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Trillions

Joel Weber, Eric Balchunas

Summary

Trillions is hosted by Joel Weber, Eric Balchunas covering Thematic Investing, Investment Strategy, ETFs, and Behavioral Finance. Notable guests include Andre Yap (ETF Associate, Bloomberg Intelligence), Ben Carlson (Director of Institutional Asset Management, Ritholtz Wealth Management), Athanasios Seraphagos (Research Analyst, Bloomberg Intelligence), and Isabel Lee (Cross-Asset Reporter, Bloomberg News). Episodes span from Apr 2026 to Jun 2026.

6episodes
110total claims
12topics covered
6 episodes
ETF of the Moment: Software Isn't Dead, Yet
Jun 11, 2026

The software sector is experiencing a significant resurgence, defying earlier fears of an "AI-pocalypse" that predicted its demise. The Thiem's Cloud Computing ETF (CLOD) is highlighted as a prime ...

Cloud ComputingSoftware as a Service (SaaS)ETF AnalysisQuantitative Investing+11 more
The Biggest IPO Ever Meets Passive Investing
Jun 4, 2026

The upcoming SpaceX IPO, with a potential $2 trillion valuation, is forcing major stock indexes like S&P, Russell, and NASDAQ to fundamentally change their inclusion rules, allowing for much faster...

SpaceX IPOMega-Cap IPOsIndex Inclusion RulesS&P 500+11 more
The Big Long: Risk and Reward With Ben Carlson
May 21, 2026 · WITH Ben Carlson

A long-term investment horizon is the most critical factor for success, as historical data shows that time in the market consistently overcomes poor market timing, even when investing at historical...

Long-Term InvestingMarket TimingDollar-Cost AveragingTime Horizon+11 more
ETF of the Moment: A Budding Comeback for Cannabis
May 14, 2026
How to Invest During a Trump Presidency
May 7, 2026
ETFs to Watch From Morgan Stanley, Vanguard and ... Pzena?
Apr 30, 2026

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