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ETF Edge

Latest episodes

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Jul 11, 2022 • 31min

Macro Allocation Themes & Capturing the Night Effect 7/11/22

CNBC’s Bob Pisani spoke with Bruce Lavine, CEO of NightShares, and Jason Trennert, Chairman and CEO of Strategas Research Partners, a Baird company. They delved into portfolio allocation tactics based on major macro themes – addressing the question of can we get a soft landing and avoid a recession? Plus, they discussed how to capture how to capture the so-called “night effect” – including what it is and why two new ETFs are looking to capitalize on this well-known phenomenon in after-hours trading. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Jason Trennert from Strategas Research Partners.
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Jul 6, 2022 • 12min

The ETF Flowdown: Commodities Conundrum & Battle for a Bitcoin ETF 7/6/22

CNBC’s Seema Mody spoke with GraniteShares CEO Will Rhind, Grayscale Investments CEO Michael Sonnenshein and Todd Rosenbluth, Head of Research at VettaFi. They drilled down on the bright spots amid the market’s dismal start to 2022 – and discussed what commodities are signaling about inflation and the global economy. Plus, the SEC rejected yet another bitcoin ETF proposal just last week – and Sonnenshein is fighting back. He offered more details on how he plans to sue the SEC to contest the decision.
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Jun 27, 2022 • 26min

Crypto Collapsing – Time to Short Bitcoin? 06/27/22

CNBC’s Bob Pisani spoke with Simeon Hyman, Global Investment Strategist at ProShares, Tom Lydon, Vice Chairman of VettaFi, and Andrew Chanin, CEO of ProcureAM. With bitcoin in freefall and the crypto markets collapsing, they debated whether now is the right time to short bitcoin with the man who launched a new short bitcoin strategy ETF just last week. They also delved into the nuances of the world’s first-ever global disaster recovery ETF – an expanded approach to ESG. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Simeon Hyman from ProShares.
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Jun 22, 2022 • 12min

Weathering the Storm – One of the Most Volatile Years on Record 06/22/22

CNBC’s Leslie Picker spoke with Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed a number of ways ETF investors are weathering the year’s treacherous market volatility – including a deep dive on a handful of popular dividend, value and commodity plays.
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Jun 13, 2022 • 28min

Market Mayhem – Time to Hit the Panic Button Yet? 06/13/22

CNBC’s Bob Pisani spoke with Christian Magoon, CEO of Amplify ETFs – along with Mike Akins, CEO of ETF Action and Dan Egan, Vice President of Behavioral Investing at Betterment. They tackled today’s major sell-off head-on, touching on ways to weather the storm of red-hot inflation. Plus, are retail investors hitting the panic button yet? They also dug deep into crypto getting crushed today – and discussed the latest home-buying habits in this era of mounting mortgage rates. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Mike Akins from ETF Action.
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Jun 6, 2022 • 32min

Searching for a Bottom in Bond Funds & Passive vs. Active Update 06/06/22

CNBC’s Bob Pisani spoke with Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO – along with Dan Wiener, editor of The Independent Adviser for Vanguard Investments and Chairman of Adviser Investments and Todd Rosenbluth, Director of Research at Vetta-Fi. They discussed ETF flows as bond funds finally experience a reversal in fortune and start to enjoy inflows again – following a dismal first half of 2022. Could this be the bottom investors have been waiting for? Plus, they weighed in the active vs. passive debate – as passive indexing overtakes active funds for the first time ever in the U.S. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dan Wiener from Adviser Investments.
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Jun 1, 2022 • 28min

Embracing Leverage & Chances of a Recession 06/01/22

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May 23, 2022 • 36min

The Long-Term ETF Investor

CNBC's Bob Pisani spoke with Gerard O’Reilly, Co-CEO and Chief Investment Officer of Dimensional Fund Advisors along with Dave Nadig, Financial Futurist at Vetta-Fi – formerly ETF Trends. They discussed how to navigate the market turmoil and where some ETFs investors can turn to weather the storm. They also discussed the perils of market timing and what history tells us about investment returns after previous sharp downturns. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi.
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May 16, 2022 • 34min

The man shorting Cathie Wood’s ARKK, now going ultra-long

CNBC's Bob Pisani spoke with Matthew Tuttle, Managing Director of AXS Investments and CEO of Tuttle Capital Management, Ben Slavin, Global Head of ETFs at B-N-Y Mellon and John Davi, CIO of Astoria Portfolio Advisors. From the man who brought us an ETF that enables investors to go short Cathie Wood’s ARK Innovation Fund, we now have an ETF that allows investors to go two times long Cathie Wood’s ARKK fund. They discussed amplifying big bets on and against disruptive tech names like Tesla, Roku and Twilio. Plus, how is the dizzying volatility impacting the ETF world? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with John Davi from Astoria Portfolio Advisors.
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May 9, 2022 • 27min

Finding momentum in a down market

CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it’s momentum trading or put options. Plus, what are the latest flows telling us about the ETF landscape right now during these turbulent times? In the Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends.

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