Episodes

  • “The rotation” & the next $10T 7/17/24
    Jul 17 2024

    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?

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    27 mins
  • Summer of Ether? Plus, catalysts to convert sticky mutual fund money 7/8/24
    Jul 8 2024

    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.

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    27 mins
  • Capturing an “inshoring” inversion; Plus, GLP-1s… part 2 7/1/24
    Jul 1 2024

    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.

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    28 mins
  • The Russell rebalancing and what it says about the growth investing 6/24/24
    Jun 24 2024

    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.

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    27 mins
  • Strength overseas versus “the vibesession” here at home 6/17/24
    Jun 17 2024

    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.

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    28 mins
  • A new strategy to unlock winners from two underperforming sectors 6/12/24
    Jun 12 2024

    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?

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    22 mins
  • Live from the Piper Sandler Global Exchange Conference 6/5/24
    Jun 5 2024

    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.

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    32 mins
  • What’s next for Spot Ethereum… plus, tug-of-war in the semi trade 5/28/24
    May 28 2024

    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?

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    12 mins