x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Trillions

Money goes where it’s treated best. That simple truth is a big reason why more and more money (trillions, in fact) flows into a powerful, low-cost tool that’s quietly transformed investing. Exchange-traded funds let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them—and hopefully delight you in the process.

business investing

All Episodes

13:23

The ETF Story 4: The Competition

Trillions ·

2023/01/29

Just as Steve Jobs and Steve Wozniak weren’t the only two geeks in a garage working on a computer in the 1970s, the AMEX wasn’t the only exchange looking to get a market basket instrument listed. The late 1980s saw multiple attempts to create something like an ETF, including SuperShares, Equity Index Participation Shares, Cash Index Participation Shares and the Toronto 35 Index Participation Units. Ultimately, SPY gets – and deserves – the lion’s share of the credit as the first ETF. But by no

en-US

12:24

The ETF Story 3: The Approval

Trillions ·

2023/01/29

When the SPDR S&P 500 Trust (SPY) was submitted to the SEC in 1988, George Michael’s "Faith" was the No. 1 song and Magic Johnson led the Lakers to another NBA Championship. By the time SPY finally launched in 1993, Nirvana had ushered in the grunge era and Michael Jordan had taken over the NBA. While the SEC wrestled with this unique product -- which was almost like a foreign object that had landed on their desks -- the whole culture had changed. In those four long years, there was much back

en-US

11:14

The ETF Story 2: The Report

Trillions ·

2023/01/29

Government reports are known more for curing insomnia than providing inspiration for revolutionary products. The October 1987 Market Break Report might be an exception. A paragraph deep in the SEC's 800-page white paper happened to outline a “product” for trading baskets of stocks. On this episode of “The ETF Story,” you'll learn how those words gave Nate Most and Steve Bloom the idea for what would become the exchange-traded fund. You'll also hear from Vanguard founder John Bogle, who passed on

en-US

21:09

The ETF Story 1: The Crash

Trillions ·

2023/01/29

Thirty years ago today, the very first exchange-traded fund started trading on the American Stock Exchange. At the time, Bill Clinton had just moved into the White House and America was trying on a new role as the world's lone superpower. On Wall Street, an entire industry soon realized that the ETF was a revolution all its own. Today, there are more than 3,000 ETFs listed in the US, plus another 6,000 international ones, and together they hold $6.8 trillion in assets. In “The ETF Story,” a special

en-US

41:20

Meet One of ETF’s Founding Fathers

Trillions ·

2023/01/19

This month marks the 30th birthday of the SPDR S&P 500 ETF Trust (SPY), the granddaddy ETF that started it all and is still the largest and most-traded ETF in the world. But getting this ETF launched was no small task; neither was getting assets into it. Though once people saw its value-add, the financial world changed forever. This week, we speak with Jay Baker, who — as vice president of options marketing at the American Stock Exchange — worked with Nate Most and Steve Bloom to drum up

en-US

39:57

23 ETFs for 2023

Trillions ·

2023/01/05

From inflation and the Federal Reserve, China and Russia, fundamentals and Bitcoin, there’s no shortage of themes for investors to think about in 2023. And while we can’t give you investing advice, we can give you a few tickers to watch. On this episode, Eric and Joel take a tour of Bloomberg Intelligence’s listicle of ETFs for the year ahead. They’re joined by James Seyffart and Athanasios Psarofagis of Bloomberg Intelligence as well as Scarlet Fu of Bloomberg News. Among the ETFs discussed are

en-US

1:53

Introducing: Crash Course

Trillions ·

2023/01/04

Hosted by Bloomberg Opinion senior executive editor Tim O'Brien, Crash Course will bring listeners directly into the arenas where epic business and social upheavals occur. Every week, Crash Course will explore the lessons to be learned when creativity and ambition collide with competition and power -- on Wall Street and Main Street, and in Hollywood and Washington.See omnystudio.com/listener for privacy information.

en-US

36:58

Now There Are One-Stop Shops to Launch Your ETF

Trillions ·

2022/12/22

Got an idea for an exchange-traded fund but don’t want to deal with the logistics? A group of “white label” ETF issuers are in the business of helping people launch their own fund—and business is booming. These issuers have minted more than 100 ETFs this way—for both big asset managers and entrepreneurial individuals simply passionate about an idea. On this week’s episode of Trillions, we speak to the “big three” of ETF white labels: Garrett Stevens, chief executive of Exchange Traded Concepts,

en-US

33:30

The ETF Era Is Going to Be Here for a While

Trillions ·

2022/12/08

The future is very bright for ETFs, which in 2022 saw record volume and the second most flows and new launches—all astounding numbers considering the stock and bond markets were in the gutter return-wise. So what can we expect next year? What areas should people be watching? On this episode of Trillions, Bloomberg Intelligence’s exchange-traded fund team go over their just-published 2023 Outlook which covers topics such as active, alternatives, crypto, China and thematic investing—and just how

en-US

24:26

What the Crypto Crash Means for ETFs

Trillions ·

2022/11/24

The crypto market may not be dead, but it’s arguably in a temporary coma thanks to the spectacular implosion of Sam Bankman-Fried’s FTX. The bankrupt crypto exchange, with billions of dollars of customer funds allegedly missing, has spooked all but the hardcore believers and potentially set the digital asset class back by years. On this episode of Trillions, we sit down with James Seyffart of Bloomberg Intelligence and reporter Katie Greifeld to discuss what this means for exchange-traded fund

en-US

39:51

Alternative ETFs Finally Get Their Moment in the Sun

Trillions ·

2022/11/10

It took 15 years for an ideal environment to arrive for alternative exchange-traded funds—which employ or mimic hedge fund strategies—but their moment has finally come. They’ve grown assets by 25% this year as investors look for something to help offset the decline of 60/40 portfolios. To truly understand how they work and what they track, however, requires a lot of due diligence. On this episode of Trillions, we speak with senior reporter Katherine Burton, Andrew Beer, managing partner and

en-US

40:56

The ETF Graveyard

Trillions ·

2022/10/27

Every year there's far more ETF launches than closures. But market headwinds are starting to accelerate the number of liquidations. So far this year the Grim Reaper has already come for about 100 ETFs. On this episode of Trillions—just in time for Halloween—Eric and Joel take a tour of this year's ETF graveyard with Katie Greifeld of Bloomberg News, Athanasios Psarofagis of Bloomberg Intelligence and Todd Rosenbluth of VettaFi. Each guest shares a few noteworthy headstones, $NIFE, $CTRU, $TRYP,

en-US

31:53

KPOP’s Hit Factory Comes to Investing

Trillions ·

2022/10/13

South Korea is having a moment. Between the stellar rise of K-pop and worldwide film hits such as Parasite and Squid Game, the country has established itself as a power to be reckoned with when it comes to global entertainment. This level of success is exactly why a young man by the name of Jangwon Lee decided to launch—you guessed it—The KPOP and Korean Entertainment exchange-traded fund. We speak with Lee, chief executive of CT Investments and Content Technologies, and reporter Isabelle Lee about

en-US

24:36

Cash Is Still King

Trillions ·

2022/09/29

Boring is beautiful this year as investors rush to the relative safety (and higher yields) of exchange-traded funds that hold short-term treasuries. But what exactly is inside them? And what are the risk-rewards of the most popular ones? On this episode of Trillions, we look at cash-like ETFs with reporter Katie Greifeld and James Seyffart of Bloomberg Intelligence. We also dig into inflation and the world of currency ETFs.See omnystudio.com/listener for privacy information.

en-US

25:13

The Active vs Passive Scorecard

Trillions ·

2022/09/15

Active managers have, historically, had a tough time beating their benchmarks. Yet this year may prove to be an exception; nearly half of large-cap managers are outperforming. Can they keep it up? And can anything really reverse the massive migration to passive investing at this point? On this episode, Eric Balchunas and Joel Weber speak with Tim Edwards of S&P Dow Jones Indices, who oversees the SPIVA report, aka the ultimate active vs. passive scorecard. With his just-published latest

en-US

41:40

The Case for Custom Indexing

Trillions ·

2022/09/01

A new approach to investing called direct or custom indexing effectively lets investors own stocks but with some special enhancements, such as capturing tax alpha. In other words, you get some of an ETF's charm without the ETF. For investors interested in potentially taking a portfolio to the next level, this is a new tool for the toolbox. On this episode, Eric and Joel speak with Patrick O'Shaughnessy, CEO of O'Shaughnessy Asset Management and host of the podcast Invest Like the Best, about the

en-US

38:31

Fedsplaining with Ira Jersey

Trillions ·

2022/08/18

Inflation. Unemployment. Consumer demand. All important economic data—but more important is how the Federal Reserve interprets it all and reacts. The central bank wields an especially powerful influence over markets, so understanding how its members think, what they are doing and why is important for any engaged investor. We speak with Ira Jersey, Bloomberg’s Chief US Interest Rate Strategist, about how to read the latest inflation data through the Fed’s eyes. We also talk about how exactly the Fed

en-US

42:04

Protecting Your Portfolio From Black Swans

Trillions ·

2022/08/04

In investing, a black swan event is something almost nobody sees coming—and to make a bet on the outcome of that unforeseen event has always been expensive and complicated. Inflation upending the market over the past year, and the Federal Reserve’s pivot to higher interest rates, has sparked interest among investors looking to hedge this particular type of “tail risk.” On this episode, Eric and Joel speak with Meb Faber, founder of Cambria and host of podcast “The Meb Faber Show.” Faber has designed

en-US

30:04

The Single-Stock ETF Era Is Born

Trillions ·

2022/07/21

A single-stock ETF might sound like an oxymoron, but it's about to become a massive new category. These ETFs, which aim to serve up inverse and leveraged exposure to single stocks, are already a thing in Europe—and now they've come to the US, with the SEC approving the first batch earlier this month. One of them, the AXS Tesla Bear Daily ETF ($TSLQ), shows early signs of being a big hit. On this episode of Trillions, Eric Balchunas and Joel Weber speak with Matt Tuttle, Chief Investment Officer of

en-US

24:46

Now There Are ETFs Making Money While You Sleep

Trillions ·

2022/07/07

Just when you think the world of exchange-traded funds has run out of new ideas, along comes something truly novel. Instead of slicing the market up into themes, geographies or strategies, these are dividing by time. The new ETFs are only exposed to US stocks overnight, which studies have shown beats holding them during the day. On this episode we speak with NightShares Chief Executive Officer Bruce Lavine and Chief Investment Officer Max Gokhman about why this phenomenon exists, why it hasn’t been

en-US

239 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...