
January 2026 delivered a historic surge for exchange‑traded funds, with net new money hitting $174 billion and 85 fresh products debuting on U.S. exchanges, pushing total listed ETF assets to $14.1 trillion. The inflow figure eclipses the combined totals of the three preceding January periods, driven by $110 billion into equity ETFs, a record $56 billion into fixed‑income vehicles and $4.4 billion into thematic funds. Notably, 69 of the 85 launches were actively managed, underscoring a continued shift toward active strategies within the ETF space. Fixed‑income flows were heavily weighted toward short‑end exposure, with roughly half of the $56 billion directed to short‑duration active products. Thematic ETFs, while modest in absolute terms, have amassed over $25 billion in the past year, reflecting growing investor appetite for niche, idea‑driven bets. The scale of these inflows signals renewed confidence in ETFs as both a liquidity conduit and a platform for active management, pressuring traditional mutual‑fund providers and prompting issuers to accelerate product pipelines to capture the momentum.

The video examines why Venezuelan crude is effectively worthless in today’s oil market, emphasizing that despite vast reserves, the country’s output plays a negligible role in global supply. It highlights the distinction between Venezuela’s heavy, sour crude and the light,...

The episode of Metals in Motion focuses on the accelerating demand for uranium as the nuclear power sector positions itself for a decade‑long growth spurt. Sprat Asset Management’s CEO John Champalia explains why the firm has placed uranium among its...

The video explains why natural‑gas prices are surging in early 2026, attributing the rally primarily to an unusually persistent winter storm. The analyst notes that, unlike typical December‑January spikes that fade quickly, this storm lasted longer and knocked out a...

Copper prices have surged to all‑time highs as AI‑driven data centers, widespread electrification and grid expansion drive unprecedented demand. In a Metals in Motion interview, Sprott Asset Management’s Steven Schoffstall explains that the rally is underpinned by a structural supply...

The USCF Oil Plus Bitcoin Strategy Fund (ticker WTIB) debuted as the first exchange‑traded fund to bundle crude‑oil futures with Bitcoin futures, offering investors a single‑ticket exposure to two traditionally disparate asset classes. The fund employs a 2x leveraged structure: for...

The video examines whether copper miners can outpace a potential U.S. recession, arguing that copper’s price dynamics have shifted from a pure barometer of global growth to a commodity powered by structural demand. Over the past five years copper has rallied...

The video introduces the USCF Summer Haven Dynamic Commodity Strategy No K‑1 Fund, ticker SDCI, a commodity‑focused ETF that has earned a five‑star Morningstar rating and is positioned among the top‑ranked commodity funds. It is marketed to advisors and investors...

The February episode of First Look ETF opened with a market‑wide update: January 2026 delivered a historic $174 billion of net inflows into ETFs, pushing total U.S. listed ETF assets to $14.1 trillion. New product activity was robust, with 85 launches—more than...

The video examines the looming copper shortage, citing S&P Global’s warning that global copper supply could fall short of demand by roughly 10 million metric tons by 2040. It frames the issue within the broader context of the energy transition, where...