
ETF Edge
302 episodes — Page 1 of 7
What’s next from Roundhill’s DRAM 5/11/26
Quiet Crypto Comeback 5/6/26
Rally versus worry: both at highs 4/27/26
The energy ETF play is just beginning 4/20/26
History suggests the biggest market drawdown is still to come 4/13/26
Diversifying your diversification 4/6/26
A hedge fund tactic without the hedge fund cost 3/23/26
As investors look to hedge against whipsaw volatility, managed futures funds may offer a welcome cushion… but you must understand their complexities first. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Regulation reform with SEC Commissioner Peirce 3/16/26
From leverage to tokenization, find out where the SEC stands now on product innovation and regulation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A cryptocurrency disconnect 3/9/26
Current geopolitical concerns are testing cryptocurrencies. But they’re responding in ways that might be unexpected. Find out what else might be at play under the surface. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Reassessing international markets amid geopolitical volatility 3/2/26
Will conflict in the Middle East and continuing tariff turmoil dampen international market outperformance? Find out which regions are at risk and which are in promising positions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Retail complexity versus institutional simplicity 2/23/26
Retail traders are diving deeper into complex products, trying to push the return envelope. At the same time, institutional money is moving more toward straightforward strategies. Find out what this dichotomy could indicate about the future of the markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Keeping income incoming 2/18/26
For a large swath of ETF investors, consistent income is more important than the next big thing. But how do you best go about that when the big things cause big swings in the market? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Crypto collapse and ETFs 2/9/26
The “tokenization of everything” was supposed to be a huge driver of the ETF industry in 2026. Now, maybe not? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fixed income, variable outcomes 2/2/26
From Fed nominees to overall risk-tolerances, the macro picture is changing rapidly. A new approach to fixed income tools could smooth out what is likely to be a volatile 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Grasping the global rally 1/28/26
There could be much more to it than just what headlines suggest. Fundamental changes could be afoot. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rare opportunities emerging in bonds 1/21/26
Headlines have equity markets reeling… proving the worth of multi-asset strategies to survive the short-term. But, for the long-term, rare opportunities in bonds are opening up for the first time in a decade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why “big oil”…. might not be for much longer 1/12/26
Venezuela and Iran stealing the energy sector headlines… but the bigger stories are unfolding in far different areas. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The 2026 ETF Outlook: Increasing Complexity 1/5/26
The top trends transforming the industry and, possibly, your investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25
The low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’ for the media stocks, and Wedbush’s Dan Ives says 2026 will be a ‘Monster Year’ for Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Goldman Sachs’ big bet on defined-outcome funds 12/8/25
Goldman Sachs announcing a plan to buy Innovator Capital Management for $2B. We get the inside perspective on where else that deal could take them… and how those types of funds of being employed more and more within the marketplace. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Caveat emptor: will retail investors get burned by their own fire for returns? 12/1/25
A new study finds more than 90% of increasingly complex single-stock, leverage and inverse exchange traded products are owned exclusively by retail investors chasing outsized returns. Billions of dollars have been piled in. But that was in a breakneck bull market that’s showing signs of cracking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Forget the Fed and focus on your own inflation protection 11/24/25
When it comes to preparing your portfolio for 2026, it might be better to concentrate on the bigger picture beyond near-term Fed mechanics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bitcoin death-cross, Ethereum persistence & Solana pop 11/17/25
While bitcoin hits a technical “death-cross”, Tom Lee is still bullish on #2 crypto Ethereum. Plus, Bitwise wins big after a Solana regulatory end-run. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“Thematic” Comeback 11/10/25
Thematic ETFs were all the rage. Then they weren’t. But could 2026 be their comeback year… all thanks to what stole their spotlight to begin with? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“You’re never wrong if you follow the money” 11/3/25
The ETF industry is pacing ahead of schedule for yet another record year of inflow. But exactly where that money is flowing could surprise you… and potentially inform you investment decisions for 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Letting your hedges grow? 10/27/25
As the markets grind higher, many have been questioning the proliferation of the new hedging products. Could that mean it is, in fact, time to consider them? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“End of simplicity, beginning of complexity” 10/20/25
With more money flowing into more exotic alternatives, the ETF industry is arguably entering phase that stands in stark contrast to one of its original tenets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hedging through allocation 10/13/25
The recent dramatic whipsaw in the markets is a reminder to review your portfolio’s safety mechanisms. This time, it may not be about what you’re adding but how much of it. Find out why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Novel ways to play against history 10/6/25
A historically volatile time for the markets is compounded by even more looming catalysts than usual. We have three plans to help see you through from two of the biggest specialists in their spaces. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Re-emerging markets? 9/25/25
While many emerging markets have been outperforming the U-S this year, many investors might still be missing the biggest opportunities yet-to-come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“Alternatives” going mainstream 9/22/25
There’s been an explosion of interest and offerings in the “alt” etf category. But the role those types of funds play for investors might be changing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Two biggest drivers through year’s end 9/15/25
Choose your adventure: fed decisions or tech dominance… or maybe, both? A nuanced game-plan is in order, and we have two novel ways to play. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Getting paid to follow Bill Ackman? 9/8/25
High-income ETFs are all the rage right now. To help itself stand out, one company is playing off some of the biggest names in investing. But will the sequel do as well as the original? Plus, find out the what’s resonating with the youngest of individual investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hedging September Volatility with value and the under-valued 9/3/25
September is already volatile and we haven’t even had a Fed meeting yet! Now might be the right time to look into the “value” promise of AI… and add some under-valued sectors as cheap insurance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Power plays & international intrigue 8/25/25
Amid geo-political waves, smart money is diving below the surface of two markets sectors to find calmer, potentially more productive waters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Gold back to gaining after a slide 8/18/25
Amid geopolitical and domestic uncertainty, gold is trending higher again after backtracking. History suggests there is yet more room to run. Plus, a covid-period-like warning sign to take note of. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/11/25
Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
ETFs for tax efficiency, the momentum run and broadening out from Big Tech 8/4/25
Investors continue to favor market cap weighted indices, but it might be time to consider diversifying after July’s fund inflows. Plus, getting tax efficient with ETFs. We examine Astoria’s approach with its US Enhanced Core Equity ETF. Todd Rosenbluth, VettaFi director of research, and Bruce Lavine, Astoria Portfolio Advisors head of ETFS and COO, discuss all. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trump Admin’s new impacts on ETFs 7/28/25
From cryptocurrencies to competition with mutual funds… recent and upcoming policy out of Washington is changing the landscape for big portions of the ETF industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Q2’s top fund managers on what’s next 7/21/25
Now solidly starting off the third quarter, we’re asking how Q2’s top-performing fund managers are planning for the near – and distant – future. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hedge fund strategies wrapped into an ETF 7/14/25
Hedge fund strategies are the latest to make their way into the ETF wrapper and it could be good timing as investors search for new ways to diversify their portfolio. Plus, positioning for earnings season and top plays for the next six months. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The continuing evolution of “active” management 7/7/25
With markets seeing unusually high levels of volatility across the board this summer, the “active management” corner of the ETF industry has had to continuously increase specialization. But does that focus carry a risk of becoming too narrow too soon? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The power of themes with Fundstrat’s Tom Lee 6/30/25
Is the concept of the “stock pickers” market being replace by a “theme-pickers” market? Plus, a crypto conundrum and some international ETF intrigue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How to position amid escalating Middle East tensions 6/23/25
Continuing developments in the Middle East adding to investor uncertainty. Should ETF holders modify their portfolios now… or stay the course through the second half of the year? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Artificial intelligence and the very real job of separating hype from high-quality 6/16/25
The AI trade is getting increasingly crowded and it’s getting harder to sift out the next big winners. Well-known tech analyst Dan Ives, who just recently launched an ETF with his own name on the line, tells us how he’s approaching it. Plus, Todd Rosenbluth, Head of Research at Vettafi, discusses how the rest of the ETF industry is slicing AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Uranium, platinum and private credit… oh, my! 6/11/25
It’s not just a yellow-brick road investors have been running down… with global uncertainty still high money has been piling into non-traditional and traditional alternative assets alike. But which are best for your portfolio? We’ll help you decide. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Momentum, Bitcoin & AI… the June trio? 6/2/25
As we kick off another month of trading, we look at three of the biggest ETF themes and whether they can continue amid general market uncertainty and summer doldrums. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Adjusting what you think you know about bonds, now 5/27/25
Bonds are generally known for their stability. But, like the equity markets, bonds are experiencing outsized volatility of late. However, new tools allow investors to engage bond opportunities like never before. Our experts help you rethink your allocations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The tipping-point of “innovation”? 5/19/25
On one hand: continue market uncertainty. On the other hand: heightened individual engagement and optimism. Put them together and you have a hungry audience the ETF industry is all-too-happy to cater too. But now, more than ever, the individual really needs to know what they are ordering… and what’s in the dish. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Navigating the ripple effects of the U.S., China tariff pause 5/12/25
The 90-day tariff pause between the U.S. & China has thrown a wrench into two big ETF themes of this year: international investing and gold/bitcoin hedging. What should investors do now? We look at the near and long-term scenarios. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.