Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. In this episode, the group digs into the shocking performance happening in emerging markets and the rapid collapse of silver prices in the largest single day drawdown in modern history. The team also checks in on the ETF fee war and how active fits into the trend, as well as the ongoing "spaghetti cannon" of filings with the SEC.
ETF.com hosts Dave Nadig, President & Director of Research, and Sumit Roy, Senior ETF Analyst, are joined this week by Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence and Elisabeth Kashner, CFA, Director of Global Research Funds at FactSet.
Topics covered in this episode:
The EM Rotation: Why 70% of Emerging Market ETFs are seeing fresh inflows and whether this "short film" finally has a sequel.
The Beta Fee War: How active managers are surviving the "Vanguard Crucible" by slashing fees as they migrate from mutual funds to ETFs.
The Silver Sell-Off: A deep dive into how a 2x leveraged ETF, AGQ, contributed to one of the biggest one-day declines in silver's modern history.
Small-Caps vs. Private Giants: With small-caps lagging the S&P 500 for a decade, we discuss if the private market has become the new, real home for small-caps.
The SEC "Spaghetti Cannon": Analyzing the wave of complex filings, including 4x leveraged funds and single-stock auto-callables, entering the market.
Prefer to watch the conversation instead? Go to https://www.etf.com/sections/podcasts/etf-zoo-stunning-performances-silver-em-and-small-caps
