Trump Accounts, Bonds Barometer, ‘Dividend Nomads’
Channel: Bloomberg Television
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Read a transcript preview of “Trump Accounts, Bonds Barometer, ‘Dividend Nomads’” from Bloomberg Television, uploaded on 2026-10-19.
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Language: English (original, creator captions)
[0:14] >> WELCOME TO "BLOOMBERG ETF IQ ." I AM ISABELLE LEE, IN FOR
[0:18] SCARLET FU. LET'S GET TO THE BIGGEST
[0:22] STORIES IN THE ETF INDUSTRY. A BOUNCE BACK INTO EQUITIES
[0:27] WITH TECH MEETING THE WAY, AFTER THE NASDAQ 100 POSTED ITS
[0:31] WORST WEEK SINCE APRIL 2025. WE LOOK AT THE RECENT BOND
[0:36] FLOWS, AS U.S. TREASURIES ACT LIKE A HAVEN
[0:38] DURING THIS PART OF VOLATILITY. WE WILL BE DISCUSSING ALL THE
[0:42] TOP ISSUES IN THE ETF UNIVERSE WITH A FULL LINE OF COVERING
[0:47] EVERYTHING FROM CRYPTO TO DIVIDENDS TO NEW LAUNCHES.
[0:52] AS ALWAYS, ERIC BALCHUNAS, THE ONE AND ONLY, IS WITH US. ERIC:
[0:57] WELCOME BACK, AND CONGRATS ON YOUR NEW GIG, BY THE WAY.
[1:01] FLOWS ARE LOOKING GOOD. THERE WAS A LOT OF TRADING
[1:04] CROWD FLOWS. SPY, $7.6 BILLION. THAT IS PROBABLY GOOD.
[1:20] SOXL, LEVERAGED SEMS. Q'S, USED BY TRADERS, $4 BILLION.
[1:23] VOO, INSPIRED BY RETAIL. THIS IS A TECH CHINA ETF.
[1:29] LOT OF TECH BUYING THE DIP. I COULDN'T DROP A MORE BULLISH
[1:33] LEADERBOARD FOR THE WEEK. LOOK AT THE OUTFLOWS, AND IT
[1:36] BECOMES EVEN MORE BULLISH. MONEY OUT OF TFT, THIS IS THE
[1:40] WIDOW MAKER. SOME PEOPLE LEAVING WITH THEIR
[1:43] TAIL BETWEEN THEIR LEGS. THESE ARE THE TWO MOST
[1:46] DIFFICULT TRADES. THEY ARE SO SEDUCTIVE.
[1:51] PEOPLE TRY THEM -- SMALL CAPS HAVE DONE WELL BUT THERE
[1:53] UNDERPERFORMING LARGE CAPS LATELY.
[2:02] DRAM, HUGE HIT FROM THE MEMORY TO ETF.
[2:04] IT TOOK A REAL ROLLER COASTER RIDE. LET'S LOOK AT THE BOND
[2:07] SITUATION. IT IS SOMETHING THAT I'VE BEEN
[2:09] KEEPING AN EYE ON. BOND YIELDS ARE RISING.
[2:13] PICK STORY FOR THE PAST FOUR WEEKS.
[2:19] I LOOK AT BOND MUTUAL FUND FLOWS WE BE FOR MY CANARY IN
[2:21] THE COAL MI