Active vs. Passive Management – Who’s Winning in 2022? 9/26/22

Searching for a Bottom in Bond Funds & Passive vs. Active Update 06/06/22: CNBC’s Bob Pisani spoke with Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO – along with Dan Wiener, editor of The Independent Adviser for Vanguard Investments and Chairman of Adviser Investments and Todd Rosenbluth, Director of Research at Vetta-Fi. They discussed ETF flows as bond funds finally experience a reversal in fortune and start to enjoy inflows again – following a dismal first half of 2022. Could this be the bottom investors have been waiting for? Plus, they weighed in the active vs. passive debate – as passive indexing overtakes active funds for the first time ever in the U.S. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dan Wiener from Adviser Investments. by ETF Edge

32 min listen

The Active-Passive Divide by ETF Edge

35 min listen

2022 ETF Themes: Happy New Year! CNBC's Bob Pisani spoke with Tom Lydon, CEO of ETF Trends and John Davi, CEO and CIO of Astoria Portfolio Advisors. Coming off a record-breaking year for ETF flows, Bob kicks off 2022 with a deep dive into the most salient themes to watch for in the weeks and months ahead … everything from covid concerns and rising interest rates to rich-looking tech valuations, crypto, ESG and more. Plus, a brand-new ETF that aims to help investors not only protect against but also profit from rising inflation. In the ‘Markets 102’ portion of the podcast, Bob continues conversation with Tom Lydon from ETF Trends. by ETF Edge

31 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

Hedging Against Interest Rate & Volatility Risk: CNBC host Bob Pisani spoke with Paul Kim, Co-founder and CEO of Simplify ETFs – along with Dave Nadig, Director of Research at ETF Trends. They discussed the road to record highs - more investors are seeking out ways to hedge against equity risk, interest rate risk, volatility and everything in between. In the ‘Markets 102’ portion of the podcast Bob continues the conversation with Dave Nadig from ETF Trends. by ETF Edge

27 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

Taxing ETFs & Navigating Inflation: CNBC's Bob Pisani spoke with Eric Pan, CEO of Investment Company Institute and Ed Rosenberg, Head of ETFs for American Century Investments – along with Tom Lydon, CEO of ETF Trends. They discussed budget battle and ETFs … what the Democrats’ new proposed tax law changes mean for ETF investors – plus, the search for yield in a lower-for-longer interest rate environment. In the 'Markets 102’ portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends. by ETF Edge

34 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

Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker by Excess Returns

59 min listen

Talking Technicals: Sector Rotation ETF Strategies 12/14/22: 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 the podcast, Bob continues the conversation with Katie Stockton from Fairlead Strategies. by ETF Edge

26 min listen

Wrapping Up a Wild Quarter: Global & Treasury ETFs See Big Inflows 3/27/23: 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 Q2? In the “Markets 102” portion, Bob continued the conversation with Nate Geraci from The ETF Store. by ETF Edge

26 min listen

Silver ETFs Spike & The Reddit Factor by ETF Edge

35 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

The Long-Term ETF Investor: CNBC's Bob Pisani spoke with Gerard O’Reilly, Co-CEO and Chief Investment Officer of Dimensional Fund Advisors along with Dave Nadig, Financial Futurist at Vetta-Fi – formerly ETF Trends. They discussed how to navigate the market turmoil and where some ETFs investors can turn to weather the storm. They also discussed the perils of market timing and what history tells us about investment returns after previous sharp downturns. In the ‘Markets 102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi. by ETF Edge

36 min listen

Retail ETFs & Presidential Election Impact on ESG: CNBC's Bob Pisani spoke with Ed Rosenberg, Head of ETFs for American Century Investments, Simeon Hyman, Global Investment Strategist at ProShares and Todd Rosenbluth, Director of ETF and Mutual Fund Research at CFRA. They discussed the booming e-commerce space ahead of Amazon Prime day, dividend growth coming back and consolidation in the financial services space. In the 'markets 102' segment, Bob discusses the possible election impact on ETFs. by ETF Edge

21 min listen

Stocks vs. Bonds: 60/40 Model Back in Vogue 2/27/23: 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 those juicy yields. by ETF Edge

24 min listen

Spring Selling Hits Real Estate ETFs: CNBC's Bob Pisani spoke with Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA, Laton Spahr, President of SS&C Alps Advisors and Michael Arone, Chief Investment Strategist for the SPDR Americas Business at State Street Global Advisors. The rally rolls on today but a tide of rising rates is shaking up investor confidence in the stock market. Bob discusses the broader ripple effects of spiking yields and what it means for key sectors like financials and real estate investment trusts. In the 'markets 102' portion of the podcast, Bob continues the conversation with Michael Arone from State Street Global Advisors. by ETF Edge

28 min listen

Regional Bank Fallout: The Flowdown for May 5/3/23: : 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, which has steadily been gaining steam. In the “Markets 102” portion, Bob continued the conversation with Reggie Browne from GTS. by ETF Edge

21 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

AI Revolution: Broadening Out Beyond Big Tech? 7/31/23: CNBC’s Bob Pisani spoke with Rich Lee, Head of Program Trading, ETF Trading and Execution Strategy at Baird – along with Todd Rosenbluth, Head of Research at VettaFi. With the AI revolution taking the world by storm, the bulls are hoping we’ll finally see the trend broaden out beyond just big-cap tech companies like Nvidia, Meta and Alphabet. And while there are a handful of ETFs heavily tied to AI out there, many ETF investors are hoping for a more all-encompassing, varied selection in the not-too-distant future. In the “Markets 102” portion, Bob continued the conversation with Todd Rosenbluth from VettaFi. by ETF Edge

23 min listen

Masterclass on factor investing (smart beta) with Sankaranarayanan Krishnan by Zerodha Educate

120 min listen

The rise of single-stock ETFs: CNBC's Bob Pisani spoke with Dave Mazza, Direxion head of product, Will Rhind, GraniteShares CEO, and David Nadig, Financial Futurist at ETF Trends. They discussed the rise of single-stock ETFs, particularly leveraged and inverse single-stock ETFs. They debate the pros and cons, cover the regulatory and investing hurdles ahead and break down what to expect as more and more companies apply for these complicated products. In the 'markets 102' portion of the podcast, Bob continues the conversation with Dave Nadig from ETF Trends. join ‘Halftime Report’ to discuss the rise of single-stock ETFs. by ETF Edge

30 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

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

S&P-IHS Markit Mega Deal & Value's 2020 Comeback: CNBC'S Bob Pisani spoke with Dimensional Fund Advisors co-CEO and CIO Gerard O’Reilly and ETF Trends CEO, Tom Lydon. They discussed the big data deal news of the day - S&P buying IHS Markit - Plus, whether the runup in value is sustainable and the notion of rebranding and repackaging mutual funds into ETF wrappers. In the 'markets 102' segment, Bob continues his conversation with Gerard O'Reilly from Dimensional Fund Advisors. by ETF Edge

34 min listen

Markets Now: Bonds, The Rise of Electronic Trading & the AI Effect 6/7/23: 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 of AI and the electronification of the bond market. In the “Markets 102” portion, Bob continued the conversation with Billy Hult from Tradeweb. by ETF Edge

25 min listen

Schwab’s Dividend Darlings – ETF Edition 12/5/22: 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 interest rates. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Dave Nadig from VettaFi. by ETF Edge

28 min listen

Why Smart Real Estate Investors Thrive Despite the High Price Environment by Real Estate News: Real Estate Investing Podcast

6 min listen

The Big ESG Debate – Bulls vs. Bears 10/3/22: CNBC’s Bob Pisani spoke with Todd Rosenbluth, Head of Research at Vetta-Fi – along with Vivek Ramaswamy, Co-Founder and Executive Chairman of Strive Asset Management and Arne Noack, Head of Systematic Investment Solutions for the Americas at DWS Group. They dove into the big ESG debate – pitting the bulls against the bears to lay out all the arguments for and against ESG investing. Some are even calling it a ‘sham’ – so what’s the verdict? And what steps can ESG advocates take to improve visibility and criteria to convince their critics otherwise? In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Todd Rosenbluth. by ETF Edge

29 min listen

Discover this podcast and so much more

Active vs. Passive Management – Who’s Winning in 2022? 9/26/22

Active vs. Passive Management – Who’s Winning in 2022? 9/26/22

Description

Titles in the series (100)

More Episodes from ETF Edge

Related podcast episodes