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The ETF Show - Tech Earnings, AI Momentum, and the ETF Concentration Question
As mega-cap tech earnings roll in, investors are once again grappling with big questions around AI optimism, portfolio concentration, and long-term opportunity.
As mega-cap tech earnings roll in, investors are once again grappling with big questions around AI optimism, portfolio concentration, and long-term opportunity. Tejas Dessai of Global X unpacks what this earnings season signals for AI investment, how monetization is evolving across sectors, and where thematic ETFs may offer diversified exposure beyond the Magnificent Seven. The conversation also explores whether AI valuations justify the hype—and how investors can position for the next phase of the AI-driven market cycle.
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Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
