Topics discussed include top ETFs for market conditions, future of Nvidia, money market funds, VIX impact on returns, small caps, market highs, restaurant experiences, shifting interest rates, market sectors, ETF trading trends, martial arts influence on ETF industry, thematic investing, lobbying impact on global markets, and pop culture references.

Todd Sohn, CMT, is an ETF and technical strategist at Strategas Securities, renowned for his market insights on CNBC. He discusses the booming $10 trillion ETF market and the rise of actively managed ETFs. Todd highlights actionable strategies for sector rotation, the impact of investor sentiment, and the risks posed by cap-weighted indices. He examines investment opportunities in metals and the nuances of active ETFs, while addressing market dynamics between Japan and India. Tune in for expert advice on navigating today's complex financial landscape!

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.

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.

Kevin Carter, founder of EMQQ Global, specializes in India's booming internet market, while Todd Sohn from Strategas Securities analyzes ETF trends. They discuss India's impressive demographic advantages and rapid economic growth, driven by a robust digital infrastructure. The conversation highlights the explosive growth in India's internet and e-commerce sectors, contrasting it with China's market conditions. They also explore the potential of the ETF market in 2024, predicting significant growth and shifts in global investment dynamics.