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The AI Trade: Opportunity, Risk & What Comes Next

Nate Geraci October 20, 2026

How should investors navigate the AI trade amid massive hyperscaler capital spending, elevated earnings expectations, and growing concerns around AI infrastructure debt? Zeno Mercer, Head of Robotics & Artificial Intelligence Research at VettaFi, breaks down the key narratives shaping the space and what they mean for ETF investors. Plus, Howard Chan, Founder & CEO of Kurv Investment Management, explores two potential market scenarios based on the direction of growth and inflation and discusses which Kurv ETFs could stand to benefit in each.

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SEC’s Brian Daly Provides an Update on Novel ETFs

Nate Geraci October 13, 2026

Brian Daly, Director of the SEC’s Division of Investment Management, provides an update on novel ETFs following the agency’s request for public comment earlier this year. Paul Baiocchi, Head of Fund Sales & Strategy at SS&C ALPS Advisors, examines key market themes investors should watch for the remainder of the year. Johnny Wu, Founder & CEO of xETFs, discusses the firm’s entry into the ETF space and highlights several products, including its recently launched xETFs AI Bottlenecks ETF (NECK).

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The ETF Stories to Watch for the Rest of 2026

Nate Geraci October 6, 2026

Cinthia Murphy, Director of Research at VettaFi, joins host Nate Geraci to discuss the ETF stories they’re watching for the remainder of the year, including 351 Exchanges, novel ETFs, TXSE listings, crypto ETFs, Corgi, and record inflows. Jeff Klingelhofer, Managing Director & Portfolio Manager at Aristotle Pacific, discusses the firm’s recent entry into the ETF market and offers an in-depth look at today’s fixed income markets.

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Buffer ETFs, Income Strategies & Electricity Futures

Nate Geraci September 29, 2026

Ben Sklar, Portfolio Manager – Index & Derivative Solutions at AllianceBernstein, discusses the firm’s unique suite of buffer ETFs and previews a forthcoming premium income ETF. Bill Perkins, Founder & Chief Investment Officer at Skylar Capital Management, spotlights the first-of-its-kind Skylar Electricity Futures ETF (MWHS) and explains how artificial intelligence and robotics could drive the next wave of electricity demand.

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