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SEI doesn't bet on which train wins, it just builds the tracks, says its CEO
6 takeaways: why Q3 sales already beat SEI's best full year ever, the "disruption team" that tried to break SEI's own business with AI, and why private…
2 hrs ago
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Bitwise research head: Bitcoin is holding up through the Binance hack and a tech selloff
6 takeaways: Why the midterms matter less for crypto than feared, why advisor rooms are full while ETF flows stall, and how moving coins into an ETF got…
13 hrs ago
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Betashares' AUM hit $95 billion this week, up from $90 billion days ago, says its CEO
5 takeaways: Why he predicts a "money personal trainer" in everyone's pocket, his case for a tax-free investing threshold, and why cost is the only…
Nov 3
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It's far from over — Roundhill's CEO on the memory chip trade
4 takeaways: why CXMT isn't a joke, why the DRAM ETF is holding its summer line, and why 3-year-old Nvidia chips are getting more expensive, not less
Oct 26
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Retail trades 20-25% of US stock volume, up from 8-10% before 2020, Roundhill CEO finds
9 arguments: how the DRAM memory ETF became the fastest fund to $25B, why "dumb money" is the wrong label, what meme stocks mean now, and the East-West…
Oct 20
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Tema strategist on the S&P 500: "the effective number of stocks... is really only 50"
7 calls: why half the index is already in a drawdown, what $450B of hyperscaler borrowing means for AI, why 40% of small caps lose money, and how Tema…
Oct 19
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Tokenized stocks hit $1B in 8 months; stablecoins took 3 yrs, says Ondo Finance MD
6 takeaways: Why he calls BlackRock-built portfolios tokenization's SPY moment, what a token holder legally owns, and why Ondo is holding back its US…
Oct 17
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Dynamic Beta Investments CEO: Managed futures need a new name to go mainstream
12 takeaways: why 60/40 was a historical accident, how managed futures made money in all 3 big crises since 2000, and why "trend following" is a bad…
Oct 11
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Tau Balance founder: taxes erase 36% of a stock portfolio over 30 years
8 takeaways: why he thinks taxes are going up, the four-factor ETF with half a billion in it, and how a swarm of AI agents might replace your investment…
Oct 10
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Her sector ETF is 50% stocks, hinting at a weaker 2027, says Fairlead Strategies founder
14 calls: why breadth divergences are over-cited, a 10-year yield breakout that may stair-step higher, gold as a hedge, and a Bitcoin ETF running 70% to…
Oct 9
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"Daily leverage resets do not cause volatility drag": PWL Capital's CIO on leveraged ETFs
13 lessons: why a 2x fund launched in 1994 trailed the S&P 500 for decades, how 2x ETFs can cost over 5% a year, and why single-stock versions are…
Oct 9
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Fidelity's quant manager can count her model overrides on one hand — FidelityConnects
13 insights: How a new global quant ETF stays within 2% of its index, why managers' word choice predicts results, and how a 55bps fee covers 270…
Oct 8
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