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ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC's Stocks Editor Bob Pisani is joined by 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.
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?
25:1018/11/2024
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?
28:3311/11/2024
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?
24:5604/11/2024
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.
21:5428/10/2024
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.
21:5725/10/2024
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.
22:1414/10/2024
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.
30:4810/10/2024
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.
14:3530/09/2024
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.
27:1823/09/2024
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.
31:2416/09/2024
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?
27:1912/09/2024
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.
24:4809/09/2024
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?
26:4504/09/2024
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.
25:4119/08/2024
“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.
18:5514/08/2024
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.
27:5605/08/2024
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?
23:0201/08/2024
Spot Ether ETFs debut. Plus, the politics and positioning around cryptos 7/23/24
A slew of Spot Ethereum ETFs begin trading. How was the premier and what’s next for the digital “spot” market? Plus, as the election landscape rapidly changes, learn about the new politics and positioning around cryptos.
24:5423/07/2024
“The rotation” & the next $10T 7/17/24
A long-anticipated leadership rotation may be starting to build. Which sectors will inherit the fortune? Plus, with the industry poised to hit $10T soon, where will next $10T come from and where will it go?
27:2717/07/2024
Summer of Ether? Plus, catalysts to convert sticky mutual fund money 7/8/24
There are indications that spot Ethereum trading could begin any day now this summer. What would a successful launch look like? Plus, ETFs could attract another record year of inflows… but there’s still billions and billions to be had stuck in rival mutual funds.
27:1708/07/2024
Capturing an “inshoring” inversion; Plus, GLP-1s… part 2 7/1/24
Could “inshoring” come back? Here’s one way to play it if it does. Plus, should weight loss now be considered its own sector with its own ETF? We explore that.
27:5701/07/2024
The Russell rebalancing and what it says about the growth investing 6/24/24
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.
27:0024/06/2024
Strength overseas versus “the vibesession” here at home 6/17/24
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.
28:0517/06/2024
A new strategy to unlock winners from two underperforming sectors 6/12/24
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?
22:0912/06/2024
Live from the Piper Sandler Global Exchange Conference 6/5/24
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.
31:5605/06/2024
What’s next for Spot Ethereum… plus, tug-of-war in the semi trade 5/28/24
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?
11:3228/05/2024
ETFs jumping on weight loss bandwagon… plus, the “Mag 7” of China? 5/20/24
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.
22:4520/05/2024
Deadline looming: Will spot Ethereum follow bitcoin? 5/13/24
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.
24:0013/05/2024
Most tech funds blow off higher rates… and another fund just loves “higher for longer” 5/6/24
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.
25:5406/05/2024
100% downside protection? 4/29/24
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.
21:2229/04/2024
Investing in hot private tech companies 4/22/24
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?
26:1722/04/2024
Commodities crosscurrents: geo-political, inflation & reflation 4/15/24
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.
25:5315/04/2024
Gold beating stocks and bonds. Plus, can no one beat Buffett’s old edge? 4/8/24
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.
43:0208/04/2024
Back to bonds… because bonds are back with new tricks? 4/1/24
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.
26:5401/04/2024
“Active”-ation: new way to bring new types of active management to market 3/28/24
The definition of “active management” is changing… and so is the way novel approaches are being developed for the ETF industy
27:5828/03/2024
Sign of top or another pop? Rush of Mag 7 & weight loss offerings hit 3/18/24
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?
15:5018/03/2024
With bitcoin surge are spot funds living up to promise? Plus, incoming weight loss funds 3/11/24
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.
27:0811/03/2024
SEC Votes on Climate Change. Plus, How is an ESG Fund Actually Built? 3/4/24
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.
34:2904/03/2024
TMX Group CEO on ETF growth, Commodities and Crypto. Plus, Defining “Quality” with Astoria Advisors’ Founder 2/28/24
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.
32:0328/02/2024
With Interest Rates Stuck, What’s a Bond Investor To Do Now? 2/21/24
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).
31:2721/02/2024
Live From the Biggest ETF Conference: Exchange Miami 2/12/24
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.
37:3912/02/2024
Semis Soar, But Not All Gains Are Equal 2/5/24
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.
26:4005/02/2024
Spotty Bitcoin & ETF Alternatives to the Magnificent 7 1/29/24
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”.
27:3129/01/2024
China’s Out, India & Japan Are In 1/22/24
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.
27:0922/01/2024
The Future of “Spot-Bitcoin” Post-Approval 1/8/24
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.
35:5308/01/2024
Is India the perfect Emerging Market? 12/20/23
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 look into the differences between China and India, past market performances, and where each stand today.
30:4320/12/2023
ETF Flowdown: Active Management, Bonds, Crypto & Beyond 12/11/23
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-based recovery ahead. In the “Markets 102” portion, Bob continued the conversation with Ben Slavin from BNY Mellon.
30:2311/12/2023
Trending Now: Active ETFs & Options Overlay 12/4/23
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’ll also dig into the pitfalls and the promise behind the increasingly popular options overlay strategy – options overlay – which uses options to generate income via ETFs. In the “Markets 102” portion, Bob continued the conversation with Todd Sohn from Strategas Securities.
29:3804/12/2023
Timeless Investing Wisdom: Morgan Housel’s New Book 11/27/23
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 VettaFi.
35:3127/11/2023
The ETF Flowdown: Plenty of “Scared” Money Still Parked in Treasuries 11/20/23
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 gear up for 2024 amid the Federal Reserve’s higher-for-longer rate regime. It’s almost crunch time for many holding short-term Treasuries, but will many be too scared to make the switch to equities again?
16:3620/11/2023