Todd Sohn

The Compound Verified account @TheCompoundNews · Aug 14

It’s a Bull Market and Nobody Drinks Anymore

On Episode 255, @Downtown and @michaelbatnick are joined by @Todd_Sohn, Chief ETF Strategist at @BairdStrategas to unpack the record-breaking ETF boom.

They cover:
• The rise of thematic, leveraged & option-income ETFs
• AI, compute & emerging investment themes
• The battle for ETF brand loyalty
• Prediction-market ETFs
• Crypto, small caps & healthcare
• The trillions still sitting in money-market funds
• Why sports franchises are starting to look like stocks

And, of course: what Wall Street might package into an ETF next👇🔥🎙️

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The Compound Verified account @TheCompoundNews · 4d

You Ain’t Seen Nothing Yet 🚨

On episode 267 of The Compound and Friends, @Downtown and @michaelbatnick are joined by Dan Clifton of @BairdStrategas to break down the post-midterm market chaos, the AI stock selloff, growing backlash against data centers, and why stocks could be setting up for a rally.

Plus, the future of the Fed, oil prices, healthcare stocks, and what Washington's political shakeup means for investors.🎙️

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