ETF Zoo

ETF Zoo: What Happens When Tech Eats the Entire Market?


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Tech is dominating everything, and this week's ETF Zoo panel has thoughts. Dave Nadig, Sumit Roy of ETF.com, Cinthia Murphy of TMX VettaFi, and Todd Sohn of Strategas dig into the staggering $27 billion that has poured into tech ETFs since March, why semiconductors now dwarf the entire defensive sector, and whether this rally has any ceiling.

Plus: Vanguard's VOO just crossed $1 trillion to dethrone SPY as the largest S&P 500 ETF. Find out what that milestone really tells us about where investing is headed. Bitcoin is losing the attention war to AI, the SpaceX IPO is raising serious red flags, and there's a quiet tax strategy called the 351 transfer that more advisors should probably know about.

Watch the video version of this episode at https://www.etf.com/sections/podcasts/etf-zoo-what-happens-when-tech-eats-entire-market

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ETF ZooBy ETF.com