ETF Edge

Worried about portfolio overconcentration in tech? What about the other 493 stocks in the S&P 500? Now, there’s a new ETF for that, too. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As a group, small caps are supposed to outperform over the long run. But it’s a been a very long time since that’s happened. New active funds are looking to weed out the winners. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What could new experiments in asset “tokenization” portend for an ETF industry that’s riding high? Plus, assessing post-fed market strengths here… and abroad. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We’ll look at the latest odds and what it means for investors. Plus, Brown Harris Stevens CEO Bess Freedman joins us ahead of the decision with what it will mean for the housing market. And the Dean of Valuation, NYU Professor Aswath Damodaran, is here with his take on Apple and the three companies facing life cycle challenges. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Thematic” tech funds were big winners on the back of MAG 7 and Nvidia. But with recent market volatility, are they still the vehicle to stay in for the rest 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.

There are lots of indications that volatility may be here to stay this September. But that’s great for ETFs which have proven to thrive during times of market upheaval. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Volatility in the tech sector is rippling across the rest of the markets. On the other hand, the fed is also poised to cut rates again. ETFs have taken in record amounts of new money year-to-date but will they be able to log another full-year record? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

More investors are looking at small caps but 40% of the Russell 1000 are unprofitable. One fund seeks the best of the rest. Plus, with interest rates lower, interest in dividends is higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We put last week’s volatility spike into historical perspective. Plus, we discuss the option of employing so-call “buffered” funds that provide downside protection… but at a price. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amid the market selloff, fluctuating yields have investors taking a second look at their bond holdings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oceans of money are flowing into ETFs. But where’s is all suddenly coming from and, perhaps more importantly, where’s it all going? Plus, could the election suddenly reverse this tide? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A slew of Spot Ethereum ETFs begin trading. How was the premier and what’s next for the digital “spot” market? Plus, as the election landscape rapidly changes, learn about the new politics and positioning around cryptos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A long-anticipated leadership rotation may be starting to build. Which sectors will inherit the fortune? Plus, with the industry poised to hit $10T soon, where will next $10T come from and where will it go? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There are indications that spot Ethereum trading could begin any day now this summer. What would a successful launch look like? Plus, ETFs could attract another record year of inflows… but there’s still billions and billions to be had stuck in rival mutual funds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Could “inshoring” come back? Here’s one way to play it if it does. Plus, should weight loss now be considered its own sector with its own ETF? We explore that. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Russell 1000 and Russell 2000 are set to rebalance at the end of the week. FTSE Russell is one of largest indexing firms in the world and owns the small-cap benchmark Russell 2000 and large-cap Russell 1000. CEO Fiona Bassett explains the rebalancing process, what it says about popular investment strategies and more. Vettafi head of research Todd Rosenbluth also joins. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money continues to flow strongly overseas – especially still in India & Japan. Ben Slavin from BNY explains why. Plus, we talk to financial educator Kyla Scanlon about “the vibesession” – a term she coined – that still grips the U.S. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Small cap, value and international stocks have been lagging for a better part of the past decade. But, sometimes all it may take is a different perspective to find diamonds in the rough. Could this strategy be it? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re onsite at the Piper Sandler Global Exchange Conference. We talk with Forge Global CEO Kelly Rodriques about expanding private market investing to the masses and their recently launched index that lets investors get in on the market. Plus, IG North America CEO J.J. Kinahan weighs in on the market volatility, meme stock revival and what’s next for AI and markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We talk with the first approved applicant for a Spot Ethereum ETF – Jan van Eck. Find out what’s to come following the SEC’s surprise decision last week. Plus, there’s a big tug-of-war around the highly profitable semiconductor trade. Is now the time for caution? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the weight loss trade still hot on Wall Street, a couple of new ETFs are hoping to follow suit this week. We’ll talk to the person behind one of them. Plus, taking a concentrated second look at China as most investors stay weary. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The SEC has until May 23 to approve, deny or delay the first applications for spot Ethereum ETFs. Find out which one of those three options is most likely… and what it could mean for the larger crypto-sphere. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investment dollars flowing into tech funds are seemingly ignoring higher interest rates… with one major exception in a former sector darling. Plus, one fund is hoping for “higher for”… as long as possible. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The definition of “active management” is changing… and so is the way novel approaches are being developed for the ETF industy Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cash versus corporates versus active fixed income strategies… What’s the best place to park cash now whilethe Fed figures out its next move (or not). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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”. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Leslie Picker sat down with Dave Mazza, Chief Strategy Officer at Roundhill Investments – along with Global X CIO Jon Maier and Todd Rosenbluth, Head of Research at VettaFi. They dove into the world of dividend plays and broke down the latest big dividend ETF launch. They also discussed top thematic trends that have taken the investing world by storm this year – namely, AI in the wake of President Biden’s new Executive Order, and crypto after Sam Bankman-Fried’s trial last week. As bitcoin prices top $35,000 again today, there’s no question the crypto bulls are out in full force. But what does the timeline look like for a spot crypto ETF? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.