ETF of the Moment: Software Isn't Dead, Yet

Earlier this year, investors got hammered by the "SaaSpocalypse." The rise of AI sparked fears that software companies would need fewer workers, sell fewer licenses and spend heavily on technology with uncertain payoffs. Yet just a few months later, one little-known ETF — with only $2.5 million in …

The Biggest IPO Ever Meets Passive Investing

SpaceX is finally going public — and at a valuation that's likely to make it one of the world's biggest companies the moment it hits the market. So what happens when a company worth as much as $2 trillion suddenly needs to be folded into indexes, ETFs, and portfolios built for a different era? On …

New ETFs to Watch: POETs, HALOs and Corgis

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 …

The Big Long: Risk and Reward With Ben Carlson

What if you invested at literally the worst possible moments in market history? According to Ben Carlson, the co-host of the Animal Spirits podcast and an advisor at Ritholtz Wealth Management, even the world's worst market timer could still become a millionaire. Carlson's new book, Risk & Reward, …

ETF of the Moment: A Budding Comeback for Cannabis

A long-dormant trade is suddenly showing signs of life. Prices are climbing. Volumes are spiking. And in a corner of the market that’s spent years in the doldrums, one ETF is catching a fresh buzz — thanks in part to the US Justice Department’s move in April to reclassify medical marijuana as a les…

How to Invest During a Trump Presidency

Markets hate uncertainty — unless, it turns out, they don’t. Under US President Donald Trump, investors have endured tariff scares, geopolitical flare-ups and a steady drumbeat of headline-driven panic. Yet stocks keep climbing; April, in particular, was a blockbuster. Maybe the best way to underst…

ETFs to Watch From Morgan Stanley, Vanguard and ... Pzena?

Every day, a handful of new exchange-traded funds come to market. Some rocket to instant glory. Others take their time, building assets month after month, year after year. And more than a few quietly disappear into oblivion. On this episode of Trillions, Eric Balchunas and Joel Weber debut a new m…

The Memory AI Trade

For a while, the artificial intelligence trade was almost comically simple: just buy Nvidia. But as the buildout of massive data centers accelerates, and the AI models running on them get more complex, some long-overlooked parts of the semiconductor world are suddenly back in view. One of the most …

Will Prediction Markets Come to ETFs?

Just when it feels like ETFs have done it all, along comes some filings that push the frontier. A trio of issuers wants to launch funds tied to prediction markets -- letting investors wager, from their brokerage accounts, on outcomes like which political party will control the White House or Congre…

That Mutual Fund Has an ETF Now

With each passing year, ETFs pull in trillions of dollars while mutual funds steadily bleed assets. And yet, mutual funds still hold more money overall. Now, a long-standing wall between the two may finally be coming down. Dimensional Fund Advisors has launched the first-ever ETF share class of an …