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ETF Edge

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Aug 30, 2023 • 20min

Grayscale’s Bitcoin Battle: Paving the Way for First Crypto ETF? 8/30/23

CNBC’s Bob Pisani spoke with Matt Hougan, CIO of Bitwise Investments, Craig Salm, Chief Legal Officer for Grayscale Investments and Jeremy Senderowicz, Shareholder at Vedder Price. After Grayscale’s big lawsuit against the SEC tipped the scales in favor of the crypto bulls this week, many are hoping this paves a clearer path ahead to finally seeing the nation’s first spot bitcoin ETF ever. So, how much closer are we to getting there – and what other key regulatory hurdles remain? In the “Markets 102” portion, Bob continued the conversation with Matt Hougan from Bitwise Investments.
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Aug 28, 2023 • 28min

ETFs and Mutual Funds: Same Share Class a Game Changer? 8/28/23

CNBC’s Bob Pisani spoke with Gerard O’Reilly, Co-CEO and CIO of Dimensional Fund Advisors – along with Ben Slavin, Global Head of ETFs at BNY Mellon. They discussed a hot trend in the ETF business that’s been the talk of the town for many industry observers – the same share class debate, or treating ETFs and mutual funds as both under the ETF wrapper. Vanguard’s been doing it for years, but now that the same-share class patent is expiring, will the SEC agree to renew it? In the “Markets 102” portion, Bob continued the conversation with Ben Slavin from BNY Mellon.
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Aug 21, 2023 • 27min

AI Trade Losing Its Sizzle? 8/21/23

Jon Maier, CIO of Global X, and Todd Sohn, ETF and Technical Strategist at Strategas Securities, discuss the decline of AI trade, practical applications of AI in industries like infrastructure and cloud services, covered call ETFs, and analyzing emerging markets. They also touch on the impact of interest rates and China on the market.
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Aug 14, 2023 • 15min

Status Check: Single-Stock ETFs, Gold & Global Commodities 8/14/23

CNBC’s Courtney Reagan spoke with Will Rhind, Founder and CEO of GraniteShares, and Dave Nadig, Financial Futurist at VettaFi. They did a deep dive into single-stock ETFs one year after launching in the U.S. - exploring the promise and pitfalls of single-stock bets on and against big names like Tesla and Nvidia. Plus, gold has yet to regain its luster despite high hope from gold bugs earlier in the year. Our panel debated what's going on with gold, bitcoin and the broader commodity space amid China's deflationary environment.
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Aug 7, 2023 • 34min

Deadline Looming: Gaming the Odds of a Bitcoin ETF 8/7/23

CNBC’s Bob Pisani spoke with Matt Hougan, CIO of Bitwise Investments, and William Bernstein, legendary author of The Four Pillars of Investing. With a key deadline looming ahead for the crypto community this week, our panel of experts discussed the odds of a spot bitcoin ETF being approved, and all the pitfalls and regulatory hurdles to come. Plus, Bill Bernstein broke down the second edition of his timeless investing classic.In the “Markets 102” portion, Bob continued the conversation with Matt Hougan from Bitwise Investments. 
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6 snips
Jul 31, 2023 • 23min

AI Revolution: Broadening Out Beyond Big Tech? 7/31/23

Rich Lee and Todd Rosenbluth discuss the AI revolution and the potential for broader exposure in ETFs. They explore the profitability of owning AI ETFs and the impact of AI in various industries such as industrial automation, agriculture, and finance. The speakers also discuss momentum in ETFs, the trend of inflows into active management, and the growing popularity of thematic strategies in the ETF space.
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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.
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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.
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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.
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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.

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