David Botset, Managing Director and Head of Innovation at Schwab Asset Management, dives into the intriguing world of ETF investing. He discusses the potential of a new NVIDIA ETF and the implications of AI technology on investment strategies. The conversation covers the rise of specialized ETFs, including unique offerings like mortgage-backed security ETFs and Bitcoin options. Botset emphasizes the evolving investor preferences and the advantages ETFs hold over traditional mutual funds, highlighting innovation's role in shaping the future of investing.

Jeffrey Kleintop discusses opportunities outside the US; Chloe Berry on deglobalization, decarbonization, and digitization in infrastructure; David Botset provides details of Schwab's ETFs and Beyond study; Kevin Gordon explains market breadth risk; Manju Boraiah makes the case for separately managed accounts.