In this episode of the ETF Edge podcast, the panel reflects on the performance of single-stock ETFs one year after their introduction, particularly focusing on Tesla and Nvidia. They delve into what drives their success, noting the strong investor interest in these stocks and the ease of trading they provide compared to traditional methods. The conversation also turns to gold and bitcoin, highlighting gold's underwhelming performance in the face of a stronger dollar and rising yields, while pondering the implications of a potential approval for a spot bitcoin ETF. Lastly, the panel assesses the larger commodity market, pointing out how China’s deflationary pressures could impact global commodity prices and inflation.
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