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ETF Spotlight

ETF Spotlight

Zacks Investment Research 100 Episodes Oct 12, 2026

Join us every week to listen to Neena interview fellow ETF experts within their industries.

Episodes

The AI Rally, Mega-Cap Dominance & What Comes Next
The AI Rally, Mega-Cap Dominance & What Comes Next Oct 12, 2026 30:48 With concentration risks rising, is it time to look beyond the market's biggest names?  (1:15) - Will The Current AI Rally Continue? (6:50) - Is The Nasdaq The Best Way To Gain Exposure To The AI Trade? (11:00) - Invesco S&P 500 Equal Weight ETF: RSP (19:30) - Invesco S&P 500 Momentum and High Beta ETFs: SPMO & SPHB (24:45) - What Is The Best Approach To Factor Investing? (28:00) - Episode Roundup
Positioning Portfolios for the Midterm Elections
Positioning Portfolios for the Midterm Elections Sep 28, 2026 26:21 We discuss how investors can navigate election uncertainty and position their portfolios. (1:00) - Will Markets Move Higher After Midterm Elections? (4:50) - Breaking Down The AI Investment Trade In Its Current State (7:10) - Understanding The Impact of Midterm Elections On Finance, Defense and Energy (14:15) - What Types of Change Should Investors Be Aware of Heading Into Elections? (17:25) - Sta
Oil ETFs Surge: What's Next for Commodity Investors?
Oil ETFs Surge: What's Next for Commodity Investors? Sep 21, 2026 31:00 What's next for oil, gold and copper as geopolitical risks reshape commodity markets? (1:00) - What Impact Does The War Have On Crude Prices? (5:30) - How Do Contago And Backwardation Impact Performance? (8:40) - USCF Oil ETF Suite: USO, USL, BNO (12:30) - How Is The War Impacting Refined Products? (15:35) - Breaking Down The Recent Copper Supply Constraints (18:50) - USCF Investments Copper ETF S
AI, Cancer Vaccines, and Next-Gen Medicine
AI, Cancer Vaccines, and Next-Gen Medicine Sep 8, 2026 24:15 Could cancer vaccines and AI drive the next wave of healthcare innovation?  (1:00) - What Is mRNA? Why Was The Breakthrough So Important? (4:30) - What Is The Difference Between Personalized And Traditional Cancer Treatments? (7:20) - How Close Is the Approval And Could It Work For Different Types of Cancer? (9:15) - Which Companies Should Investors Keep An Eye On Right Now? (11:30) - Tema Oncolod
How to Invest in China's AI Revolution
How to Invest in China's AI Revolution Sep 1, 2026 36:46 We explore the rise of China's AI Tigers. (1:00) - Why Should Investors Be Paying Attention To China's AI Tigers? (5:10) - Open vs Closed AI Models And The Differences Between The U.S. And China (11:00) - How Do These AI Companies Plan To Make A Profit? (14:15) - What Markets Are The China AI Companies Looking To Gain Exposure? (18:00) - How Are The Chinese AI Companies Gaining Access To U.S.? (24
How to Find the Market's Long-Term Winners
How to Find the Market's Long-Term Winners Aug 24, 2026 33:59 Keith Fitz-Gerald explains why a small group of elite companies drives most long-term wealth creation. (1:30) - What Should Investors Expect From Nvidia Heading into Earnings? (7:00) - Breaking Down Palantir, CrowdStrike and Apple and Their Current Positioning (15:05) - Why Should You Believe In Elon Musk Companies? (18:30) - Can The AI Trade Continue Much Longer? (21:45) - Buy The Best And Ignore
Is Now the Time to Invest in Bonds?
Is Now the Time to Invest in Bonds? Aug 10, 2026 28:34 We examine the investment case for fixed income in a shifting rate environment. (1:00) - Breaking Down The Economy and Upcoming Fed Meetings (5:15) - What Impact Will The High Debt Issuance By Hyperscalers Have On The Bond Market? (7:00) - Understanding The Current Concerns Within The Private Credit Market (9:00) - What Are CLOs and How Do They Work? (11:35) - Should Investors Have Fixed Income Wi
Photonics: The Next Big AI Investment Opportunity?
Photonics: The Next Big AI Investment Opportunity? Aug 3, 2026 25:53 As AI data centers push the limits of traditional networking, photonics is emerging as a key technology. (1:00) - What Is Photonics and It's Impact On AI? (6:10) - Where Should Investors Look For Photonic Investments? (11:45) - KraneShares Photonic and Optical ETF: LUMA (14:30) - KraneShares Public-Private AI & Technology ETF: AGIX (17:30) - KraneShares Global Humanoid Robotics and Physical AI Ind
What the Charts Are Saying About the Market Right Now
What the Charts Are Saying About the Market Right Now Jul 27, 2026 34:46 CNBC's "Chart Master," Carter Worth, breaks down the charts behind the market and the WRTH ETF. (1:30) - What Should You Be Looking For On A Stock Chart? (9:50) - How To Approach Entry And Exit Points When Investing? (14:00) - What Are Charts Showing When In Comes To The Next Major Market Move? (17:25) - Where Should You Be Looking For Your AI Investments? (20:40) - Breaking Down Gold, Small Cap S
What's Next for Small Caps After a Stellar First Half?
What's Next for Small Caps After a Stellar First Half? Jul 13, 2026 31:56 We examine the investment case for small-cap stocks. (0:30) - Small-cap Investing: Where Should You Be Looking Right Now? (4:00) - How Did AI Help Push Small-cap Investments? (11:00) - Will Federal Interest Rates Impact Small-cap Investments? (21:30) - Where Can You Find AI Investments Right Now? (26:00) - Acuitas Small Cap Active ETF: AIMS (29:30)  - Episode Roundup: AIMS, IWM, IJR, PSCT, BE, WUL
Quantum Computing: The Next AI Investment Opportunity?
Quantum Computing: The Next AI Investment Opportunity? Jun 29, 2026 33:16 We examine the investment case for quantum computing, which is moving from theory to reality. (0:45) - What Exactly Is Quantum Computing? (7:00) - What Industry Will Be Impacted The Most From Quantum Computing? (10:30) - AI vs Quantum Computing (14:20) - Which Tech Giant Will Benefit From Quantum Computing? (18:10) - Where Can You Find Pure Play Investments For Quantum Computing? (25:20) - What Im
Beyond the Mag 7: Finding the Real Winners of the AI Boom
Beyond the Mag 7: Finding the Real Winners of the AI Boom Jun 22, 2026 28:40 We dive into the top-performing AI and Electrification ETFs. (1:30) - What Are Super Cycles And How Can You Invest In Them? (8:05) - VistaShares Artificial Intelligence Supercycle ETF: AIS (18:25) - VistaShares Electrification Supercycle ETF: POW (26:30) - Episode Roundup: MU, AMD, MRVL, POWL Podcast@Zacks.com

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