This episode of ETF Zoo covers all the interesting corners of the market, touching on everything from bitcoin to Trump kid accounts and why the ETF industry is getting weird. Host Dave Nadig, President & Director of Research and Sumit Roy, Senior ETF Analyst at ETF.com, are joined this week by Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, and Todd Sohn, Chief ETF Strategist at Baird Strategas.
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Hot Topics This Week
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Crypto earns some respect.Eric Balchunas says writing his new book with James Seyffart left him "half orange pilled," impressed by Bitcoin's engineering but still a Boglehead at heart. The Zoo crew landed on the familiar 1% to 5% allocation range for everyday investors, even as bitcoin has gone mostly sideways since 2021.
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Trump accounts get a thumbs up, with a catch.Everyone loves the idea of getting kids invested early, especially with billionaires like Elon Musk and the Dells pledging donations. The big gripes are the political name and the fact that the actual rules are still being written.
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The S&P 500 is hiding a lot of pain.Active small cap funds are crushing the Russell 2000 this year, while thematic ETFs in areas like uranium and memory have suffered steep drawdowns. Through all that chaos, Balchunas's advice is the old adage of " VOO and chill."
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Income products and weird ETFs are coming.Investors keep snapping up anything that turns volatility into a paycheck, and new tools like perpetual futures are opening the door to private companies like OpenAI and Anthropic. Heading into year end, the crew is watching swap counterparties, sports ETFs, the AI trade's weakest links, and private credit.
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