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ETF Edge

ETF Edge

302 episodes — Page 4 of 7

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

May 3, 202321 min

Going Global: Red-Hot Flows into European ETFs 4/24/23

CNBC’s Bob Pisani spoke with Matt Bartolini, Head of SPDR Americas Research at State Street - along with Vance Barse, Founder of Your Dedicated Fiduciary. As the Euro Zone recovery gathers steam, European markets have been just crushing it. Our panel of experts explored the strength behind the red-hot flows pouring into European ETFs so far this year. Luxury names, in particular, have enjoyed huge rallies - but what about other sectors? What's driving so many of these major European ETFs to new highs - and how sustainable is this momentum? In the “Markets 102” portion, Bob continued the conversation with Vance Barse from Your Dedicated Fiduciary. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 24, 202322 min

SEC Hearing on Deck: ESG & Crypto in the Crosshairs 4/17/23

CNBC’s Bob Pisani spoke with Arne Noack, Head of Systematic Investment Solutions, Americas, at DWS Group, and Dave Nadig, Financial Futurist at VettaFi.They discussed two hot-button issues on the SEC’s radar ahead of a key hearing before the House Financial Services Committee tomorrow. What can ETF investors expect to hear on the topics of crypto and ESG – and what other ways might SEC Chair Gary Gensler push for transparency among those two industries? No doubt corporate America stands ready to push back as the disclosure requirements start piling up. 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.

Apr 17, 202327 min

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

Apr 10, 202326 min

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

Apr 3, 202328 min

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

Mar 27, 202325 min

Concentrated Bets: Tuning Out Regional Bank Risk 3/20/23

CNBC’s Bob Pisani spoke with Dave Mazza, Chief Strategy Officer at Roundhill Investments, Greg Bassuk, CEO of AXS Investments and Todd Rosenbluth, Head of Research at VettaFi. Markets are still grappling with banking contagion fears and weighing the impact of the latest merger between UBS and Credit Suisse. But already new ETFs are springing forth to capitalize on the banking crisis and help investors navigate the confusion. Our panel broke down the benefits of concentrated sector bets and discuss other ripple effects from the fallout of SVB – beyond just the banks.In the “Markets 102” portion, Bob continued the conversation with Todd Rosenbluth from VettaFi. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 20, 202325 min

Silicon Valley Blank Blowup: Impact on Broader ETF Biz 3/13/23

CNBC’s Bob Pisani spoke with Dan Draper, CEO of S&P Dow Jones Indices – along with John Davi, Founder & CEO of Astoria Portfolio Advisors. While markets are still suffering in the wake of Silicon Valley Bank’s big blowup they drilled down into the impact the collapse is having on the broader banking business and regional bank ETFs – as well as what it could mean for the future of Fed rate hikes. They also broke down the results of the latest SPIVA survey and talk active versus passive with the man in charge of S&P Dow Jones Indices.In the “Markets 102” portion, Bob continued the conversation with Dan Draper from S&P Dow Jones Indices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 13, 202326 min

Betting Big on Bond ETFs: The Hunt for Yield Continues 3/6/23

: CNBC’s Bob Pisani spoke with Joanna Gallegos, Co-Founder of BondBloxx – along with Kim Arthur, President and CEO of Main Management. They broke down the resurgence in bond ETFs, as investors continue to clamor for yield. Our panel broke down the biggest trends they’re seeing in terms of bond flows, gave us the lowdown on single-bond Treasury ETFs and explained why perhaps high-yield products shouldn’t be written off just yet. In the “Markets 102” portion, Bob continued the conversation with Kim Arthur from Main Management. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 6, 202326 min

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

Feb 27, 202323 min

Can AI Beat the Market? The Role of AI & Investing 2/22/23

CNBC’s Bob Pisani spoke with Art Amador, Co-Founder and COO of EquBot, which runs the AI Powered Equity ETF (A-I-E-Q) in partnership with ETFMG – along with Bill Studebaker, President and CIO of ROBO Global. They delved intothe AI craze and the role artificial intelligence can play in the world of investing. Chat GPT has become all the rage these days, but what about using AI to pick stocks that could potentially beat the market? Our panel of experts weighed in on the debate.In the “Markets 102” portion, Bob continued the conversation with Art Amador from EquBot. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 22, 202331 min

Fixed Income Flows & The Pulse of Active ETFs in 2023 2/13/23

CNBC’s Mike Santoli spoke with Todd Rosenbluth, Head of Research at VettaFi, Jerome Schneider, Head of Short & Low Duration Portfolio Strategies at PIMCO and James McNerny, Portfolio Manager at J.P. Morgan Asset Management. They discussed the rally on bonds – digging deeper beneath the surface and honing in on the bright spots for investors' portfolios in 2023. Where are the flows going in the fixed income space and what does that say about investor sentiment? Plus, they weighed in on the age-old active versus passive debate, as more and more actively managed ETFs come to market in 2023. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 13, 202316 min

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

Feb 6, 202327 min

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

Jan 30, 202324 min

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

Jan 23, 202320 min

From First to Worst – Bitcoin’s Wild Ride + Betting on Big Tech 1/17/23

CNBC’s Bob Pisani spoke with Simeon Hyman, Global Investment Strategist at ProShares, and Nate Geraci, President of The ETF Store. They tackled bitcoin’s wild ride over the past two years and the impact on bitcoin futures trading. They also discussed what the heaviest-volume tech ETFs out there are telling us about investors’ willingness to bet on big tech this year – and delved deep into ProShares’ hugely successful dividend ETF strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 17, 202319 min

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

Jan 9, 202316 min

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

Dec 14, 202225 min

Heavy-Volume ETF Bright Spots & the Commodities Equation 12/12/22

CNBC’s Dominic Chu spoke with Tom Lydon, Vice Chairman at VettaFi, and Will Rhind, Founder and CEO of GraniteShares. They discussed some of the heavy-volume ETF bright spots hidden beneath the veneer of lighter holiday trading volumes. Plus, single-stock ETFs have gained traction as investors dig around for alpha. GraniteShares is set to launch three new leveraged single-stock ETFs on Tuesday, allowing investors to place amplified bets on Meta, Alibaba and Nvidia. The team also tried to make sense of the commodities story – as investors grapple with uncertainty over China’s reopening, the Federal Reserve and the inflation picture. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 12, 202223 min

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

Dec 5, 202227 min

China’s Covid Unrest & Tax-Loss Harvesting Season 11/28/22

CNBC’s Bob Pisani spoke with Brendan Ahern, CIO of KraneShares – along with Ben Slavin, Global Head of ETFs at BNY Mellon, and Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors. They discussed the fallout from Covid-19 unrest in China as rare protests break out across the nation. What does this all mean for China’s reopening story? Plus, it’s been a rough year and a lot of investors have had losses, particularly in technology stocks and funds. The gang explored the ins and outs of tax loss harvesting as investors look to close out the year. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Ben Slavin from BNY Mellon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 28, 202231 min

Diving into Dividend ETFs – Dividend Growth Plays & Future of Online Retail 11/21/22

CNBC’s Seema Mody spoke with Todd Rosenbluth, Head of Research at VettaFi, and Brian Giere, Senior Vice President at Amplify ETFs. They discussed popular alternative sources of income, as investors look to navigate a rocky landscape for equities and a volatile bond market – with a special focus on dividend growth ETFs. Plus, they dove into the holiday shopping season and debated over what the road ahead for online retail looks like in the face of high inflation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 21, 202210 min

Crypto Chaos Aftermath – Post-FTX Impact on ETFs 11/14/22

CNBC’s Bob Pisani spoke with Deborah Fuhr, Founder and Managing Partner of ETFGI – along with Simeon Hyman, Global Investment Strategist at ProShares. They dove headfirst into last week’s crypto chaos – including the fallout from the collapse of embattled crypto exchange FTX and the titanic trading volume in bitcoin futures ETFs as a result. With crypto facing a true crisis of confidence, how can investors hope to weather the storm and regain faith in digital currencies after a massive blow-up like that? In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Simeon Hyman from ProShares. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 14, 202229 min

Alternative Asset Plays – Commodity & Hedge Fund ETF Exposure 11/7/22

CNBC’s Bob Pisani spoke with Andrew Beer, founder of Dynamic Beta Investments and co-portfolio manager of DBMF – along with Andrew McOrmond, Managing Director at WallachBeth Capital. They took a look at one of the best-performing ETFs of 2022 – delving into alternative asset plays and offering ETF investors exposure to key commodity-tracking hedge funds that specialize in trading futures contracts. The fund has been on fire all year long – they break down what’s fueling the gains. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Andrew McOrmond from WallachBeth Capital. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 7, 202225 min

Yearning for Yield – Inside the Hottest Bond ETFs of 2022 10/31/22

CNBC’s Bob Pisani spoke with Bryon Lake, Global Head of ETF Solutions at J-P Morgan Asset Management, and Tom Lydon, Vice Chairman at VettaFi. As investors continue clamoring for yield, they discussed more ways to get exposure with higher-yield products, including the largest actively managed ETF in the world – the J-P Morgan Ultra-Short Income ETF (JPST). The fund has been on fire, with more than $22 billion in assets under management – while its sister fund, the J-P Morgan Equity Premium Income ETF, has enjoyed the most inflows of any active fund this year. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Tom Lydon from VettaFi. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 31, 202230 min

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

Oct 24, 202225 min

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

Oct 17, 202228 min

Drilling Down on Energy – Oil ETF Impact 10/10/22

CNBC’s Bob Pisani spoke with Jan van Eck, CEO of VanEck Associates, Chris Hempstead, Director of ETF Trading at Mirae Asset Securities, and Fiona Boal, Global Head of Commodities and Real Assets at S&P Dow Jones Indices. They took a closer look at the ripple effects of Europe’s energy crisis and fluctuating demand in China. They also discussed key alternatives to crude and broke down potential ways to help investors get the edge when it comes to getting in on the energy game for the rest of 20-22. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Jan van Eck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 10, 202216 min

The Big ESG Debate – Bulls vs. Bears 10/3/22

CNBC’s Bob Pisani spoke with Todd Rosenbluth, Head of Research at Vetta-Fi – along with Vivek Ramaswamy, Co-Founder and Executive Chairman of Strive Asset Management and Arne Noack, Head of Systematic Investment Solutions for the Americas at DWS Group. They dove into the big ESG debate – pitting the bulls against the bears to lay out all the arguments for and against ESG investing. Some are even calling it a ‘sham’ – so what’s the verdict? And what steps can ESG advocates take to improve visibility and criteria to convince their critics otherwise? In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Todd Rosenbluth. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 3, 202229 min

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

Sep 26, 202227 min

Market Mayhem – Navigating the Volatility with Charles Ellis 9/19/22

CNBC’s Bob Pisani spoke with Nick Colas, Co-founder of DataTrek Research, and Charley Ellis, author of Winning the Loser’s Game – now out with two new books on investing, Figuring It Out and Inside Vanguard. In the midst of the September swoon, they discussed how to wade through the market volatility and recent turbulence – honing in on the most popular ETF trends du jour to help investors make sense of it all. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Nick Colas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 19, 202235 min

Crypto Craze: Comeback Around the Corner? 9/12/22

CNBC’s Bob Pisani spoke with Matt Hougan, CIO of Bitwise Investments – along with Ric Edelman, founder of Edelman Financial Services as well as the Digital Assets Council of Financial Professionals from the Future Proof Conference in Huntington Beach, California. They dove into the crypto craze – including challenges facing the crypto community this summer, what could drive a possible crypto comeback and whether there is any hope for approval of a spot bitcoin ETF in light of recent SEC scrutiny. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Ric Edelman. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 12, 202230 min

Politics Behind Energy: Taking Aim at ESG 9/7/22

CNBC’s Bob Pisani spoke with Arne Noack, Head of Systemic Investment Solutions, Americas, at DWS Group and Todd Rosenbluth, Head of Research at VettaFi – along with Mona Naqvi, Global Head of ESG Capital Markets Strategy at S&P Global Sustainable1. They discussed the politics behind energy – which are heating up as states like Florida and Texas are taking aim at ESG funds. Our panel of experts delved into the impact on ESG ETFs and how the industry, including major issuers like BlackRock, is responding to accusations of boycotting oil with its greener approach to investing. Plus, they talked about the latest push to standardize ESG criteria – and what the SEC’s take on it might be. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Todd Rosenbluth from VettaFi. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 7, 202232 min

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

Aug 29, 202223 min

Big Bets on Clean Energy – and Reading the Summer Rally 8/22/22

CNBC’s Leslie Picker spoke with Tom Lydon, Vice Chairman of VettaFi, Tim Johnston, Blue Horizon Capital Partner and Matt Bartolini, Head of SPDR Americas Research at State Street. They discussed last week’s historic passage of the Inflation Reduction Act and its resounding implications for the energy industry at large. What will the policy impact be and how can investors get exposure to the new energy economy? They also took a look at ETF flows since the June bottom to get a read on investor sentiment amid a possible Federal Reserve pivot. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 22, 202210 min

Single-Stock Bull & Bear ETFs – Why Now? 8/15/22

CNBC’s Bob Pisani spoke with Dave Mazza, Managing Director and Head of Product at Direxion, Will Rhind, CEO of GraniteShares and Reggie Browne, Principal at GTS. They discussed the new wave of single-stock bull and bear ETFs that launched just last week. They talked about why now, why Tesla and Apple appear to be getting the most attention and broke down how exactly these leveraged and inverse ETFs work for the average investor. What are the mechanisms behind them and are they setting the stage for many more complex products to launch down the road? In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Reggie Browne from GTS. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 15, 202232 min

Schwab’s First Crypto ETF Launch – and Breaking Down Buffered ETFs 8/8/22

CNBC’s Bob Pisani spoke with Bruce Bond, CEO of Innovator Capital Management, and David Botset, Head of Equity Product Management and Innovation at Schwab Asset Management. As the crypto craze heats up, they discussed the latest launches, including Schwab’s first-ever crypto ETF. Bitcoin may be rallying today, but it’s had a tough slog over the past year – tumbling 50% year-to-date. Plus, they delved into a new Tesla-focused buffer ETF to learn more about how it can provide downside protection for such a volatile stock – and why the SEC might have reservations about such complex products. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Bruce Bond from Innovator Capital Management. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 8, 202234 min

Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22

CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themselves right now? Plus, they dove deeper into markets’ sizzling July rally and the biggest trends driving those gains – as well as why bond funds, growth and active management are picking up steam. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Andrew McOrmond from WallachBeth Capital. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 1, 202228 min

The ABC’s of ESG – Vanguard’s New Active ESG ETF 7/25/22

CNBC’s Bob Pisani spoke with two top ESG pros – Matt Piro, Global Head of ESG Product at Vanguard, and Jon Hale, Global Head of Sustainability Research at Morningstar. They did a deep dive on all things ESG – and broke down Vanguard’s new actively managed ESG fund, which just launched last week – pointing to still strong demand for sustainable investing even in the midst of a market downturn – plus, efforts to standardize ESG metrics in the face of regulatory pushback. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Jon Hale from Morningstar. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 25, 202236 min

Rise of Single-Stock ETFs – Big Bets on Red-Hot Names 7/18/22

CNBC’s Bob Pisani spoke with Greg Bassuk, CEO of “Access” Investments, and Dave Nadig, Financial Futurist at VettaFi. They discussed the ins and outs of leveraged and inverse single-stock ETFs – the first of their kind to launch in the U.S. The new suite allows investors to make huge bets on or against the most widely held names out there – like Tesla, Nvidia and PayPal. They covered the pros and cons, pitfalls and perils of trading such volatile products – and why the SEC has its reservations about them. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 18, 202230 min

Macro Allocation Themes & Capturing the Night Effect 7/11/22

CNBC’s Bob Pisani spoke with Bruce Lavine, CEO of NightShares, and Jason Trennert, Chairman and CEO of Strategas Research Partners, a Baird company. They delved into portfolio allocation tactics based on major macro themes – addressing the question of can we get a soft landing and avoid a recession? Plus, they discussed how to capture how to capture the so-called “night effect” – including what it is and why two new ETFs are looking to capitalize on this well-known phenomenon in after-hours trading. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Jason Trennert from Strategas Research Partners. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 11, 202231 min

The ETF Flowdown: Commodities Conundrum & Battle for a Bitcoin ETF 7/6/22

CNBC’s Seema Mody spoke with GraniteShares CEO Will Rhind, Grayscale Investments CEO Michael Sonnenshein and Todd Rosenbluth, Head of Research at VettaFi. They drilled down on the bright spots amid the market’s dismal start to 2022 – and discussed what commodities are signaling about inflation and the global economy. Plus, the SEC rejected yet another bitcoin ETF proposal just last week – and Sonnenshein is fighting back. He offered more details on how he plans to sue the SEC to contest the decision. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 6, 202212 min

Crypto Collapsing – Time to Short Bitcoin? 06/27/22

CNBC’s Bob Pisani spoke with Simeon Hyman, Global Investment Strategist at ProShares, Tom Lydon, Vice Chairman of VettaFi, and Andrew Chanin, CEO of ProcureAM. With bitcoin in freefall and the crypto markets collapsing, they debated whether now is the right time to short bitcoin with the man who launched a new short bitcoin strategy ETF just last week. They also delved into the nuances of the world’s first-ever global disaster recovery ETF – an expanded approach to ESG. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Simeon Hyman from ProShares. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 27, 202225 min

Weathering the Storm – One of the Most Volatile Years on Record 06/22/22

CNBC’s Leslie Picker spoke with Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed a number of ways ETF investors are weathering the year’s treacherous market volatility – including a deep dive on a handful of popular dividend, value and commodity plays. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 22, 202211 min

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

Jun 13, 202227 min

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

Jun 6, 202232 min

Embracing Leverage & Chances of a Recession 06/01/22

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

Jun 1, 202228 min

The Long-Term ETF Investor

CNBC's Bob Pisani spoke with Gerard O’Reilly, Co-CEO and Chief Investment Officer of Dimensional Fund Advisors along with Dave Nadig, Financial Futurist at Vetta-Fi – formerly ETF Trends. They discussed how to navigate the market turmoil and where some ETFs investors can turn to weather the storm. They also discussed the perils of market timing and what history tells us about investment returns after previous sharp downturns. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 23, 202236 min

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

May 16, 202233 min

Finding momentum in a down market

CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it’s momentum trading or put options. Plus, what are the latest flows telling us about the ETF landscape right now during these turbulent times? In the Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 9, 202226 min