Trends with Benefits #138: Catching Big Trends: Todd Sohn on ETFs, Sentiment & Market Signals

Todd Sohn, Managing Director at Strategas Securities, joins this episode to discuss key ETF and market trends shaping investor decisions in 2025. He talks about the rise of single-stock and crypto ETPs, the comeback of thematic strategies like nuclear and AI, and the growing use of defined outcome and options-based products. Todd also shares his views on contrarian opportunities, sector rotation, and the role ETFs play in helping investors navigate risk, access global markets, and build more targeted portfolios.

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Catching Big Trends: Todd Sohn on ETFs, Sentiment & Market Signals

Show Notes:

02:07 Catching Big Trends

10:06 Thematic Funds: Revival and Diversification

23:54 Navigating Quality ETFs and Concentration Risks

30:39 International Markets and Emerging Economies

32:22 Contrarian Views on Energy and Healthcare

34:26 ETFs Reshaping Fixed Income Investing

38:40 Active vs. Passive Management in ETFs

41:57 Long-Term Trends

44:27 Trend or Fad

Trend or Fad

Listen for Todd’s take on protein, tokenization, AI relationships, AI-powered portfolio management, and long-distance running.

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