Episodes

  • Outlook 2025 Begins 11/25/24
    Nov 25 2024

    The ETF industry is about to wrap up another recording setting year. But 2025 will be a whole new ballgame.

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    13 mins
  • 20 years of the revolutionary GLD Gold ETF 11/18/24
    Nov 18 2024

    It’s been 20 years since the first gold ETF, the GLD, revolutionized commodity investing. It return on investment since then has been nothing short of “brilliant” but what could the next 20 years hold?

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    25 mins
  • Trump Win & The ETF Industry 11/11/24
    Nov 11 2024

    The ETF industry saw massive inflows immediately after Trump won the Presidency. But will the first winners be the longest-term winners? Or, are there still unrecognized opportunities… and risks?

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    29 mins
  • 500+ new funds in ‘24 11/4/24
    Nov 4 2024

    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 will be the big winners by year’s end?

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    25 mins
  • Mag 7, Plus: widening the winners’ circle… but just a bit 10/28/24
    Oct 28 2024

    The investing consensus pendulum is swinging from super concentration back to diversification. Now, new funds are looking to hold on to Mag 7 dominance but spread the love – and risk – out a bit more.

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    22 mins
  • Investing in the S&P 500 without the Mag 7 10/25/24
    Oct 25 2024

    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.

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    22 mins
  • Small caps: new approaches to large challenges 10/14/24
    Oct 14 2024

    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 looking to weed out the winners.

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    22 mins
  • Rethinking investing in China 10/10/24
    Oct 10 2024

    Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.

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    31 mins