Strength overseas versus “the vibesession” here at home 6/17/24

The Russell 1000 and Russell 2000 are set to rebalance at the end of the week. FTSE Russell is one of largest indexing firms in the world and owns the small-cap benchmark Russell 2000 and large-cap Russell 1000. CEO Fiona Bassett explains the rebalancing process, what it says about popular investment strategies and more. Vettafi head of research Todd Rosenbluth also joins.

Money continues to flow strongly overseas – especially still in India & Japan. Ben Slavin from BNY explains why. Plus, we talk to financial educator Kyla Scanlon about “the vibesession” – a term she coined – that still grips the U.S.          

Small cap, value and international stocks have been lagging for a better part of the past decade. But, sometimes all it may take is a different perspective to find diamonds in the rough. Could this strategy be it?  

We’re onsite at the Piper Sandler Global Exchange Conference. We talk with Forge Global CEO Kelly Rodriques about expanding private market investing to the masses and their recently launched index that lets investors get in on the market. Plus, IG North America CEO J.J. Kinahan weighs in on the market volatility, meme stock revival and what’s next for AI and markets. 

We talk with the first approved applicant for a Spot Ethereum ETF – Jan van Eck. Find out what’s to come following the SEC’s surprise decision last week. Plus, there’s a big tug-of-war around the highly profitable semiconductor trade. Is now the time for caution?        

With the weight loss trade still hot on Wall Street, a couple of new ETFs are hoping to follow suit this week. We’ll talk to the person behind one of them. Plus, taking a concentrated second look at China as most investors stay weary.       

The SEC has until May 23 to approve, deny or delay the first applications for spot Ethereum ETFs. Find out which one of those three options is most likely… and what it could mean for the larger crypto-sphere.      

Investment dollars flowing into tech funds are seemingly ignoring higher interest rates… with one major exception in a former sector darling. Plus, one fund is hoping for “higher for”… as long as possible.        

A new type of fund promises upside exposure – to a limit – but with 100% protection to the downside. How does it work? Plus, why it might face stiff competition from good old money market funds.       

As more tech companies push off IPOs and stay private for longer, investors are hungering for ways to get in. Here’s two, but they’re not for everyone. Can the process be made more democratic?