ETF Edge

Episod

• SpaceX and Indexing 6/29/26 29.06.2026 32min

  Thanks to fast-tracking, SpaceX is already part of the Russell 1000 and soon to be part of Nasdaq 100. Will other mega-IPOs pursue the same route to adoption and what could it mean for index-tracking ETFs?
• Warsh tips off bond rethink 6/22/26 22.06.2026 32min

  New Fed Chair Warsh said a lot by not saying much in his first meeting. But that has sparked a range of new conversations around fixed income ETFs. Have a listen.
• Could return of risk refocus crypto investors? 6/15/26 15.06.2026 31min

  A real deal with Iran would remove a huge obstacle from investors’ wall of worry. Would that then allow them to reassess risk and return to allocating funds towards cryptocurrencies?
• SpaceX IPO and index dislocation 6/10/26 10.06.2026 32min

  What happens AFTER the SpaceX IPO is arguably the bigger story: there’s a long timeline of huge change for indexes and managers and your ETFs. Hear from one of the experts in the space, no pun intended, who was also on the team that launched the very first ETF in the world.
• 1000 more ETFs than stocks? 6/1/26 01.06.2026 13min

  The statistic in the title is impressive. But at what point does too much product cause more confusion than its worth? Or are more ways to slice the pie, as they say, still a better way to eat? We dig in.
• Inside the record-breaking “NASA” ETF 5/27/26 27.05.2026 36min

  The anticipated SpaceX IPO has investors clamoring for all-things space related. But, what happens after launch?
• Bonds stealing back headlines from equities 5/18/26 18.05.2026 28min
• What’s next from Roundhill’s DRAM 5/11/26 11.05.2026 18min

  Micron’s stock and Roundhill’s DRAM ETF have become the poster-children for the AI memory rally. But here’s what could be the next “phase” of the AI buildout.
• Quiet Crypto Comeback 5/6/26 06.05.2026 13min

  After losing half its value since its peak last year, Bitcoin has been quietly rebounding during the past month. What could that indicate about cryptos in general and the ETF ecosphere that surrounds it?
• Rally versus worry: both at highs 4/27/26 27.04.2026 30min

  Big tech earnings, Fed decisions and successions and a still-fluid situation in Iran… investors should be diversifying. Here’s a list of overlooked areas to extend your hedges.
• The energy ETF play is just beginning 4/20/26 20.04.2026 19min

  Iran-related risks aside, energy is heading into uncharted territory. But we have a map for your portfolio.
• History suggests the biggest market drawdown is still to come 4/13/26 13.04.2026 32min

  As the conflict in the Iran continues, it only adds to other major market hurdles to come in 2026. History would suggest the biggest market drop is still looming and, it’s worth remembering, many new high-flying funds are too young to have witnessed any major test at all.
• Diversifying your diversification 4/6/26 06.04.2026 42min
• A hedge fund tactic without the hedge fund cost 3/23/26 23.03.2026 30min

  As investors look to hedge against whipsaw volatility, managed futures funds may offer a welcome cushion… but you must understand their complexities first.
• Regulation reform with SEC Commissioner Peirce 3/16/26 16.03.2026 42min

  From leverage to tokenization, find out where the SEC stands now on product innovation and regulation.
• A cryptocurrency disconnect 3/9/26 09.03.2026 28min

  Current geopolitical concerns are testing cryptocurrencies. But they’re responding in ways that might be unexpected. Find out what else might be at play under the surface.
• Reassessing international markets amid geopolitical volatility 3/2/26 02.03.2026 27min

  Will conflict in the Middle East and continuing tariff turmoil dampen international market outperformance? Find out which regions are at risk and which are in promising positions.
• Retail complexity versus institutional simplicity 2/23/26 23.02.2026 29min

  Retail traders are diving deeper into complex products, trying to push the return envelope. At the same time, institutional money is moving more toward straightforward strategies. Find out what this dichotomy could indicate about the future of the markets.
• Keeping income incoming 2/18/26 18.02.2026 31min

  For a large swath of ETF investors, consistent income is more important than the next big thing. But how do you best go about that when the big things cause big swings in the market?
• Crypto collapse and ETFs 2/9/26 09.02.2026 17min

  The “tokenization of everything” was supposed to be a huge driver of the ETF industry in 2026. Now, maybe not?