ETF Edge cover image

ETF Edge

Latest episodes

undefined
Nov 11, 2024 • 29min

Trump Win & The ETF Industry 11/11/24

The ETF industry saw massive inflows immediately after Trump won the Presidency. But will the first winners be the longest-term winners? Or, are there still unrecognized opportunities… and risks?       
undefined
Nov 4, 2024 • 25min

500+ new funds in ‘24 11/4/24

More than 500 new ETFS have come to market this year with yet more in the works. Among them: repackaging of good old-fashioned “pair trades”.  Which will be the big winners by year’s end?       
undefined
Oct 28, 2024 • 22min

Mag 7, Plus: widening the winners’ circle… but just a bit 10/28/24

The investing consensus pendulum is swinging from super concentration back to diversification. Now, new funds are looking to hold on to Mag 7 dominance but spread the love – and risk – out a bit more.        
undefined
Oct 25, 2024 • 22min

Investing in the S&P 500 without the Mag 7 10/25/24

Worried about portfolio overconcentration in tech? What about the other 493 stocks in the S&P 500? Now, there’s a new ETF for that, too.           
undefined
Oct 14, 2024 • 22min

Small caps: new approaches to large challenges 10/14/24

As a group, small caps are supposed to outperform over the long run. But it’s a been a very long time since that’s happened. New active funds are looking to weed out the winners.          
undefined
Oct 10, 2024 • 31min

Rethinking investing in China 10/10/24

Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.          
undefined
Sep 30, 2024 • 15min

A second look at “preferred” stocks and MLPs 9/30/24

As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus.          
undefined
Sep 23, 2024 • 27min

Taking on the “tokenization” of assets 9/23/24

Explore the groundbreaking concept of asset tokenization and its potential to revolutionize the ETF industry. Discover how traditional assets are being transformed into digital tokens, improving efficiency and transparency. Discuss the rise of ETFs driven by younger investors amid shifting economic conditions and evolving fixed income preferences. Gain insights from the Future Proof Conference about marketing strategies for RIAs and navigate the economic landscape influenced by the Federal Reserve and upcoming elections.
undefined
Sep 16, 2024 • 31min

48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24

We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We’ll look at the latest odds and what it means for investors. Plus, Brown Harris Stevens CEO Bess Freedman joins us ahead of the decision with what it will mean for the housing market. And the Dean of Valuation, NYU Professor Aswath Damodaran, is here with his take on Apple and the three companies facing life cycle challenges.
undefined
Sep 12, 2024 • 27min

Reassessing “thematic” ETFs 9/12/24

“Thematic” tech funds were big winners on the back of MAG 7 and Nvidia. But with recent market volatility, are they still the vehicle to stay in for the rest of the year? 

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app