ETF Spotlight

We discuss the market outlook and how investors should position their portfolios.
(1:15) - Overall Market Outlook For 2026
(5:00) - How Should Investors Navigate The AI Industry Right Now?
(9:20) - Fixed Income Investing: Will Bonds Continue To Perform Well Through 2026?
(13:10) - Portfolio Positioning For 2026: What Areas Should Investors Be Watching?
(15:20) - Breaking Down The Current State of The ETF Industry: The Guide To ETFs
(19:30) - Episode Roundup: JTEK, QQQ, QQQM, JBND, JPIE, JMUB, JIRE, VXUS
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Bloomberg's Eric Balchunas breaks down ETFs' record-breaking 2025 and what lies ahead.
(1:10) - Breaking Down The Most Recent ETF Flows
(5:40) - Is The ETF Industry Beginning To Have Too Many Strategies Available?
(10:30) - What Were The Best New ETFs of 2025?
(14:00) - Has There Been More Foreign Investor Interest In U.S. Asset ETFs?
(19:05) - How Diversified Should Investors Really Be Outside The Magnificent 7?
(25:50) - Should Investors Consider Buying Private Asset ETFs?
(29:45) - ETF Outlook For 2026: ETFs To Consider For Your Watchlist
(36:20) - Episode Roundup: BINC, OTGL, BUFB, VOO, XOVR
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We discuss the best investing strategies for 2026.
(1:10) - Will The Stock Market Continue To Rally In 2026?
(4:55) - What Risks Should Investors Be Aware of Going Forward?
(8:05) - Are We Currently In An AI Bubble?
(11:00) - Will The 2025 Top Market Performers Continue Through 2026?
(15:20) - What Themes And Investing Strategies Should Investors Be Watching?
(19:40) - Breaking Down Current ETF Flows
(22:30) - Episode Roundup: XLC, SPYG, XLU, UTES, SPEM, IEMG, GLDM, IAUM
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We discuss the thematic outlook for 2026 and the key themes investors should keep on their radar.
(1:00) - What Impact Will Artificial General Intelligence Have On Tech Going Forward?
(6:20) - Why Have Data Centers And Power Restricted AI Expansion?
(10:10) - Who Stands To Benefit The Most As The AI Ecosystem Evolves?
(13:30) - Are We In An AI Bubble?
(16:45) - Top Investment Themes To Keep On Your Radar In 2026
(19:30) - Global X Defense Tech ETF: SHLD
(21:25) - How Should Investors Gain Exposure To The AI Infrastructure And Data Centers?
(26:30) - Episode Roundup: AIQ, PAVE, ZAP, CHPX, SMH, SOXX
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From political change to corporate reform, Japan's market is heating up. Here's what investors need to know.
(0:50) - What Should Investors Know About Japan's New Prime Minister And Their Policies
(6:25) - What Is Currently Driving Japan's Equity Rally?
(13:00) - ETFs Investors Should Consider When Looking For Exposure In Japan
(16:40) - What Other interests Should Investors Be Aware of When Investing In Japan
(19:25) - Episode Roundup: DXJ, OPPJ, EWJ, FLJP, FLJH
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