
Why a Bitcoin ETF Doesn't Matter
2024-01-09“Even if we win! Even if we play so far over our heads that our noses bleed for a week to...

Polycrisis: From Diagnosis to Action
2023-12-06With Exchange 2024 less than three months away, I’ve started mapping out “the weird session” at...

Exchange 2024: How Do You Build on Sand?
2023-11-13“America isn’t easy. America is advanced citizenship. You’ve gotta want it bad… We have serious...

The Post-hype Golden Age for AI Has Arrived. What's Next?
2023-09-21Last quarter, I wrote a column that was critical of the idea of using AI for financial...

Camp Kotok: The Canoe Is Where We Learn
2023-08-08Each year, I head to the woods of Maine for an event called “Camp Kotok.” Over the...

ChatGPT for Finance: Promise and Peril
2023-06-30Over the past month or so, my inbox and DMs have been flooded with questions about AI, in no...

Future of Finance: 5 Hard Truths About How AI Impacts the Real World
2023-06-02Tired of the AI hype yet? It’s OK, I understand. I’m tired of it too. The pace of...

ChatGPT: Keep Talking and Nobody Explodes
2023-03-28The last month in the development of AI has been a heck of a decade. It’s nearly...

What The World's Most Boring Banking Crisis Means For Portfolios
2023-03-20Like you, I have been consuming the daily feeds documenting the restacking of global capitalism....

Setting the Odds on the GBTC Lawsuit
2023-03-09Grayscale is finally getting its long-awaited day in court as it squares up against the SEC...

Tyrone Ross Talks Flat Fees, Bucking Industry Standards
2023-02-28Tyrone Ross is the founder and president of 401 Financial, CEO of crypto-data company Turnqey...

The Future of Finance: Tom Morgan on Filtering Signal From Noise
2023-02-01Over the past month, I’ve written a bunch about the Future of Finance ahead of the Exchange...

The Future of Finance: Bianco, Stewart, and Advisors as "Hero Ants"
2023-01-25Over the past few weeks, we’ve been building a framework for our 100-minute “Future of...

The Future of Finance: Butler, Green, DiMartino Booth
2023-01-20Last time I wrote about the Future of Finance session I’m wrangling at Exchange in two...

The Innovation Angle on VettaFi's TMX Partnership
2023-01-13You might have heard that earlier this week, TMX Group made a minority investment in VettaFi....

Institutional Failure: A Future of Finance Worldview
2022-12-19A week or so ago, I laid out some preliminary thoughts on the agenda for Exchange, the conference...

Welcome to Exchange, Everyone!
2022-11-22In case you’ve somehow missed the enthusiasm emanating from our social media handles on LinkedIn...

Professor-Turned-Advisor Boyson on Hedge Fund Activism
2022-11-14Doctor Nicole Boyson’s resume is enough to give anyone impostor syndrome. An 18-year...

Bob Pisani on Lessons Learned From the NYSE Floor
2022-10-19CNBC’s Bob Pisani has had a unique vantage point to watch the cataclysmic changes modern...

ESG With Microsoft and the Environmental Defense Fund
2022-10-04Say what you will about environmental, social, and governance (ESG) focused investing: everyone...

I Learned to Stop Worrying and Love PFOF
2022-09-29I think it’s a bit of a truism that, as a global population, “Wall Street” as a...

Dave Nadig Talks Labor With Barry Ritholtz, Sam Rines
2022-08-23Each year I bring a few thoughts back from David Kotok’s annual gathering of economists,...

Camp Kotok: Sundering Reality Tunnels
2022-08-22Every year for the last decade, give or take, I’ve joined 30–40 economists, investors,...

Single-Treasury ETFs: Catnip for CurveNerds
2022-08-09Today marks the launch of the U.S. Benchmark Series of ETFs from F/m Investments, a set of ETFs...

The INDEX Act: The Upcoming ESG Battle Is for Your Vote
2022-08-05“We do not have government by the majority. We have government by the majority who...

The Math Behind Single-Stock ETF Rebalancing
2022-07-22With the launch of AXS Investments’ single-stock ETFs, there’s been a veritable mosh...

VettaFi's Mid-Year Research Update: Big Pictures
2022-07-15We’re awash in mid-year predictions articles right now. Almost all of them will mention...

A Little Bit Less Conversation...
2022-06-02What’s required for us to actually take a non-habitual action? Lately, it’s seemed...

A Redux on The Ethics of Indexing
2022-05-11Every so often, the handwringing about indexes destroying the markets gets to a fever pitch, and...

"Financial Literacy" Versus Farm Education
2022-05-04“Used to play pretend, give each other different names
We would build a rocket ship, and...

FINRAs Complicated Product Proposal: Bad Policy
2022-04-07As I’m packing my bags for Exchange next week, I can’t seem to let go of one minor...

Leaping Into the Metaverse With Matthew Ball
2022-03-31It’s hard to open up the Wall Street Journal or turn on CNBC for more than an hour and not...

Inside Ritholtz’s Strategies With Michael Batnick
2022-03-21Michael Batnick is managing partner at Ritholtz Wealth Management, an RIA that serves over 1,000...

Russia: How Shattered Markets Work With ETFs
2022-02-28The Russian stock market is closed, and the Russian economy is rapidly slipping into pariah-state...

BlackRock’s New CIO of ETFs and Index Investments Samara Cohen on the Indexing Ethics
2022-02-14You could be forgiven for not noticing that BlackRock, the world’s largest ETF and index...

Modern Markets -- Enough Juice for the Squeeze?
2022-01-19Nothing gets clicks like a negative headline, and a recent academic paper on ETF model portfolios...

Dasarte Yarnway: The Future of Financial Advice
2022-01-04Dasarte Yarnway may not be a household name, but he could be one soon. He’s at the front end of a...

The Most Compelling New ETFs of 2021
2021-12-15I’ll be honest, I was planning on writing up a “year in review” kind of piece,...

Tokenize Absolutely Everything
2021-11-19Here’s the problem with the crypto space right now: There’s quite literally so much...

The MetaVerse: Brave New World or Capitalist Nightmare?
2021-11-01When I heard that Facebook was rebranding itself “Meta” in honor of the Metaverse, I...

New Bitwise Bitcoin Filing Unleashes a Research Bomb
2021-10-14Bitwise (vis NYSE) filed (again) a 19b-4 just now for a “GLD for bitcoin”-style...

The Hitch With a Bitcoin Futures ETF
2021-10-12We’re in the countdown for the approval of the first Bitcoin futures ETF, and as I...

Bitcoin Futures ETF: Lucy & The Football?
2021-08-13Those of us nerds who spend a good chunk of our lives making side bets on SEC approvals are in a...

Notes from Camp Kotok: The Ghost Boat
2021-08-10“I feel like my sense of gravity is shifted,” I say. I’m driving from Grand...

The Vanguard Way: Serious Business
2021-07-16Rich Powers has been at Vanguard since the Clinton administration, and like much of the firm’s...

Is the Fed’s ETF Work Complete?
2020-09-21As a matter of course, I’m used to examining flows into ETFs to get some insight into investor...

Is the Fed’s ETF Work Complete?
2020-09-15As a matter of course, I’m used to examining flows into ETFs to get some insight into...

Looking Under the Hood: Growth’s Hidden Bets
2020-04-08An emerging story in this crazy, hyper-volatile market, has been the disparate performance of...

Buffers for Uncertainty: A Conversation with Innovator’s Bruce Bond
2020-03-30Defined outcome ETFs like those from pioneer Innovator Capital Management have performed...

The Fed is Buying Bond ETFs? Now What?
2020-03-24In case you missed the news, the Fed is now going to be directly buying corporate bonds, muni...

Survey: Advisors Rejecting ETF Issuer Reps
2020-02-21A recent survey of advisors here at ETF Trends and ETF Database suggests that the traditional...