Podcast Episodes

Power plays & international intrigue 8/25/25

Amid geo-political waves, smart money is diving below the surface of two markets sectors to find calmer, potentially more productive waters.   

Hoste…

1 year, 2 months ago

Gold back to gaining after a slide 8/18/25

Amid geopolitical and domestic uncertainty, gold is trending higher again after backtracking. History suggests there is yet more room to run. Plus, a…

1 year, 2 months ago

Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/11/25

Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying priva…

1 year, 2 months ago

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…

1 year, 3 months 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…

1 year, 3 months 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…

1 year, 3 months 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…

1 year, 3 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…

1 year, 3 months 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.…

1 year, 4 months 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…

1 year, 4 months ago