ETF Prime

ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, ETF Think Tank’s Cinthia Murphy, and VettaFi’s Todd Rosenbluth to recap the ETF event of the year and discuss the industry’s hottest trends.

VettaFi’s Roxanna Islam offers perspective on the “Magnificent Seven” and their growing concentration in market cap-weighted indices.  BondBloxx’s Joanna Gallegos highlights the firm’s unique lineup of precision fixed income ETFs.  Goldman Sachs’ Greg Tuorto discusses the Goldman Sachs Small Cap Core Equity ETF (GSC) and the potential opportunity in small cap stocks overall.

BlackRock’s Jay Jacobs discusses the recent debut of the iShares Bitcoin Trust (IBIT) and offers key takeaways from the firm’s 2024 thematic outlook.  VettaFi’s Stacey Morris highlights indexes underlying the Texas Capital Texas Oil Index ETF (OILT) and the Alerian MLP Index ETN (AMJB).  GMO’s Tom Hancock expands on the quality factor and the GMO U.S. Quality ETF (QLTY).

Jim Bianco, President of Bianco Research Advisors, explains the index behind the WisdomTree Bianco Total Return Fund (WTBN) and offers perspective on interest rates and credit risk.  VettaFi’s Zeno Mercer discusses the latest around artificial intelligence, including valuations of companies involved in the space and considerations when gaining exposure through ETFs.  Academy Asset Management’s Seth Rosenthal spotlights the Academy Veteran Impact ETF (VETZ).

Bitwise’s Matt Hougan answers all of the key questions surrounding how spot bitcoin ETFs actually work.  VettaFi’s Todd Rosenbluth offers perspective on the launch of spot bitcoin ETFs and highlights the latest VettaFi polling data on advisor crypto usage.  Calamos’ Matt Kaufman explains the brand new Calamos CEF Income & Arbitrage ETF (CCEF).

Hashdex’s Bruno Caratori discusses their Bitcoin ETF (DEFI), the importance of crypto experience, spot bitcoin ETF competitive dynamics, and the role of bitcoin in a portfolio.  VettaFi’s Roxanna Islam offers perspective on how the spot bitcoin ETF race might play out.  Tema’s Maurits Pot explains their unique, actively managed ETF platform.

ETF analysts Todd Sohn, Aniket Ullal, and Lara Crigger discuss key ETFs for 2024. They cover Vanguard's potential surpassing of BlackRock, the growth of Bitcoin ETFs, and emerging markets like India. The episode also explores the benefits of mini IWV and DIA ETFs, the industrial sector as an investment, and currency hedging in international ETFs.

VettaFi’s Todd Rosenbluth discusses whether some of the year’s biggest equity ETF stories can carry momentum into 2024.  State Street’s Matt Bartolini recaps 2023 ETF flows and highlights three missed opportunities for ETF investors.

VettaFi’s Dave Nadig offers his 2024 ETF predictions.  Valkyrie’s Steven McClurg provides an update on the spot bitcoin ETF race.

Morningstar’s Ben Johnson recaps the year in ETFs, discussing the industry’s most noteworthy stories, trends, and players.  VettaFi’s Lara Crigger offers her most overlooked ETF stories in 2023.