ETF Edge

CNBC’s Bob Pisani spoke with Art Amador, Co-Founder and COO of EquBot, which runs the AI Powered Equity ETF (A-I-E-Q) in partnership with ETFMG – along with Bill Studebaker, President and CIO of ROBO Global. They delved intothe AI craze and the role artificial intelligence can play in the world of investing. Chat GPT has become all the rage these days, but what about using AI to pick stocks that could potentially beat the market? Our panel of experts weighed in on the debate.In the “Markets 102” portion, Bob continued the conversation with Art Amador from EquBot.

CNBC’s Mike Santoli spoke with Todd Rosenbluth, Head of Research at VettaFi, Jerome Schneider, Head of Short & Low Duration Portfolio Strategies at PIMCO and James McNerny, Portfolio Manager at J.P. Morgan Asset Management. They discussed the rally on bonds – digging deeper beneath the surface and honing in on the bright spots for investors' portfolios in 2023. Where are the flows going in the fixed income space and what does that say about investor sentiment? Plus, they weighed in on the age-old active versus passive debate, as more and more actively managed ETFs come to market in 2023.

CNBC’s Bob Pisani spoke with Tony Rochte, Global Head of ETFs at Morgan Stanley, Dave Nadig, Financial Futurist at Vetta-Fi and Vance Barse, Founder of Your Dedicated Fiduciary. After a disastrous 2022 for both stocks and bonds, they dove into the hot topics being talked about at this year’s Exchange ETF conference – everything from fixed income and dividends to thematic tech, buffered products and the raging debates over global vs. domestic and active vs. passive. Plus, Morgan Stanley is finally getting in the ETF game, launching a suite of brand-new ETFs for the first time ever. Rochte dishes on what finally made them take the plunge into the sizzling ETF space.

CNBC’s Bob Pisani spoke with Jon Maier, CIO of Global X ETFs, and Kevin Simpson, Founder and CIO of Capital Wealth Planning. After a dismal year in 2022, thematic tech is back in a big way – especially with the rise of new technology like ChatGPT. They discussed the thematic tech trade and got to the crux of what’s driving these gains – digging into whether investors are seeing any signs of a bottom in technology stocks and ETFs just yet.

CNBC’s Bob Pisani spoke with Rory Tobin, Head of the Global SPDR ETF Business at State Street Global Advisors, and Todd Rosenbluth, Head of Research at VettaFi. They celebrated the 30th anniversary of the SPDR S&P 500 ETF Trust – the largest, most heavily traded ETF in the world. They discussed why indexing has challenged active management and why ETFs have been such a successful wrapper for indexing – to the point of actively challenging mutual funds as the investment vehicle of choice.

CNBC’s Bob Pisani spoke with Simeon Hyman, Global Investment Strategist at ProShares, and Nate Geraci, President of The ETF Store. They tackled bitcoin’s wild ride over the past two years and the impact on bitcoin futures trading. They also discussed what the heaviest-volume tech ETFs out there are telling us about investors’ willingness to bet on big tech this year – and delved deep into ProShares’ hugely successful dividend ETF strategy.

CNBC’s Bob Pisani spoke with Hamilton Reiner, Head of U.S. Equity Derivatives at J.P. Morgan Asset Management, and Dave Nadig, Financial Futurist at Vetta-Fi. They discussed what sector plays worked well in 2022 and what investors should consider betting on in 2023. Plus, the man who runs one of the most successful active funds out there – the J-P Morgan Equity Premium Income ETF (ticker JEPI) – offers his take on whether actively managed funds can still shine in the year ahead.

CNBC’s Bob Pisani spoke with Katie Stockton, Founder of Fairlead Strategies, and Ben Lavine, CIO of 3-D-L Capital Asset Management. With the fundamental picture next year looking cloudier by the minute, many investors are turning to technical analysis to determine where to put their money to work next. Today on the show they laid out some key asset sector rotation and asset allocation strategies to help ETF investors wade through the murky economic environment. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Katie Stockton from Fairlead Strategies.

CNBC’s Dominic Chu spoke with Tom Lydon, Vice Chairman at VettaFi, and Will Rhind, Founder and CEO of GraniteShares. They discussed some of the heavy-volume ETF bright spots hidden beneath the veneer of lighter holiday trading volumes. Plus, single-stock ETFs have gained traction as investors dig around for alpha. GraniteShares is set to launch three new leveraged single-stock ETFs on Tuesday, allowing investors to place amplified bets on Meta, Alibaba and Nvidia. The team also tried to make sense of the commodities story – as investors grapple with uncertainty over China’s reopening, the Federal Reserve and the inflation picture.

CNBC’s Bob Pisani spoke with D.J. Tierney, Senior Investment Portfolio Strategist at Schwab Asset Management – along with Dave Nadig, Financial Futurist at VettaFi. They dove deeper into how investors can make use of ETF to get in the game of tax-loss harvesting – selling securities at a loss to offset those losses against capital gains taxes on other securities. They also broke down Schwab’s top picks when it comes to playing defense and owning dividend darlings to fend off inflation and rising interest rates. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi.