It's a bull market and nobody drinks anymore.
About this episode
The episode discusses the record-breaking ETF boom and various emerging investment themes with guest Todd Sohn.
On episode 255 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Todd Sohn, Chief ETF Strategist at Baird Strategas, to discuss the record-breaking ETF boom, the rise of thematic and leveraged products, buffer and option-income ETFs, AI and compute as emerging investment themes, and where investor money is flowing now. They also get into the battle for ETF brand loyalty, whether $1 billion is the new benchmark for a fund that matters, prediction-market ETFs, the outlook for crypto and small caps, healthcare’s comeback, and the trillions of dollars still sitting in retail money-market funds. Plus, why professional sports franchises are starting to look a lot like the stock market—and what Wall Street might package into an ETF next. This episode is sponsored by VanEck. To learn more about RAAX, visit https://www.vaneck.com/RAAXCompound Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram…
People in this episode
Hosts: Downtown Josh Brown, Michael Batnick
Guest: Todd Sohn
Topics covered
- ETF boom
- thematic products
- investment themes
- crypto outlook
- retail money-market funds
- sports franchises
- market trends
Sponsors
VanEck
Mentioned in this episode
Organizations: Baird Strategas
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