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Interest Rates
Inflation
High Yield Bonds
Fixed Income Etfs
Investment Strategies
Blackrock
Bond Market
Money Market Funds
Financial Markets
India
Treasury Inflation Protected Securities (TIPS)
US Economy
Japan
Artificial Intelligence
Astoria Portfolio Advisors
Glp-1 Medications
NVIDIA
Equity Etfs
Investing Strategies
Equities

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

PublishesWeeklyEpisodes143Founded8 years ago
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Artwork for ETF Spotlight

Latest Episodes

Global shipping disruptions have sent this tiny ETF skyrocketing.

(0:45) - What Is The Importance of The Strait of Hormuz and What Is The Impact of The Closure? (4:40) - Key Global Transportation Routes and Their Current Situations (8:15) - What Im... more

BlackRock's Jay Jacobs discusses thematic investing ideas for 2026.

(1:00) - Investing Into The Next Growth Cycle For AI (4:05) - What Are The Current Risks When Investing Into AI Right Now? (7:15) - What Should Investors Expect From The Current Vo... more

We discuss the outlook for the sector following a strong rally.

(1:00) - European Defense Industry: How Are NATO Alliances Funded? (10:10) - Middle East Dynamic: What Should Investors Expect? (13:45) - Navigating The Current Defense Industry: Where... more

LTCM co-founder Victor Haghani discusses a better approach to long-term investing.

(1:10) - Lessons from the Collapse of Long-Term Capital Management

(8:45) - The Missing Billionaires: A Guide To Better Financial Decisions

(16:00) - Investing G... more

Key Facts

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Recent Guests

Victor Haghani
Founder and CIO of Elm Wealth, former partner of LTCM
Elm Wealth
Episode: Smart Investing: How to Avoid Mistakes & Build Lasting Wealth
John Mayer
Chief ETF Strategist at JP Morgan Asset Management
JP Morgan Asset Management
Episode: How to Position Your ETF Portfolio for 2026
Matt Bartolini
Managing Director and Global Head of Research Strategies at State Street Investment Management
State Street Investment Management
Episode: Positioning for 2026: Market Outlook and ETF Strategies
Pedro Palandrani
Head of product research and development at GlobalX
GlobalX
Episode: Top Thematic Investing Opportunities for 2026
Jeremy Schwartz
Global Chief Investment Officer at WisdomTree Asset Management
Wisdom Tree Asset Management
Episode: Buffett Loves Japan. Should You?
Nancy Tengler
CEO and CIO at Laffer Tengler Investments
Laffer Tengler Investments
Episode: Quality Over Hype: Investing Wisely for the Long Term
Prasi Rainek
Zaks Senior Equity Strategist
Zaks Investment Research
Episode: Investing the Buffett Way: Lessons for Today's Investors
John Champalier
CEO of Sprott Asset Management
Sprott Asset Management
Episode: From Gold to Uranium: Inside the Metals Boom of 2025
Brandon Rekschoski
Director of Product Management at Venech
Venech
Episode: What's Driving the Surge in Rare Earth Stocks

Host

Neena Mishra
Host of ETF Spotlight

Reviews

4.6 out of 5 stars from 123 ratings
  • ID Who’s Being Interviewed In Write-up?

    Now a follower, keep up the great work! Any chance in adding who you’re interviewing in your write-up?

    Apple Podcasts
    5
    bisongang
    United States2 years ago
  • Enjoying ETF Spotlight

    Just listening to the latest episode “10 ETF Ideas for 2023”. I like to hear the ideas on diversifying, and some of the ideas expressed here for 2023.

    Apple Podcasts
    5
    TNKS1
    United States3 years ago
  • EXCELLENT

    Thank you for your excellent show—informative, helpful and a pleasure to listen to. Except when the guest is an employee of an ETF firm (such as recent State Street episode)—-hearing someone highlight there firm’s funds is as helpful as a press release (ie: not at all.) Much more helpful is to hear your thoughts on the best fund in a sector or a guest who has no bias. Thank you

    Apple Podcasts
    4
    trillionshelper
    United States3 years ago
  • Insightful

    Very informative and covers details

    Apple Podcasts
    5
    Sid@nit
    United States4 years ago
  • Very informative

    The host goes deep into the topic, very insightful

    Apple Podcasts
    5
    Nicknamewestern
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Appreciation for diverse topics from AI to metals and infrastructure
Overall positive sentiment toward host and deep-dive analysis
Some criticism about potential guest bias when guests are employees of sponsoring firms
A few comments on audio/hosting delivery and depth of discussion
Listeners appreciate actionable ETF ideas and guest expertise

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#213
Canada/Business/Investing
Apple Podcasts
#220
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Top Themes for 2026: AI, Defense, and Infrastructure
Q: What non-AI themes are emerging for investors?
Jacobs mentions that geopolitical fragmentation is gaining attention, along with infrastructure investment and defense spending, presenting new avenues for investors.
Top Themes for 2026: AI, Defense, and Infrastructure
Q: Is the market overestimating the risks of AI investments?
Jacobs suggests that the market is indeed digesting and pricing the potential impacts of AI, and while some software companies may be negatively affected, others could benefit from AI integration in their processes.
Can the Aerospace and Defense Rally Continue in 2026?
Q: Can you talk about the implications of the U.S. naval presence in the Middle East regarding the escalation of threats from Iran?
Bancroft highlights the strategic gap in U.S. naval presence, emphasizing the threats posed by Iran, including ballistic missiles and geopolitical instability.
Can the Aerospace and Defense Rally Continue in 2026?
Q: What are your thoughts on the emergence of any real progress and peace talks between Russia and Ukraine?
Bancroft believes that Russia is not motivated to end the war and thinks that defense spending will continue to increase despite any potential peace negotiations.
Smart Investing: How to Avoid Mistakes & Build Lasting Wealth
Q: Apart from not focusing on how much, what are the other most common mistakes investors make with their portfolios?
One of the biggest mistakes is extrapolation bias, where investors assume future performance will mirror past successes, leading to over-concentration in performing assets.

Audience Metrics

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Frequently Asked Questions About ETF Spotlight

What is ETF Spotlight about and what kind of topics does it cover?

The show centers on ETF-focused investing, featuring interviews with industry leaders who shape thematic, strategic, and income-oriented ETF portfolios. Episodes frequently explore AI and technology themes, geopolitical and defense-related spend, infrastructure, and commodity markets, with deep dives into complex products like auto-callable ETFs and innovative ETF structures. Guests come from top financial firms, asset managers, and research teams, offering practitioner insights on market trends, portfolio construction, risk management, and tax-efficient investing. A notable pattern is nuanced discussions around how AI, data centers, and brand strength influence investment decisions, alongside assessments of macro drivers, regulatory develo... more

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Which podcasts are similar to ETF Spotlight?

These podcasts share a similar audience with ETF Spotlight:

1. Zacks Market Edge
2. Investing Insights
3. Investing Experts
4. The Long View
5. Barron's Streetwise

How many episodes of ETF Spotlight are there?

ETF Spotlight launched 8 years ago and published 143 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on ETF Spotlight?

Recent guests on ETF Spotlight include:

1. Victor Haghani
2. John Mayer
3. Matt Bartolini
4. Pedro Palandrani
5. Jeremy Schwartz
6. Nancy Tengler
7. Prasi Rainek
8. John Champalier

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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