Podcast Episodes
Back to SearchThe power of themes with Fundstrat’s Tom Lee 6/30/25
Is the concept of the “stock pickers” market being replace by a “theme-pickers” market? Plus, a crypto conundrum and some international ETF intrigue.
Published on 2 months, 1 week ago
How to position amid escalating Middle East tensions 6/23/25
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?
Published on 2 months, 2 weeks ago
Artificial intelligence and the very real job of separating hype from high-quality 6/16/25
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 lin…
Published on 2 months, 3 weeks ago
Uranium, platinum and private credit… oh, my! 6/11/25
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 a…
Published on 2 months, 4 weeks ago
Momentum, Bitcoin & AI… the June trio? 6/2/25
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.
Published on 3 months ago
Adjusting what you think you know about bonds, now 5/27/25
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 n…
Published on 3 months, 1 week ago
The tipping-point of “innovation”? 5/19/25
On one hand: continue market uncertainty. On the other hand: heightened individual engagement and optimism. Put them together and you have a hungry audience the ETF industry is all-too-happy to cater…
Published on 3 months, 2 weeks ago
Navigating the ripple effects of the U.S., China tariff pause 5/12/25
The 90-day tariff pause between the U.S. & China has thrown a wrench into two big ETF themes of this year: international investing and gold/bitcoin hedging. What should investors do now? We look at t…
Published on 3 months, 3 weeks ago
Famed financial advisor Ric Edelman on crypto, income and your longevity and the missing money smarts of a generation 5/5/25
Ric Edelman, founder of the Digital Asset Council of Financial Professionals and former head of Edelman Financial Engines weighs in on how to responsibly incorporate crypto investing into any diversi…
Published on 4 months ago
“Active management” is quickly changing along with the market 4/28/25
Actively managed ETFs have captured one third of flows this year. But the active fund space is quickly changing along with market volatility. We sort it all out for you.
Published on 4 months, 1 week ago