Trillions

Jeff Weniger, Corgi Invest’s chief investment officer and former WisdomTree executive, discusses the startup’s audacious push to become the “Walmart of ETFs.” They explore its rapid-fire launches, aggressive pricing, AI-powered operations, insurance-company roots and ambitions for Trump Accounts. Weniger also weighs brand-building, advisor relationships, startup culture and the real corgis behind the memorable name.

Athanasios Psarofagis, a Bloomberg Intelligence ETF analyst, joins Isabelle Lee to explore the shift from 60/40 toward 80/20 portfolios. They examine stocks shared across Republican and Democratic lawmakers’ holdings, including Intel, Amazon and CrowdStrike. They also unpack September’s market slump, the surge in ETF launches, and the risk of a bond-fund doom loop.

David Cohne, a Bloomberg Intelligence analyst covering mutual funds and active managers, and Sharoon Francis, an ETF research specialist, reveal how daily active-ETF disclosures inspired Blue Horseshoe. They explore tracking major stock pickers, spotting concentrated bets before mutual-fund filings, Nvidia’s early rise, and why Okta is drawing institutional attention. Liquidity and market impact add important caveats.

Isabelle Lee, a Bloomberg News cross-asset reporter covering markets, digital assets and investment products, joins a tour of intriguing new ETFs. They examine tax-deferral strategies and hefty fees, MANGOS’s bet on private AI leaders and supporting chipmakers, and whether a hedged Bitcoin fund defeats the point of owning Bitcoin. There’s also a detour into ETF family dynamics and Eric’s negative aura.

Isabelle Lee, a Bloomberg News cross-asset reporter covering markets and investing, explores Vanguard’s surprising plateau after 50 years of index funds. The conversation revisits Jack Bogle’s unlikely launch, the slow rise of indexing, and how falling fees transformed Wall Street. It also examines cheap core funds, the financial crisis, and whether Bogle’s philosophy still resonates in modern investing.

Andre Yapp, a Bloomberg Intelligence analyst focused on ETFs and quantitative research, explores the race to capture oil’s wild swings. He compares USE’s active long, short and spread trading with USO’s traditional futures strategy. They discuss energy commodities, absolute-return ambitions, futures-market pitfalls, volatility, and why avoiding USO’s K-1 tax form could be a major draw.

Athanasios Psarofagis, a Bloomberg Intelligence ETF analyst who tracks ETF industry moves, digs into sports-themed ETF filings. He explains proposed NHL futures-based funds and their mechanics. He reviews prediction-market and actively managed sports-betting fund filings. He explores why ETFs might compete with sportsbooks and what regulators may worry about.

Athanasios Psarofagis, Bloomberg Intelligence ETF analyst known for tracking flows and product launches, breaks down five defining ETF storylines. He covers a possible back-to-back Triple Crown of flows, a global bull market lifting country ETFs, Goldman's push into ETF M&A, fights over S&P 500 and Nasdaq 100 market share, and Greece's surprising market comeback.

Zachary Mider, Bloomberg tax and finance reporter who explains how 351 conversions work. Denisa Sokova, Bloomberg reporter on finance and ETFs who outlines industry examples. They discuss bespoke ETFs that let investors swap concentrated stock for diversified funds without immediate tax. The conversation covers how the century-old 351 rule is being used, notable billionaire users, and why Treasury and IRS are scrutinizing the practice.

Isabelle Lee, Bloomberg cross-asset reporter, joins to survey hot new ETF moves. She covers iShares and State Street taking aim at Nasdaq-100 fees. She walks through the 2x SK Hynix leveraged fund scramble. She also explores T. Rowe Price’s first active multi-token crypto fund and a controversial US-storage physical gold pitch.