ETF Edge - podcast cover

ETF Edge

CNBCcnbc.com
ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC's Stocks Editor Bob Pisani is joined by top market participants offering educational and actionable advice to help you build your best portfolio. And, at the end of each episode, stick around for our 'Markets 102' segment where we round out the conversation with some thoughtful, in-depth analysis and perspective to help you better understand ETFs, and put it in the context of today's markets.

Episodes

Hedging Against Interest Rate & Volatility Risk

CNBC host Bob Pisani spoke with Paul Kim, Co-founder and CEO of Simplify ETFs – along with Dave Nadig, Director of Research at ETF Trends. They discussed the road to record highs - more investors are seeking out ways to hedge against equity risk, interest rate risk, volatility and everything in between. In the ‘Markets 102’ portion of the podcast Bob continues the conversation with Dave Nadig from ETF Trends.

Aug 30, 202127 min

Reopening Trades & Mutual Fund-ETF Conversions

CNBC's Leslie Picker fills in for Bob Pisani and speaks with Bryon Lake, head of Americas ETF client at J.P. Morgan Asset Management, and Todd Rosenbluth, senior director of ETF and mutual fund research at CFRA. They discussed resurgent reopening trades, consumer resiliency, mutual fund conversions and the rise of active management Plus, Tina Herrera, chair of YWCA’s board of directors, shares the factors behind the Impact Shares YWCA Women’s Empowerment ETF (WOMN)’s success.

Aug 23, 202115 min

The Power of Indexing with S&P Dow Jones Indices' CEO

CNBC's Bob Pisani spoke with Dan Draper, CEO of S&P Dow Jones Indices and Tom Lydon, CEO of ETF Trends. They discussed all things indexing – everything from ESG to cryptocurrencies, thematic trends and the the secrets behind the power of indexing. In the Markets 102’ portion of the podcast, Bob continues the conversation with Dan Draper from S&P Dow Jones Indices.

Aug 16, 202125 min

Crypto's Rally & The Fate of the Bitcoin ETF

CNBC's Bob Pisani spoke with David LaValle, Global Head of ETFs at Grayscale Bitcoin Trust, Simeon Hyman, Head of Investment Strategy at ProShares, and Dan Egan, Vice President of Behavioral Finance and Investing at Betterment. They discussed the bitcoin ETF debate … what SEC Chair Gary Gensler’s latest comments mean for crypto regulation … plus, we’ll get the pulse of the retail investor, Robinhood’s wild ride and what’s driving sentiment surrounding the so-called meme trade. In the ‘Markets 10...

Aug 09, 202127 min

Investing in China & Rising Regulatory Risks

CNBC's Bob Pisani spoke with Kevin Carter, Founder and CIO of EMQQ, Perth Tolle, Founder of Life and Liberty Indexes, and John Davi, Founder and CEO of Astoria Portfolio Advisors. They discussed the great China debate – with China doubling down on new rounds of regulation, should investors get in the game or go running for the hills? Plus, in the ‘Markets 102’ portion of the podcast, Bob will continue the conversation with Kevin Carter from EMQQ.

Aug 02, 202124 min

2021's Next Big Thematic Tech Investment

CNBC's Bob Pisani spoke with Christian Magoon, CEO of Amplify ETFs – along with Jay Jacobs, Head of Research and Strategy at Global X Funds. They discussed the hottest thematic trends hitting the ETF market – including a new Thematic All-Stars ETF, what the path for clean energy and infrastructure looks like and where we’ll see the biggest flows throughout the rest of 2021. Does thematic tech really outperform? In the ‘Markets 102’ portion of the podcast Bob continues the conversation with Jay J...

Jul 26, 202125 min

Sell-off Strategies & Top Inflation Beneficiaries

CNBC's Bob Pisani spoke with James Davolos, Portfolio Manager and Research Analyst at Horizon Kinetics – along with Tom Lydon, CEO of ETF Trends. They discussed today’s sharp sell-off on Wall Street as Covid fears flare up again despite a number of relaxed restrictions all across the globe. Plus, a hot new inflation fund that’s poised to benefit from higher inflation. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends.

Jul 19, 202122 min

SPAC Spigot Slows & WisdomTree's Momentum Move

CNBC's Bob Pisani spoke with Jeremy Schwartz, Global Head of Research at WisdomTree Asset Management, Mark Yusko, Founder and C-I-O of Morgan Creek Capital Management, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed the battle between growth and value and the tug-of-war between fundamentals and market cap-weightings in the world of ETFs. Plus, the sea of SPACs may have quieted for now, but what’s ahead for the second half? Will we see a resurgence even as the IPO ma...

Jul 12, 202132 min

Growth Overtakes Value, China's Cybersecurity Crackdown & Biden's Infrastructure Bill

CNBC's Frank Holland spoke with Dave Nadig, Director of Research at ETF Trends, Jay Rhame, CEO of Reaves Asset Management, and Kathleen Smith, Chairman and Co-founder of Renaissance Capital. They discussed the big questions ETF investors are facing in the second half - including the value vs. growth debate, how China's regulatory crackdown could affect major IPOs like Didi Chuxing, and the ripple effects of President Joe Biden's historic infrastructure bill.

Jul 07, 202113 min

New Activist ETF & Defining ESG

CNBC's Bob Pisani spoke with with Jennifer Grancio, CEO of Engine Number One – along with Arne Noack, Head of Systematic Investment Solutions for the Americas at DWS Group. They discussed the intersection among activism, ESG and indexing – three red-hot themes in the ETF world this year. What’s next for the company that managed to put pressure on Exxon-Mobil to move toward a cleaner energy strategy? And what will fuel the rapid growth of ESG investing for the rest of the year? In the 'Markets 10...

Jun 28, 202123 min

Crypto & Reddit Trading Risks

CNBC's Bob Pisani spoke with Ric Edelman, founder of Edelman Financial Engines – along with Jan van Eck, CEO of Van Eck Associates. They discussed the #1 RIA in the country, the current market environment, meme trades and the state of investing – plus, going big on crypto … are the odds of getting a bitcoin ETF this year lower now in light of the SEC and new regulatory regime? In the 'Markets 102' portion of the podcast, Bob continues the conversation with Ric Edelman from Edelman Financial Engi...

Jun 21, 202135 min

The First Mutual Fund-to-ETF Conversion

CNBC's Bob Pisani spoke with Gerard O’Reilly, co-CEO of Dimensional Fund Advisors – along with Dave Nadig, Director of Research at ETF Trends. They discussed what’s fueling the rapid rise of ETFs … Dimensional Funds just converted four of their mutual funds into ETFs over the weekend in the industry’s largest conversion ever. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Gerard O’Reilly from Dimensional.

Jun 14, 202121 min

Navigating the Crypto Landscape

CNBC's Bob Pisani spoke with Greg King, CEO of Osprey Funds, and Michael Sonnenshein, CEO of Grayscale Investments. They discussed the crypto conundrum – the hot topics covered at this weekend’s big bitcoin conference in Miami …what it will take to really lay the groundwork for a potential cryptocurrency ETF this year and whether bitcoin will remain the dominant player in the crypto space. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Michael Sonnenshein from G...

Jun 07, 202128 min

LGBTQ+ ETF & The Rise of ESG investing

CNBC's Seema Mody fills in for Bob Pisani this week. In honor of Pride Month, a brand-new fund is tracking the top 100 companies across corporate America seeking to promote LGBTQ community goals and values – plus, commodity prices may have raced higher all year, but what’s the deal with gold? Moody spoke with Bob Tull, Co-founder and President of Procure Holdings, Tom Lydon, CEO of ETF Trends, and Andrew McOrmond, Managing Director at WallachBeth Capital.

Jun 02, 20219 min

Thematic Tech Turmoil & Vanguard's ETF Anniversary

CNBC’s Bob Pisani spoke with Jay Jacobs, head of research and strategy at Global X ETFs, DataTrek Research co-founder Nick Colas and Rich Powers, Vanguard’s head of ETF and index product management. They discussed trouble in the thematic ETF arena and how it impacts the broader market. Plus, it's the 20th anniversary of Vanguard's ETF business. In the 'markets 102' portion of the podcast, Bob continues the conversation with Powers from Vanguard.

May 24, 202132 min

Investing Legend Charles Ellis; Inflation, Active vs. Passive Investing

CNBC'S Bob Pisani spoke with Charley Ellis, author of best-selling books like Winning the Loser’s Game and The Elements of Investing – along with Dave Nadig, Director of Research at ETF Trends. Charley Ellis discusses active versus passive investing, why he’s not so hot on bonds, the impact of rising inflation and more. In the ‘markets 102’ portion of the podcast, Bob continues the conversation with Charley Ellis.

May 17, 202138 min

Post-Pandemic ETF Plays & What's Ahead in 2021

CNBC's Bob Pisani spoke with Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange and John Hoffman, Head of ETFs and Indexed Strategies, Americas, at Invesco. They discussed the top trends in the ETF space, why the clean energy trade is losing steam and why equal-weighted funds are suddenly getting more love, and what the flows tell us about where the money is headed in 2021. In the 'markets 102' portion of the podcast Bob continues the conversation with Doug Yones.

May 10, 202128 min

ESG Explosion & Thematic ETFs Tumble

CNBC's Bob Pisani spoke with Sal Bruno, CIO of Index I-Q, Armando Senra, Head of i-Shares Americas and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed the hottest trends of the year – including ESG – the boom behind BlackRock’s two recent launches and what’s driving the red-hot flows into that space. Plus, what was hot in 2020, not looking so hot in 2021? Why bets on thematic trends like cloud computing, cybersecurity and 3-D printing appear to have falle...

May 03, 202133 min

SPAC Slowdown & Rising Inflation Concerns

CNBC'S Leslie Picker spoke with Mark Yusko, CEO of Morgan Creek Capital Management, Steve Grasso from Stuart Frankel, and Tom Lydon, CEO of ETF Trends. They discussed how sustainable the rally we’ve seen in reopening-sensitive groups like travel, leisure, and other cyclical plays and are investors getting too complacent? Plus, we’ll get more on the rising inflation fear factor and why the SPAC trade is fizzling out this month.

Apr 26, 202121 min

The Role of Regulators; Crypto & SPACs

CNBC's Bob Pisani had a special conversation with Dave Nadig, chief investment officer and director of research at ETF Trends and ETF Database, about Bitcoin, SPACs and trends for the rest of 2021.

Apr 19, 202112 min

Cannabis Craze & Coinbase IPO

CNBC's Bob Pisani spoke with Tim Seymour of Seymour Asset Management, Christian Magoon of Amplify ETFs and Matt Hougan of Bitwise Asset Management about Coinbase’s impending IPO and its impact on ETFs and 2021′s cannabis craze. In the 'markets 102' portion of the podcast Bob continues the conversation with Matt Hougan of Bitwise Asset Management.

Apr 12, 202134 min

ETFs for the Space Race & Betting on Bitcoin

CNBC’s Bob Pisani discusses tracking social sentiment in ETFs, Bitcoin ETFs and the space trade with Art Amador, Co-founder and COO of EquBot, Jamie Wise, Founder of Buzz Indexes, and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. In the 'markets 102' portion of the podcast, Bob continues the conversation with Jamie Wise from Buzz Indexes.

Apr 05, 202135 min

The China Tech Wreck

CNBC’s Dom Chu fills in for Bob Pisani and discusses the China tech wreck and the Moonshot Innovators ETF with Brendan Ahern of KraneShares, Tom Lydon of ETF Trends and ETF Database and Dave Mazza, Head of Product at Direxion.

Mar 29, 202124 min

Yearning for Yield & Bitcoin ETF's

CNBC's Bob Pisani spoke with Stephen Laipply of BlackRock iShares, Isaac Braley of BTS Asset Management and John Davi of Astoria Portfolio Advisors. They discussed strategies for high-yield investments as interest rates rise and the latest bitcoin ETF filing. In the 'markets 102' portion of the podcast, Bob continues the conversation about high yields with Stephen Laipply of BlackRock iShares.

Mar 22, 202133 min

A 'FOMO' ETF; Thematic Investing Booms

CNBC's Bob Pisani spoke with Matthew Tuttle of Tuttle Tactical Management, Sylvia Jablonski, CIO of Defiance ETFs, and Harry Whitton, Head of ETF Sales Trading at Old Mission Capital. They discussed some of the hottest thematic investing trends in the ETF business, including SPACs and the hydrogen economy. Plus, a "fomo" fund is gearing up to launch later this year as more and more investors look to chase momentum in this market. In the 'markets 102' portion of the podcast, Bob continues the con...

Mar 15, 202135 min

Timing isn’t everything: Top ETF Strategy Pitfalls

CNBC's Bob Pisani spoke with Kim Arthur, CEO of Main Management, Wes Crill, Head of Investment Strategists and Vice President at Dimensional Fund Advisors and Dave Nadig, Director of Research at ETF Trends. They discussed sector rotation in full swing this year and the big debate over market timing; does it work and what are some of the biggest pitfalls and perils? In the 'markets 102' portion of the podcast, Bob continues the conversation about marking timing with Wes Crill from Dimentional Fun...

Mar 08, 202130 min

Spring Selling Hits Real Estate ETFs

CNBC's Bob Pisani spoke with Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA, Laton Spahr, President of SS&C Alps Advisors and Michael Arone, Chief Investment Strategist for the SPDR Americas Business at State Street Global Advisors. The rally rolls on today but a tide of rising rates is shaking up investor confidence in the stock market. Bob discusses the broader ripple effects of spiking yields and what it means for key sectors like financials and real estate investmen...

Mar 01, 202128 min

Space Race Takes Off & Ark Invest Bets Big

CNBC's Bob Pisani spoke with ProcureAM CEO Andrew Chanin, Tom Lydon, CEO of ETF Trends and Matthew Bartolini, head of SPDR Americas Research. They discussed the race to space after the successful landing of NASA's Mars Perseverance Rover and a much anticipated new launch from Cathie Wood of Ark Invest. In the 'markets 102' portion of the podcast, Bob contiues the conversation about space, the new frontier for ETF investing, with Andrew Chanin from ProcureAM.

Feb 24, 202133 min

Crypto Craze & 2021 ETF Trends

CNBC's Bob Pisani spoke with Christian Magoon, founder and CEO of Amplify ETFs; Som Seif, founder and CEO of Purpose Investments; and Andrew McOrmond, managing director at WallachBeth Capital. They discussed the crypto craze and what it takes to push a bitcoin ETF through regulatory approval. In the 'markets 102' portion of the podcast, Bob continues the conversation about blockchain with Christian Magoon from Amplify ETFs.

Feb 17, 202123 min

Reddit Stocks, Sports Betting & Bitcoin

CNBC's Bob Pisani spoke with Will Hershey, CEO and co-founder of Roundhill Investments, Dave Nadig, chief investment officer and director of research at ETF Trends and ETF Database, and Jeff Kilburg, CEO and founder of KKM Financial. They discussed the resounding impact on the Reddit short squeeze, the world of online sports betting and the crazy crypto ride. In the 'markets 102' portion of the podcast, Bob continues the conversation with Dave Nadiq from ETF Trends.

Feb 08, 202130 min