Commodities crosscurrents: geo-political, inflation & reflation 4/15/24
Contrasting macro-economic indicators plus geo-political concerns are tugging commodities generally higher… but new money is only following part of the trade. Find out why.
Contrasting macro-economic indicators plus geo-political concerns are tugging commodities generally higher… but new money is only following part of the trade. Find out why.
Gold at historic highs and beating stock and bond averages… but what’s the real driver? Plus, investment advice for the very long haul with Larry Swedroe, Director of research at Buckingham Strategic Partners.
With rates where they are, basic bonds could have another banner year. But a new breed of bond-related offerings could offer investors even more advantages.
The definition of “active management” is changing… and so is the way novel approaches are being developed for the ETF industy
We’ve seen it before in the ETF space – a slew of new ways to play a theme often signals a peak. But could it be different this time with Mag 7 and even the recent weight loss craze?
As bitcoin hits new highs, new spot bitcoin ETFs are playing along. But are they driving the surge or just following it? Plus, you knew it would happen: the applications for weight loss funds are now in.
SEC votes on new rules requiring disclosure of material risks related to climate change. Plus, ESG funds face criticism for their holdings - but here’s how they are actually built.
The CEO of the TMX Group – which owns the Toronto Stock Exchange – talks about his initiatives in developing new ETFs, adding transparency to commodities trading, pioneering crypto offerings and their tech venture incubator program. Plus, Astoria Advisors’ Founder helps nail down what is and isn’t “quality” in ETF space.
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. Th...
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-...
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...
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 V...
CNBC’s Kate Rooney spoke with Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors, and Dan Egan, Vice President of Behavioral Finance and Investing at Betterment. They dove into the world of dividend plays and broke down the latest big dividend ETF launch. They tackled a wide array of topics in the ETF industry: investor sentiment, bond fund flows and artificial intelligence – specifically, AI’s role in the future of money management – as well as what to expect as we g...
CNBC’s Bob Pisani sat down with Tom Hancock, Head of the Focused Equity Team at GMO and Portfolio Manager for GMO’s Quality Strategies - along with Nate Geraci, President of The ETF Store. They discussed the future of value investing and the rapid rise of ETFs, as legendary investor Jeremy Grantham’s firm gears up to launch its first ETF ever – and the name of the game is quality. They also waded into the growth vs. value debate and delved deeper into key investing trends in the year ahead. Plus...
CNBC’s Leslie Picker sat down with Dave Mazza, Chief Strategy Officer at Roundhill Investments – along with Global X CIO Jon Maier and Todd Rosenbluth, Head of Research at VettaFi. They dove into the world of dividend plays and broke down the latest big dividend ETF launch. They also discussed top thematic trends that have taken the investing world by storm this year – namely, AI in the wake of President Biden’s new Executive Order, and crypto after Sam Bankman-Fried’s trial last week. As bitcoi...
CNBC’s Bob Pisani sat down with Rick Rieder, CIO of Global Fixed Income at Blackrock and Head of the BlackRock Global Allocation team. They discussed everything from the Fed’s next moves and the glide path of interest rates to the popularity of active fixed income and investing in a 5% world. They also broke down big global bets ETF investors can sink their teeth into, if they’re looking to go beyond domestic borders in the bond space. In the “Markets 102” portion, Bob continued the conversation...
CNBC’s Bob Pisani sat down on the trading floor at Vanguard HQ, where he caught up with Vanguard CIO Greg Davis and Janel Jackson, Global Head of ETF Capital Markets and Broker and Index Relations at Vanguard. Our panel of experts broke down top ETF gave us a glimpse of where the flows could be headed next. They also weighed in on the mega-cap tech trade and handicapped the Fed’s next policy moves, outlook for the global economy, equities and interest rates in 2024. In the “Markets 102” portion,...
CNBC’s Bob Pisani spoke with Cathie Wood, CEO of ARK Invest, and Tom Lydon, Vice Chairman of VettaFi. They broke down the path ahead for crypto and spot bitcoin ETFs after the SEC opted not to appeal the court decision on Grayscale’s bitcoin ETF conversion over the weekend. Does this mean a spot bitcoin ETF might now be just around the corner? They also discussed the fate of technology in the face of higher rates, ARK’s foray into European investing and other investment bright spots Cathie Wood ...
CNBC’s Bob Pisani spoke with Ric Edelman, Founder of the Digital Assets Council of Financial Professionals (DACF) – along with Holly Framsted, Director of ETFs at Capital Group. With geopolitical turmoil shaking up the global markets, they discussed the broader macro backdrop for ETFs and broke down the market reaction thus far. They also got an update on active ETFs, which are seeing more than their fair share of inflows this year. Plus, the crypto bulls may have cheered the launch of several e...
CNBC’s Bob Pisani spoke with Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management and Simeon Hyman, Head of Investment Strategy at Pro-Shares – along with Todd Sohn, ETF and Technical Strategist at Strategas Securities. They delved into the launch of the first-ever ether futures ETFs following the SEC’s approval over the weekend – ahead of the government shutdown deadline. Another win for the crypto bulls, but does this necessarily bode well for broader spot crypto ETF approv...
CNBC’s Bob Pisani spoke with Sylvia Jablonski, CEO of Defiance ETFs, and D.J. Tierney, Senior Investment Portfolio Strategist at Schwab Asset Management.They dug deep into a new ETF on the market that’s looking to capitalize on a massively popular way to make short-term market bets – zero-day options. The world’s first-ever “zero days to expiration” ETF is here, and it’s making big waves in the ETF business – particularly as options trading has been red-hot in recent years. They also broke down ...
CNBC’s Bob Pisani spoke with Jan van Eck, CEO of VanEck Associates and Michael Sonnenshein, CEO of Grayscale Investments – along with Alex Morris, President and CIO of F/m Investments. Live from Huntington Beach, California, they discussed the state of semiconductors ahead of ARM Holdings’ big debut this week, got the latest on the battle for a bitcoin ETF from the man who just sued the SEC and won, and got an update on the wild year we’ve seen when it comes to Treasury bond investing. In the “M...
CNBC’s Courtney Reagan spoke with Tom Lydon, Vice Chairman of VettaFi, and Christian Magoon, CEO of Amplify ETFs . They broke down the latest ETF flows, talked standout summer trends and tackled what’s ahead for the markets in September. Will there be a September swoon ahead? They also did a deep dive on thematic ETFs like bitcoin and marijuana, as recent regulatory developments are making big waves in the ETF business on both fronts.
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...