NEW Episode of The Market Runup is live.
@JeffWeniger, Chief Investment Strategist at
@CorgiInvest, joins me to talk about where the ETF industry is headed and why the way investment products are built, marketed and distributed is changing.
We covered:
→ Why Jeff made the move to Corgi & what he saw in the company
→ What’s outdated about the traditional ETF industry
→ Corgi’s biggest competitive advantage & the role of cost
→ Why investors are moving toward more targeted exposures
→ AI, semiconductors, cybersecurity & the next big investment themes
→ Why asset managers increasingly need to become media companies
TIMESTAMPS:
06:53 — How Corgi Burst Onto the ETF Scene
11:07 — Corgi’s Biggest Competitive Advantage
21:37 — How ETF Issuers Find the Next Big Theme
25:52 — AI Risk and the Cybersecurity Trade
29:17 — Why Asset Managers Need to Become Media Companies