ETF State of the Union with Fidelity’s Craig Ebeling
In this episode, Nate Geraci discusses the current landscape of ETFs, highlighting trends such as fee compression, the rise of thematic and ESG funds, and the growing importance of technology-driven ETF solutions. He shares insights on how advisors can effectively integrate ETFs into client portfolios, emphasizing diversification, tax efficiency, and the need for ongoing education. Geraci also explores the impact of regulatory changes and the evolving role of fiduciary standards on ETF selection and usage. Drawing on his experience launching The ETF Store and co‑founding The ETF Institute, he offers practical guidance for navigating the increasingly complex ETF market.
Can the Aerospace and Defense Rally Continue in 2026?
The episode examines whether the recent aerospace and defense rally can sustain its momentum into 2026, starting with a look at how NATO alliances fund European defense spending. It then shifts to Middle East geopolitical dynamics and their impact on...