Episodes

  • Underprepared for Uncertainty? 2/3/25
    Feb 3 2025

    From tariff turmoil to concentration risk, the margin for error in portfolios is getting ever smaller… and it seems most investors are perhaps not as prepared as they should be. We’ll look at ways to fix that.

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    16 mins
  • DeepSeek disrupts AI trade as NASDAQ 100 celebrates 40 years 1/27/25
    Jan 27 2025

    China’s DeepSeek AI throws U.S. tech stocks into a tailspin just as the NASDAQ 100 – home to many of those names – celebrates its 40th anniversary. What will the next 40 years look like for that index and what could the next big tech leader be? We’ll find out.

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    25 mins
  • Exposure to Bitcoin with 100% downside protection? 1/21/25
    Jan 21 2025

    The first structured-protection Bitcoin ETF is here. How do you get up to 100% protection to the downside and, importantly, what do you give up for it? We’ll explain.

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    29 mins
  • Spot Bitcoin ETFs’ had a remarkable first year. And, now… 1/13/25
    Jan 13 2025

    It’s hard to believe Spot Bitcoin ETFs are only now turning 1 year old. Will 2025 witness more maturity… or a case of the “terrible twos”?

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    30 mins
  • The rapidly growing $18B world of single-stock ETFs 1/6/25
    Jan 6 2025

    Since single-stock ETFs debuted in 2022, the category has exploded. Global interest in U.S. tech stocks is poised to push growth even further in 2025.

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    31 mins
  • India: the “perfect” emerging market 12/18/24
    Dec 18 2024

    Emerging market performance has been lack-luster in 2024 with one big exception: India. Find out what’s driving explosive growth there.

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    26 mins
  • Bitcoin ETFs pass $100B AUM… plus, other big movers for 2025 12/9/24
    Dec 9 2024

    Bitcoin funds pass a key milestone in terms of assets. Plus, the equity concentration and credit conundrums investors will face in 2025.

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    28 mins
  • 2025: Bring “thematic” back? 12/2/24
    Dec 2 2024

    As investors look to broaden market exposure, could thematic ETFs come back into the spotlight? Here are some new ways to play.

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    27 mins