Episoder
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The music industry took a huge revenue hit when the MP3 came out about twenty years ago but has since found ways to make money. And now thereâs an ETF for that too.
On this episode of Trillions, we speak with David Schulhof, founder and CEO of the MUSQ Global Music Industry ETF, about the stocks in the ETFs as well as the growth of the music industry which includes songs, platforms, concerts and the Taylor Swift economy. We also discuss his career in the music industry and whether music has gotten better or worse.
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After 17 years, the Bank of Japan finally scrapped the worldâs last negative interest policy. The central bank also announced it will cease buying exchange-traded funds, an effort originally intended to revitalize the corporate sector and pump cash into the economy. So what becomes of its $475 billion ETF hoard? Thatâs to be determined, but just as Japan is changing course, Chinaâs so-called ânational teamâ has begun purchasing a handful of key Chinese ETFs.
On this episode, Eric and Joel are joined by Bloomberg Intelligenceâs Rebecca Sin, a Hong Kong-based ETF analyst and host of the forthcoming podcast Tiger Money. They discuss what might come next for Japan, why China is following a similar playbook and what it all means for investors and the global economy.
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The Big Take from Bloomberg News brings you inside whatâs shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.
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Worry? What worries? As the market hits new all-time highs, investors are âcomfortably bullish,â according to research by Bloomberg Intelligence. Theyâre also bullish on exchange-traded funds, according to BIâs first-ever ETF survey. What if anything could derail this state of optimism? And how is the current enthusiasm different from the meme-stock euphoria and previous all-time highs of 2021?
On this episode of Trillions, Eric Balchunas and Joel Weber speak with Bloomberg Intelligence ETF analyst Athanasios Psarofagis about his new greed/fear index, which uses several ETF metrics. They also comb through the surveyâs findings, which show a growing interest in ETFs and active management.
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The Deal, hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business titans, sports champions and game-changing entrepreneurs who reveal their investment philosophies, pivotal career moves and the ones that got away. From Bloomberg Podcasts and Bloomberg Originals, The Deal is available on Apple Podcasts, Spotify, iHeart, Bloomberg Carplay, or wherever you get your podcasts. You can also watch The Deal on Bloomberg Television, and Bloomberg Originals on YouTube.
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Exchange, the biggest ETF conference of the year just concluded at the Fontainebleau in Miami. Issuers, advisors, service providers and just people who just love ETFs gathered to network and discuss all the latest trends in the industry and market.
On this weekâs episode, Joel and Eric recap this big annual event and listen to clips from a dozen interviews that Eric took while he was at the conference. Topics include the bitcoin boom, activeâs increasing presence, how ETF share classes are next big thing, passive fears and the indie spirit of thematic ETF issuers.
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Launching an exchange-traded fund is easy. Finding success is a different story entirely. About a quarter of all ETFs that have been launched have ended up having to liquidate. These stories can sometimes be forgotten given how much the successful ones are celebratedâbut they can also provide a lesson about the marketplace and the importance of timing.
On this episode of Trillions, Joel Weber and Eric Balchunas speak with Jack Forehand and Justin Carbonneau, respectively the president and vice president of of Validea. They launched the value-focused Validea Market Legends ETF (VALX) back in 2014, right around the same time Cathie Wood launched ARKK. But they ended up closing it in 2020 due to a lack of assets. We speak to them about their journey, why timing is so important and the state of value investing today.
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The launch of the first-ever spot Bitcoin exchange-traded funds has dominated the ETF conversation over the last few months. Issuers are jockeying for position in whatâs fast-becoming a successful and ultra-competitive category. But whoâs the target market for these products? What do advisers think of them? And how are they talking to their clients about them?
On this episode of Trillions, Joel and Eric speak with Douglas Boneparth, founder and president of Bone Fide Wealth. They discuss how heâs speaking with clients about Bitcoin, how he views the new ETFs, how much exposure to really consider and what they might displace in a portfolio. And then thereâs how he thinks crypto compares with gold.
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After years and years of drama, the US Securities and Exchange Commission finally let 10 spot Bitcoin exchange-traded funds begin trading last week. The launches have been wildly successful. But now that these funds are in the wild, you probably have a few questions. And you're not alone!
On this episode, Eric and Joel along with James Seyffart, ETF analyst with Bloomberg Intelligenceâopen up the mailbag to answer all your most pressing questions.
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Exchange-traded funds tracking areas that lagged megacap US stocksâsuch as small caps, international, value and cannabisâare among the 24 ETFs that Bloomberg Intelligence says represent themes that could drive the market in 2024. Other big themes include the mini-boom in active and the race for the first spot Bitcoin ETF.
On this episode, Eric and Joel take a tour of BIâs list of ETFs to watch for the year ahead. Theyâre joined by BIâs James Seyffart and Athanasios Psarofagis to go through the 15 US ETFs on the list.
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The US Securities and Exchange Commission is busier than Santaâs elves these days as it scrambles to work with exchange-traded fund issuers to fine-tune offering documents ahead of the likely approval of spot Bitcoin ETFs. While this ten year-long saga seems to be nearing an end, approving them will create a whole new world of productsâand regulation.
On this episode, Joel Weber, Eric Balchunas and Bloomberg reporter Katie Greifeld speak with SEC Commissioner Hester Peirce in front of an audience at Bloombergâs 8th Annual ETFs in Depth conference. Topics discussed include Bitcoin and crypto ETFs, as well as other topics on the SECâs radar, such as ETF share classes, the growing size of big passive fund companies as well as a steady stream of more complex products.
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Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.
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After more than a decade-long wait, itâs looking likely that the first-ever spot Bitcoin ETFs will soon arrive in the US. But despite the heated race just to get off the start line, SEC approval is actually just when the story begins. Who among the dozen issuers who have filed so far will even make it off the blocks? How will the ETFs differentiate themselves? Who exactly are the prospective investors?
On this episod, Eric and Joel speak with ARK founder Cathie Wood and 21 Sharesâ co-founder Ophelia Snyder about their spot Bitcoin ETF, their plethora of crypto futures ETFs, bitcoin price predictions, institutional adoption and ARKâs third act as an ETF issuer.
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When it comes to evaluating companies for different exchange-traded fund strategies, some things can be easily measuredâsuch as dividends and price-to-earnings ratios. Others are harder to gauge. This so-called dark matter of the stock market universe includes thinks like a company's brand power, human capital and intellectual property.
The latter is something called âintangible value.â And now thereâs an ETF for that, too.
On this episode, Joel and Eric speak with Kai Wu, founder and chief investment officer of Sparkline Capital, the issuer behind the Sparkline Intangible Value ETF (or ITAN), as well as Chis Cain, a quant analyst with Bloomberg Intelligence. Topics discussed include defining intangible value, how it explains the relentless returns of the Super 7 stocks and how much of it is being captures by popular ETFs.
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At Bloomberg, weâre always talking about the biggest business stories, and no one is bigger than Elon Musk.
In this new chat weekly show, host David Papadopoulos and a panel of guests including Businessweekâs Max Chafkin, Tesla reporter Dana Hull, Big Tech editor Sarah Frier, and more, will break down the most important stories on Musk and his empire. Listen wherever you get your podcasts.
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ESG seems to have went from all the rage to yesterday's news as ETFs tracking these strategies have been hit with big stretches of underperformance and outflows while media interest has waned. What happened? And where does it go from here?
On this episode of Trillions, Joel and Eric discuss and debate this with Rob Du Boff and Shaheen Contractor, ESG analysts for Bloomberg Intelligence as well as hosts of a new ESG podcast called ESG Currents.
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More than 1,000 ETFs have been liquidated and sent to the proverbial ETF graveyard. But a select few have been resurrected by issuers who think that either the time is right for the idea or they have the ways and means to make it work.
On this episode of Trillions, Eric and Joel speak with Athanasios Psarofagis of Bloomberg Intelligence about his "Lazarus List"âETFs that have failed, sometimes at inopportune moments, only to later get another chance. The list includes target-date ETFs as well thematic ETFsâwhich track airlines, shipping and luxury goodsâand two exotic offerings.
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How much does the average person know about ETFs? What about an ETF analyst? On this episode of Trillions we put the experts knowledge to the test in our first ever ETF trivia game featuring two competitive teams made up of Todd Rosenbluth, head of ETF research at VettaFi, Lara Crigger, Editor-in-Chief of VettaFi, Katie Greifeld of Bloomberg News and Athanasios Psarofagis of Bloomberg Intelligence. Questions range across asset classes and historical periods and the winning team gets a free sushi lunch with Joel and Eric.
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Cathie Woodâs Ark Invest recently purchased European exchange-traded fund issuer Rize. The move shows yet another US-based issuer bringing their talents to Europe, a market that while only a fraction the size of the US is growing quickly.
On this episode of Trillions we talk to Hector McNeil, Co-Chief Executive Officer of HANetf and a veteran of the European ETF market. We discuss how Europe remains behind the US in some ways, but ahead in others. We also analyze how portfolios are changing and what McNeil advises issuers to think about when launching new funds.
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India just hosted the G-20. Some of Appleâs latest iPhones are now being made there. The countryâs demographics are compelling. And yet, as Hindenberg Researchâs short of the Adani Group showed earlier this year, this emerging market is perhaps not without significant risk.
On this episode, Eric and Joel, along with Rebecca Sin of Bloomberg Intelligence, speak with Kevin Carter of EMQQ Global, whose India Internet and e-commerce ETF ($INQQ) is attempting to capture the countryâs boom. They discuss Indiaâs similarities and differences with China, its unique approaches to technology, what distinguishes the countryâs startups and what global investors take into account.
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