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 We covered: → Why Jeff made the move to Corgi & what he saw in the company → What’s outdated about the traditional ETF industry → Corgi’s biggest competitive advantage & the role of cost → Why investors are moving toward more targeted exposures → AI,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