ETF Edge
di CNBC
Ultimo episodio
Can the thematic AI trade survive without NVDA CEO Jensen Huang?…
Can the thematic AI trade survive without NVDA CEO Jensen Huang?…
Informazioni su questo podcast
ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC hosts 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.
Episodi
I 50 episodi più recenti su 329
- Can the thematic AI trade survive without NVDA CEO Jensen Huang? 11/9/26 · 30 minHe’s been called the “heart and lungs” of the AI trade. Could the unfolding controversy around Huang cause a tech flat-line?
- A New Playbook for University Endowments 11/2/26 · 45 minIt has been a banner year for some of the biggest college endowments in the United States. And for many of them, those returns have been driven in large part by more traditional…
- The post-Fed divergence 10/29/26 · 44 minIt’s not what the Fed said this week about the decision to hold rates steady…. it’s what it didn’t say that has certain parts of the fixed income and equities markets on the move.
- The human element & risk 10/19/26 · 37 minWhy one long-time money manager believes investors aren’t necessarily any more sophisticated than they were 30 years ago… and why it all comes back to our own, human biases.
- The “managed futures” rush is on 10/12/26 · 44 minPromising to deliver something that works when most other things won’t, this time-honored hedge fund safety strategy in an ETF wrapper could be the next big thing.
- “Generational opportunity” in bonds? 10/5/26 · 18 minThe spike in U.S. Treasury yields gets all the attention. But there is real change afoot in other areas of the bond market.
- SEC tinkering with tokenization 9/28/26 · 40 minThe U.S. securities regulator has moved to allow limited application of tokenization. Could the technology eventually be “ETFs 2.0”?
- “Energy”, “power” & “infrastructure” converging 9/23/26 · 34 minThe traditional lines between parts of the energy sector are blurring… and forming a new whole.
- China & the shifting investment leadership in Asia 9/21/26 · 49 minThe Chinese market could be poised for a comeback… but is it too late to hold its place as the Asian front-runner?
- Hourly reset? 9/14/26 · 32 minThe growth of retail trading is driving issuers to move faster… towards more disruptive products. Now, “time” is of the essence.
- Crypto comeback? 9/9/26 · 29 minShort-covering, CLARITY Act, something else? Crypto is bouncing. But is it a one-time thing… or is there more at play?
- Innovation, consolidation… or both? 8/31/26 · 30 minAs the ETF industry’s race to innovate intensifies, is it better to buy than build? Plus, why “income” investing products may be turning a new corner.
- International inflection point 8/24/26 · 32 minInternational markets continue to outperform the U.S. but the gap is closing. Now, however, a range of variables could either widely reopen or completely shut that gap. Find out…
- Good time to do something boring? 8/17/26 · 24 minWith everything going on – good and bad - it seems like the markets are “fine”. How long does “fine” usually last for? That’s why now might be a “fine” time to review your…
- AI and redefining “active”? 8/10/26 · 40 minCorgi, an insurance startup, is also trying to shake up the ETF industry. But does it all depend on what you, the investor, put a “premium” on?
- An inside look at the boom in -- and appetite for -- active and fixed income ETFs 8/3/26 · 37 minActive and fixed income ETFS are increasingly taking a larger portion of flows this year as investors look to broaden out. Jennifer Grancio, TCW global head of distribution, and…
- Bonds: Hedging early-warning signs? 7/27/26 · 30 minThe bond market has a confluence of headwinds converging this week. But, within the turbulence, clear skies can be found. Here’s your flight path.
- Living up to Expectations? 7/20/26 · 21 minWe’re ahead to head in the maelstrom of earnings season. Expectations are high. Could volatility spike higher?
- Small caps, big moment 7/13/26 · 35 minSmall caps are outperforming YTD… by some measures breaking 30-year records. Can this trend last through 2026 and beyond?
- Innovation versus regulation · 38 minThe first half of the year has witnessed an explosion of ETF innovation built on the back of a market frenzy. Relaxed regulation has been part of that equation. But there’s a…
- SpaceX and Indexing 6/29/26 · 33 minThanks to fast-tracking, SpaceX is already part of the Russell 1000 and soon to be part of Nasdaq 100. Will other mega-IPOs pursue the same route to adoption and what could it…
- Warsh tips off bond rethink 6/22/26 · 32 minNew Fed Chair Warsh said a lot by not saying much in his first meeting. But that has sparked a range of new conversations around fixed income ETFs. Have a listen.
- Could return of risk refocus crypto investors? 6/15/26 · 32 minA real deal with Iran would remove a huge obstacle from investors’ wall of worry. Would that then allow them to reassess risk and return to allocating funds towards…
- SpaceX IPO and index dislocation 6/10/26 · 32 minWhat happens AFTER the SpaceX IPO is arguably the bigger story: there’s a long timeline of huge change for indexes and managers and your ETFs. Hear from one of the experts in the…
- 1000 more ETFs than stocks? 6/1/26 · 14 minThe statistic in the title is impressive. But at what point does too much product cause more confusion than its worth? Or are more ways to slice the pie, as they say, still a…
- Inside the record-breaking “NASA” ETF 5/27/26 · 36 minThe anticipated SpaceX IPO has investors clamoring for all-things space related. But, what happens after launch?
- Bonds stealing back headlines from equities 5/18/26 · 29 minHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
- What’s next from Roundhill’s DRAM 5/11/26 · 18 minMicron’s stock and Roundhill’s DRAM ETF have become the poster-children for the AI memory rally. But here’s what could be the next “phase” of the AI buildout.
- Quiet Crypto Comeback 5/6/26 · 14 minAfter losing half its value since its peak last year, Bitcoin has been quietly rebounding during the past month. What could that indicate about cryptos in general and the ETF…
- Rally versus worry: both at highs 4/27/26 · 31 minBig tech earnings, Fed decisions and successions and a still-fluid situation in Iran… investors should be diversifying. Here’s a list of overlooked areas to extend your hedges.
- The energy ETF play is just beginning 4/20/26 · 19 minIran-related risks aside, energy is heading into uncharted territory. But we have a map for your portfolio.
- History suggests the biggest market drawdown is still to come 4/13/26 · 32 minAs the conflict in the Iran continues, it only adds to other major market hurdles to come in 2026. History would suggest the biggest market drop is still looming and, it’s worth…
- Diversifying your diversification 4/6/26 · 43 minHosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
- A hedge fund tactic without the hedge fund cost 3/23/26 · 31 minAs investors look to hedge against whipsaw volatility, managed futures funds may offer a welcome cushion… but you must understand their complexities first.
- Regulation reform with SEC Commissioner Peirce 3/16/26 · 43 minFrom leverage to tokenization, find out where the SEC stands now on product innovation and regulation.
- A cryptocurrency disconnect 3/9/26 · 29 minCurrent geopolitical concerns are testing cryptocurrencies. But they’re responding in ways that might be unexpected. Find out what else might be at play under the surface.
- Reassessing international markets amid geopolitical volatility 3/2/26 · 27 minWill conflict in the Middle East and continuing tariff turmoil dampen international market outperformance? Find out which regions are at risk and which are in promising positions.
- Retail complexity versus institutional simplicity 2/23/26 · 30 minRetail traders are diving deeper into complex products, trying to push the return envelope. At the same time, institutional money is moving more toward straightforward…
- Keeping income incoming 2/18/26 · 32 minFor a large swath of ETF investors, consistent income is more important than the next big thing. But how do you best go about that when the big things cause big swings in the…
- Crypto collapse and ETFs 2/9/26 · 18 minThe “tokenization of everything” was supposed to be a huge driver of the ETF industry in 2026. Now, maybe not?
- Fixed income, variable outcomes 2/2/26 · 28 minFrom Fed nominees to overall risk-tolerances, the macro picture is changing rapidly. A new approach to fixed income tools could smooth out what is likely to be a volatile 2026.
- Grasping the global rally 1/28/26 · 34 minThere could be much more to it than just what headlines suggest. Fundamental changes could be afoot.
- Rare opportunities emerging in bonds 1/21/26 · 33 minHeadlines have equity markets reeling… proving the worth of multi-asset strategies to survive the short-term. But, for the long-term, rare opportunities in bonds are opening up…
- Why “big oil”…. might not be for much longer 1/12/26 · 26 minVenezuela and Iran stealing the energy sector headlines… but the bigger stories are unfolding in far different areas.
- The 2026 ETF Outlook: Increasing Complexity 1/5/26 · 26 minThe top trends transforming the industry and, possibly, your investments.
- Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25 · 42 minThe low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’ for the media stocks, and Wedbush’s Dan Ives says 2026 will be a ‘Monster Year’ for…
- Goldman Sachs’ big bet on defined-outcome funds 12/8/25 · 30 minGoldman Sachs announcing a plan to buy Innovator Capital Management for $2B. We get the inside perspective on where else that deal could take them… and how those types of funds…
- Caveat emptor: will retail investors get burned by their own fire for returns? 12/1/25 · 32 minA new study finds more than 90% of increasingly complex single-stock, leverage and inverse exchange traded products are owned exclusively by retail investors chasing outsized…
- Forget the Fed and focus on your own inflation protection 11/24/25 · 14 minWhen it comes to preparing your portfolio for 2026, it might be better to concentrate on the bigger picture beyond near-term Fed mechanics.
- Bitcoin death-cross, Ethereum persistence & Solana pop 11/17/25 · 12 minWhile bitcoin hits a technical “death-cross”, Tom Lee is still bullish on #2 crypto Ethereum. Plus, Bitwise wins big after a Solana regulatory end-run.
