ETF Zoo

ETF.com
  • 0.0 (0)
  • INVESTING
  • TWICE MONTHLY

Welcome to ETF Zoo, the podcast where we check into recent happenings in the wild world of ETFs. Hosts Dave Nadig, President and Director of Research at ETF.com, alongside Sumit Roy, Senior ETF Analyst at ETF.com, are joined each episode by a rotating cast of ETF industry experts. Together they delve into the latest ETF news and hottest trends to break down what it all actually means for advisors and investors.

Episodes

  1. 1 DAY AGO

    Is it XOVR for Privates in Public ETFs?

    Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. In this episode, the group covers where investing money has gravitated to so far this year, as well as the surprising lack of crypto bears, despite some significant drawdowns in recent weeks. The crew also discusses new developments in the ongoing SpaceX/private equity ETF arena centered around XOVR, and prediction market filings.  ETF.com hosts Dave Nadig, President & Director of Research, and Sumit Roy, Senior ETF Analyst, are joined this week by Cinthia Murphy, Investment Strategist at TMX VettaFi; Jeffrey Ptak, Managing Director at Morningstar; and Mike Akins, Founding Partner of ETF Action.  Topics Covered Investment Flows in 2026: The Zoo crew this week highlight how exceptionally strong investing flows have been so far this year, significantly exceeding historical averages and putting the market on pace to break previous records. The AI Trade and Thematic ETFs: Is the AI tidal wave of investments finally slowing? The group touches on the changing trend but is careful to note that while thematic AI ETFs are relatively small, much of the AI growth is baked into broad market ETFs and semiconductor funds. Cryptocurrency Sentiment: Despite recent sell-offs in major assets like Bitcoin and Ethereum, Cinthia Murphy can't find signs of any genuine crypto bears. Advisors and firms she has talked with recently continue maintaining a bullish long-term outlook. SpaceX and the XOVR ETF: The conversation explores the complexities of the XOVR ETF, which aims to provide exposure to SpaceX through private holdings. Morningstar's Jeffrey Ptak notes that fees and dilution have made it difficult for shareholders to benefit from SpaceX's rising valuation. Prediction Market ETFs: The discussion concludes with the emergence of new ETFs based on "event contracts" (such as political outcomes), raising regulatory concerns and questions about how these high-volatility products will trade as events approach.  Want to learn more about our recently announced ETF Breakthru Connect? Go here for all the details and to register! As always, follow along with the conversation over at ETF.com

    23 min

  2. 6 FEB

    Stunning Performances in Silver, EM, and Small-Caps

    Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. In this episode,  the group digs into the shocking performance happening in emerging markets and the rapid collapse of silver prices in the largest single day drawdown in modern history. The team also checks in on the ETF fee war and how active fits into the trend, as well as the ongoing "spaghetti cannon" of filings with the SEC.  ETF.com hosts Dave Nadig, President & Director of Research, and Sumit Roy, Senior ETF Analyst, are joined this week by Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence and Elisabeth Kashner,  CFA, Director of Global Research Funds at FactSet.  Topics covered in this episode: The EM Rotation: Why 70% of Emerging Market ETFs are seeing fresh inflows and whether this "short film" finally has a sequel. The Beta Fee War: How active managers are surviving the "Vanguard Crucible" by slashing fees as they migrate from mutual funds to ETFs. The Silver Sell-Off: A deep dive into how a 2x leveraged ETF, AGQ, contributed to one of the biggest one-day declines in silver's modern history. Small-Caps vs. Private Giants: With small-caps lagging the S&P 500 for a decade, we discuss if the private market has become the new, real home for small-caps. The SEC "Spaghetti Cannon": Analyzing the wave of complex filings, including 4x leveraged funds and single-stock auto-callables, entering the market. Prefer to watch the conversation instead? Go to https://www.etf.com/sections/podcasts/etf-zoo-stunning-performances-silver-em-and-small-caps

    32 min

  3. 23 JAN

    ETF Zoo: Is 2026 Finally THE Year for Global Equity?

    Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. In this episode, the group weighs in on whether international investing is actually back this time, if the "Sell America" trade has any legs, and whether small-caps deserve consideration when investors are looking to diversify. The conversation also ramps up over crypto and tokenization, two distinct yet interrelated topics.   ETF.com hosts Dave Nadig, President & Director of Research, and Sumit Roy, Senior ETF Analyst, are joined this week by Nate Geraci, President of NovaDius Wealth management and Host of ETF Prime; Kirsten Chang, Senior Industry Analyst at TMX VettaFi; and Mike Akins, Founding Partner of ETF Action.

    41 min

  4. 9 JAN

    Is the ETF Explosion a Market Top or New Baseline?

    Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. In the first episode of ETF Zoo in the new year, we talk about the record-breaking capital flows of 2025 and make bold predictions for 2026. The conversation focuses on the "new normal" of massive daily inflows, the entry of major banking players into the crypto space, and the growing skepticism surrounding the market's continued bullish streak. ETF.com hosts Dave Nadig, President & Director of Research, and Sumit Roy, Senior ETF Analyst, are joined this week by Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence; Cinthia Murphy, Investment Strategist at TMX VettaFi; and Todd Sohn, Senior ETF & Technical Strategist for Strategas Securities.

    31 min

  5. 19/12/2025

    ETF Zoo: Niche ETFs From Space Exploration to Night Trading

    Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. This week's conversation covers the growing momentum of active management in ETFs, the trend towards thematic investing across sectors, the concerns of illiquid assets in ETFs, the future of ETF share classes, and the results of the "Sell America" trade. Host Dave Nadig, President and Director of Research at ETF.com, is joined this week by Ben Johnson, CFA, Head of Client Solutions, Asset Management at Morningstar; Tony Dong, Founder and Owner, ETF Portfolio Blueprint; and Todd Sohn, Senior ETF & Technical Strategist, Strategas Securities.

    28 min

  6. 05/12/2025

    ETF Zoo: The Staggering Flows Driving the 2-Speed ETF Market

    Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. This week's conversation covers the ongoing popularity of derivative strategies, underscored by the announcement of Goldman Sach's acquisition of Innovator. The group also talks the reality of crypto investing, valuing psychological commodities, and the SEC rejection of 3x-5x leveraged ETF filings. Hosts Dave Nadig, President and Director of Research at ETF.com as well as Sumit Roy, Senior ETF Analyst at ETF.com, are joined by industry experts to cover the latest and greatest happenings in ETFs. This week's episode features Mike Akins, Founding Partner of ETF Action; Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence; and Todd Sohn, Senior ETF & Technical Strategist at Strategas Securities.

    34 min

  7. 14/11/2025

    ETF Zoo: International Stock Trauma and Why Investors Hesitate

    Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. This week's conversation features a deep dive into international waters as the experts break down why investors still hesitate to dip a toe in, a private credit pulse check, crypto update, and a collective verdict on small-caps in the next year. Hosts Dave Nadig, President and Director of Research at ETF.com as well as Sumit Roy, Senior ETF Analyst at ETF.com, are joined by industry experts to cover the latest and greatest happenings in ETFs. This week's episode features Bryan Armour, CFA, Director of ETF & Passive Strategies Research, North America for Morningstar; Aniket Ullal, SVP and Head of ETF Research and Analytics, CFRA Research; Cinthia Murphy, Investment Strategist, TMX VettaFi; and Nate Geraci, President of NovaDius Wealth Management and Host of ETF Prime.

    36 min

  8. 13/11/2025

    ETF Zoo: Is the ’80’s Stock Picking Era Really Back?

    Welcome to our inaugural episode of ETF Zoo, where we check into the latest happenings in the wild world of ETFs. Hosts Dave Nadig, President and Director of Research at ETF.com, alongside Sumit Roy, Senior ETF Analyst at ETF.com, dig into recent ETF industry trends. They are joined this week by Elisabeth Kashner, CFA, Director of Global Funds Research at FactSet and Todd Sohn, Senior ETF & Technical Strategist at Strategas Securities. From the growth of active to the Invesco QQQ proxy and 5x leveraged ETF filings, the group discussed the latest hot topics mid-October.

    26 min
  • 8 Episodes

About

Welcome to ETF Zoo, the podcast where we check into recent happenings in the wild world of ETFs. Hosts Dave Nadig, President and Director of Research at ETF.com, alongside Sumit Roy, Senior ETF Analyst at ETF.com, are joined each episode by a rotating cast of ETF industry experts. Together they delve into the latest ETF news and hottest trends to break down what it all actually means for advisors and investors.

Information

  • Creator
    ETF.com
  • Years Active
    2025 - 2026
  • Episodes
    8
  • Show Website
    ETF Zoo