It's pretty safe to say that 2024 was the best year ever for ETFs. The industry saw record flows of $1 trillion, a record 670 new launches and a 30% jump in assets- not to mention that record smashing bitcoin ETF launch. So how do you top that?

On this episode of Trillions Joel and Eric host a roundtable discussion on highlights from 2024 as well as predictions for 2025 with Todd Rosenbluth, head of research at VettaFi, Vildana Hajric, reporter with Bloomberg News and Athanasios Psarofagis, ETF Analyst with Bloomberg Intelligence.

It's pretty safe to say that 2024 was the best year ever for ETFs. The industry saw record flows of $1 trillion, a record 670 new launches and a 30% jump in assets- not to mention that record smashing bitcoin ETF launch. So how do you top that?
On this episode of Trillions Joel and Eric host a roundtable discussion on highlights from 2024 as well as predictions for 2025 with Todd Rosenbluth, head of research at VettaFi, Vildana Hajric, reporter with Bloomberg News and Athanasios Psarofagis, ETF Analyst with Bloomberg Intelligence.

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 in recent years. Exchange-traded funds, or ETFs, let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them—and delight you in the process.

Joel Weber and Eric Balchunas demystify the world of exchange-traded funds, or ETFs.

Trillions

2024: A Year to Remember

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f8a8f8c3-1f0e-47e3-b85a-b24a01109597/transcript

US large cap stocks have had an unbelievable run, and this year has been no exception. But how much longer can this Magnificent 7-driven winning streak really last? What kind of moves should investors consider making? And which products should they use? ETF strategists ponder questions just like this, and they're experts at figuring out how to meet the moment — or realize an idea — with the right product.

On this episode of Trillions, Joel and Eric speak with John Davi, CEO of Astoria Portfolio Advisors, about his Top 10 — or maybe it's 14? — ETFs that he likes in 2025. These ETFs include small caps, commodities, mortgage-backed bonds, IPOs and financial stocks. They also discuss his overall view of the market as well as the ETF industry.

US large cap stocks have had an unbelievable run, and this year has been no exception. But how much longer can this Magnificent 7-driven winning streak really last? What kind of moves should investors consider making? And which products should they use? ETF strategists ponder questions just like this, and they're experts at figuring out how to meet the moment — or realize an idea — with the right product.
On this episode of Trillions, Joel and Eric speak with John Davi, CEO of Astoria Portfolio Advisors, about his Top 10 — or maybe it's 14? — ETFs that he likes in 2025. These ETFs include small caps, commodities, mortgage-backed bonds, IPOs and financial stocks. They also discuss his overall view of the market as well as the ETF industry.

A Strategist's Top ETFs for 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e6f0b9d2-3dcf-4944-af09-b23c0129df55/transcript

“The House That Jack Bogle Built” is alive and well in sleepy Malvern, Pennsylvania. So far this year, the asset management firm that pioneered low-cost investing—so much so that “beta” is almost free now—has hoovered up another $256 billion of inflows into its US exchange-traded funds. But as the company nears its 50th anniversary, can it continue to succeed without changing its tried-and-true ways?

On this episode of Trillions, Eric Balchunas and Joel Weber speak with Vanguard’s Janel Jackson, head of bank and institutional in the company’s Financial Advisor Services division. They discuss her time at Vanguard, how she discovered the power of ETFs, why the company remains “true to label” despite the industry’s love of “spicy” products and even where Vanguard might look to push the envelope. 

“The House That Jack Bogle Built” is alive and well in sleepy Malvern, Pennsylvania. So far this year, the asset management firm that pioneered low-cost investing—so much so that “beta” is almost free now—has hoovered up another $256 billion of inflows into its US exchange-traded funds. But as the company nears its 50th anniversary, can it continue to succeed without changing its tried-and-true ways?
On this episode of Trillions, Eric Balchunas and Joel Weber speak with Vanguard’s Janel Jackson, head of bank and institutional in the company’s Financial Advisor Services division. They discuss her time at Vanguard, how she discovered the power of ETFs, why the company remains “true to label” despite the industry’s love of “spicy” products and even where Vanguard might look to push the envelope.

A Rare Peek under the Hood of Vanguard

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f48af57b-c3c8-46dc-bf8d-b22e011af97f/transcript

One of the year’s hottest investments? Bitcoin, which has surged on exchange-traded fund adoption as well as the return of the “Trump trade.” One way to go especially big on that bet is two new leveraged ETFs: MSTX and MSTU, which are 2X MicroStrategy—a company that’s already a highly exposed Bitcoin proxy.

Both ETFs effectively give investors a 4X exposure to Bitcoin. If that sounds volatile, it is: MSTX is the most volatile ETF in the US. Consider this space the “ghost pepper” of hot sauces.

On this episode of Trillions, Eric Balchunas and Joel Weber speak with Sylvia Jablonski, the CEO and CIO of Defiance ETFs—the issuer behind MSTX. They discuss how the product came into existence, what the Trump trade has meant for inflows, why there’s a modest rivalry with MSTU already, how investors are using options on the product and what makes a good “ghost pepper.”

One of the year’s hottest investments? Bitcoin, which has surged on exchange-traded fund adoption as well as the return of the “Trump trade.” One way to go especially big on that bet is two new leveraged ETFs: MSTX and MSTU, which are 2X MicroStrategy—a company that’s already a highly exposed Bitcoin proxy.
Both ETFs effectively give investors a 4X exposure to Bitcoin. If that sounds volatile, it is: MSTX is the most volatile ETF in the US. Consider this space the “ghost pepper” of hot sauces.
On this episode of Trillions, Eric Balchunas and Joel Weber speak with Sylvia Jablonski, the CEO and CIO of Defiance ETFs—the issuer behind MSTX. They discuss how the product came into existence, what the Trump trade has meant for inflows, why there’s a modest rivalry with MSTU already, how investors are using options on the product and what makes a good “ghost pepper.”

Get Ready for the Hottest Hot Sauce

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a6044abd-e155-48f3-8366-b22001013a1a/transcript

2024: A Year to Remember

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