Chief ETF Strategist at Baird Strategas / Strategas Asset Management @bairdstrategas / @strategasasset
NY, NY
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Let’s roll!
It’s a Bull Market and Nobody Drinks Anymore
On Episode 255, @Downtown and @michaelbatnick are joined by @Todd_Sohn, Chief ETF Strategist at @BairdStrategas to unpack the record-breaking ETF boom.
They cover:
• The rise of thematic, leveraged & option-income ETFs
• AI, compute & emerging investment themes
• The battle for ETF brand loyalty
• Prediction-market ETFs
• Crypto, small caps & healthcare
• The trillions still sitting in money-market funds
• Why sports franchises are starting to look like stocks
And, of course: what Wall Street might package into an ETF next👇🔥🎙️
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Todd Sohn retweeted
Owning some low vol might have been one of the least appreciated ideas at the end of July.
@Todd_Sohn notes why you should pair it with momentum to @philrosenn here.
We've had this pair trade in our models all year.
Great discussion between @Todd_Sohn and @philrosenn here.
Especially enjoyed pairing momentum with low vol. That is something we've done with the models we run.
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Happy Halloween - enjoy your kids candy with a dose of the Trillions podcast on the 2026 ETF Graveyard 🪦With world touring @EricBalchunas and myself
piped.video/6msnGqjrH6s?si=pmj-…
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And for longer-form content you can use, check out the list below...featuring: @RyanDetrick @Todd_Sohn @MikeZaccardi @MichaelNaussCMT
Find all the the links and subscribe here: content.cmtassociation.org/a…
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Hey now, thanks very much @dailychartbook for the highlight
On an absolute basis, Cyclical sector flows, they're not terribly extreme, more lukewarm than anything. But when you look at the spread of Cyclical sector ETFs relative to Defensive sector ETFs we are starting to get into more extreme territory."
@Todd_Sohn
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New Podcast! @BairdStrategas' @Todd_Sohn on ETFs: What’s New and What’s Next
Todd offers his perspective on several recent ETF developments, from sports futures contracts and prediction markets to crypto. He also discusses where untapped opportunities remain in the ETF space, shares his ETF story of 2026, and highlights the trends he’ll be watching in the months ahead.
Plus, @ProShares' Simeon Hyman explains how autocallables work and spotlights the firm’s recently launched suite of autocallable ETFs.
etfprime.com/baird-strategas…
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This week's @ETFPrime with the man in K.C. @NateGeraci. We could do this all day, thanks Nate!
piped.video/watch?v=wXH2nhck…
podcasts.apple.com/us/podcas…
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Todd Sohn retweeted
Taking a look at a rare observation for cyclical flows and a thinning global backdrop in this week's ETF video. Thanks for watching.
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In which I bat 1 for 3 on ETF Trivia. Would make a World Series MVP!
Bloomberg's Joel Weber puts Scarlet Fu, Athanasios Psarofagis, and Todd Sohn, chief ETF strategist at Baird Strategas, to the test on "Bloomberg ETF IQ" in this week's edition of "IQ Test" bloom.bg/4iHlXT1
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Yes indeed
One theme we’re watching right now is cyclical restraint. While absolute cyclical flows aren’t at extremes, relative to the defensive sector, they are beginning to look like 2022, inching closer to extreme territory. Click the link to watch this week’s video with @Todd_Sohn: bit.ly/47EE6e2
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Not bad, I approve
Hall of Fame lids @TheOttoOrange
We will debut helmets featuring our Hall of Fame mascot Otto for the FIRST TIME ever this Saturday, October 31st! 🍊
🎟️: Cuse.com/footballtickets
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Behold fans of ETFs, today's segment: bloomberg.com/news/videos/20…
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Todd Sohn retweeted
This was a fun one. Loved digging into @EricBalchunas' learnings from writing his new book with @JSeyff, Both Sides of the Coin, and tear apart thematics with @Todd_Sohn and @sumitroy2 ... this Crazy ETF market... etf.com/sections/podcasts/et…
Bitcoin is a hobby, small-caps are Reggie Miller, and the ETF world is about to get even weirder. In this week's slightly longer ETF Zoo, Dave Nadig and Sumit Roy are joined by Eric Balchunas of Bloomberg Intelligence and Todd Sohn of Baird Strategas to cover a lot of ground. 👇
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Bitcoin is a hobby, small-caps are Reggie Miller, and the ETF world is about to get even weirder. In this week's slightly longer ETF Zoo, Dave Nadig and Sumit Roy are joined by Eric Balchunas of Bloomberg Intelligence and Todd Sohn of Baird Strategas to cover a lot of ground. 👇
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It’s true, I do
In this week's ETFs and Markets video, Chief ETF Strategist @Todd_Sohn breaks down the change in market leadership, the shift away from technology and small caps. Click the link below to watch.
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The ETF flows backdrop is changing... we hit on this plus small-cap charts of note in this week's video. Thanks for watching.
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No sir, no thank you
Earlier this month, Six Flags Great Adventure began installing ride vehicles for Bakunawa, a 382-foot spinning launch coaster featuring floorless vehicles, three launches and six claimed world records.
Full story: buff.ly/s3qdmrB
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