CNBC's Bob Pisani is broadcasting from the biggest ETF conference in the world, the inaugural Exchange ETF Conference! Bob spoke with Mat Hougan, CIO of Bitwise Asset Management, Tom Lydon, ETF Trends CEO, and Michael Sonnenshein, Grayscale Investments CEO. They discussed the state of the ever-evolving ETF industry; everything from how to navigate the market turmoil on a road paved with risky variables, to the SEC's crypto conundrum and opportunities abroad. In the 'Markets 102' portion of the p...
Apr 11, 2022•33 min
CNBC's Bob Pisani spoke with Mona Naqvi, Global Head of ESG Capital Markets Strategy at S&P Global and Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth – and author of the new book “Your Essential Guide to Sustainable Investing.” They discussed the ABC’s of ESG; what works and what doesn’t work when it comes to ESG investing, what mental and financial hurdles the world of ESG might be facing and how investors can look beyond those hurdles as they strive to go for the green. I...
Apr 04, 2022•39 min
CNBC's Bob Pisani spoke with Thomas Gorman, attorney at Dorsey and Whitney, Dave Nadig, Financial Futurist at ETF Trends, and Kim Arthur, CEO of Main Management. FINRA recently raised the alarm on exposing retail investors to complex products like leveraged and inverse ETFs, options, and even bitcoin futures ETFs ... more and more regulators are warning the brokerage community to be careful about recommending the products and asking whether more rules and vetting are necessary. For instance, sho...
Mar 28, 2022•29 min
CNBC's Bob Pisani spoke with Doug Peterson, President and CEO of S&P Global – along with Todd Rosenbluth, newly minted Head of Research at ETF Trends. They discussed the SEC’s new climate change proposal – breaking down the ABC’s of ESG – and a direct response from the head of S&P to those new rules. Plus, more on why active mutual fund managers continue to underperform – more proof that investors are embracing broader indexes and the ETFs tied to them. In the‘Markets 102’ portion of the podcast...
Mar 21, 2022•31 min
CNBC's Bob Pisani spoke with Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group, Charles Rotblut, Vice President and Financial Analyst at AAII and editor of the AAII Journal, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed the resounding ripple effects from Russia’s war on Ukraine … how do ETF investors navigate the many layers of chaos the market is facing both in the U-S and overseas? Is Europe pricing in a recession right now? What about t...
Mar 14, 2022•28 min
CNBC's Bob Pisani spoke with Dave Mazza, Head of product at Direxion, Jim Davalos, Research analyst and portfolio manager at Horizon Kinetics and Ben Johnson, Director of global ETF research for Morningstar. Last week was a wild one not only for the U.S. but also Russian stocks...between individual names and ETFs getting halted by exchanges and major providers like MSCI, FTSE Russell and S&P removing listings from their indexes - that's sparking a lot of debate about what qualifies as "uninvesta...
Mar 07, 2022•33 min
CNBC's Bob Pisani spoke with Jan Van Eck, CEO of Vaneck, Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed the fallout from the freshly announced sanctions on Russia - what are the resounding ripple effects and how is all the turmoil affecting Russian ETFs, Commodities, European Markets and more? In the 'markets 102' portion of the podcast. Bob continues the conversation with...
Feb 28, 2022•27 min
CNBC's Bob Pisani spoke with Holly Framsted, Head of ETFs at Capital Group and Dave Nadiq, Director of Research at ETF Trends. They discussed the recent market volatility and the latest developments in actively managed ETFs. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Dave Nadiq on recent market trends.
Feb 23, 2022•24 min
CNBC's Frank Holland spoke with Tom Lydon, CEO of ETF Trends, John Davi, Founder and CIO of Astoria Portfolio Advisors and Wendy Wong, Head of Sustainable Investment Partnerships at New York Life Investments. As investors brace for hotter inflation and fast and furious rate hikes from the Federal Reserve, the team discusses how to cope with added geopolitical tensions on top of all that. Plus, as the reopening story ramps up, will cyclicals finally have their time in the sun? And highlighting a ...
Feb 14, 2022•12 min
CNBC's Bob Pisani spoke with WisdomTree Asset Management global head of research Jeremy Schwartz, Amplify ETFs founder and CEO Christian Magoon and ETF Action founding partner Mike Akins. They unpacked the action in value and specialty ETFs, shared their forecasts for international investing in 2022 and analyzed the recent market rotation. In the 'Markets 102' portion of the podcast, Bob continues the conversation with ETF Action founding partner Mike Akins.
Feb 07, 2022•30 min
Jan 31, 2022•31 min
Jan 26, 2022•28 min
ETFs mentioned: OUSA - O'shares US quality dividend ETF IWM - ishares Russel 2k IUSM - ishares USD treasury OEUR - O'Shares Europe Quality dividend ETF EZU - ishares eurozone NETL - Netlease corporate real estate XLRE - Real estate select sector SPDR Fund --------------------------------------------- Bond alternatives (not mentioned, shown on screen) HYLB - Xtrackers USD High Yld Corporate Bd SRLN - SPDR Blackstone Senior Loan ETF CWB - Bloomberg convertible securities ETF PGX - Invesco Preferre...
Jan 19, 2022•42 min
CNBC's Bob Pisani spoke with Ric Edelman, Digital Assets Council of Financial Professionals founder and author of the “The Truth About Crypto” – along with Matt Hougan, CIO of Bitwise Investments. They discussed today’s sell-off including Bitcoin - now down more than 40% from its recent highs in November. What does the future of crypto look like and will we finally get a pure-play bitcoin ETF in 2022? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Ric Edelman.
Jan 10, 2022•27 min
Happy New Year! CNBC's Bob Pisani spoke with Tom Lydon, CEO of ETF Trends and John Davi, CEO and CIO of Astoria Portfolio Advisors. Coming off a record-breaking year for ETF flows, Bob kicks off 2022 with a deep dive into the most salient themes to watch for in the weeks and months ahead … everything from covid concerns and rising interest rates to rich-looking tech valuations, crypto, ESG and more. Plus, a brand-new ETF that aims to help investors not only protect against but also profit from r...
Jan 03, 2022•31 min
CNBC's Bob Pisani spoke with Jay Jacobs, Head of Research and Strategy at Global X ETFs – along with Alex Shephard, founding partner at ETF Action. They discussed the lay of the land for ETFs this year – what the most pivotal themes and trends driving the action were – and what investors can expect as they prepare to ring in a new year for the markets. Plus, while the so-called hot “thematic” trends like ESG and crypto may appear to be all the rage, the flows may be telling a different story. In...
Dec 13, 2021•27 min
CNBC's Bob Pisani spoke with Gerard O'Reilly, CO-CEO and Chief Investment Officer of Dimensional Fund Advisors and Nate Geraci, President of the ETF Store. They discussed where markets are headed in 2022 with the looming threat of a faster taper and protentional rate hikes coming down the pike. Plus, why more mutual funds are embracing the ETF model now than ever, and whether hot thematic trends like ESG, Crypto and the Metaverse are built to last. In the 'markets 102' portion of the podcast, Bo...
Dec 06, 2021•34 min
CNBC's Bob Pisani spoke with Anthony Denier, CEO of Webull, Andrew McOrmond, Managing Director at Wallachbeth Capital and Harry Whitton, Head of ETF Sales Trading at Old Mission Capital. They discussed the fallout from the market sell-off, will the emergence of a new Covid-19 variant add even more fuel to an already pro-growth, anti-cyclical trade in November? Plus, the popular trading app Webull - a rival to Robinhood - weighs in on sentiment as more young investors get into the ETF game.
Nov 29, 2021•28 min
CNBC's Leslie Picker spoke with Tom Lydon, CEO of ETF Trends, David Botset, Head of Equity Product and Strategy at Schwab Asset Management, and Dave Abner, Head of Business Development at Gemini. They discussed the cyclical trade as the reopening story loses steam … how do investors set up ahead of the holiday season? Plus, two of the ETF community’s favorite themes – ESG and crypto – and why one guest actually thinks a pureplay bitcoin ETF could be just around the corner.
Nov 22, 2021•17 min
CNBC's Bob Pisani spoke with Anna Paglia, Global Head of ETFs and Indexed Strategies at Invesco, Dave Nadig, Director of ETF Research at ETF Trends, and James Davolos of Horizon Kinetics. They discussed how ETF investors can hope to play the rising tide of inflation, whether it be through key sectors, commodities or bonds, along with the never-ending crypto conundrum. What was behind the SEC’s rejection of the latest pure-play bitcoin ETF proposal? And is the crypto community any more optimistic...
Nov 15, 2021•32 min
CNBC's Bob Pisani spoke with George Milling-Stanley, chief gold strategist at State Street’s SPDR ETFs, and GraniteShares founder and CEO Will Rhind to break down the divergence between gold and bitcoin this year and global gold demand. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Will Rhind to discuss Graniteshares XOUT ETF Strategy.
Nov 08, 2021•31 min
CNBC's Bob Pisani spoke with Ed Rosenberg, Head of ETFs for American Century Investments, Jerome Schneider, Head of Short & Low Duration Portfolio Strategies at PIMCO, and Ben Johnson, Director of Global ETF Research at Morningstar. They discussed the age-old battle between active management and passive strategies - armed with fresh data from Morningstar’s latest report. Overall, passive is still the big winner despite a very topsy-turvy couple of years. In the ‘Markets 102’ portion of the podca...
Nov 01, 2021•35 min
CNBC's Bob Pisani spoke with Steven McClurg, CIO at Valkyrie Funds and Tom Lydon, CEO of ETF Trends. They discussed the world of crypto as more and more companies are jumping on the bitcoin futures ETF bandwagon, So far, the new trend has really taken off, so how can investors get in the game, and how might they look to bitcoin as a way to hedge against inflation? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends.
Oct 25, 2021•27 min
CNBC's Bob Pisani spoke with Simeon Hyman, Global Investment Strategist at ProShares and Robin Wigglesworth, Global Finance Correspondent at The Financial Times and author of the new book "Trillions". ProShares will be launching the first ever Bitcoin futures ETF tomorrow on the New York Stock Exchange. Plus, Bob dives into the history of the index fund and how its evolved over time. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Robin Wigglesworth from the Fina...
Oct 18, 2021•37 min
CNBC's Bob Pisani spoke with Jan van Eck, CEO of VanEck and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed pending Bitcoin ETF proposals, fixed income ETFs as rates creep steadily higher and ESG-related products in the market. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Jan van Eck on the commodity explosion.
Oct 11, 2021•30 min
CNBC's Leslie Picker spoke with Will Rhind, CEO of GraniteShares, Dave Nadiq, Director of Research at ETF Trends and Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors. They discussed September flows as the red-hot streak for equity ETFs continue, what sectoral shifts to expect for the most volatile month of the year, and the global commodity surge.
Oct 04, 2021•9 min
CNBC's Bob Pisani spoke with Eric Pan, CEO of Investment Company Institute and Ed Rosenberg, Head of ETFs for American Century Investments – along with Tom Lydon, CEO of ETF Trends. They discussed budget battle and ETFs … what the Democrats’ new proposed tax law changes mean for ETF investors – plus, the search for yield in a lower-for-longer interest rate environment. In the 'Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends.
Sep 27, 2021•34 min
CNBC's Bob Pisani spoke with Arne Noack, Head of Systematic Investment Solutions at DWS Group and Dan Wiener, Chairman of Adviser Investment and editor of The Independent Adviser for Vanguard Investors. They discussed the factors fueling the sharp moves lower - Plus, no red flags coming out of China, everything from weaker retail data and tighter regulation to the fallout from Chinese property giant Evergande. In the 'markets 102' portion of the podcast, Bob continues the conversation with Dan W...
Sep 20, 2021•24 min
CNBC's Bob Pisani spoke with with Patrick O’Shaughnessy, CEO of O’Shaughnessy Asset Management and Dave Nadig, Director of Research at ETF Trends. They discussed a new investing strategy known as direct indexing – essentially, slicing and dicing preexisting indices and cherry-picking individual stocks to create a custom-made index all your own. What are the benefits and what are the burdens of such a methodology? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Da...
Sep 13, 2021•29 min
CNBC's Bob Pisani spoke with Kathleen Smith, Principal and Co-founder of Renaissance Capital – and Brian Schaeffer, Managing Director at Invest-X Capital. They discussed the year that was and what’s to come for the fall season of IPOs, opportunities in the private market and how to get involved in promising pre-IPO investments in the future. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Kathleen Smith from Renaissance Capital and discusses direct listings and S...
Sep 08, 2021•23 min
