ETF Edge

CNBC
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Jul 24, 2023 • 26min

Markets: Fresh Breadth & Owning Gold in the Digital Age 7/24/23

CNBC’s Bob Pisani spoke with George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors – along with Todd Sohn, ETF and Technical Strategist at Strategas Research. Theydiscussed owning gold in the digital age. With so few decisive breakouts, investors have been waiting for the precious metal to regain its luster for years now. What’s holding it back? Plus, the market’s recent broadening out has been a blessing for the bulls. They tackled which sectors might best allow ETF investors to benefit from the fresh breadth. In the “Markets 102” portion, Bob continued the conversation with Todd Sohn from Strategas Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 17, 2023 • 28min

Options Action Exploding: Zero-Day Expiry Trades Take Off 7/17/23

CNBC’s Bob Pisani spoke with Ed Tilly, Chairman and CEO of Cboe Global Markets, and Mike Green, Chief Strategist at Simplify. Options activity has exploded and a new trend called zero-day-to-expiry options has taken off this year. Our panel did a deep dive on what’s fueling the rise in activity – and also weighed in on crypto ETF filings, as more applications fall into the SEC’s lap. In the “Markets 102” portion, Bob continued the conversation with Mike Green from Simplify. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 10, 2023 • 29min

Will H1 “hot trends” cool or keep simmering? 7/10/23

There’s been slowing in the biggest trends of the first half of the year… but they still may prove key through the rest of ‘23. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 5, 2023 • 27min

Market mis-match: why it's different this decade 7/5/23

ETF Edge dives into the seeming mis-match between continuing calls for a recession... but an increase in investors chasing recent performance in various already-high-flying sectors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jun 26, 2023 • 22min

Crypto ETF Craze: Behind the Spate of Filings 6/26/23

CNBC’s Bob Pisani spoke with Jeremy Schwartz, Global CIO of WisdomTree, and Nate Geraci, President of the ETF Store.They discussed the recent spate of new filings for spot bitcoin ETFs, including the big behemoth BlackRock itself submitting an application just two weeks ago. Do they know something the rest of Wall Street doesn’t? They also talked broader market trends, including outflows from gold ETFs and long-awaited momentum in equity ETFs, which have had to play catch up to bonds all year.In the “Markets 102” portion, Bob continued the conversation with Nate Geraci from The ETF Store. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jun 22, 2023 • 23min

Rising Rate Impact: The Deal with Real Assets 6/22/23

CNBC’s Bob Pisani spoke with Dan Foley, Portfolio Manager at C-B-R-E Investment Management – along with Tom Lydon, Vice Chairman of Vetta-Fi. They delved into why real assets just might be the key to diversifying beyond technology. As interest rates creep back up, they also took the pulse of the real estate business and other hard assets. Plus, they discussed the recent spate of new crypto ETF filings, including a new application by BlackRock. Why now? Could this be the shot in the arm the crypto bulls have all been waiting for?In the “Markets 102” portion, Bob continued the conversation with Tom Lydon from VettaFi. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jun 12, 2023 • 28min

Green Shoots? IPO Market, Economy & More 6/12/23

CNBC’s Bob Pisani spoke with Matt Kennedy, Senior IPO Market Strategist for Renaissance Capital and Todd Sohn, Head of ETF and Technical Strategy at Strategas Securities – along with Kyla Scanlon, founder of financial education company Bread. They discussed the IPO market – with Cava going public later this week, are we finally starting to see green shoots sprouting after a very long drought? They also talked broader markets this summer, honing in on the potential for a major FOMO equity market move, even despite relatively thin inflows, and the broader economy ahead of Wednesday’s Federal Reserve meeting. In the “Markets 102” portion, Bob continued the conversation with Kyla Scanlon, founder of Bread.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jun 7, 2023 • 25min

Markets Now: Bonds, The Rise of Electronic Trading & the AI Effect 6/7/23

CNBC’s Bob Pisani spoke with Howard Lutnick, Chairman and CEO of BGC Partners, and Billy Hult, CEO of Tradeweb Markets, at the Piper Sandler Global Exchange and Fintech Conference in New York. They discussed the current market environment – with anxiety so high, why has volatility sunken to multi-year lows? Fixed income has enjoyed huge inflows, but could the Federal Reserve decision next week change the math on that? They also drilled down into the rapid rise of electronic trading, the impact of AI and the electronification of the bond market. In the “Markets 102” portion, Bob continued the conversation with Billy Hult from Tradeweb. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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May 31, 2023 • 13min

Markets in May: Riding the AI Frenzy 5/31/23

CNBC’s Seema Mody spoke with Dave Mazza, Chief Strategy Officer at Roundhill Investments, and John Davi, Founder and CEO of Astoria Portfolio Advisors. They drilled down on the A-I craze and broke down the Roundhill’s newly launched Generative A-I ETF (CHAT) – discussing who’s riding the A-I hype train and whether it’s here to stay. They also recapped a handful of May’s big ETF winners and looked ahead to what investors can expect come June. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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May 22, 2023 • 10min

Commodities Corner: China Reopening & D.C. Debt Drama 5/22/23

CNBC’s Seema Mody spoke with Brendan Ahern, CIO of Kraneshares and Will Rhind, Founder and CEO of GraniteShares – as well as Todd Rosenbluth, Head of Research at VettaFi. They shed some light onto how investors are feeling about the China reopening story. They also dove deep into the mixed cross-currents for commodities – with copper faltering but gold prices higher in the face of debt ceiling drama in Washington.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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