Todd Sohn

In this engaging discussion, Shannon Saccocia, CIO at Neuberger Berman, and Todd Sohn, ETF strategist at Strategas, bring their Wall Street expertise to the table. They delve into the stock market's surprising resilience despite global uncertainties, analyzing how major tech companies like NVIDIA shape market dynamics. The duo also explores the rise of AI's influence on hiring and the challenges new job seekers face. With personal anecdotes sprinkled throughout, this conversation is both insightful and entertaining, making complex financial topics accessible.

Matt Cerminaro, co-founder of Exhibit A, and Todd Sohn, ETF strategist at Strategas, dive into the nuances of today's market landscape. They tackle the Fed's challenges with inflation and employment, explore the decline of defensive stocks, and discuss the evolving role of technology in investing. The duo sheds light on innovations like leveraged ETFs, the significant role of Apple in the S&P 500, and the psychological factors influencing market recoveries. Their insights invite listeners to rethink traditional investment strategies amidst shifting dynamics.

Topics discussed include top ETFs for market conditions, future of Nvidia, money market funds, VIX impact on returns, small caps, market highs, restaurant experiences, shifting interest rates, market sectors, ETF trading trends, martial arts influence on ETF industry, thematic investing, lobbying impact on global markets, and pop culture references.

Todd Sohn, CMT, is an ETF and technical strategist at Strategas Securities, renowned for his market insights on CNBC. He discusses the booming $10 trillion ETF market and the rise of actively managed ETFs. Todd highlights actionable strategies for sector rotation, the impact of investor sentiment, and the risks posed by cap-weighted indices. He examines investment opportunities in metals and the nuances of active ETFs, while addressing market dynamics between Japan and India. Tune in for expert advice on navigating today's complex financial landscape!

Katie Greifeld, a Bloomberg reporter specializing in cross-asset markets, joins Todd Sohn, a senior ETF strategist at Strategas Securities. They delve into why 2025 is a record year for ETFs, breaking all-time highs in launches, flows, and trading volume. The discussion explores the rise of leveraged ETFs, the booming demand for thematic investing, and the ongoing struggles of small caps and low volatility funds. They also analyze the industry's shift towards active strategies and the implications of consolidation among major players.

Join Michael Batnick and Downtown Josh Brown as they chat with Todd Sohn, an ETF strategist, about small cap stocks, tech stock odds, semiconductors, thematic ETFs, Trump economics, and more. They dive into market trends, movements of money, trading behaviors, and insights on ETF launches and durability in the market. The conversation also covers Wall Street networking, entertainment trends, and a casual chat about Newport, Rhode Island and the movie True Lies.

Todd Sohn, chief ETF strategist at Strategas, breaks down ETF concentration and where flows are really going. He spotlights a metals frenzy, why energy and healthcare might rally in 2026, and the risks of leveraged and single-stock products. Short, sharp takes on diversification, crypto ETF cooling, and where AI could strike next.

Joanna Gallagos, co-founder of Bond Blocks, brings her expertise in ETF registrations and private credit investments, while Todd Sohn, head of ETFs at Strategas, shares insights on market trends. They discuss the SEC's scrutiny of private credit ETFs, the complexities of investing in collateralized loan obligations (CLOs), and the delicate balance between risk and yield. The conversation also covers innovations in ETF strategies, shifts toward defensive sectors like healthcare, and the rising appeal of gold ETFs amid changing market dynamics.

Kevin Carter, founder of EMQQ Global, specializes in India's booming internet market, while Todd Sohn from Strategas Securities analyzes ETF trends. They discuss India's impressive demographic advantages and rapid economic growth, driven by a robust digital infrastructure. The conversation highlights the explosive growth in India's internet and e-commerce sectors, contrasting it with China's market conditions. They also explore the potential of the ETF market in 2024, predicting significant growth and shifts in global investment dynamics.

Jon Maier, CIO of Global X, and Todd Sohn, ETF and Technical Strategist at Strategas Securities, discuss the decline of AI trade, practical applications of AI in industries like infrastructure and cloud services, covered call ETFs, and analyzing emerging markets. They also touch on the impact of interest rates and China on the market.