Episodios

  • Gold back to gaining after a slide 8/18/25
    Aug 18 2025

    Amid geopolitical and domestic uncertainty, gold is trending higher again after backtracking. History suggests there is yet more room to run. Plus, a covid-period-like warning sign to take note of.

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    18 m
  • Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/11/25
    Aug 11 2025

    Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value.

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    12 m
  • ETFs for tax efficiency, the momentum run and broadening out from Big Tech 8/4/25
    Aug 4 2025

    Investors continue to favor market cap weighted indices, but it might be time to consider diversifying after July’s fund inflows. Plus, getting tax efficient with ETFs. We examine Astoria’s approach with its US Enhanced Core Equity ETF. Todd Rosenbluth, VettaFi director of research, and Bruce Lavine, Astoria Portfolio Advisors head of ETFS and COO, discuss all.

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    11 m
  • Trump Admin’s new impacts on ETFs 7/28/25
    Jul 28 2025

    From cryptocurrencies to competition with mutual funds… recent and upcoming policy out of Washington is changing the landscape for big portions of the ETF industry.

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    27 m
  • Q2’s top fund managers on what’s next 7/21/25
    Jul 21 2025

    Now solidly starting off the third quarter, we’re asking how Q2’s top-performing fund managers are planning for the near – and distant – future.

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    29 m
  • Hedge fund strategies wrapped into an ETF 7/14/25
    Jul 14 2025

    Hedge fund strategies are the latest to make their way into the ETF wrapper and it could be good timing as investors search for new ways to diversify their portfolio. Plus, positioning for earnings season and top plays for the next six months.

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    23 m
  • The continuing evolution of “active” management 7/7/25
    Jul 7 2025

    With markets seeing unusually high levels of volatility across the board this summer, the “active management” corner of the ETF industry has had to continuously increase specialization. But does that focus carry a risk of becoming too narrow too soon?

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    31 m
  • The power of themes with Fundstrat’s Tom Lee 6/30/25
    Jun 30 2025

    Is the concept of the “stock pickers” market being replace by a “theme-pickers” market? Plus, a crypto conundrum and some international ETF intrigue.

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    26 m