Podcast Episodes

ETFs for tax efficiency, the momentum run and broadening out from Big Tech 8/4/25

Investors continue to favor market cap weighted indices, but it might be time to consider diversifying after July’s fund inflows. Plus, getting tax e…

7 months, 1 week ago

Trump Admin’s new impacts on ETFs 7/28/25

From cryptocurrencies to competition with mutual funds… recent and upcoming policy out of Washington is changing the landscape for big portions of th…

7 months, 2 weeks ago

Q2’s top fund managers on what’s next 7/21/25

Now solidly starting off the third quarter, we’re asking how Q2’s top-performing fund managers are planning for the near – and distant – future. 

Hos…

7 months, 3 weeks ago

Hedge fund strategies wrapped into an ETF 7/14/25

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…

8 months ago

The continuing evolution of “active” management 7/7/25

With markets seeing unusually high levels of volatility across the board this summer, the “active management” corner of the ETF industry has had to c…

8 months, 1 week ago

The 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.…

8 months, 2 weeks 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…

8 months, 3 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 rec…

9 months 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…

9 months 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…

9 months, 2 weeks ago