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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By Ed Lopez, Managing Director, Head of Product Management
Originally published July 22, 2025
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