Nvidia's ascent into one of the world's biggest companies was as fast as it was dramatic. The company's startling rise has sparked new ETFs to launch and propelled others to record heights. Nvidia's dominance is also changing indexes and weightings, which can have a dramatic impact on investors—especially when a rebalance gets a little wild.

On this episode of Trillions, Eric Balchunas and Joel Weber speak with Athanasios Psarofagis of Bloomberg Intelligence and Emily Graffeo of Bloomberg News about the myriad ways Nvidia is impacting the ETF universe. They also reveal which ETFs have outperformed without a boost from Nvidia.

Nvidia's ascent into one of the world's biggest companies was as fast as it was dramatic. The company's startling rise has sparked new ETFs to launch and propelled others to record heights. Nvidia's dominance is also changing indexes and weightings, which can have a dramatic impact on investors—especially when a rebalance gets a little wild.
On this episode of Trillions, Eric Balchunas and Joel Weber speak with Athanasios Psarofagis of Bloomberg Intelligence and Emily Graffeo of Bloomberg News about the myriad ways Nvidia is impacting the ETF universe. They also reveal which ETFs have outperformed without a boost from Nvidia.

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

Yes, ETFs Can Outperform Without Nvidia—But It's Not Easy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/087e765e-215e-46e1-99e4-b1b0013fb7af/transcript

Less than a year ago, Corgi Invest launched its first ETF. It now has more than 200, with hundreds more registered and potentially on the way. If they all make it to market, Corgi could soon offer more ETFs than BlackRock. The strategy is audacious: Launch as many products as possible, compete aggressively on price and see what catches on. Or, as the company's new chief investment officer puts it, try to become the Walmart of ETFs.

On this episode of Trillions, Eric Balchunas and Joel Weber speak with Corgi's Jeff Weniger, who recently joined the startup after a decade at WisdomTree. They discuss why Corgi is launching ETFs at a record pace, how AI and a youthful startup culture are helping it move so quickly, and the challenge of turning a memorable brand into actual assets. Weniger also talks about Corgi’s ambitions to get into Trump Accounts; why the ETFs are effectively a side hustle for the insurance business; and, naturally, the corgis behind the name, Hamilton and Napoleon among them.

Less than a year ago, Corgi Invest launched its first ETF. It now has more than 200, with hundreds more registered and potentially on the way. If they all make it to market, Corgi could soon offer more ETFs than BlackRock. The strategy is audacious: Launch as many products as possible, compete aggressively on price and see what catches on. Or, as the company's new chief investment officer puts it, try to become the Walmart of ETFs. On this episode of Trillions, Eric Balchunas and Joel Weber speak with Corgi's Jeff Weniger, who recently joined the startup after a decade at WisdomTree. They discuss why Corgi is launching ETFs at a record pace, how AI and a youthful startup culture are helping it move so quickly, and the challenge of turning a memorable brand into actual assets. Weniger also talks about Corgi&rsquo;s ambitions to get into Trump Accounts; why the ETFs are effectively a side hustle for the insurance business; and, naturally, the corgis behind the name, Hamilton and Napoleon among them.

Can Corgi Become the Walmart of ETFs?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2d6d576b-7db8-4e65-9460-b4dc0153e3bb/transcript

The 60/40 portfolio has been Investing 101 for generations. So why are ETF investors now closer to 80/20? Meanwhile, Republican and Democratic lawmakers don't agree on much — but their portfolios have some surprising stocks in common. And then there's September, historically the market's worst month but one of the busiest times of the year for new ETF launches.

On this episode of Trillions, Eric Balchunas and Joel Weber are joined by Bloomberg Intelligence ETF analyst Athanasios Psarofagis and Bloomberg News cross-asset reporter Isabelle Lee to dig into some of the more surprising signals hiding in the ETF data. They explore the rise of the 80/20 portfolio, what the holdings of US lawmakers reveal about their bipartisan investment tastes, and why September can be so lousy for markets — even as ETF issuers keep launching new funds.

The 60/40 portfolio has been Investing 101 for generations. So why are ETF investors now closer to 80/20? Meanwhile, Republican and Democratic lawmakers don't agree on much &mdash; but their portfolios have some surprising stocks in common. And then there's September, historically the market's worst month but one of the busiest times of the year for new ETF launches. On this episode of Trillions, Eric Balchunas and Joel Weber are joined by Bloomberg Intelligence ETF analyst Athanasios Psarofagis and Bloomberg News cross-asset reporter Isabelle Lee to dig into some of the more surprising signals hiding in the ETF data. They explore the rise of the 80/20 portfolio, what the holdings of US lawmakers reveal about their bipartisan investment tastes, and why September can be so lousy for markets &mdash; even as ETF issuers keep launching new funds.

The 80/20 Portfolio, Bipartisan Stocks and Slumpy Septembers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/94d2df32-736f-4699-b555-b4d50122d79e/transcript

A decade ago, Nvidia was the 387th-biggest stock in the market. Before it became the world’s most valuable company, some of the biggest active managers were buying it on the way up. In the movie Wall Street, Gordon Gekko had a code phrase for that kind of valuable tip: “Blue Horseshoe likes Anacott Steel.” Insider trading is illegal, of course. But the rise of active ETFs has created a perfectly legal way to peek at what some of the world’s biggest stock pickers are buying — every single day.

On this episode of Trillions, Eric Balchunas and Joel Weber explore “Blue Horseshoe,” a new Bloomberg Intelligence tool designed to track what “Big Active” is buying and selling. Bloomberg Intelligence’s Sharoon Francis and David Cohne join to explain how the daily transparency of active ETFs made the tool possible, how it can surface stocks while managers are still building their positions, and what names are attracting attention now. Blue Horseshoe likes Okta, anyone?

A decade ago, Nvidia was the 387th-biggest stock in the market. Before it became the world&rsquo;s most valuable company, some of the biggest active managers were buying it on the way up. In the movie Wall Street, Gordon Gekko had a code phrase for that kind of valuable tip: &ldquo;Blue Horseshoe likes Anacott Steel.&rdquo; Insider trading is illegal, of course. But the rise of active ETFs has created a perfectly legal way to peek at what some of the world&rsquo;s biggest stock pickers are buying &mdash; every single day. On this episode of Trillions, Eric Balchunas and Joel Weber explore &ldquo;Blue Horseshoe,&rdquo; a new Bloomberg Intelligence tool designed to track what &ldquo;Big Active&rdquo; is buying and selling. Bloomberg Intelligence&rsquo;s Sharoon Francis and David Cohne join to explain how the daily transparency of active ETFs made the tool possible, how it can surface stocks while managers are still building their positions, and what names are attracting attention now. Blue Horseshoe likes Okta, anyone?

Want to Find the Next Nvidia? Here’s How to Watch What ‘Big Active’ Is Buying

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2f43de9b-a224-440e-beae-b4cd013c65f7/transcript

Yes, ETFs Can Outperform Without Nvidia—But It's Not Easy

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