2025 is arguably the single best year in ETF history as the industry has broken all-time records in the three primary categories: flows, launches and volume. What is behind these numbers and how long can these good times last? 

On this episode of Trillions, Joel and Eric look at the year that was with Katie Greifeld, reporter and anchor at Bloomberg News and Todd Sohn, senior ETF technical strategist at Strategas Securities. The conversation also includes the boon in leveraged ETFs, option-based funds, industry consolidation and whether small caps or low volatility can ever mount a comeback.

2025 is arguably the single best year in ETF history as the industry has broken all-time records in the three primary categories: flows, launches and volume. What is behind these numbers and how long can these good times last? On this episode of Trillions, Joel and Eric look at the year that was with Katie Greifeld, reporter and anchor at Bloomberg News and Todd Sohn, senior ETF technical strategist at Strategas Securities. The conversation also includes the boon in leveraged ETFs, option-based funds, industry consolidation and whether small caps or low volatility can ever mount a comeback.

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

Money goes where it&rsquo;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&rsquo;s quietly transformed investing. Exchange-traded funds let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them&mdash;and hopefully delight you in the process.

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

Trillions

ETFs Win Triple Crown in 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d4acf02c-f19e-4199-82d3-b3a80118eadb/transcript

So far this year, some 920 exchange-traded funds have launched in the US alone—a new record. Some are already juggernauts. Others are more about capturing vibes than assets. And then there are some intriguing sleepers that remain under the radar. So, which is the best new addition to the overall investing landscape?

On this episode of Trillions, Eric Balchunas and Joel Weber welcome colleagues from Bloomberg News and Bloomberg Intelligence — Isabelle Lee, Denitsa Tsekova, Andre Yapp, Vildana Hajric, James Seyffart and Athanasios Psarofagis — to make their cases for the best new ETF of 2025. Executive Editor David Papadopolous returns to Trillions as a highly subjective judge with questionable methodology. Tickers mentioned in this episode include $MEME, $CAIE, $HUMN, $TEXN, $XDIV, $BSOL, $VBIL and $GXLC.

So far this year, some 920 exchange-traded funds have launched in the US alone&mdash;a new record. Some are already juggernauts. Others are more about capturing vibes than assets. And then there are some intriguing sleepers that remain under the radar. So, which is the best new addition to the overall investing landscape?
On this episode of Trillions, Eric Balchunas and Joel Weber welcome colleagues from Bloomberg News and Bloomberg Intelligence &mdash; Isabelle Lee, Denitsa Tsekova, Andre Yapp, Vildana Hajric, James Seyffart and Athanasios Psarofagis &mdash; to make their cases for the best new ETF of 2025. Executive Editor David Papadopolous returns to Trillions as a highly subjective judge with questionable methodology. Tickers mentioned in this episode include $MEME, $CAIE, $HUMN, $TEXN, $XDIV, $BSOL, $VBIL and $GXLC.

The Best ETF Launch of 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8336d9de-017d-4b6f-8b4a-b39a0147843e/transcript

You may not know the term autocallable, but you will. There’s a new type of high income ETF that tracks autocallable notes that yield 14% a year and is having instant success with flows coming in every single week since it launched in June. It’s all part of the boom in ETFs using derivatives (instead of stocks or bonds) to generate income streams. 

On this episode of Trillions Joel and Eric speak with Matt Kaufman, head of ETFs at Calamos Investments, about how autocallables work and the risks and rewards of investing in ETFs that track them. 

You may not know the term autocallable, but you will. There&rsquo;s a new type of high income ETF that tracks autocallable notes that yield 14% a year and is having instant success with flows coming in every single week since it launched in June. It&rsquo;s all part of the boom in ETFs using derivatives (instead of stocks or bonds) to generate income streams.&nbsp;
On this episode of Trillions Joel and Eric speak with Matt Kaufman, head of ETFs at Calamos Investments, about how autocallables work and the risks and rewards of investing in ETFs that track them.&nbsp;

Autocallable ETFs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/59b5f989-ba2e-467f-85b4-b38c01235520/transcript

The election of Sanae Takaichi as Japan’s first woman prime minister is putting a new spotlight on the country. Markets expect the “Iron Lady,” as she’s known, to continue some of the policies of Shinzo Abe, under whom the yen weakened while equities rocketed.

On this episode of Trillions, Eric Balchunas and Joel Weber speak with Jeremy Schwartz, chief investment officer at WisdomTree. They discuss the stellar performance of his flagship Japan Hedge Equity Fund, how Warren Buffett capitalized on Japan’s opportunities, why the country’s high debt-to-GDP ratio matters, what investors can expect from the new prime minister—and more.

The election of Sanae Takaichi as Japan&rsquo;s first woman prime minister is putting a new spotlight on the country. Markets expect the &ldquo;Iron Lady,&rdquo; as she&rsquo;s known, to continue some of the policies of Shinzo Abe, under whom the yen weakened while equities rocketed.
On this episode of Trillions, Eric Balchunas and Joel Weber speak with Jeremy Schwartz, chief investment officer at WisdomTree. They discuss the stellar performance of his flagship Japan Hedge Equity Fund, how Warren Buffett capitalized on Japan&rsquo;s opportunities, why the country&rsquo;s high debt-to-GDP ratio matters, what investors can expect from the new prime minister&mdash;and more.

Is Japan Back? 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1667c815-fd85-404e-bc4a-b37e00e63600/transcript

ETFs Win Triple Crown in 2025

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