Weโre excited to welcome @DaveNadig back to https://t.co/1vmtYOlQNS as our new President & Director of Research.
Dave has been at the center of ETF innovation and community building for more than 30 years. His leadership, credibility, and vision will help drive our mission to create the most trusted platform for ETF events, content, community, and education both online and at live events.
Full announcement: https://t.co/JJcz5rAJXk
From perpetuals to prediction markets, this episode is chock full of hot topics. Watch the full episode through the link below and let us know in the comments what you think the weirdest ETF we'll see in 2027 is.
https://t.co/ty6vYup0i9
Bitcoin is a hobby, small-caps are Reggie Miller, and the ETF world is about to get even weirder. In this week's slightly longer ETF Zoo, Dave Nadig and Sumit Roy are joined by Eric Balchunas of Bloomberg Intelligence and Todd Sohn of Baird Strategas to cover a lot of ground. ๐
Highlights include:
Eric becoming only half orange-pilled from cowriting his new crypto book with James Seyffart, CFA, CAIA
Trump kid accounts and if the branding will prevent a surprisingly progressive initiative from taking off
The absolute carnage hiding within the S&P 500๐
Additionally, shifting from a 60/40 to a 75/25 without adding drawdown could meaningfully boost long-term compounding.
Whether you agree or not, it's a conversation every advisor rethinking the 60/40 should hear. https://t.co/j3StCctVjA
Is your portfolio driving a four-cylinder when it could be running a V8? At the ETF Oasis at Future Proof, Aptus Capital Advisors' JD Gardner, CFA, CMT made the case to Lara Crigger for why bonds aren't the portfolio brakes they used to be and how options may be.
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It turns out that options offer known, sometimes negative correlations while bonds have proven to be more correlated to equities in the last 5 years than many advisors and investors are comfortable with. ๐
What happens when 20 years of tech progress crunches down to just 5? According to Alger's Dr. Ankur Crawford, that's exactly where we're at with AI.
She sat down with Dave Nadig at the ETF Oasis at Future Proof to talk the AI trade... ๐
...including how today's data center boom isn't the same as the 2000 fiber buildout and why 10-year time horizons may be a think of the past.
Her advice to advisors overwhelmed by AI pitches? Dial down the stress and instead start playing with the tools. ๐
...will matter just as much as what you do in today's concentrated market environment, this is a conversation on active management you don't want to miss.
Tune into the full discussion here: https://t.co/we0VMTnEyP
At the ETF Oasis at Future Proof, Davis Advisors' Dodd Kittsley sat down with Lara Crigger to talk about why advisors are rethinking what an ETF can deliver. From how the ETF structure helps the efficiency of active strategies to why the assets your portfolio doesn't hold... ๐
๐ด Whatโs the most surprising strategy youโve seen in an ETF lately? Let us know in the comments .๐ด
Follow along with the full conversation at https://t.co/QAZrTt47O7
With U.S.-listed ETFs around $16 trillion in AUM and more ETFs than stocks on the market, standing out is harder than ever. At the ETF Oasis at Future Proof, Lara Crigger sat down with Garrett Stevens, Co-Founder and Chief Business Officer of Exchange Traded Concepts, LLC ๐
After 15 years of bringing ETFs to market, Stevens offers valuable insight into what it means to launch one this year. Don't miss the red flags to watch out for with new launches, how ETF vs. SMA isnโt either/or, and how complexity is growing, not shrinking in the ETF industry.๐
FOXY is tariff-tested, having gone defensive through the initial shock before rallying back quickly. It also has low correlations of about 0.4 to a 60/40 portfolio, and under 0.2 to most other alternatives.
Tune into the full conversation here:
https://t.co/HpJeYMByWX
The currency trade is the biggest, most liquid market in the world. However, most portfolios only own it by accident. For those investors who do take on exposure, the complexities and volatility can make it a higher stress asset class even on the quiet days. ๐
On the latest Behind the Ticker with host Brad Roth, Christopher T Getter, CFA of Simplify Asset Management breaks down FOXY, a dollar-neutral currency strategy built to capture yield gaps between currencies without betting on where the dollar goes next.
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...the real risk behind AI CapEx; earnings expectations; where gold fits in portfolios right now and more.
Tune into the full conversation: https://t.co/UXFJyNbIx6
#ETFOasis#Macro#InterestRates#Inflation#Gold
The Fed hiked rates last month for the first time in three years, and expectations are high for another rate increase before year's end. With spiking bond yields and diesel prices, where does that leave stocks? Surprisingly resilient, at least so far.
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At the ETF Oasis at Future Proof last month, Sumit Roy talked with Sam Ro, CFA and Adam N. Phillips, CFA, CAIA, CFPยฎ about what's really going on with markets. Their conversation included why high yields may actually be a return to normal, not a crisis... ๐ด /