Closing Bell Closing Bell Overtime: Return of the Meme ETF; NHL Commissioner on Start of Season, Business of Hockey 10/9/25
Oct 9, 2025
Gary Bettman, the NHL Commissioner, shares insights on the business of hockey, including media rights and the excitement of league expansion. He dives into how streaming and social media are enhancing fan engagement and discusses the implications of Olympic participation on the season. Mike Santoli, a Senior markets commentator, analyzes the dynamics of gold investments and consumer sentiment, shedding light on market flows and the return of retail trading with the Meme ETF. It's a fascinating blend of sports and market analysis!
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Episode notes
Rebalance Away From Concentration
- Take profits from crowded tech winners and rebalance into lower‑valuation areas now.
- Consider allocations to small caps, international, and energy to reduce concentration risk.
Energy As An AI Infrastructure Play
- Energy and natural gas benefit from AI-driven electricity demand needs and remain undervalued.
- Charlie signals bargains in energy and some gold miners trading at reasonable multiples despite price gains.
Retail Trading Is A Structural Force
- Retail investors now represent 15–20% of value traded and wield structural market influence.
- Roundhill's relaunched meme ETF aims to let investors access that retail-driven factor.