Managing Director & Chief ETF Strategist, Baird Strategas
Search every verified Todd Sohn interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Todd Sohn, Managing Director and Chief ETF Strategist at Baird Strategas, discussed ETF market trends in an October 9, 2026, appearance on Baird Private Wealth's Market Strategy Weekly. He noted that the ETF industry had a strong year, with over $1 trillion in inflows and more than 1,000 new ETFs launched, but observed that daily equity flow intensity had cooled since September, attributing this partly to rising interest rates and elevated oil prices. He also mentioned increased activity in leveraged ETFs and described energy and industrials as sectors with restrained flows and potentially attractive setups, citing energy's negative beta to the S&P 500 and industrials' recent selloff. Sohn commented on bond market dynamics, stating that long-duration Treasury ETFs are highly volatile, with standard deviations of 12–15%, while short-duration Treasury or corporate ETFs can offer similar yields with less volatility. He said flows have concentrated at the short end of the curve, though he noted some recent interest in long-duration Treasuries, possibly from bottom-fishing or rebalancing. He added that long-duration Treasuries face competition from short-duration Treasury ETFs and securitized products like CLOs and asset-backed securities, which often provide floating-rate exposure.
Baird Strategas Chief ETF Strategist Todd Sohn talks through where money is flowing in the fund world, where recent market volatility has had an impact on sentiment, and what unloved areas are worth a second look. For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation and other macroeconomic factors, visit https://bairdwealth.com/insights/mark....
Baird Strategas Chief ETF Strategist Todd Sohn walks through the impact that the rapidly growing leveraged ETF space is having on broader market structure before detailing a few non-tech areas of the market that look attractive. For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation and other macroeconomic factors, visit https://bairdwealth.com/insights/mark....
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 66 of The Real Eisman Playbook, Steve Eisman sits down with Todd Sohn, Chief Chartist at Strategas, for a deep dive into what the charts and ETF flows are revealing about this market. Todd walks through individual stock charts for Nvidia, Meta, Microsoft, Amazon, Google, GE Vernova, and more. He explains why Google still looks good while Meta and Microsoft are flashing warning signs. You can view the charts here: https://drive.google.com/drive/folder... 00:00 - Intro 01:00 - The Philosophy o…
#investing #stockmarketnews #financialnews #businessnews This market analysis dives deep into current etf investing trends, highlighting how ETFs are now more numerous than public companies. We examine the dominance of tech etf inflows and the surge in space-themed ETFs, anticipating a major SpaceX event. Stay informed with our finance news and business news.
Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the market so handily, where else the opportunities are, and if bullish sentiment is a risk to further gains yet. For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation and other macroeconomic factors, visit https://bairdwealth.com/insights/mark....
Todd Sohn is the chief ETF strategist at Strategas. He joins Phil Rosen on Full Signal to discuss the boom in semiconductor stocks, falling defensive sectors, the ETFs he likes best right now, how to hedge the froth of the AI trade, and the most important charts in markets today. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/... Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: / philrosen Timestamps: 0:00 - Intro 0:20 - Record ETF Inflows 2:36 - Crashing defensive sectors 5:01…
Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ Visit https://realeismanplaybook.com/ to sign up for our mailing list. On episode 58 of The Real Eisman Playbook, Steve Eisman sits down with Chris Verrone and Todd Sohn of Strategas to break down what the charts are really saying about this market in the aftermath of the Iran war swoon and rapid recovery. They discuss why semis, AI, banks, and power have come roaring back, why gold has struggled, and whether or not we're heading for a market melt-up. 00:00 - Intro 01:08 - What Has Happened in Recent We…
Strategas Chief ETF Strategist Todd Sohn talks through the current market environment, what he’s watching to evaluate the landscape, where he sees leadership now, and whether investor sentiment is an asset or liability. For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation and other macroeconomic factors, visit https://bairdwealth.com/insights/mark....
Active ETFs may be in a golden age, not just a hot streak, driven by product innovation, lower structural frictions, conversions and potential ETF share classes. In this episode of the Inside Active podcast, host David Cohne, a mutual fund and active management analyst at Bloomberg Intelligence, along with co-host Athanasios Psarofagis, an ETF analyst at BI, speak with Todd Sohn, chief ETF strategist at Strategas Securities. They discuss the current state of the active ETF market, including the breadth of flows across asset classes, the rise of outcome-oriented products and whether crowded are…
Todd Sohn is chief ETF strategist at Strategas. He joins Phil Rosen to discuss the next leg of the bull market, undervalued sectors for stock investors, why energy and healthcare could outperform in 2026 and the metals rally. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/... Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: / philrosen Timestamps: 0:00 - Intro 0:24 - Hidden Concentration in Popular ETFs 4:40 - ‘Metal Mania’: Silver/Gold ETF Frenzy 9:32 - Energy Is Needed, But W…
Strategas Chief ETF Strategist Todd Sohn talks through the state of the market including Technology’s ceding of strength to more cyclical sectors, the runway for continued International strength, and the potential near-term risk of rising investor bullishness. For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation and other macroeconomic factors, visit https://bairdwealth.com/insights/mark....
Strategas Senior Technical Strategist Todd Sohn kicks off the new year by talking through the rotational and risk-on stock market, whether investor bullishness is becoming a risk, and a few unloved areas worth a second look. For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation and other macroeconomic factors, visit https://bairdwealth.com/insights/mark....
“We have seen semis on a massive run, especially since March 30th. We're going on almost 3 months of that. We talked about last time. They're 18% of the S&P 500 now, going on 19%. And where were they 10 years ago? 2%. Amazing, right? So, you have a group here and we're using SOXX the ETF. There can be other semi and conductor ETFs. They're all going to be weighted differently. This one's the probably the most even foo”
“So the levered long space is fun. And I feel like I've shown this in different variations of where this is a category that's three and a half years old. We may even talked about this. I always forget, but you can buy 2x leverage on certain single stocks and it's growing by the day. There's over 300 of them now, about 30 to 35 billion assets, something like that. And now what's happening is issuers are going further a”
“So this is fascinating to me, right? Because the S&P 500 is the most popular index in the world. It's the most tracked invested index around there. We have all sorts of products or benchmarking, and it always evolves, right? We are in a constantly evolving world. And what I find notable is that defensive sectors, staples, energy, healthcare, utilities, of which they've had their moments here and there over the last c”
“I think at the end of the day, when you look at a long-term chart of the S&P and you annotated every geopolitical event in history, you really wouldn't notice. But if you annotated every financial event in history, you certainly would notice, right? So if you're weighing risks, war, geopolitical event, certainly don't root for that, but it has rarely had big staying power on market weakness. Financial events are much”
“The most important stat for me, which I'll just keep beating, is that semis are 17% of the S&P now. Where 10 years ago, that number would be 2%. World changer, right? And that's exactly it. Markets changed. And Nvidia is obviously part of that. Nvidia, Broadcom, right? Micron is larger than J&J now. Right. They 20 years ago it was completely obvious that Micron was nothing and J&J was a heavyweight in the index. It's”
“I think it's got to be golden age, right? And the backdrop for me, right? I agree with everything you're saying. You got share classes, you have conversions. Everyone is coming into the pool now because they realize that's where the flows are going, right? ETFs treat money better, largely speaking, than mutual funds. But for the other art angle of this is we are in an environment where, and I know everyone probably d”
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