Crypto, Concentration, and Brewing ETF Chaos
For wealth professionals working with ETFs, the episode touches on portfolio concentration, crypto allocation questions, thematic fund drawdowns and the growth of income products. It offers a discussion of current ETF industry themes rather than a single investment thesis.
Summary
By the etfs deskETF Zoo hosts Dave Nadig and Sumit Roy are joined by Bloomberg’s Eric Balchunas and Baird Strategas’s Todd Sohn to discuss crypto as a portfolio asset, the (maybe) promise of Trump kid accounts, and why small-caps keep losing to megacap tech. The episode also covers thematic ETF drawdowns, the boom in income products, and how the ETF industry is getting weirder.
- Crypto is discussed as a portfolio asset.
- The panel talks about the (maybe) promise of Trump kid accounts.
- Small-caps are described as continuing to lose to megacap tech.
- The episode covers thematic ETF drawdowns and the boom in income products.
Similar items
Same topic
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.