ETF ZOO on the $6 Billion-a-Day Era: Is the ETF Explosion a Market Top or the New Baseline? скачать в хорошем качестве

ETF ZOO on the $6 Billion-a-Day Era: Is the ETF Explosion a Market Top or the New Baseline?

The 2025 ETF market shattered every record on the books. In this episode of the ETF Zoo, our panel of experts dives into the staggering $1.47 trillion in year-end flows for 2025 and discusses whether the new pace of $6 billion per day is sustainable. ETF.com hosts Dave Nadig and Sumit Roy are joined this week by Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence; Cinthia Murphy, Investment Strategist at TMX VettaFi; and Todd Sohn, Senior ETF & Technical Strategist at Strategas Securities. The discussion covers Morgan Stanley’s massive entry into the crypto space with Bitcoin, Solana, and Ethereum ETFs, and whether their $10 trillion advisory platform will crown a new king of crypto funds. The group also debates the controversial rejection of Tuttle’s Grift ETF, the rise of "cash vacuum" funds like SGOV, and why a 15% market correction might be inevitable this year despite overwhelming advisor optimism. Highlights include: The New Normal: Analyzing 2025 flows and the jump from $1 billion to $6 billion in daily ETF inflows. Morgan Stanley vs. The World: Can Wall Street's "house brands" beat out crypto natives like Bitwise and BlackRock? The Grift Debate: Are exchanges now acting as moral regulators for cynical products? 2026 Market Predictions: Why the panel is skeptical of the Triple Crown records and bracing for a 15% sell-off. The Rise of SGOV: The rise of ultra-short-term bond ETFs and where money market funds fit in a declining rate environment. Private Equity in ETFs: Balchunas shares his take on the "copper wire" trend of putting private allocations into thematic funds. Follow along with the conversation here: https://www.etf.com/sections/podcasts...