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We’re excited to welcome @DaveNadig back to ETF.com as our new President & Director of Research. Dave has been at the center of ETF innovation and community building for more than 30 years. His leadership, credibility, and vision will help drive our mission to create the most trusted platform for ETF events, content, community, and education both online and at live events. Full announcement: businesswire.com/news/home/2…

...the way AI debt is reshaping corporate bond ETFs, skeptical takes on new CDS and long-call option ETFs, and more. Tune into the full discussion with CFRA Research's Aniket Ullal and Morningstar's Jeff Ptak at etf.com/sections/podcasts/et….

All but one went the restrictive way. If the AI buildout slows, chipmakers may sell fewer chips. Meanwhile, the hyperscalers that already own the most data centers could come out ahead. Hot topics from the latest ETF Zoo included the negotiating power of hyperscalers...👇

With most midterm elections called, markets drew a line straight through Big Tech. The big story is what is happening under the surface of the S&P. So what’s behind the split? More than 50 local and state data center referendums were on the ballot. 👇

Actually knowing what you own is also what helps investors ignore the 3,700 headlines between earnings calls and can help them stay patient when a business looks wrong but isn’t. Watch the full conversation: etf.com/sections/conferences… #ETFOasis #MotleyFool #PatientInvesting #ETFs

At the ETF Oasis at Future Proof, Bill told Dave Nadig that it doesn’t have to be either/or. If you don’t want to research every company, indexing is fine. But the principle of knowing what you own can be powerful, especially when packaged into a single ticker. 👇

“No strangers in your portfolio.” It sounds almost old-fashioned in a world of index funds, quant models, and AI but Bill Mann of Motley Fool Asset Management argues that getting to know the companies you own is one of the best moats an investor can build. 👇

For more advice and Barry's experience with succession planning, find the full discussion here: etf.com/sections/conferences… #ETFOasis #Advisors #Retirement #Succession

...in a way that includes no private equity, no roll-up, and no retirement (at least yet). Barry offered some great advice to advisors with retirement on the horizon, including starting early, don't be the holdout against change, and how good deals mean everyone's a bit unhappy.

Advisors tell clients to plan for the future every single day, so why do so many wait until 75 to plan their own? At the ETF Oasis at Future Proof, Barry Ritholtz sat down with Dave Nadig to talk about how Ritholtz Wealth Management handled succession... 👇

His take on the industry was just as sharp: advisors are trimming down to a few trusted partners, and for smaller ETF issuers, “the doors are being shut.” Catch their full conversation here: etf.com/sections/conferences… #ETFOasis #Advisors #WisdomTree #DividendStrategies

DGRW won’t be up 50% in a year, and WisdomTree Asset Management’s Joseph Grogan says that’s exactly the point. At the ETF Oasis at Future Proof, Sumit Roy sat down with Grogan to talk about the $17B quality dividend growth ETF that’s compounded about 12.5% a year since 2013.👇

Tune in for more on how AI CapEx is shifting to secondaries and bond floats, why sideways markets hurt as much as down ones, and why now (near the highs) is the time for the real diversification conversation. etf.com/sections/podcasts/ca…

Last cycle it went from 45% to negative in a single year. You can get a solid economy, continued data center spending, positive revenue growth... and falling earnings. All at once. For the full Click Beta episode with Cameron Dawson, Matt Zeigler and Dave Nadig, check out 👇

Dawson explains how semis trade on countercyclical multiples, and how the multiple is lowest when earnings are highest because the market is betting those earnings won’t last. And the margin math is wild! Micron’s forward gross margin is 85% with the Street expecting expansion.👇

“They’re not expensive, they’re over-earning.” — Cameron Dawson, CFA That one line reframes the whole semiconductor debate. The index sits around 17x forward earnings and hasn’t made a new high since June. Looks cheap, right? Not so fast... 👇

Follow along with the full conversation at etf.com/sections/conferences…

...a top-heavy market, and why she believes AI is only early innings. Tune in to find out about the role of conviction in investing, how physical AI and robotics could help usher in a US industrial renaissance, and why the innovations in healthcare are just getting started. 👇

The top ten stocks make up roughly 40% of the S&P 500. Many see that as a risk but Alger’s Dr. Ankur Crawford sees a reason to concentrate. At the ETF Oasis at Future Proof, Dr. Crawford sat down with Sumit Roy to explain why a high-conviction portfolio may be one answer to...👇

The two portfolios are designed to keep pace with rising costs, with MHIG aiming to match healthcare inflation over time while MHIP targets inflation plus 2% for those wanting more growth. Watch the full conversation here: etf.com/sections/podcasts/be…

On the latest episode of Behind the Ticker with host Brad Roth, Adam Schenck of Milliman Financial Risk Management breaks down MHIG and MHIP, funds built on Milliman's expertise and 75+ years of tracking healthcare cost inflation. 👇