Markets and Investing
ETFs and passive investing
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 12
- Share
- 1.3%
- Shows
- 10
- Net sentiment
- +0.11
Up from 1.3% of episodes in the weeks before; net sentiment was +0.14.
Bullish 4Mixed 2Neutral 3Bearish 3
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 4
- ETFs keep gaining flows through low fees, innovation and distribution, and are reshaping the fund industry.The ETF Playbook Episode 1 | Eric Balchunas · The Bitcoin Treasuries Podcast with Tim Kotzman · Oct 20
- BlackRock's IBIT success and new filings are presented as proof of strong investor demand for Bitcoin exposure."We Are in the Very Early Innings": Sam Callahan on Bitcoin, ETFs & Institutional Adoption · The Bitcoin Treasuries Podcast with Tim Kotzman · Oct 23
- BlackRock's new options-protected Bitcoin ETF is framed as a sign of growing institutional demand.IT'S OVER!! JPMORGAN CONCEDES DEFEAT TO BITCOIN!! | Simply Originals · Simply Bitcoin · Oct 22
- BlackRock's downside-protected Bitcoin ETF offers new investment avenues and may lead to altcoin funds.HUGE! JPMORGAN BANK MOVES JPM COIN ON ETHEREUM! BLACKROCK'S NEW BITCOIN ETF! XRP LEDGER LENDING! · Thinking Crypto News & Interviews · Oct 20
Bearish 3
- Passive flows are cap-weighted and blind to valuation, creating forced selling risk later.10 Stocks Drove 60% of Gains: Is Your Index Fund Safe? · Deep Values · Oct 23
- Spot Bitcoin and Ether ETFs posted consecutive weekly outflows totaling about $549 million.Black Monday Never Showed Up: Bitcoin Reclaims While ETFs Bleed · The Bitcoin Street Journal Market Update · Oct 19
- Passive cap-weighted indexing carries hidden costs from front-running and forced buying.Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI · Excess Returns · Oct 21
Mixed 2
- Assets moving to ETFs pressures platform pricing models, creating fee disputes that could cut ETF provider economics.Schwab takes its cut, Beacon Pointe powers up · This Week in Wealth · Oct 23
- Strong BlackRock Bitcoin ETF inflows are bullish, but host warns ETFs are only wrappers without true custody.2492: $600,000 Bitcoin BOMBSHELL - JPMorgan Now Ranks BTC Above EVERYTHING! · Bitcoin News Alerts | Daily BTC Macro Signal · Oct 20
Neutral 3
- Discussion explains how the value-momentum ETF strategy is constructed and rebalanced, without a clear market view.Talk Your Book: The Case for Value and Momentum · Animal Spirits · Oct 19
- Covers DFA's late entry into ETFs and the broader shift from mutual funds to ETFs without a clear directional view.Episode 99, David Booth, the co-founder and Chairman of Dimensional Fund Advisors (DFA), host Rick Ferri · Bogleheads on Investing · Oct 20
- Compares single stock futures to single stock ETFs and index exposure as alternatives for gaining exposure.Talk Your Book: Investing in Single Stock Futures · Animal Spirits · Oct 24
Around it
Companies named
- BlackRock 5
- Vanguard 2
- Victory Capital1
- Dimensional Fund Advisors1
- Grayscale1
- Schwab 1
Shows that covered it most
- Animal Spirits2
- The Bitcoin Treasuries Podcast with Tim Kotzman2
- The Bitcoin Street Journal Market Update1
- Bogleheads on Investing1
- Bitcoin News Alerts | Daily BTC Macro Signal1
- Thinking Crypto News & Interviews1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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