Episodes

  • 500+ new funds in ‘24 11/4/24
    Nov 4 2024

    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?

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    25 mins
  • Mag 7, Plus: widening the winners’ circle… but just a bit 10/28/24
    Oct 28 2024

    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.

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    22 mins
  • Investing in the S&P 500 without the Mag 7 10/25/24
    Oct 25 2024

    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.

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    22 mins
  • Small caps: new approaches to large challenges 10/14/24
    Oct 14 2024

    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.

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    22 mins
  • Rethinking investing in China 10/10/24
    Oct 10 2024

    Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.

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    31 mins
  • A second look at “preferred” stocks and MLPs 9/30/24
    Sep 30 2024

    As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus.

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    15 mins
  • Taking on the “tokenization” of assets 9/23/24
    Sep 23 2024

    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.

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    27 mins
  • 48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24
    Sep 16 2024

    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.

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    31 mins