Eric Balchunas

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Eric Balchunas, mentioned 53 times across podcast episodes and expert conversations analyzed by Sonic.

What Eric Balchunas has said

The SpaceX IPO generated $85 billion in trading volume on its first day, which is a record for an IPO and ranks in the top 10 all-time for any stock on any day.

bullish·Michael and Ben

According to Eric Balchunas, the 2x SK Hynix ETF in Hong Kong has grown its assets under management tenfold this year and is now the third-largest ETF in that market.

bullish·Ben Carlson

Eric Balchunas states that other major indices typically include new large-cap companies within 5 to 15 days of their IPO.

neutral·Ben

The SpaceX IPO generated $85 billion in trading volume on its first day, which is a record for an IPO and ranks in the top 10 all-time for any stock on any day.

Expert perspectiveMichael and BenJun 17

According to Eric Balchunas, the 2x SK Hynix ETF in Hong Kong has grown its assets under management tenfold this year and is now the third-largest ETF in that market.

Expert perspectiveBen CarlsonJun 16

Eric Balchunas states that other major indices typically include new large-cap companies within 5 to 15 days of their IPO.

Expert perspectiveBenJun 16

According to Eric Balchunas, the S&P 500 will not fast-track the inclusion of SpaceX, with the process expected to take at least a year or more.

Expert perspectiveBenJun 16

In an unscientific Twitter poll conducted by Eric Balchunas, two-thirds of S&P 500 investors were against the early inclusion of new IPOs like SpaceX into the index.

SpeculativeEric BalchunasJun 4

BlackRock and Vanguard each have approximately 30% market share in the US ETF market, for a combined total of 60%.

Expert perspectiveEric BalchunasJun 19

In the US, approximately 75% of advisor-managed assets are with fee-based advisors, whereas in most other countries it is only 1% to 2%.

Expert perspectiveEric BalchunasJun 19

Eric Balchunas predicts that SpaceX's public float will grow quickly, potentially reaching a 6% weighting in the S&P 500 index.

SpeculativeEric BalchunasJun 19

In total US assets, Vanguard manages $11 trillion and BlackRock manages $5 trillion.

Expert perspectiveEric BalchunasJun 19

BlackRock has $14 trillion in global assets and Vanguard has $12 trillion, while third-place Fidelity has $6 trillion.

Expert perspectiveEric BalchunasJun 19

The iShares Expanded Tech-Software Sector ETF (IGV) is a major software-focused ETF that trades billions of dollars in volume and is a common choice for investors wanting exposure to the software sect...

Expert perspectiveEric BalchunasJun 11

The Thiem's Cloud Computing ETF (CLOD) has a flat year-to-date return.

Expert perspectiveEric BalchunasJun 11

The current fears about AI disrupting the software industry are analogous to the "death of the mall" narrative a decade ago, where retail companies in ETFs like XRT adapted to Amazon and recovered.

Expert perspectiveEric BalchunasJun 11

The Thiem's Cloud Computing ETF (CLOD) holds companies such as CrowdStrike, Oracle, Palo Alto Networks, and Salesforce.

Expert perspectiveEric BalchunasJun 11

The Thiem's Cloud Computing ETF (CLOD) has approximately $2 million in assets under management.

Expert perspectiveEric BalchunasJun 11

The VanEck Semiconductor ETF (SMH) is up 58% year-to-date, indicating a significant performance dispersion compared to software-focused ETFs within the technology sector.

Expert perspectiveEric BalchunasJun 11

Major stock indexes are in the process of changing their inclusion rules specifically for the SpaceX IPO and other potential mega-cap IPOs.

Expert perspectiveEric BalchunasJun 4

Elon Musk acquired the stock ticker SPCX from Matt Tuttle for the upcoming SpaceX IPO.

Expert perspectiveEric BalchunasJun 4

Eric Balchunas estimates that after 6-7 months, half of SpaceX's $75 billion IPO float will be absorbed by active and passive funds benchmarked to the S&P 500.

Expert perspectiveEric BalchunasJun 4

The Fidelity Contra Fund holds $8 billion worth of pre-IPO SpaceX stock.

Expert perspectiveEric BalchunasJun 4

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