Podcast Episodes
Back to Search500+ new funds in ‘24 11/4/24
More than 500 new ETFS have come to market this year with yet more in the works. Among them: repackaging of good old-fashioned “pair trades”. Which …
2 years ago
Mag 7, Plus: widening the winners’ circle… but just a bit 10/28/24
The investing consensus pendulum is swinging from super concentration back to diversification. Now, new funds are looking to hold on to Mag 7 dominan…
2 years ago
Investing in the S&P 500 without the Mag 7 10/25/24
Worried about portfolio overconcentration in tech? What about the other 493 stocks in the S&P 500? Now, there’s a new ETF for that, too.
H…
2 years ago
Small caps: new approaches to large challenges 10/14/24
As a group, small caps are supposed to outperform over the long run. But it’s a been a very long time since that’s happened. New active funds are loo…
2 years ago
Rethinking investing in China 10/10/24
Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.
Hoste…
2 years ago
A second look at “preferred” stocks and MLPs 9/30/24
As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus.
Hosted by …
2 years, 1 month ago
Taking on the “tokenization” of assets 9/23/24
What could new experiments in asset “tokenization” portend for an ETF industry that’s riding high? Plus, assessing post-fed market strengths here… an…
2 years, 1 month ago
48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24
We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We…
2 years, 1 month ago
Reassessing “thematic” ETFs 9/12/24
“Thematic” tech funds were big winners on the back of MAG 7 and Nvidia. But with recent market volatility, are they still the vehicle to stay in for …
2 years, 1 month ago
A volatile September could be prime time for ETFs 9/9/24
There are lots of indications that volatility may be here to stay this September. But that’s great for ETFs which have proven to thrive during times …
2 years, 1 month ago