Episodes

  • 1000 more ETFs than stocks? 6/1/26

    1000 more ETFs than stocks? 6/1/26
    Jun 1 2026

    The statistic in the title is impressive. But at what point does too much product cause more confusion than its worth? Or are more ways to slice the pie, as they say, still a better way to eat? We dig in.


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    14 mins
  • Inside the record-breaking “NASA” ETF 5/27/26

    Inside the record-breaking “NASA” ETF 5/27/26
    May 27 2026

    The anticipated SpaceX IPO has investors clamoring for all-things space related. But, what happens after launch?


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    36 mins
  • Bonds stealing back headlines from equities 5/18/26

    Bonds stealing back headlines from equities 5/18/26
    May 18 2026
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    29 mins
  • What’s next from Roundhill’s DRAM 5/11/26

    What’s next from Roundhill’s DRAM 5/11/26
    May 11 2026

    Micron’s stock and Roundhill’s DRAM ETF have become the poster-children for the AI memory rally. But here’s what could be the next “phase” of the AI buildout.


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    18 mins
  • Quiet Crypto Comeback 5/6/26

    Quiet Crypto Comeback 5/6/26
    May 6 2026

    After losing half its value since its peak last year, Bitcoin has been quietly rebounding during the past month. What could that indicate about cryptos in general and the ETF ecosphere that surrounds it?


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    14 mins
  • Rally versus worry: both at highs 4/27/26

    Rally versus worry: both at highs 4/27/26
    Apr 27 2026

    Big tech earnings, Fed decisions and successions and a still-fluid situation in Iran… investors should be diversifying. Here’s a list of overlooked areas to extend your hedges.


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    31 mins
  • The energy ETF play is just beginning 4/20/26

    The energy ETF play is just beginning 4/20/26
    Apr 20 2026

    Iran-related risks aside, energy is heading into uncharted territory. But we have a map for your portfolio.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    19 mins
  • History suggests the biggest market drawdown is still to come 4/13/26

    History suggests the biggest market drawdown is still to come 4/13/26
    Apr 13 2026

    As the conflict in the Iran continues, it only adds to other major market hurdles to come in 2026. History would suggest the biggest market drop is still looming and, it’s worth remembering, many new high-flying funds are too young to have witnessed any major test at all.


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    32 mins