Joanna Gallagos, co-founder of Bond Blocks, brings her expertise in ETF registrations and private credit investments, while Todd Sohn, head of ETFs at Strategas, shares insights on market trends. They discuss the SEC's scrutiny of private credit ETFs, the complexities of investing in collateralized loan obligations (CLOs), and the delicate balance between risk and yield. The conversation also covers innovations in ETF strategies, shifts toward defensive sectors like healthcare, and the rising appeal of gold ETFs amid changing market dynamics.
