The controversial rise of private credit/equity 3/3/25

The leverage explosion 2/24/25

Leverage, inverse and single-stock funds have exploded in popularity. But, could a turn in the market leave some investors imploding? What to know before you buy into this trend.

Finding “Freedom” Overseas? 2/19/25

In general, international markets are surging ahead of U.S indices. However, finding quality opportunities overseas can be tricky. Find out how one fund is setting itself apart by reassessing investing “freedoms”.

Preeminent Charles Ellis is “Rethinking Investing” 2/10/25

A founder of the index investing movement and author of “Winning the Losers Game”, Charles Ellis offers his new take on the markets. Fifty years on, find out what’s changed radically… and what likely never will.

Underprepared for Uncertainty? 2/3/25

From tariff turmoil to concentration risk, the margin for error in portfolios is getting ever smaller… and it seems most investors are perhaps not as prepared as they should be. We’ll look at ways to fix that.

DeepSeek disrupts AI trade as NASDAQ 100 celebrates 40 years 1/27/25

China’s DeepSeek AI throws U.S. tech stocks into a tailspin just as the NASDAQ 100 – home to many of those names – celebrates its 40th anniversary. What will the next 40 years look like for that index and what could the next big tech leader be? We’ll find out.

Exposure to Bitcoin with 100% downside protection? 1/21/25

The first structured-protection Bitcoin ETF is here. How do you get up to 100% protection to the downside and, importantly, what do you give up for it? We’ll explain.

Spot Bitcoin ETFs’ had a remarkable first year. And, now… 1/13/25

It’s hard to believe Spot Bitcoin ETFs are only now turning 1 year old. Will 2025 witness more maturity… or a case of the “terrible twos”?

The rapidly growing $18B world of single-stock ETFs 1/6/25

Since single-stock ETFs debuted in 2022, the category has exploded. Global interest in U.S. tech stocks is poised to push growth even further in 2025.

India: the “perfect” emerging market 12/18/24

Emerging market performance has been lack-luster in 2024 with one big exception: India. Find out what’s driving explosive growth there.

Bitcoin ETFs pass $100B AUM… plus, other big movers for 2025 12/9/24

Bitcoin funds pass a key milestone in terms of assets. Plus, the equity concentration and credit conundrums investors will face in 2025.

2025: Bring “thematic” back? 12/2/24

As investors look to broaden market exposure, could thematic ETFs come back into the spotlight? Here are some new ways to play.

Outlook 2025 Begins 11/25/24

The ETF industry is about to wrap up another recording setting year. But 2025 will be a whole new ballgame.

20 years of the revolutionary GLD Gold ETF 11/18/24

It’s been 20 years since the first gold ETF, the GLD, revolutionized commodity investing. It return on investment since then has been nothing short of “brilliant” but what could the next 20 years hold?

Trump Win & The ETF Industry 11/11/24

The ETF industry saw massive inflows immediately after Trump won the Presidency. But will the first winners be the longest-term winners? Or, are there still unrecognized opportunities… and risks?

500+ new funds in ‘24 11/4/24

More than 500 new ETFS have come to market this year with yet more in the works. Among them: repackaging of good old-fashioned “pair trades”. Which will be the big winners by year’s end?

Mag 7, Plus: widening the winners’ circle… but just a bit 10/28/24

The investing consensus pendulum is swinging from super concentration back to diversification. Now, new funds are looking to hold on to Mag 7 dominance but spread the love – and risk – out a bit more.

Investing in the S&P 500 without the Mag 7 10/25/24

Worried about portfolio overconcentration in tech? What about the other 493 stocks in the S&P 500? Now, there’s a new ETF for that, too.

Small caps: new approaches to large challenges 10/14/24

As a group, small caps are supposed to outperform over the long run. But it’s a been a very long time since that’s happened. New active funds are looking to weed out the winners.

Rethinking investing in China 10/10/24

Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.

A second look at “preferred” stocks and MLPs 9/30/24

As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus.

Taking on the “tokenization” of assets 9/23/24

What could new experiments in asset “tokenization” portend for an ETF industry that’s riding high? Plus, assessing post-fed market strengths here… and abroad.

48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24

We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We’ll look at the latest odds and what it means for investors. Plus, Brown Harris Stevens CEO Bess Freedman joins us ahead of the decision with what it will mean for the housing market. And the Dean of Valuation, NYU Professor Aswath Damodaran, is here with his take on Apple and the three companies facing life cycle challenges.

Reassessing “thematic” ETFs 9/12/24

“Thematic” tech funds were big winners on the back of MAG 7 and Nvidia. But with recent market volatility, are they still the vehicle to stay in for the rest of the year?

A volatile September could be prime time for ETFs 9/9/24

There are lots of indications that volatility may be here to stay this September. But that’s great for ETFs which have proven to thrive during times of market upheaval.

Could recent volatility derail record ETF in-flows? 9/4/24

Volatility in the tech sector is rippling across the rest of the markets. On the other hand, the fed is also poised to cut rates again. ETFs have taken in record amounts of new money year-to-date but will they be able to log another full-year record?

Sussing out small caps and diving back into dividends 8/19/24

More investors are looking at small caps but 40% of the Russell 1000 are unprofitable. One fund seeks the best of the rest. Plus, with interest rates lower, interest in dividends is higher.

“Buffered” funds & volatility 8/14/24

We put last week’s volatility spike into historical perspective. Plus, we discuss the option of employing so-call “buffered” funds that provide downside protection… but at a price.

Yield signs: Bonds still viable for your portfolio? 8/5/24

Amid the market selloff, fluctuating yields have investors taking a second look at their bond holdings.

Summer of love… for ETFs 8/1/24

Oceans of money are flowing into ETFs. But where’s is all suddenly coming from and, perhaps more importantly, where’s it all going? Plus, could the election suddenly reverse this tide?