The ABC’s of ESG – Vanguard’s New Active ESG ETF 7/25/22

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 Jacobs from Global X Funds. by ETF Edge

25 min listen

Examining ESG, What's Ahead in 2021: CNBC's Bob Pisani spoke with Morningstar’s Jon Hale, MSCI’s Linda-Eling Lee and Main Management’s Kim Arthur. They discussed the world of ESG - environmental, social and governance - what's behind the boom in assets this year, what's ahead for 2021 and why all ESG funds aren't created equal. In the 'markets 102' portion of the podcast, Bob continues his conversation with Jon Hale from Morningstar, by ETF Edge

34 min listen

The Active-Passive Divide by ETF Edge

35 min listen

Morgan Stanley Entering the ETF Space – and Hot Takes from the World’s Largest ETF Conference 2/6/23: 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 finally getting in the ETF game, launching a suite of brand-new ETFs for the first time ever. Rochte dishes on what finally made them take the plunge into the sizzling ETF space. by ETF Edge

27 min listen

Bitcoin ETF Bust: CNBC's Bob Pisani spoke with Anna Paglia, Global Head of ETFs and Indexed Strategies at Invesco, Dave Nadig, Director of ETF Research at ETF Trends, and James Davolos of Horizon Kinetics. They discussed how ETF investors can hope to play the rising tide of inflation, whether it be through key sectors, commodities or bonds, along with the never-ending crypto conundrum. What was behind the SEC’s rejection of the latest pure-play bitcoin ETF proposal? And is the crypto community any more optimistic about 2022? In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Dave Nadig from ETF Trends. by ETF Edge

32 min listen

The ETF Flowdown: Mega-Cap Tech in Charge 5/15/25: 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 for ETF investors to play the space. In the “Markets 102” portion, Bob continued the conversation with Scott Ladner from Horizon Investments. by ETF Edge

31 min listen

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 102’ portion of the podcast Bob continues the conversation with Jennifer Grancio from Engine Number One. by ETF Edge

23 min listen

Green Shoots? IPO Market, Economy & More 6/12/23: 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 move, even despite relatively thin inflows, and the broader economy ahead of Wednesday’s Federal Reserve meeting. In the “Markets 102” portion, Bob continued the conversation with Kyla Scanlon, founder of Bread. by ETF Edge

28 min listen

The ESG Equation & Bitcoin Futures ETF: CNBC's Bob Pisani spoke with Jan van Eck, CEO of VanEck and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed pending Bitcoin ETF proposals, fixed income ETFs as rates creep steadily higher and ESG-related products in the market. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Jan van Eck on the commodity explosion. by ETF Edge

30 min listen

The SEC's New Proposals on Climate Disclosure: CNBC's Bob Pisani spoke with Doug Peterson, President and CEO of S&P Global – along with Todd Rosenbluth, newly minted Head of Research at ETF Trends. They discussed the SEC’s new climate change proposal – breaking down the ABC’s of ESG – and a direct response from the head of S&P to those new rules. Plus, more on why active mutual fund managers continue to underperform – more proof that investors are embracing broader indexes and the ETFs tied to them. In the‘Markets 102’ portion of the podcast, Bob continues the conversation with Doug Peterson, CEO of S&P Global. by ETF Edge

31 min listen

Politics Behind Energy: Taking Aim at ESG 9/7/22: CNBC’s Bob Pisani spoke with Arne Noack, Head of Systemic Investment Solutions, Americas, at DWS Group and Todd Rosenbluth, Head of Research at VettaFi – along with Mona Naqvi, Global Head of ESG Capital Markets Strategy at S&P Global Sustainable1. They discussed the politics behind energy – which are heating up as states like Florida and Texas are taking aim at ESG funds. Our panel of experts delved into the impact on ESG ETFs and how the industry, including major issuers like BlackRock, is responding to accusations of boycotting oil with its greener approach to investing. Plus, they talked about the latest push to standardize ESG criteria – and what the SEC’s take on it might be. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Todd Rosenbluth from VettaFi. by ETF Edge

32 min listen

ETF Investing, The Year Ahead & Bitcoin ETFs: CNBC's Bob Pisani spoke with Dave Nadiq, Director of Research at ETF Trends, Jan Van Eck, CEO of Van Eck Associates, and Harry Whitton, Head of ETF Sales Trading at Old Mission. They discussed the biggest trends and themes to watch in 2021 including Bitcoin, ESG, Active Investing and whether the record inflows into ETFs will keep on coming. In the 'markets 102' portion of the podcast, Bob continues his conversation with Dave Nadiq of ETF Trends. by ETF Edge

28 min listen

New Active ETF Launches & Navigating Energy Prices: CNBC's Bob Pisani spoke with Holly Framsted, Head of ETFs at Capital Group and Dave Nadiq, Director of Research at ETF Trends. They discussed the recent market volatility and the latest developments in actively managed ETFs. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Dave Nadiq on recent market trends. by ETF Edge

24 min listen

Dividend, Commodity & Specialty ETF Inflows: CNBC's Bob Pisani spoke with WisdomTree Asset Management global head of research Jeremy Schwartz, Amplify ETFs founder and CEO Christian Magoon and ETF Action founding partner Mike Akins. They unpacked the action in value and specialty ETFs, shared their forecasts for international investing in 2022 and analyzed the recent market rotation. In the 'Markets 102' portion of the podcast, Bob continues the conversation with ETF Action founding partner Mike Akins. by ETF Edge

30 min listen

Protecting Against Downside: Buffer ETF Boom 4/10/23: 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 helps run Innovator ETFs, a pioneer in the buffered products business. In the “Markets 102” portion, Bob continued the conversation with Todd Sohn from Strategas Securities. by ETF Edge

26 min listen

Market Mayhem – Time to Hit the Panic Button Yet? 06/13/22: CNBC’s Bob Pisani spoke with Christian Magoon, CEO of Amplify ETFs – along with Mike Akins, CEO of ETF Action and Dan Egan, Vice President of Behavioral Investing at Betterment. They tackled today’s major sell-off head-on, touching on ways to weather the storm of red-hot inflation. Plus, are retail investors hitting the panic button yet? They also dug deep into crypto getting crushed today – and discussed the latest home-buying habits in this era of mounting mortgage rates. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Mike Akins from ETF Action. by ETF Edge

28 min listen

Topping the Charts in 2022 – JPMorgan’s JEPI ETF 1/9/23: 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. by ETF Edge

17 min listen

Inside Scoop with Invesco – What the Flows Are Saying 10/24/22: CNBC’s Bob Pisani spoke with Anna Paglia, Global Head of ETFs and Indexed Strategies, and Dave Nadig, Financial Futurist at VettaFi. They did a deep dive into fruitful yields and the future of growth stocks. Invesco offers a suite of products that track senior loans issued by banks to corporations, as well as the largest tech-oriented ETF out there, the Invesco QQQ. They discussed what the flows are saying about investors’ appetite for growth and for risk – and how to best handle the market’s many twists and turns heading into year-end. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi. by ETF Edge

26 min listen

The ABC's of ESG: CNBC's Bob Pisani spoke with Mona Naqvi, Global Head of ESG Capital Markets Strategy at S&P Global and Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth – and author of the new book “Your Essential Guide to Sustainable Investing.” They discussed the ABC’s of ESG; what works and what doesn’t work when it comes to ESG investing, what mental and financial hurdles the world of ESG might be facing and how investors can look beyond those hurdles as they strive to go for the green. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Larry Swedroe from Buckingham Strategic Wealth. by ETF Edge

39 min listen

Special Episode: Investing Legend Burton Malkiel: CNBC's Bob Pisani spoke with Burton Malkiel, professor emeritus of economics at Princeton University and author of “A Random Walk Down Wall Street,” and Dave Nadig, chief investment officer and director of research at ETF Trends. They discussed the evolution of retail trading, ESG, the market sell off and what investors should expect going into the end of the year. In the 'markets 102' portion of the podcast Bob will continue his exclusive interview with investing legend Burton Malkiel. by ETF Edge

45 min listen

Ben Inker: 'The Portfolio We're Running Today Is Abnormal Even for Us': GMO’s head of asset allocation discusses value’s underperformance, why a 60/40 portfolio is apt to be a losing proposition after inflation, and what the market is missing about emerging-markets value. by The Long View

52 min listen

Investing under Biden & ETFs in 2021: CNBC's Bob Pisani spoke with Jay Jacobs of Global X ETFs, Todd Rosenbluth of CFRA Research and Anna Paglia of Invesco. They discussed what a Biden Presidency means for key sectors like energy, ESG and infrastructure plays, along with other important thematic trends to keep an eye on in 2021. In the 'markets 102' portion of the podcast, Bob discusses the ripple effects of a Democratic sweep and the biggest beneficiaries in the ETF space. by ETF Edge

28 min listen

Yearning for Yield – Inside the Hottest Bond ETFs of 2022 10/31/22: CNBC’s Bob Pisani spoke with Bryon Lake, Global Head of ETF Solutions at J-P Morgan Asset Management, and Tom Lydon, Vice Chairman at VettaFi. As investors continue clamoring for yield, they discussed more ways to get exposure with higher-yield products, including the largest actively managed ETF in the world – the J-P Morgan Ultra-Short Income ETF (JPST). The fund has been on fire, with more than $22 billion in assets under management – while its sister fund, the J-P Morgan Equity Premium Income ETF, has enjoyed the most inflows of any active fund this year. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Tom Lydon from VettaFi. by ETF Edge

30 min listen

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. by ETF Edge

32 min listen

Interview: The Past, Present and Future of Investing with Morningstar's John Rekenthaler by Excess Returns

53 min listen

Life Science SPACs: A Forward Look at this Evolving Asset Class: In this week’s episode Jonathan Gertler, Back Bay’s CEO and Managing Partner, is joined by Gregory Benning and Vasilios Kofitsas of Back Bay’s investment banking team to talk about the market of Special Purpose Acquisition Companies (SPACs). by Back Bay Life Science Report

25 min listen

Active vs. Passive Management – Who’s Winning in 2022? 9/26/22: CNBC’s Bob Pisani spoke with Tom Lydon, Vice Chairman at Vetta-Fi, and Anu Ganti, Senior Director of Index Investment Strategy at S&P Dow Jones Indices. They delved into the age-old debate of active versus passive management. With market volatility on the rise, many active fund managers claim this is their time to shine – and according to the latest SPIVA survey out from S&P Dow Jones Indices, actively managed funds are enjoying their best performance against their benchmarks in over a decade. But is all that enough to beat out passive investing in the long run? In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Tom Lydon. by ETF Edge

27 min listen

Grantham's GMO Gets into ETF Game 11/13/23: 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, our panel of experts explored the recent explosion of active ETFs and continued demand for Treasury ETFs – on both the short and long end. In the “Markets 102” portion, Bob continued the conversation with Nate Geraci from The ETF Store. by ETF Edge

30 min listen

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. by ETF Edge

21 min listen

The NAACP ETF & Social Justice: CNBC’s Bob Pisani spoke with Marvin Owens, senior director of economic programs at the NAACP, Ethan Powell, founder and president of Impact Shares and Ben Johnson, director of global ETF research at Morningstar. They discussed the rise of ESG, transparency in Corporate America and the Impact Shares NAACP Minority Empowerment ETF (NACP). In the 'Markets 102' section, Bob discusses socially responsible investing. by ETF Edge

21 min listen

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The ABC’s of ESG – Vanguard’s New Active ESG ETF 7/25/22

The ABC’s of ESG – Vanguard’s New Active ESG ETF 7/25/22

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