Best Thematic Investing Podcasts (2025)

1
222: U.S. Equities: Getting Granular on Market Insights and Sector Trends 21:10

3d ago21:10

21:10

After two years of full steam ahead for U.S. equity markets, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world? Carrie King, U.S.…

1
ETF of the Week: iShares US Thematic Rotation Active ETF (THRO) 11:02

4d ago11:02

11:02

VettaFi’s Head of Research Todd Rosenbluth discussed the iShares US Thematic Rotation Active ETF (THRO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes goi…

1
The Business Owner’s Guide to the Sale 29:53

3d ago29:53

29:53

There is more to selling a business than the financial implications. For instance, how will you continue to find purpose when you’re no longer at the helm? In this episode of Your Active Wealth, Ryan Szczepanik, senior wealth strategist at BNY Wealth, sheds light on the most important considerations leading up to the sale in addition to the emotion…

1
VettaFi’s Cinthia Murphy: Inside the World of S&P 500 ETFs 26:05

6d ago26:05

26:05

Cinthia Murphy, Investment Strategist at VettaFi, goes inside the world of S&P 500 ETFs, exploring several unique angles to the industry’s flagship products.By ETF Prime

1
SS&C ALPS Advisors’ Paul Baiocchi Talks Active ETFs, Thematics, & More 29:52

5d ago29:52

29:52

Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors, dives into key ETF trends, from active and alternatively-weighted strategies to international and thematic ETFs.By ETF Prime

1
221: A Stock Picker's Guide To Volatility: Global Equity Market Opportunities Across A Shifting Landscape 20:35

10d ago20:35

20:35

It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Funda…

1
ETF of the Week: abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) 10:03

11d ago10:03

10:03

VettaFi’s Head of Research Todd Rosenbluth discussed the abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and…

1
VettaFi’s Kirsten Chang: Fixed Income ETFs in Focus 20:32

13d ago20:32

20:32

Kirsten Chang, Senior Industry Analyst at VettaFi, offers a tour around the world of fixed income ETFs, highlighting recent flows, new launches, and under-the-radar success stories.By ETF Prime

1
Inside ETF Innovation: A Conversation with Tidal’s Mike Venuto 28:26

13d ago28:26

28:26

Mike Venuto, Chief Investment Officer at Tidal Financial Group, discusses the latest in ETF innovation, from 351 conversions and the ETF share class structure to options-based strategies and leveraged products.By ETF Prime

1
220: Discovering India's Economic Boom: Demographic Dividends and A Digital Revolution 16:25

17d ago16:25

16:25

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market? Vivek Paul, Head…

1
ETF of the Week: Thornburg International Equity ETF (TXUE) 9:37

18d ago9:37

9:37

VettaFi’s Head of Research Todd Rosenbluth discussed the Thornburg International Equity ETF (TXUE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going fo…

1
Nursing the Future with APEI. A Thematic Story Wall Street Overlooks. 20:29

20d ago20:29

20:29

In this podcast, I lay out my investment case for American Public Education Inc. (APEI), focusing on the thematic trends driving its growth, along with the company's valuation and future growth potential.By David LaSalle

1
Single Country and Precious Metal ETFs Among Year’s Top Performers 22:36

19d ago22:36

22:36

Roxanna Islam, Head of Sector & Industry Research at VettaFi, breaks down some of the year’s top-performing ETFs, from international plays to precious metals.By ETF Prime

1
Arro’s Alexandra Levis: How ETF Issuers Can Stand Out 35:26

19d ago35:26

35:26

Alexandra Levis, Founder & CEO of Arro Financial Communications, provides an in-depth look at how ETF issuers should think about approaching marketing.By ETF Prime

1
219: From Savings to Prosperity: The Global Impact of Capital Markets 19:26

24d ago19:26

19:26

Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development? Samara Cohen, chief Investment Officer of ETF and Index Inve…

1
ETF of the Week: Unlimited HFGM Global Macro ETF (HFGM) 12:09

25d ago12:09

12:09

VettaFi’s Head of Research Todd Rosenbluth discussed the Unlimited HFGM Global Macro ETF (HFGM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forwa…

1
VettaFi’s Stacey Morris: Energy Sector’s Wild Ride 17:03

26d ago17:03

17:03

Stacey Morris, Head of Energy Research at VettaFi, analyzes the rollercoaster year for energy ETFs.By ETF Prime

1
David Sharp Talks Vanguard’s 50-Year Journey, Recent Investor Behavior, and New ETFs 31:28

26d ago31:28

31:28

David Sharp, Director on ETF Capital Markets at Vanguard, marks the firm’s 50th anniversary, explores recent investor behavior, and highlights several new fixed income ETFs.By ETF Prime

1
ETF of the Week: PIMCO Multisector Bond Active ETF (PYLD) 9:16

1M ago9:16

9:16

VettaFi’s Head of Research Todd Rosenbluth discussed the PIMCO Multisector Bond Active ETF (PYLD) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going for…

1
Key Considerations When Selling a Family Business 30:23

1M ago30:23

30:23

When legacy and livelihood are intertwined, selling a family business can be complex. Samy Dwek, Chief Executive Officer of The Family Office Doctor, shares tips for navigating this process in a way that preserves the family dynamic.By BNY Wealth

1
VettaFi’s Todd Rosenbluth on ETF Industry Awards 22:14

1M ago22:14

22:14

Todd Rosenbluth, Head of Research at VettaFi, offers highlights from the 2025 etf.com Awards.By ETF Prime

1
Barry Ritholtz: How Not to Invest 31:46

1M ago31:46

31:46

Barry Ritholtz, Chairman and Chief Investment Officer of Ritholtz Wealth Management, breaks down the current market environment and discusses key ideas from his latest book, How Not to Invest.By ETF Prime

1
218: Geopolitical Shifts, Trade Dynamics and President Trump's First 100 Days in Office [April 29th] 24:39

1M ago24:39

24:39

The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. …

1
ETF of the Week: WisdomTree Floating Rate Treasury Fund (USFR) 8:29

1M ago8:29

8:29

VettaFi’s Head of Research Todd Rosenbluth discussed the SPDR S&P Dividend ETF (SDY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forward. Registe…

1
217: How Does This Cycle of Tariff Market Volatility Compare to Historical Periods of Market Uncertainty? [April 23rd] 18:41

1M ago18:41

18:41

Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors …

1
VettaFi’s Kirsten Chang: 5 Noteworthy ETF Launches 22:38

1M ago22:38

22:38

Kirsten Chang, Senior Industry Analyst at VettaFi, highlights five noteworthy ETF launches.By ETF Prime

1
BNY’s Ben Slavin on ETF Trading, Flows, Share Class Structure, & Innovation 27:12

1M ago27:12

27:12

Ben Slavin, Global Head of ETFs at BNY Asset Servicing, provides an in-depth look at recent ETF trading and flows, and unpacks the latest on the ETF share class structure and product innovation.By ETF Prime

1
ETF of the Week: SPDR S&P Dividend ETF (SDY) 10:03

2M ago10:03

10:03

VettaFi’s Head of Research Todd Rosenbluth discussed the SPDR S&P Dividend ETF (SDY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forward. Registe…

1
VettaFi’s Cinthia Murphy: Volatile Markets Spark Unexpected ETF Stories 28:38

2M ago28:38

28:38

Cinthia Murphy, Investment Strategist at VettaFi, looks at several surprising ETF developments from a wild week in the markets.By ETF Prime

1
VistaShares CEO Adam Patti Highlights ETF Approach 19:59

2M ago19:59

19:59

VistaShares CEO Adam Patti highlights the firm’s unique approach to ETFs, which includes the VistaShares Target Berkshire Select Income ETF (OMAH).By ETF Prime

1
216: The 90-Day U.S. Tariff Pause - How Should Investors Respond Right Now? [April 15th] 19:57

2M ago19:57

19:57

On April 9th, the U.S. administration announced a 90-day tariff pause on country-specific reciprocal tariffs, exempting key tech imports while maintaining high tariffs on select Chinese goods. This decision introduced extraordinary volatility to global markets. Notably, the S&P 500 rebounded nearly 6% last week, marking one of its largest daily jum…

1
ETF of the Week: Neuberger Berman Commodity Strategy ETF (NBCM) 8:50

2M ago8:50

8:50

VettaFi’s Head of Research Todd Rosenbluth discussed the Neuberger Berman Commodity Strategy ETF (NBCM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes goi…

1
215: Navigating Market Volatility and Tariff Policy: Positioning Portfolios Amid Uncertainty [April 8th] 20:42

2M ago20:42

20:42

The recent tariff announcements by President Trump on April 2nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investor…

1
VettaFi’s Roxanna Islam: ETF Impact of Tariffs 24:50

2M ago24:50

24:50

Roxanna Islam, Head of Sector & Industry Research at VettaFi, assesses the ETF impact of the recent tariffs announcement and highlights the year’s worst-performing ETF categories.By ETF Prime

1
Mutual Fund Pioneer MFS Enters ETF Arena 8:20

2M ago8:20

8:20

Emily Dupre, Senior Managing Director – National Sales Manager at MFS, discusses the firm’s decision-making process around launching ETFs, their investment capabilities, and the role active management plays in a portfolio.By ETF Prime

1
Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors 30:47

2M ago30:47

30:47

In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners t…

1
ETF of the Week: T. Rowe Price International Equity ETF (TOUS) 7:51

2M ago7:51

7:51

VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price International Equity ETF (TOUS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes goin…

1
VettaFi’s Zeno Mercer on Gold, International ETFs 24:30

2M ago24:30

24:30

Zeno Mercer, Senior Research Analyst at VettaFi, breaks down the recent surge in gold and international equity ETFs.By ETF Prime

1
etf.com’s Kristin Myers Previews Annual ETF Awards 26:28

2M ago26:28

26:28

Kristin Myers, Editor-in-Chief at etf.com, offers a preview of their highly anticipated 2025 industry awards ceremony.By ETF Prime

1
ETF of the Week: A Closed End ETF to Watch 10:29

2M ago10:29

10:29

Roxanna Islam of VettaFi dives into what’s driving a popular closed end ETF on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forward. Register now her…

1
214: The Rise and Growth Of Venture Debt In The Investing Landscape 19:58

2M ago19:58

19:58

When people think of how early-stage companies finance their initial growth, venture capital and private equity are often the first things that come to mind, but growth and venture debt have become increasingly prominent in the financial landscape, especially in the wake of the collapse of Silicon Valley Bank. Ross Ahlgren, a portfolio manager in t…

1
An Entrepreneurial Spirit 30:11

2M ago30:11

30:11

A strong entrepreneurial spirit is behind every great business success. Christi Coors Ficeli, Co-Owner of Goosecross Cellars, shares how courage and determination guided her journey to forging her own path.By BNY Wealth

1
213: The Evolution of Private Markets in Modern Investment Portfolios 20:59

2M ago20:59

20:59

When investors consider how to diversify their investment portfolios, traditional assets like stocks and bonds are often the first things that come to mind. But private markets have become increasingly prominent in the financial landscape. These unique investments can offer diversification benefits that are often insulated from broader economic cyc…

1
ETF of the Week: American Century US Quality Value ETF (VALQ) 10:08

2M ago10:08

10:08

VettaFi’s Head of Research Todd Rosenbluth discussed the American Century US Quality Value ETF (VALQ) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going…

1
VettaFi’s Cinthia Murphy: 5 ETF Categories to Watch 26:00

3M ago26:00

26:00

Cinthia Murphy, Investment Strategist at VettaFi, highlights five ETF categories that might benefit from the recent market turmoil.By ETF Prime

1
A Stroll Through ETFs with Industry Luminary Tom Lydon 24:50

3M ago24:50

24:50

Industry luminary Tom Lydon provides his unique perspective on the current ETF landscape.By ETF Prime

1
212: The Role of Low-Carbon Opportunities In The Infrastructure Investing Landscape 19:20

3M ago19:20

19:20

Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets. But how will low carbon infrastructure play a role in the evolving energy investing landscape? Helen Jewell, Chief Investment Officer fo…

1
ETF of the Week: Vanguard 0-3 Month Treasury Bill ETF (VBIL) 8:42

3M ago8:42

8:42

VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard 0-3 Month Treasury Bill ETF (VBIL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going …

1
Precidian’s Stuart Thomas Spotlights Currency Hedged Single Stock ETFs 20:58

3M ago20:58

20:58

Stuart Thomas, Founding Principal at Precidian Investments, spotlights the firm’s innovative ADRhedged ETFs and explains the rationale for removing currency exposure.By ETF Prime

1
Shaping the Future of Sustainable Finance 18:12

3M ago18:12

18:12

🌍 Shaping the Future of Sustainable Finance The next generation of wealth management is here - and it’s sustainable. Our podcast dives into the real-world impact of ESG-focused Exchange Traded Funds (ETFs) and the climate-conscious strategies reshaping the financial industry. In this episode, we spotlight three innovative ETFs 🚀 leading the way: 🔹 …

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