
Hosted by Nate Geraci · EN

Kirsten Chang, Senior Industry Analyst at VettaFi, recaps the ETF industry in the first half of 2026, highlighting key milestones and important stories reflected in the flow data. She also looks ahead to the second half of the year through the lens of recent VettaFi advisor polling data.

Paul Marino, Chief Revenue Officer at Themes ETFs, spotlights the highly successful debut of the Leverage Shares 2X Long SPCX Daily ETF (SPCH) and the Leverage Shares 2X Short SPCX Daily ETF (SSPC). He also discusses investor education and key due diligence considerations for leveraged and inverse single-stock ETFs.

Zeno Mercer, Head of Robotics & AI Research at VettaFi, breaks down the recent SpaceX IPO, upcoming OpenAI and Anthropic IPOs, MANGOS ETF filings, and the winners and losers of the AI revolution.

Paul Baiocchi, Head of Fund Sales & Strategy at SS&C ALPS Advisors, discusses the ETF implications of the recent SpaceX IPO and the upcoming IPOs of OpenAI and Anthropic. He also highlights several overlooked beneficiaries of the AI revolution, including companies tied to electrification infrastructure.

Bryon Lake, Global co-Head of Third Party Wealth and Chief Transformation Officer at Goldman Sachs Asset Management, discusses the firm’s recent acquisition of the Innovator ETF lineup and its broader approach to the ETF market, including ETF share classes, model portfolios, and other distribution channels.

Corgi’s Josh Jung, Chief of Staff, and Anthony Crinieri, ETF Generalist, explain the strategy behind the firm’s remarkable entry into the ETF space, highlighted by record-setting waves of fund launches.

Sylvia Jablonski, Chief Investment Officer of Defiance ETFs, discusses the first autism-focused ETF, the Defiance Autism Impact ETF (ASD), the continued growth of the Defiance Quantum ETF (QTUM), and the firm’s broader approach to ETF innovation and product development.

Wayne Penello, Founder & CEO of NextGen EMP, shares the investment philosophy behind the Efficient Market Portfolio Plus ETF (EMPB), a long/short strategy that uses a proprietary algorithm to dynamically allocate across U.S. market sectors and asset classes.

Cinthia Murphy, Director of Research at VettaFi, counts down the 10 most successful ETF launches of the past decade.

Ally Wallace, Global Head of ETFs at Morgan Stanley Investment Management, discusses the firm’s strategy in the rapidly evolving ETF market and highlights several funds, including the Morgan Stanley Bitcoin ETF (MSBT).