Baiocchi's Spotlights Thematic ETFs
Todd Rosenluth of TMX Vetify introduced two new thematic exchange‑traded funds that go beyond the usual AI hype, focusing on the broader electrification narrative. The conversation with Paul Biaki of SSNCT Alps Advisors highlighted the ELFIE ticker, an electrification ETF that pulls from five sectors—including utilities, uranium and copper—and uses an equal‑weight methodology to avoid over‑concentration in any single name. Biaki explained that ELFIE’s design reflects the need for diversified exposure to the infrastructure and material bottlenecks underpinning AI and data‑center growth. The second product, SMRF, zeroes in on small modular reactors (SMRs) and the raw‑material supply chain that supports them, offering investors a more nuclear‑centric tilt within the same electrification theme. Both funds aim to capture secular demand for power while managing risk through sector breadth and balanced weighting. A notable quote from Biaki underscored the strategic intent: “If one name runs, you’re not necessarily going to overwhelm what’s going on in the other parts of the portfolio.” This reflects a deliberate effort to blend utility finance expertise with emerging clean‑energy technologies, giving investors a nuanced play on rising electricity demand. For asset managers and institutional investors, these ETFs provide a ready‑made vehicle to allocate capital to long‑term energy transition trends without the need to build bespoke baskets. Their launch signals growing market appetite for thematic products that marry AI‑adjacent growth with tangible infrastructure and nuclear solutions.
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
Investing Insights examines Vanguard’s strategic shift as CEO Salem Ramji marks his second year at the helm. The firm announced a structural split into Vanguard Capital Management and Vanguard Portfolio Management, each led by dual CIOs, while continuing its low‑cost,...
How Family Offices Approach ETFs with Zach Wainwright and Ron Diamond
The video features Zach Wainwright explaining why ETFs are becoming a core tool for family offices seeking tax‑efficient investing, set against a backdrop of growing interest from billion‑dollar families. Wainwright outlines how ETFs generate “tax alpha” by using in‑kind creations and...
ETFs to Invest in Data and Tech Infrastructure
The interview spotlights Pacer ETFs that let investors ride the AI‑driven data‑center boom. Sean O’Hara explains the three‑product suite: SRVR, a real‑estate fund owning data‑center owners and onsite power generators; TRFK, a thematic fund covering chips, cooling and other hardware...
Delta Earnings and Strong Travel Demand Point to Airline ETF Opportunity
The video examines Delta Air Lines’ latest earnings and how its performance signals broader strength in the airline industry, positioning airline‑focused exchange‑traded funds (ETFs) as attractive investments. Delta reported record quarterly revenue, a rare feat amid soaring Middle‑East oil prices. Its...
3 ETFs for a Small-Cap Revival
The video argues that 2026 could mark a small‑cap revival as falling rates, broader growth and still‑attractive valuations revive investor interest. Over the past six months small‑cap indexes have outperformed large‑cap peers, and Morningstar’s 2026 outlook expects the trend to continue....
Fineqia International's Matteo Greco on Q1 Crypto ETP Trends, Q2 Outlook
The interview with Matteo Greco, senior associate at Fineqia International, dissected Q1 2026 crypto exchange‑traded product (ETP) performance and set expectations for Q2. Greco highlighted that Bitcoin now accounts for over 81% of total crypto ETP assets under management, reinforcing...
King Ridge Capital CEO on Benefits and Strategy of KRC Cat Bond UCITS ETF
The video features King Ridge Capital CEO Rick Pagnani explaining the KRC Cat Bond UCITS ETF, a fund that gives investors exposure to catastrophe bonds—insurance‑linked securities that transfer natural‑disaster risk to capital markets. He outlines how these instruments are out‑of‑the‑money,...
March 2026 STAX: Investors Diversify Exposure, Still Buys Big Tech
Charles Schwab’s March 2026 stock report highlighted a subtle shift from outright risk‑off positioning to a more diversified approach, with investors adding a suite of non‑leveraged ETFs to their core holdings. The overall equity market slipped about 2% in the...
Todd Rosenbluth on CNBC ETF Edge: The Evolution of Fixed Income ETF Demand
Todd Rosenbluth highlighted the rapid expansion of fixed‑income exchange‑traded funds, noting that strong inflows in the first quarter of 2026 have spurred a wave of new products. He explained that after a risk‑on start to the year, investors shifted in...
Behind the Ticker: RAUS, NIXT, and Research Affiliates’ Methodology
The Behind the Ticker episode features Rob, a former Wall Street strategist turned Research Affiliates founder, unpacking the evolution of his fundamental‑index methodology and its translation into exchange‑traded products. He traces his journey from early quantitative work at Boston...
F/M Investment's CEO: Tokenization and ETFs
Alex Morris, CEO of FM Investments, used a recent interview to spotlight the growing tension between legacy finance products and their digital counterparts. He argued that many current offerings are merely "clones" or replicas, lacking the functional parity needed for...
F/M Investment’s CEO Alexander Morris on Tokenization, ETFs, and Bridging to On-Chain Finance
The interview centers on FM Investments’ pioneering effort to bring a traditional 90‑day Treasury‑Bill ETF onto a blockchain. CEO Alexander Morris explains that the firm has petitioned the SEC for a “plumbing change” that would allow the existing share class...
S1E263: Beyond the Index: How Active ETFs Offer Adaptability in Volatile Markets
The episode of Money Hacks examines whether the decade-long dominance of passive index funds is eroding as market volatility and rising concentration in a handful of mega‑cap stocks expose investors to new risks. Hosts Howie Lim, Darren (Philip Securities) and...
John Ciampaglia: Why Gold Is Being Sold — Even in a Bull Market #gold #goldinvesting #goldprice
John Ciampaglia explains why gold is being sold even as prices climb, emphasizing that the current wave of outflows stems from institutional risk‑off mandates rather than a shift in the metal’s fundamental appeal. He notes that risk managers are instructing...
Better than an Emergency Fund? | CAOS ETF
The video proposes the Alpha Architect Risk ETF (ticker CAOS) as a potential upgrade to traditional emergency‑fund holdings, arguing that capital reserves should not only be liquid but also capable of delivering positive returns and crisis‑alpha during economic downturns. It outlines...
Critical Materials in an Era of Energy Security and Defense
The episode of Metals in Motion examines how the escalating Iran conflict and broader energy‑security concerns are reshaping demand for critical materials. Host Thalia Hayden and Sprat Asset Management’s Steve Schaall explore why investors should reassess allocations to metals such...
Investment Insights: Why CLO ETFs Are More Liquid than Investors Think
The discussion focuses on the liquidity profile of collateralized loan obligation (CLO) exchange‑traded funds, challenging the common perception that these products are illiquid. Host Abrau interviews Andy Baker of Jennis Henderson Investors and Matt Holden of RBC Capital Markets to...
"You Don’t Grow at 1,000% Near the End of Your Life" - Griffin on a Once-in-a-Lifetime Opportunity
The Livewise Listed Series interview spotlights Monroe Partners’ concentrated global growth ETF (ticker MCG), with portfolio manager Nick Griffin explaining how the fund seeks to capture structural megatrends, especially artificial intelligence, for investors seeking outsized returns through 2026 and beyond. Griffin...
How This Asset Manager Uses Rules Based Indexing for Its America First ETFs
The video explains how an asset manager constructs a suite of "America First" exchange‑traded funds using a rules‑based, criteria‑driven indexing process. Each basket of securities is assembled into an index that market‑vectors disseminates daily, ensuring transparent, repeatable methodology. The manager highlights...
What Really Happens Before an ETF Hits the Market
The video walks viewers through the end‑to‑end journey of launching an exchange‑traded fund, featuring David Tuckwell, CIO of ETF Shares. He explains that the recent explosion of ETFs in Australia is less about novel ideas and more about duplicating existing...
Wall Street vs DeFi: Who Votes?
The video examines the surge of institutional cryptocurrency products, focusing on the SEC and CFTC’s March 2026 joint interpretation that labeled sixteen major tokens as digital commodities. This regulatory shift unlocked a flood of applications, pushing the number of pending crypto‑ETF...
If Bond Prices Lead Stock Prices, What Does the HYG Death Cross Tell Us? #bonds #stocks #barchart
The video examines the recent death‑cross formation in high‑yield corporate bonds (HY) and its broader market implications. Host John explains that a death cross reflects falling bond prices and rising yields, signaling that bond investors—often dubbed “bond vigilantes”—are demanding higher...
Behind the Ticker: SILJ and the Amplify ETFs
The Behind the Ticker episode features Christian, founder and CIO of Amplify ETFs, tracing his career from early stints at First Trust and Claymore to launching Amplify in 2015 and celebrating its ten‑year anniversary. Amplify now offers roughly 40 ETFs...
How This ETF "Circles the Wagons"
The video explains how the Pabrai Wagons Fund uses the historic "circle the wagons" metaphor to protect a concentrated portfolio of high‑quality equities. By surrounding a core set of businesses—much like pioneers protected their valuable cargo—the fund seeks to shield...
3 Funds for the HALO Trade
The video discusses a “halo trade” strategy to protect portfolios from AI‑driven disruption by shifting into heavy‑asset, low‑obsolescence stocks, dubbed “halo” stocks. The host screens funds with strong industrial exposure and minimal tech holdings, highlighting three options: Lazard Global Listed Infrastructure...
How Pictet Asset Management Sets Its Thematic Investing Apart
Pictet Asset Management explains how its thematic investing differentiates itself from competitors, emphasizing a three‑decade legacy and scale. The firm rolled out its first thematic equity strategy in 1995 and now oversees more than $70 billion across 15 active thematic funds for...
PIMCO’s New ETF: A Step Beyond Cash
PIMCO has introduced the short‑term active yield ETF, ticker EARN, on the Australian Securities Exchange. The product is positioned between traditional cash holdings and longer‑duration fixed‑income strategies, offering investors a liquid, listed vehicle that delivers institutional‑grade risk‑adjusted returns. The fund targets a...
ETF Edge on Using Managed Futures to Navigate Volatility During the Iran War
ETF Edge hosted a timely discussion on managed futures ETFs as investors grapple with heightened volatility stemming from the Iran conflict and broader macro uncertainties. Andrew Beer of Dynamic Beta Investments explained that managed futures, run by commodity trading advisors,...
7 ETFs Aussie Investors Are Leaning Into Right Now
The Livewise Listed series interview with Beta Shares’ Cameron Gleason spotlights seven Australian‑focused ETFs that are attracting investor capital in 2026. Gleason explains how geopolitical unrest has funneled money into oil‑based and defense‑contractor ETFs, while broader market volatility is prompting...
Gold Is NOT a Hedge: How War Transformed the 'Safe Haven' To a Risk Asset #barchart #investing #gld
The video challenges the long‑standing view of gold as a safe‑haven hedge, arguing that it now behaves like a risk‑on asset closely tied to equity markets. Using a monthly chart that overlays gold prices with the S&P 500, the host highlights...
Behind the Ticker: Paul Marino on the DRGN and BOTT Themes ETFs
In this episode of Behind the Ticker, Brad Roth interviews Paul Marino, chief revenue officer at Themes ETFs, to unpack two newly launched thematic ETFs – DRGN, a China‑focused generative AI fund, and BOTT, a global humanoid robotics fund. Marino...
Vitalik vs BlackRock: Who Wins?
The Coin Bureau dissected BlackRock’s newly launched ETHB EyesShares Staked Ethereum Trust, the first yield‑generating crypto ETF that directly participates in Ethereum’s proof‑of‑stake consensus. By allocating 70‑95% of its Ether to staking and retaining a small liquidity sleeve for redemptions,...
Gold and Silver Plunge Amid War, JPMorgan Debuts Equity Premium Yield ETFs | ETF IQ 3/19/2026
The Bloomberg "ETF IQ" episode focused on the sharp decline in precious‑metal prices amid the escalating Iran conflict and the simultaneous rollout of innovative equity‑premium yield ETFs by JPMorgan. Hosts Katie Greifeld and Scarlet Fu examined how geopolitical risk is...
Eduardo Repetto & Caitlin Ebanks: Opening the Avantis CAGE | Rational Reminder 401
The Rational Reminder episode spotlights Avantis’ debut of Canadian‑listed exchange‑traded funds, launched in partnership with CIBC’s ETF platform. After rolling out U.S. and European products, the firm finally offers domestic ETFs that hold securities directly in Canadian dollars. The new lineup...
Behind the Ticker: The QDPL ETF
The episode of "Behind the Ticker" spotlights Pacer’s QDPL ETF, a product designed to give income‑focused investors, especially retirees, a higher cash‑flow stream while maintaining broad S&P 500 exposure. Host Brad Roth interviews Sean, who explains the fund’s genesis and...
Crude Oil Jump, USO vs XLE & Energy Names to Watch
Oil surged sharply last week—USO jumped 12.9% in one session and recorded a record 36.4% six-day gain—prompting analysis that historically links large USO spikes to substantial outperformance in the energy ETF XLE (three-month and 12-month win rates around 80%, with...
2 Cautionary Tales From Private Equity and Private Credit Markets
The episode spotlights two high‑profile setbacks in the public‑private market convergence: ERS’s XOVR ETF, which blends listed stocks with private‑equity stakes—including a coveted SpaceX exposure—and Blue Owl Capital’s direct‑lending fund, which abruptly shut its quarterly redemption window. XOVR’s SpaceX position, fixed...
First Look ETF: AI, America First, and High Conviction ETFs
The March episode of First Look ETF spotlighted a surge of new fund offerings, with 137 ETFs debuting in 2026. Host Stephanie Stanton and NYSE’s Bal Little highlighted that investors are gravitating toward cutting‑edge ideas—particularly AI‑driven selections, high‑income buffers, and...
Gold Is 10% Underweight in Most Portfolios — WisdomTree's CIO on What to Own Now | Jeremy Schwartz
The video walks viewers through creating a classic Margherita pizza from scratch, beginning with a simple dough made from flour, water, yeast, and salt. The host emphasizes mixing until a smooth ball forms and allowing the dough to rise for...
More Canadians Choosing ETFs over Mutual Funds
Canadian investors are increasingly favoring exchange‑traded funds (ETFs) over traditional mutual funds, according to Eli Yufest of the Canadian ETF Association on BNN Bloomberg. The shift reflects robust growth in ETF assets, while mutual‑fund inflows have softened for consecutive periods....
Behind the Ticker: Investing in Founders and the FFF ETF
In this episode of Behind the Ticker, Brad Roth interviews Michael, the founder of the Founders 100 ETF (ticker FFF), to unpack the fund’s origin, methodology, and market positioning. Michael traces his three‑act career—from Wall Street to a tech startup and finally...
Why SPY and RSP Are Moving Differently Right Now
The video examines why the equal‑weighted S&P 500 ETF RSP has begun to diverge from the market‑cap weighted SPY, highlighting record inflows into RSP as investors seek to diminish exposure to the dominant “MAG‑7” stocks. The hosts explain that SPY’s weighting...
The ETF Lie Is Hiding Bitcoin's Bottom
The video challenges the prevailing narrative that institutional money is fleeing Bitcoin, arguing that headline ETF outflows mask a deeper structural dynamic. It highlights Bitcoin’s weekly RSI dropping to a record‑low 25.6, the most oversold reading in its 17‑year history,...
A WEEKLY Fixed Income ETF??
BitBond unveiled a new weekly‑pay fixed‑income ETF that blends U.S. Treasury securities with Bitcoin exposure, aiming to deliver higher yields for income‑focused investors. The five‑year product, which advisors identified as most in demand, allocates roughly 80% to Treasury bonds with an...
The Future of Investing? Prediction Market ETFs & The Business of Sports
The podcast explores a new frontier in finance: prediction‑market exchange‑traded funds that package binary event contracts—ranging from sports outcomes to election results—into tradable securities. Host Nathan Hirsch is joined by Gabelli’s Chris Moreni, who launched the live‑sports ETF GLS, and...
Todd on Schwab Network: $GRIN, the Exchange Conference, and More
Todd Rosenluth of Vetify joined the Schwab Network to discuss a wave of activity in exchange‑traded funds as markets wrestle with volatility. He highlighted that 2024 and 2025 have already set new records for ETF inflows, with international equity ETFs...
SELLOFF: Fade WW3 VIX? IL Gov Cand. Dabrowski on CFOF LIVE
The live segment of Chicago Future of Finance focused on the surge in market volatility as the VIX climbed above 28, driven by lingering geopolitical tensions and the prospect of a broader conflict. Host Oliver Rinnick introduced floor ETFs as...
The Hidden Downside Signal That’s Still Active (Moxie)
TG Watkins explains how his proprietary Moxy indicator identified a hidden downside signal months before recent market turbulence. He argues that the traditional "flight to safety" is cracking, signaling a rotation rather than a pure risk‑off sell‑off. The video breaks...
A New Core Bond Income ETF?
The video announces two new Weitz ETFs – the Core Plus Bond ETF (WCPB) and the MultiSector Bond ETF (WMSB) – and outlines how each fits into a broader fixed‑income strategy. Both funds are built on the firm’s long‑standing research...