New ETFs to Watch: POETs, HALOs and Corgis

New ETFs to Watch: POETs, HALOs and Corgis

From Trillions by Bloomberg

May 28, 2026 · 16 min

About this episode

The episode discusses new and niche ETFs in the market, featuring insights from a Bloomberg News reporter.

The ETF universe keeps getting bigger - and weirder. This year is already on pace to shatter records for launches and inflows; it's also producing some of the most niche, speculative and oddly specific funds the industry has ever seen. From leveraged bets on obscure semiconductor firms to thematic products targeting everything from lithography to nicotine, the race to capture investor attention is officially in overdrive. In this "ETFs to Watch" episode, Eric Balchunas and Joel Weber are joined by Isabelle Lee, a cross-asset reporter with Bloomberg News, to break down a few new launches fighting for investor attention. They discuss Defiance's POET ETF (ticker POEL); Corgi's lithography and photonics fund (ticker EUV); Hexis's nicotine-focused ETF (ticker NICO); and Roundhill's "real world assets" HALO strategy (ticker LOHA). Along the way they make some detours to discuss leveraged IPO mania, Reddit skeptics, and, well, corgis. See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Eric Balchunas, Joel Weber

Guest: Isabelle Lee

Topics covered

  • ETFs
  • investing
  • niche funds
  • market trends
  • speculative investments
  • semiconductors
  • thematic products

Keywords

  • ETFs
  • investing
  • niche funds
  • semiconductors
  • thematic products
  • nicotine
  • photonic funds
  • IPO mania
  • Reddit

Mentioned in this episode

Organizations: Bloomberg News, Defiance, Corgi, Hexis, Roundhill

Products: POET ETF, Corgi's lithography and photonics fund, Hexis's nicotine-focused ETF, Roundhill's HALO strategy

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