Episodes

  • Hedge fund strategies wrapped into an ETF 7/14/25
    Jul 14 2025

    Hedge fund strategies are the latest to make their way into the ETF wrapper and it could be good timing as investors search for new ways to diversify their portfolio. Plus, positioning for earnings season and top plays for the next six months.

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    23 mins
  • The continuing evolution of “active” management 7/7/25
    Jul 7 2025

    With markets seeing unusually high levels of volatility across the board this summer, the “active management” corner of the ETF industry has had to continuously increase specialization. But does that focus carry a risk of becoming too narrow too soon?

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    31 mins
  • The power of themes with Fundstrat’s Tom Lee 6/30/25
    Jun 30 2025

    Is the concept of the “stock pickers” market being replace by a “theme-pickers” market? Plus, a crypto conundrum and some international ETF intrigue.

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    26 mins
  • How to position amid escalating Middle East tensions 6/23/25
    Jun 23 2025

    Continuing developments in the Middle East adding to investor uncertainty. Should ETF holders modify their portfolios now… or stay the course through the second half of the year?

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    24 mins
  • Artificial intelligence and the very real job of separating hype from high-quality 6/16/25
    Jun 16 2025

    The AI trade is getting increasingly crowded and it’s getting harder to sift out the next big winners. Well-known tech analyst Dan Ives, who just recently launched an ETF with his own name on the line, tells us how he’s approaching it. Plus, Todd Rosenbluth, Head of Research at Vettafi, discusses how the rest of the ETF industry is slicing AI.

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    25 mins
  • Uranium, platinum and private credit… oh, my! 6/11/25
    Jun 11 2025

    It’s not just a yellow-brick road investors have been running down… with global uncertainty still high money has been piling into non-traditional and traditional alternative assets alike. But which are best for your portfolio? We’ll help you decide.

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    28 mins
  • Momentum, Bitcoin & AI… the June trio? 6/2/25
    Jun 2 2025

    As we kick off another month of trading, we look at three of the biggest ETF themes and whether they can continue amid general market uncertainty and summer doldrums.

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    24 mins
  • Adjusting what you think you know about bonds, now 5/27/25
    May 27 2025

    Bonds are generally known for their stability. But, like the equity markets, bonds are experiencing outsized volatility of late. However, new tools allow investors to engage bond opportunities like never before. Our experts help you rethink your allocations.

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    23 mins