Explorez tous les épisodes du podcast ETF Edge
| Titre | Date | Durée | |
|---|---|---|---|
| SpaceX and Indexing 6/29/26 | 29 Jun 2026 | 00:32:32 | |
Thanks to fast-tracking, SpaceX is already part of the Russell 1000 and soon to be part of Nasdaq 100. Will other mega-IPOs pursue the same route to adoption and what could it mean for index-tracking ETFs? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Warsh tips off bond rethink 6/22/26 | 22 Jun 2026 | 00:32:02 | |
New Fed Chair Warsh said a lot by not saying much in his first meeting. But that has sparked a range of new conversations around fixed income ETFs. Have a listen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Could return of risk refocus crypto investors? 6/15/26 | 15 Jun 2026 | 00:31:41 | |
A real deal with Iran would remove a huge obstacle from investors’ wall of worry. Would that then allow them to reassess risk and return to allocating funds towards cryptocurrencies? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| SpaceX IPO and index dislocation 6/10/26 | 10 Jun 2026 | 00:32:03 | |
What happens AFTER the SpaceX IPO is arguably the bigger story: there’s a long timeline of huge change for indexes and managers and your ETFs. Hear from one of the experts in the space, no pun intended, who was also on the team that launched the very first ETF in the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 1000 more ETFs than stocks? 6/1/26 | 01 Jun 2026 | 00:13:51 | |
The statistic in the title is impressive. But at what point does too much product cause more confusion than its worth? Or are more ways to slice the pie, as they say, still a better way to eat? We dig in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Inside the record-breaking “NASA” ETF 5/27/26 | 27 May 2026 | 00:36:19 | |
The anticipated SpaceX IPO has investors clamoring for all-things space related. But, what happens after launch? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Bonds stealing back headlines from equities 5/18/26 | 18 May 2026 | 00:28:52 | |
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| What’s next from Roundhill’s DRAM 5/11/26 | 11 May 2026 | 00:18:21 | |
Micron’s stock and Roundhill’s DRAM ETF have become the poster-children for the AI memory rally. But here’s what could be the next “phase” of the AI buildout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Quiet Crypto Comeback 5/6/26 | 06 May 2026 | 00:13:53 | |
After losing half its value since its peak last year, Bitcoin has been quietly rebounding during the past month. What could that indicate about cryptos in general and the ETF ecosphere that surrounds it? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Rally versus worry: both at highs 4/27/26 | 27 Apr 2026 | 00:30:42 | |
Big tech earnings, Fed decisions and successions and a still-fluid situation in Iran… investors should be diversifying. Here’s a list of overlooked areas to extend your hedges. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The energy ETF play is just beginning 4/20/26 | 20 Apr 2026 | 00:19:29 | |
Iran-related risks aside, energy is heading into uncharted territory. But we have a map for your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| History suggests the biggest market drawdown is still to come 4/13/26 | 13 Apr 2026 | 00:32:05 | |
As the conflict in the Iran continues, it only adds to other major market hurdles to come in 2026. History would suggest the biggest market drop is still looming and, it’s worth remembering, many new high-flying funds are too young to have witnessed any major test at all. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Diversifying your diversification 4/6/26 | 06 Apr 2026 | 00:42:55 | |
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| A hedge fund tactic without the hedge fund cost 3/23/26 | 23 Mar 2026 | 00:30:52 | |
As investors look to hedge against whipsaw volatility, managed futures funds may offer a welcome cushion… but you must understand their complexities first. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Regulation reform with SEC Commissioner Peirce 3/16/26 | 16 Mar 2026 | 00:42:49 | |
From leverage to tokenization, find out where the SEC stands now on product innovation and regulation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| A cryptocurrency disconnect 3/9/26 | 09 Mar 2026 | 00:28:47 | |
Current geopolitical concerns are testing cryptocurrencies. But they’re responding in ways that might be unexpected. Find out what else might be at play under the surface. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Reassessing international markets amid geopolitical volatility 3/2/26 | 02 Mar 2026 | 00:27:09 | |
Will conflict in the Middle East and continuing tariff turmoil dampen international market outperformance? Find out which regions are at risk and which are in promising positions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Retail complexity versus institutional simplicity 2/23/26 | 23 Feb 2026 | 00:29:48 | |
Retail traders are diving deeper into complex products, trying to push the return envelope. At the same time, institutional money is moving more toward straightforward strategies. Find out what this dichotomy could indicate about the future of the markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Keeping income incoming 2/18/26 | 18 Feb 2026 | 00:31:30 | |
For a large swath of ETF investors, consistent income is more important than the next big thing. But how do you best go about that when the big things cause big swings in the market? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Crypto collapse and ETFs 2/9/26 | 09 Feb 2026 | 00:17:44 | |
The “tokenization of everything” was supposed to be a huge driver of the ETF industry in 2026. Now, maybe not? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Fixed income, variable outcomes 2/2/26 | 02 Feb 2026 | 00:28:17 | |
From Fed nominees to overall risk-tolerances, the macro picture is changing rapidly. A new approach to fixed income tools could smooth out what is likely to be a volatile 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Grasping the global rally 1/28/26 | 28 Jan 2026 | 00:34:29 | |
There could be much more to it than just what headlines suggest. Fundamental changes could be afoot. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Rare opportunities emerging in bonds 1/21/26 | 21 Jan 2026 | 00:32:41 | |
Headlines have equity markets reeling… proving the worth of multi-asset strategies to survive the short-term. But, for the long-term, rare opportunities in bonds are opening up for the first time in a decade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Why “big oil”…. might not be for much longer 1/12/26 | 12 Jan 2026 | 00:26:29 | |
Venezuela and Iran stealing the energy sector headlines… but the bigger stories are unfolding in far different areas. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The 2026 ETF Outlook: Increasing Complexity 1/5/26 | 05 Jan 2026 | 00:26:00 | |
The top trends transforming the industry and, possibly, your investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25 | 15 Dec 2025 | 00:42:08 | |
The low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’ for the media stocks, and Wedbush’s Dan Ives says 2026 will be a ‘Monster Year’ for Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Goldman Sachs’ big bet on defined-outcome funds 12/8/25 | 08 Dec 2025 | 00:30:19 | |
Goldman Sachs announcing a plan to buy Innovator Capital Management for $2B. We get the inside perspective on where else that deal could take them… and how those types of funds of being employed more and more within the marketplace. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Caveat emptor: will retail investors get burned by their own fire for returns? 12/1/25 | 01 Dec 2025 | 00:31:35 | |
A new study finds more than 90% of increasingly complex single-stock, leverage and inverse exchange traded products are owned exclusively by retail investors chasing outsized returns. Billions of dollars have been piled in. But that was in a breakneck bull market that’s showing signs of cracking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Forget the Fed and focus on your own inflation protection 11/24/25 | 24 Nov 2025 | 00:14:18 | |
When it comes to preparing your portfolio for 2026, it might be better to concentrate on the bigger picture beyond near-term Fed mechanics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Bitcoin death-cross, Ethereum persistence & Solana pop 11/17/25 | 17 Nov 2025 | 00:12:21 | |
While bitcoin hits a technical “death-cross”, Tom Lee is still bullish on #2 crypto Ethereum. Plus, Bitwise wins big after a Solana regulatory end-run. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| “Thematic” Comeback 11/10/25 | 10 Nov 2025 | 00:29:31 | |
Thematic ETFs were all the rage. Then they weren’t. But could 2026 be their comeback year… all thanks to what stole their spotlight to begin with? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| “You’re never wrong if you follow the money” 11/3/25 | 03 Nov 2025 | 00:32:50 | |
The ETF industry is pacing ahead of schedule for yet another record year of inflow. But exactly where that money is flowing could surprise you… and potentially inform you investment decisions for 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Letting your hedges grow? 10/27/25 | 27 Oct 2025 | 00:28:09 | |
As the markets grind higher, many have been questioning the proliferation of the new hedging products. Could that mean it is, in fact, time to consider them? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| “End of simplicity, beginning of complexity” 10/20/25 | 20 Oct 2025 | 00:27:30 | |
With more money flowing into more exotic alternatives, the ETF industry is arguably entering phase that stands in stark contrast to one of its original tenets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Hedging through allocation 10/13/25 | 13 Oct 2025 | 00:34:08 | |
The recent dramatic whipsaw in the markets is a reminder to review your portfolio’s safety mechanisms. This time, it may not be about what you’re adding but how much of it. Find out why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Novel ways to play against history 10/6/25 | 06 Oct 2025 | 00:09:47 | |
A historically volatile time for the markets is compounded by even more looming catalysts than usual. We have three plans to help see you through from two of the biggest specialists in their spaces. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Re-emerging markets? 9/25/25 | 29 Sep 2025 | 00:11:39 | |
While many emerging markets have been outperforming the U-S this year, many investors might still be missing the biggest opportunities yet-to-come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| “Alternatives” going mainstream 9/22/25 | 22 Sep 2025 | 00:30:42 | |
There’s been an explosion of interest and offerings in the “alt” etf category. But the role those types of funds play for investors might be changing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Two biggest drivers through year’s end 9/15/25 | 15 Sep 2025 | 00:13:07 | |
Choose your adventure: fed decisions or tech dominance… or maybe, both? A nuanced game-plan is in order, and we have two novel ways to play. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Getting paid to follow Bill Ackman? 9/8/25 | 08 Sep 2025 | 00:22:36 | |
High-income ETFs are all the rage right now. To help itself stand out, one company is playing off some of the biggest names in investing. But will the sequel do as well as the original? Plus, find out the what’s resonating with the youngest of individual investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Hedging September Volatility with value and the under-valued 9/3/25 | 03 Sep 2025 | 00:13:58 | |
September is already volatile and we haven’t even had a Fed meeting yet! Now might be the right time to look into the “value” promise of AI… and add some under-valued sectors as cheap insurance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Power plays & international intrigue 8/25/25 | 25 Aug 2025 | 00:12:34 | |
Amid geo-political waves, smart money is diving below the surface of two markets sectors to find calmer, potentially more productive waters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Gold back to gaining after a slide 8/18/25 | 18 Aug 2025 | 00:17:43 | |
Amid geopolitical and domestic uncertainty, gold is trending higher again after backtracking. History suggests there is yet more room to run. Plus, a covid-period-like warning sign to take note of. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/11/25 | 11 Aug 2025 | 00:11:31 | |
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 private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| ETFs for tax efficiency, the momentum run and broadening out from Big Tech 8/4/25 | 04 Aug 2025 | 00:11:06 | |
Investors continue to favor market cap weighted indices, but it might be time to consider diversifying after July’s fund inflows. Plus, getting tax efficient with ETFs. We examine Astoria’s approach with its US Enhanced Core Equity ETF. Todd Rosenbluth, VettaFi director of research, and Bruce Lavine, Astoria Portfolio Advisors head of ETFS and COO, discuss all. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Trump Admin’s new impacts on ETFs 7/28/25 | 28 Jul 2025 | 00:27:04 | |
From cryptocurrencies to competition with mutual funds… recent and upcoming policy out of Washington is changing the landscape for big portions of the ETF industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Q2’s top fund managers on what’s next 7/21/25 | 21 Jul 2025 | 00:29:03 | |
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Hedge fund strategies wrapped into an ETF 7/14/25 | 14 Jul 2025 | 00:23:04 | |
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 their portfolio. Plus, positioning for earnings season and top plays for the next six months. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The continuing evolution of “active” management 7/7/25 | 07 Jul 2025 | 00:30:43 | |
With markets seeing unusually high levels of volatility across the board this summer, the “active management” corner of the ETF industry has had to continuously increase specialization. But does that focus carry a risk of becoming too narrow too soon? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The power of themes with Fundstrat’s Tom Lee 6/30/25 | 30 Jun 2025 | 00:26:10 | |
Is the concept of the “stock pickers” market being replace by a “theme-pickers” market? Plus, a crypto conundrum and some international ETF intrigue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||