CNBC’s Bob Pisani spoke with Dan Foley, Portfolio Manager at C-B-R-E Investment Management – along with Tom Lydon, Vice Chairman of Vetta-Fi. They delved into why real assets just might be the key to diversifying beyond technology. As interest rates creep back up, they also took the pulse of the real estate business and other hard assets. Plus, they discussed the recent spate of new crypto ETF filings, including a new application by BlackRock. Why now? Could this be the shot in the arm the crypt...
Jun 22, 2023•23 min
CNBC’s Bob Pisani spoke with Matt Kennedy, Senior IPO Market Strategist for Renaissance Capital and Todd Sohn, Head of ETF and Technical Strategy at Strategas Securities – along with Kyla Scanlon, founder of financial education company Bread. They discussed the IPO market – with Cava going public later this week, are we finally starting to see green shoots sprouting after a very long drought? They also talked broader markets this summer, honing in on the potential for a major FOMO equity market ...
Jun 12, 2023•28 min
CNBC’s Bob Pisani spoke with Howard Lutnick, Chairman and CEO of BGC Partners, and Billy Hult, CEO of Tradeweb Markets, at the Piper Sandler Global Exchange and Fintech Conference in New York. They discussed the current market environment – with anxiety so high, why has volatility sunken to multi-year lows? Fixed income has enjoyed huge inflows, but could the Federal Reserve decision next week change the math on that? They also drilled down into the rapid rise of electronic trading, the impact o...
Jun 07, 2023•25 min
CNBC’s Seema Mody spoke with Dave Mazza, Chief Strategy Officer at Roundhill Investments, and John Davi, Founder and CEO of Astoria Portfolio Advisors. They drilled down on the A-I craze and broke down the Roundhill’s newly launched Generative A-I ETF (CHAT) – discussing who’s riding the A-I hype train and whether it’s here to stay. They also recapped a handful of May’s big ETF winners and looked ahead to what investors can expect come June.
May 31, 2023•13 min
CNBC’s Seema Mody spoke with Brendan Ahern, CIO of Kraneshares and Will Rhind, Founder and CEO of GraniteShares – as well as Todd Rosenbluth, Head of Research at VettaFi. They shed some light onto how investors are feeling about the China reopening story. They also dove deep into the mixed cross-currents for commodities – with copper faltering but gold prices higher in the face of debt ceiling drama in Washington.
May 22, 2023•10 min
CNBC’s Bob Pisani spoke with Anna Paglia, Head of ETFs and Indexed Strategies at Invesco, and Scott Ladner, CIO of Horizon Investments. They discussed the latest ETF trends and flows experts are seeing this month. Big tech is leading the charge, but is it all just a so-called “mega-cap mirage”? And investors are still putting money to work in fixed income ETFs. They dug why certain pockets of active fixed income, in particular, have garnered so much attention lately – and offered best strategies...
May 15, 2023•31 min
CNBC’s Bob Pisani spoke with John Love, President & CEO of U.S. Commodity Funds, and Sal Gilbertie, President & CEO of Teucrium Trading. They drilled down on the big moves in both hard and soft commodities – taking a look at what the wild swings in crude, natural gas and wheat futures are telling us about the China reopening and broader global risks of a recession – and discussing how ETF investors can hope to play the commodities space right now. In the “Markets 102” portion, Bob continued the ...
May 08, 2023•30 min
: CNBC’s Bob Pisani spoke with Reggie Browne, Principal of GTS, and Kevin Simpson, portfolio manager at Capital Wealth Planning. They discussed the fallout from the regional banking meltdown. No surprise short positions are on the rise, but what about bank ETF flows? Our panel of experts broke down where the money is headed in this ever-changing market landscape, and offered their takes on other pivotal trends like dividend income ETFs both here and abroad – as well as covered call ETFs strategy...
May 03, 2023•21 min
CNBC’s Bob Pisani spoke with Matt Bartolini, Head of SPDR Americas Research at State Street - along with Vance Barse, Founder of Your Dedicated Fiduciary. As the Euro Zone recovery gathers steam, European markets have been just crushing it. Our panel of experts explored the strength behind the red-hot flows pouring into European ETFs so far this year. Luxury names, in particular, have enjoyed huge rallies - but what about other sectors? What's driving so many of these major European ETFs to new ...
Apr 24, 2023•22 min
CNBC’s Bob Pisani spoke with Arne Noack, Head of Systematic Investment Solutions, Americas, at DWS Group, and Dave Nadig, Financial Futurist at VettaFi.They discussed two hot-button issues on the SEC’s radar ahead of a key hearing before the House Financial Services Committee tomorrow. What can ETF investors expect to hear on the topics of crypto and ESG – and what other ways might SEC Chair Gary Gensler push for transparency among those two industries? No doubt corporate America stands ready to...
Apr 17, 2023•27 min
CNBC’s Bob Pisani spoke with Graham Day, CIO of Innovator ETFs – along with Todd Sohn, ETF and Technical Strategist at Strategas Securities, a Baird company. As investors look to navigate the choppy market landscape in the new month, the gang delved into so-called “buffer ETFs"– or ETFs specifically designed to cushion the blow against downside in the broader markets, while also capping potential gains. It’s become an increasingly popular strategy and they broke it all down with the man who help...
Apr 10, 2023•26 min
CNBC’s Bob Pisani spoke with Chris Concannon, CEO of MarketAxess – along with Alex Morris, President and CEO of f/m Investments, and Tom Lydon, Vice Chairman of VettaFi. They discussed the top ETF trends to look forward to in the second quarter. Will the tidal wave of money pouring into Treasury ETFs continue? Markets are already undergoing some important sectoral shifts bubbling below the surface, so will technology plays take more of a backseat in favor of consumer- and cyclical-focused ETFs, ...
Apr 03, 2023•29 min
CNBC’s Bob Pisani spoke with Nate Geraci, President of The ETF Store, and D.J. Tierney, Director and Senior Investment Portfolio Strategist at Schwab Asset Management. Following a wild first quarter for the markets, they discussed the flowdown – breaking down the biggest winners and losers as ETF investors look ahead to April. Even though stock and bond ETFs have on the whole seen inflows, money poured in at a much slower pace than they did the same time a year ago. What can investors expect in ...
Mar 27, 2023•26 min
CNBC’s Bob Pisani spoke with Dave Mazza, Chief Strategy Officer at Roundhill Investments, Greg Bassuk, CEO of AXS Investments and Todd Rosenbluth, Head of Research at VettaFi. Markets are still grappling with banking contagion fears and weighing the impact of the latest merger between UBS and Credit Suisse. But already new ETFs are springing forth to capitalize on the banking crisis and help investors navigate the confusion. Our panel broke down the benefits of concentrated sector bets and discu...
Mar 20, 2023•26 min
CNBC’s Bob Pisani spoke with Dan Draper, CEO of S&P Dow Jones Indices – along with John Davi, Founder & CEO of Astoria Portfolio Advisors. While markets are still suffering in the wake of Silicon Valley Bank’s big blowup they drilled down into the impact the collapse is having on the broader banking business and regional bank ETFs – as well as what it could mean for the future of Fed rate hikes. They also broke down the results of the latest SPIVA survey and talk active versus passive with the m...
Mar 13, 2023•27 min
: CNBC’s Bob Pisani spoke with Joanna Gallegos, Co-Founder of BondBloxx – along with Kim Arthur, President and CEO of Main Management. They broke down the resurgence in bond ETFs, as investors continue to clamor for yield . Our panel broke down the biggest trends they’re seeing in terms of bond flows, gave us the lowdown on single-bond Treasury ETFs and explained why perhaps high-yield products shouldn’t be written off just yet. In the “Markets 102” portion, Bob continued the conversation with K...
Mar 06, 2023•26 min
CNBC’s Bob Pisani spoke with Alex Morris, President and CIO of F/m Investments, and Dave Nadig, Financial Futurist at VettaFi. They took a good, long look at stocks versus bonds and the core asset allocation debate. With yields on the rise, bonds are looking more and more attractive by the day – particularly as the 2-year Treasury note yield hovers around 5%. The gang broke down various ways in which ETF investors could gain exposure to the roster of single-bond Treasury ETFs that are sporting t...
Feb 27, 2023•24 min
CNBC’s Bob Pisani spoke with Art Amador, Co-Founder and COO of EquBot, which runs the AI Powered Equity ETF (A-I-E-Q) in partnership with ETFMG – along with Bill Studebaker, President and CIO of ROBO Global. They delved intothe AI craze and the role artificial intelligence can play in the world of investing. Chat GPT has become all the rage these days, but what about using AI to pick stocks that could potentially beat the market? Our panel of experts weighed in on the debate.In the “Markets 102”...
Feb 22, 2023•32 min
CNBC’s Mike Santoli spoke with Todd Rosenbluth, Head of Research at VettaFi, Jerome Schneider, Head of Short & Low Duration Portfolio Strategies at PIMCO and James McNerny, Portfolio Manager at J.P. Morgan Asset Management. They discussed the rally on bonds – digging deeper beneath the surface and honing in on the bright spots for investors' portfolios in 2023. Where are the flows going in the fixed income space and what does that say about investor sentiment? Plus, they weighed in on the age-ol...
Feb 13, 2023•17 min
CNBC’s Bob Pisani spoke with Tony Rochte, Global Head of ETFs at Morgan Stanley, Dave Nadig, Financial Futurist at Vetta-Fi and Vance Barse, Founder of Your Dedicated Fiduciary. After a disastrous 2022 for both stocks and bonds, they dove into the hot topics being talked about at this year’s Exchange ETF conference – everything from fixed income and dividends to thematic tech, buffered products and the raging debates over global vs. domestic and active vs. passive. Plus, Morgan Stanley is finall...
Feb 06, 2023•27 min
CNBC’s Bob Pisani spoke with Jon Maier, CIO of Global X ETFs, and Kevin Simpson, Founder and CIO of Capital Wealth Planning. After a dismal year in 2022, thematic tech is back in a big way – especially with the rise of new technology like ChatGPT. They discussed the thematic tech trade and got to the crux of what’s driving these gains – digging into whether investors are seeing any signs of a bottom in technology stocks and ETFs just yet.
Jan 30, 2023•24 min
CNBC’s Bob Pisani spoke with Rory Tobin, Head of the Global SPDR ETF Business at State Street Global Advisors, and Todd Rosenbluth, Head of Research at VettaFi. They celebrated the 30th anniversary of the SPDR S&P 500 ETF Trust – the largest, most heavily traded ETF in the world. They discussed why indexing has challenged active management and why ETFs have been such a successful wrapper for indexing – to the point of actively challenging mutual funds as the investment vehicle of choice.
Jan 23, 2023•20 min
CNBC’s Bob Pisani spoke with Simeon Hyman, Global Investment Strategist at ProShares, and Nate Geraci, President of The ETF Store. They tackled bitcoin’s wild ride over the past two years and the impact on bitcoin futures trading. They also discussed what the heaviest-volume tech ETFs out there are telling us about investors’ willingness to bet on big tech this year – and delved deep into ProShares’ hugely successful dividend ETF strategy.
Jan 17, 2023•20 min
CNBC’s Bob Pisani spoke with Hamilton Reiner, Head of U.S. Equity Derivatives at J.P. Morgan Asset Management, and Dave Nadig, Financial Futurist at Vetta-Fi. They discussed what sector plays worked well in 2022 and what investors should consider betting on in 2023. Plus, the man who runs one of the most successful active funds out there – the J-P Morgan Equity Premium Income ETF (ticker JEPI) – offers his take on whether actively managed funds can still shine in the year ahead.
Jan 09, 2023•17 min
CNBC’s Bob Pisani spoke with Katie Stockton, Founder of Fairlead Strategies, and Ben Lavine, CIO of 3-D-L Capital Asset Management. With the fundamental picture next year looking cloudier by the minute, many investors are turning to technical analysis to determine where to put their money to work next. Today on the show they laid out some key asset sector rotation and asset allocation strategies to help ETF investors wade through the murky economic environment. In the Markets ‘102’ portion of th...
Dec 14, 2022•26 min
CNBC’s Dominic Chu spoke with Tom Lydon, Vice Chairman at VettaFi, and Will Rhind, Founder and CEO of GraniteShares. They discussed some of the heavy-volume ETF bright spots hidden beneath the veneer of lighter holiday trading volumes. Plus, single-stock ETFs have gained traction as investors dig around for alpha. GraniteShares is set to launch three new leveraged single-stock ETFs on Tuesday, allowing investors to place amplified bets on Meta, Alibaba and Nvidia. The team also tried to make sen...
Dec 12, 2022•24 min
CNBC’s Bob Pisani spoke with D.J. Tierney, Senior Investment Portfolio Strategist at Schwab Asset Management – along with Dave Nadig, Financial Futurist at VettaFi. They dove deeper into how investors can make use of ETF to get in the game of tax-loss harvesting – selling securities at a loss to offset those losses against capital gains taxes on other securities. They also broke down Schwab’s top picks when it comes to playing defense and owning dividend darlings to fend off inflation and rising...
Dec 05, 2022•28 min
CNBC’s Bob Pisani spoke with Brendan Ahern, CIO of KraneShares – along with Ben Slavin, Global Head of ETFs at BNY Mellon, and Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors. They discussed the fallout from Covid-19 unrest in China as rare protests break out across the nation. What does this all mean for China’s reopening story? Plus, it’s been a rough year and a lot of investors have had losses, particularly in technology stocks and funds. The gang explored the i...
Nov 28, 2022•32 min
CNBC’s Seema Mody spoke with Todd Rosenbluth, Head of Research at VettaFi, and Brian Giere, Senior Vice President at Amplify ETFs. They discussed popular alternative sources of income, as investors look to navigate a rocky landscape for equities and a volatile bond market – with a special focus on dividend growth ETFs. Plus, they dove into the holiday shopping season and debated over what the road ahead for online retail looks like in the face of high inflation.
Nov 21, 2022•10 min
CNBC’s Bob Pisani spoke with Deborah Fuhr, Founder and Managing Partner of ETFGI – along with Simeon Hyman, Global Investment Strategist at ProShares. They dove headfirst into last week’s crypto chaos – including the fallout from the collapse of embattled crypto exchange FTX and the titanic trading volume in bitcoin futures ETFs as a result. With crypto facing a true crisis of confidence, how can investors hope to weather the storm and regain faith in digital currencies after a massive blow-up l...
Nov 14, 2022•30 min
