The Russell 1000 and Russell 2000 are set to rebalance at the end of the week. FTSE Russell is one of largest indexing firms in the world and owns the small-cap benchmark Russell 2000 and large-cap Russell 1000. CEO Fiona Bassett explains the rebalancing process, what it says about popular investment strategies and more. Vettafi head of research Todd Rosenbluth also joins.
Jun 24, 2024•27 min•Transcript available on Metacast Money continues to flow strongly overseas – especially still in India & Japan. Ben Slavin from BNY explains why. Plus, we talk to financial educator Kyla Scanlon about “the vibesession” – a term she coined – that still grips the U.S.
Jun 17, 2024•28 min•Transcript available on Metacast Small cap, value and international stocks have been lagging for a better part of the past decade. But, sometimes all it may take is a different perspective to find diamonds in the rough. Could this strategy be it?
Jun 12, 2024•22 min•Transcript available on Metacast We’re onsite at the Piper Sandler Global Exchange Conference. We talk with Forge Global CEO Kelly Rodriques about expanding private market investing to the masses and their recently launched index that lets investors get in on the market. Plus, IG North America CEO J.J. Kinahan weighs in on the market volatility, meme stock revival and what’s next for AI and markets.
Jun 05, 2024•32 min•Transcript available on Metacast We talk with the first approved applicant for a Spot Ethereum ETF – Jan van Eck. Find out what’s to come following the SEC’s surprise decision last week. Plus, there’s a big tug-of-war around the highly profitable semiconductor trade. Is now the time for caution?
May 28, 2024•12 min•Transcript available on Metacast With the weight loss trade still hot on Wall Street, a couple of new ETFs are hoping to follow suit this week. We’ll talk to the person behind one of them. Plus, taking a concentrated second look at China as most investors stay weary.
May 20, 2024•23 min•Transcript available on Metacast The SEC has until May 23 to approve, deny or delay the first applications for spot Ethereum ETFs. Find out which one of those three options is most likely… and what it could mean for the larger crypto-sphere.
May 13, 2024•24 min•Transcript available on Metacast Investment dollars flowing into tech funds are seemingly ignoring higher interest rates… with one major exception in a former sector darling. Plus, one fund is hoping for “higher for”… as long as possible.
May 06, 2024•26 min•Transcript available on Metacast A new type of fund promises upside exposure – to a limit – but with 100% protection to the downside. How does it work? Plus, why it might face stiff competition from good old money market funds.
Apr 29, 2024•21 min•Transcript available on Metacast As more tech companies push off IPOs and stay private for longer, investors are hungering for ways to get in. Here’s two, but they’re not for everyone. Can the process be made more democratic?
Apr 22, 2024•26 min•Transcript available on Metacast 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.
Apr 15, 2024•26 min•Transcript available on Metacast 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.
Apr 08, 2024•43 min•Transcript available on Metacast 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.
Apr 01, 2024•27 min•Transcript available on Metacast The definition of “active management” is changing… and so is the way novel approaches are being developed for the ETF industy
Mar 28, 2024•28 min•Transcript available on Metacast 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?
Mar 18, 2024•16 min•Transcript available on Metacast 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.
Mar 11, 2024•27 min•Transcript available on Metacast 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.
Mar 04, 2024•34 min•Transcript available on Metacast 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.
Feb 28, 2024•32 min•Transcript available on Metacast 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).
Feb 21, 2024•31 min•Transcript available on Metacast 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.
Feb 12, 2024•38 min•Transcript available on Metacast 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.
Feb 05, 2024•27 min•Transcript available on Metacast 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”.
Jan 29, 2024•28 min•Transcript available on Metacast 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.
Jan 22, 2024•27 min•Transcript available on Metacast 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.
Jan 08, 2024•36 min•Transcript available on Metacast 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. They also ...
Dec 20, 2023•31 min•Transcript available on Metacast 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-base...
Dec 11, 2023•30 min•Transcript available on Metacast 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...
Dec 04, 2023•30 min•Transcript available on Metacast 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...
Nov 27, 2023•36 min•Transcript available on Metacast 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...
Nov 20, 2023•17 min•Transcript available on Metacast 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...
Nov 13, 2023•30 min•Transcript available on Metacast