ETF Edge

Cash versus corporates versus active fixed income strategies… What’s the best place to park cash now whilethe Fed figures out its next move (or not). 

We talk the biggest trends, concerns and opportunities among 2,000 advisors, money managers and fund companies. Among them: Bitcoin, Mag 7, AI and much more.  

With the recent run, semis are challenging software as the biggest sub-sector of the S&P. But not all chipmakers are benefitting. In fact, most are not. So choose your ETFs carefully. Here’s how.   

Most of the money flowing into new spot bitcoin funds seems to be reallocated institutional money… not so much new retail money. Plus, find out which ETFs could be less-risky alternatives to tech’s top-heavy “Magnificent 7”.   

International investing flows are all over the place right now but two things stand out: massive flows out of China… and in to India and Japan. To make sense of it all, we spoke with Dave Mann, Global Head of Product and Capital Markets at Franklin Templeton, and Mike Akins from ETF Action.  

It's been a decade in the quest for a spot bitcoin ETF. There are 13 applicants for bitcoin funds and first in line is Cathie Wood from Ark Invest. Bob Pisani sat down with Cathie, her ETF partner Ophelia Snyder, founder of 21shares. Plus Jan Van Eck, CEO of VanEck, who also has an application in…and Doug Yones, head of exchange traded products at NYSE.

CNBC’s Bob Pisani sat down with Burton Malkiel, Chemical Bank Chairman’s Professor of Economics at Princeton University and author of the legendary investing text, A Random Walk Down Wall Street; Kevin Carter, chief investment officer of EMQQ Global and the India Internet & Ecommerce ETF (INQQ), and Todd Sohn, ETF & Technical Strategist at Strategas Securities. They discussed investing in India’s emerging market and the reasons why it has had a great year compared to other countries. They also look into the differences between China and India, past market performances, and where each stand today.

CNBC’s Bob Pisani sat down with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed all manner of trends in the ETF industry – everything from short-term bonds and active management’s time in the sun to the growth trade, covered call strategies, crypto and more… Plus, they tackled the “flowdown” for 2024 – as the S&P 500 hovers around a new high and investors position themselves for what many are hoping will be a broad-based recovery ahead. In the “Markets 102” portion, Bob continued the conversation with Ben Slavin from BNY Mellon.

CNBC’s Bob Pisani sat down with Brendan McCarthy, Head of ETF Distribution and ETF Capital Markets – along with Tim Seymour, Founder and CIO of Seymour Asset Management, and Todd Sohn, ETF and Technical Strategist at Strategas Securities. Actively managed ETFs have captured a quarter of all ETF flows in 2023. Our panel of experts discussed the power of active management this year, what’s driving the big gains and whether this marks the start of a new trend as investors brace for the new year. We’ll also dig into the pitfalls and the promise behind the increasingly popular options overlay strategy – options overlay – which uses options to generate income via ETFs. In the “Markets 102” portion, Bob continued the conversation with Todd Sohn from Strategas Securities. 

CNBC’s Bob Pisani sat down with Dave Nadig, Financial Futurist at VettaFi, and Morgan Housel, partner at The Collaborative Fund and author of “Same as Ever: A Guide to What Never Changes.” Arguably one of the most popular writers on the subject of investor behavior, Housel is the author of “The Psychology of Money” – now out with a new book offering timeless lessons on what never changes in an ever-changing world.In the “Markets 102” portion, Bob continued the conversation with Dave Nadig from VettaFi.