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Join Michael Batnick and Downtown Josh Brown as they chat with Todd Sohn, an ETF strategist, about small cap stocks, tech stock odds, semiconductors, thematic ETFs, Trump economics, and more. They dive into market trends, movements of money, trading behaviors, and insights on ETF launches and durability in the market. The conversation also covers Wall Street networking, entertainment trends, and a casual chat about Newport, Rhode Island and the movie True Lies.
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Quick takeaways
- Thematic ETFs face challenges due to oversaturation, leading to potential closures during market downturns.
- Launching ETFs has become more accessible with offerings as low as $100,000, driving an increase in active and thematic products.
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Thematic ETFs: A Supply and Demand Issue
Thematic ETFs face challenges with oversaturation as there are around 200 products with less than $50 million in assets. The supply of thematic ETFs exceeds demand, leading to profit challenges for issuers and potential closures during market downturns.
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