deep Dive on Dividend ETFs, Crypto & AI 11/6/23

100% downside protection? 4/29/24: A new type of fund promises upside exposure – to a limit – but with 100% protection to the downside. How does it work? Plus, why it might face stiff competition from good old money market funds. by ETF Edge

21 min listen

Investing in hot private tech companies 4/22/24: As more tech companies push off IPOs and stay private for longer, investors are hungering for ways to get in. Here’s two, but they’re not for everyone. Can the process be made more democratic? by ETF Edge

26 min listen

Commodities crosscurrents: geo-political, inflation & reflation 4/15/24: Contrasting macro-economic indicators plus geo-political concerns are tugging commodities generally higher… but new money is only following part of the trade. Find out why. by ETF Edge

26 min listen

Gold beating stocks and bonds. Plus, can no one beat Buffett’s old edge? 4/8/24: Gold at historic highs and beating stock and bond averages… but what’s the real driver? Plus, investment advice for the very long haul with Larry Swedroe, Director of research at Buckingham Strategic Partners. by ETF Edge

43 min listen

Back to bonds… because bonds are back with new tricks? 4/1/24: With rates where they are, basic bonds could have another banner year. But a new breed of bond-related offerings could offer investors even more advantages. by ETF Edge

27 min listen

“Active”-ation: new way to bring new types of active management to market 3/28/24: The definition of “active management” is changing… and so is the way novel approaches are being developed for the ETF industy by ETF Edge

28 min listen

Sign of top or another pop? Rush of Mag 7 & weight loss offerings hit 3/18/24: We’ve seen it before in the ETF space – a slew of new ways to play a theme often signals a peak. But could it be different this time with Mag 7 and even the recent weight loss craze? by ETF Edge

16 min listen

With bitcoin surge are spot funds living up to promise? Plus, incoming weight loss funds 3/11/24: As bitcoin hits new highs, new spot bitcoin ETFs are playing along. But are they driving the surge or just following it? Plus, you knew it would happen: the applications for weight loss funds are now in. by ETF Edge

27 min listen

SEC votes on climate change. Plus, how is an ESG fund actually built? 3/4/24: SEC votes on new rules requiring disclosure of material risks related to climate change. Plus, ESG funds face criticism for their holdings - but here’s how they are actually built. by ETF Edge

34 min listen

TMX Group CEO on ETF growth, commodities and crypto. Plus, defining “quality” with Astoria Advisors’ Founder 2/28/24: The CEO of the TMX Group – which owns the Toronto Stock Exchange – talks about his initiatives in developing new ETFs, adding transparency to commodities trading, pioneering crypto offerings and their tech venture incubator program. Plus, Astoria Advisors’ Founder helps nail down what is and isn’t “quality” in ETF space. by ETF Edge

32 min listen

With interest rates stuck, what’s a bond investor to do now? 2/21/24: Cash versus corporates versus active fixed income strategies… What’s the best place to park cash now while the Fed figures out its next move (or not). by ETF Edge

31 min listen

Live from the biggest ETF conference: Exchange Miami 2/12/24: We talk the biggest trends, concerns and opportunities among 2,000 advisors, money managers and fund companies. Among them: Bitcoin, Mag 7, AI and much more. by ETF Edge

38 min listen

Semis soar, but not all gains are equal 2/5/24: With the recent run, semis are challenging software as the biggest sub-sector of the S&P. But not all chipmakers are benefitting. In fact, most are not. So choose your ETFs carefully. Here’s how. by ETF Edge

27 min listen

Spotty Bitcoin & ETF alternatives to the Magnificent 7 1/29/24: Most of the money flowing into new spot bitcoin funds seems to be reallocated institutional money… not so much new retail money. Plus, find out which ETFs could be less-risky alternatives to tech’s top-heavy “Magnificent 7”. by ETF Edge

28 min listen

China’s out, India & Japan are in 1/22/24: International investing flows are all over the place right now but two things stand out: massive flows out of China… and in to India and Japan. To make sense of it all, we spoke with Dave Mann, Global Head of Product and Capital Markets at Franklin Templeton, and Mike Akins from ETF Action. by ETF Edge

27 min listen

The Future of “Spot-Bitcoin” Post-Approval 1/8/24: It's been a decade in the quest for a spot bitcoin ETF. There are 13 applicants for bitcoin funds and first in line is Cathie Wood from Ark Invest. Bob Pisani sat down with Cathie, her ETF partner Ophelia Snyder, founder of 21shares. Plus Jan Van Eck, CEO of VanEck, who also has an application in…and Doug Yones, head of exchange traded products at NYSE. by ETF Edge

36 min listen

Is India the perfect Emerging Market? 12/20/23: CNBC’s Bob Pisani sat down with Burton Malkiel, Chemical Bank Chairman’s Professor of Economics at Princeton University and author of the legendary investing text, A Random Walk Down Wall Street; Kevin Carter, chief investment officer of EMQQ Global and the India Internet & Ecommerce ETF (INQQ), and Todd Sohn, ETF & Technical Strategist at Strategas Securities. They discussed investing in India’s emerging market and the reasons why it has had a great year compared to other countries. They also look into the differences between China and India, past market performances, and where each stand today. by ETF Edge

31 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

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

Timeless Investing Wisdom: Morgan Housel’s New Book 11/27/23: CNBC’s Bob Pisani sat down with Dave Nadig, Financial Futurist at VettaFi, and Morgan Housel, partner at The Collaborative Fund and author of “Same as Ever: A Guide to What Never Changes.” Arguably one of the most popular writers on the subject of investor behavior, Housel is the author of “The Psychology of Money” – now out with a new book offering timeless lessons on what never changes in an ever-changing world. In the “Markets 102” portion, Bob continued the conversation with Dave Nadig from VettaFi. by ETF Edge

36 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

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

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

Inside Vanguard HQ: Sizing Up ETFs, Rates & Big Tech in the Year Ahead 10/27/23: CNBC’s Bob Pisani sat down on the trading floor at Vanguard HQ, where he caught up with Vanguard CIO Greg Davis and Janel Jackson, Global Head of ETF Capital Markets and Broker and Index Relations at Vanguard. Our panel of experts broke down top ETF gave us a glimpse of where the flows could be headed next. They also weighed in on the mega-cap tech trade and handicapped the Fed’s next policy moves, outlook for the global economy, equities and interest rates in 2024. In the “Markets 102” portion, Bob continued the conversation with Vanguard’s Janel Jackson. by ETF Edge

29 min listen

ARK’s Cathie Wood on Bitcoin ETFs, Higher Rates & the Fate of Tech 10/16/23: CNBC’s Bob Pisani spoke with Cathie Wood, CEO of ARK Invest, and Tom Lydon, Vice Chairman of VettaFi. They broke down the path ahead for crypto and spot bitcoin ETFs after the SEC opted not to appeal the court decision on Grayscale’s bitcoin ETF conversion over the weekend. Does this mean a spot bitcoin ETF might now be just around the corner? They also discussed the fate of technology in the face of higher rates, ARK’s foray into European investing and other investment bright spots Cathie Wood is paying attention to right now. In the “Markets 102” portion, Bob continued the conversation with Tom Lydon from VettaFi. 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

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

Zero-Day Options: A New ETF on the Block 9/18/23: CNBC’s Bob Pisani spoke with Sylvia Jablonski, CEO of Defiance ETFs, and D.J. Tierney, Senior Investment Portfolio Strategist at Schwab Asset Management. They dug deep into a new ETF on the market that’s looking to capitalize on a massively popular way to make short-term market bets – zero-day options. The world’s first-ever “zero days to expiration” ETF is here, and it’s making big waves in the ETF business – particularly as options trading has been red-hot in recent years. They also broke down the latest ETF flows from the third quarter and told investors how to equip themselves for the fourth quarter. In the “Markets 102” portion, Bob continued the conversation with D.J. Tierney from Schwab. by ETF Edge

28 min listen

Future Proof Conference: Getting the Buzz on IPOS, Bitcoin & Treasury Bonds 9/11/23: CNBC’s Bob Pisani spoke with Jan van Eck, CEO of VanEck Associates and Michael Sonnenshein, CEO of Grayscale Investments – along with Alex Morris, President and CIO of F/m Investments. Live from Huntington Beach, California, they discussed the state of semiconductors ahead of ARM Holdings’ big debut this week, got the latest on the battle for a bitcoin ETF from the man who just sued the SEC and won, and get an update on the wild year we’ve seen when it comes to Treasury bond investing. In the “Markets 102” portion, Bob continued the conversation with Jan van Eck. by ETF Edge

20 min listen

The ETF Flowdown: Bitcoin, Cannabis & September Swoon Ahead? 9/6/23: CNBC’s Courtney Reagan spoke with Tom Lydon, Vice Chairman of VettaFi, and Christian Magoon, CEO of Amplify ETFs. They broke down the latest ETF flows, talked standout summer trends and tackled what’s ahead for the markets in September. Will there be a September swoon ahead? They also did a deep dive on thematic ETFs like bitcoin and marijuana, as recent regulatory developments are making big waves in the ETF business on both fronts. by ETF Edge

16 min listen

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Deep Dive on Dividend ETFs, Crypto & AI 11/6/23

Deep Dive on Dividend ETFs, Crypto & AI 11/6/23

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