WisdomTree ($WT) podcast mentions
Timestamped WisdomTree ($WT) mentions across our podcast corpus.
Hey, Justin and Luke, love the show. Paul from Michigan here. I'm looking for a mid-cap value ETF and I came across WisdomTree U.S. Value Fund, WTV. I was calling to see what you think of it. If you don't like this one, how can I find a better Mid-cap value ETF. So I'll be looking, listening for the answer on the podcast. Thanks a lot, guys.
Speaker C · InvestTalk · S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026? · 2026-08-13I look at the WisdomTree US Value Fund, 12 basis point expense ratio, pretty low. I like that. It is US-based. So this is exposure, not getting any foreign exposure. I understand that. It is a mid-cap value, as you said. Where does it lean? Uh, right now technology is about 16% of the portfolio. The category is about 15%. So not like the S&P, it's very different. Remember, it's using the category averages. It's heavy in financials. Now financials have done well as of late. So that's a good thing. In a steeper yield curve, they probably will do fairly well. In an inflationary environment, they tend to do very well as well. Excuse me. Now the top holding here is NVIDIA. Are they really a mid-cap now? Kind of seeing some creep here. I think they probably need to be selling that name if they want to stay a mid-cap name, but it's more of a value name. Is NVIDIA a value name? That's debatable. Zoom is their third largest holding. It's a name that we own for clients. Cisco, another name. Target. Look at their top 10. Pretty good. So good performance. Performance over the year so far, 16%. So in the 72nd percentile. So it's underperforming a little bit this year, the space. But last year in the 25th percentile, the year before that, the 3 percentile, the 5 percentile in 2023. So for the last 3 years minus this year, it's done really well. It's in the 8th percentile over the last 3 years, 5 years, the 6th percentile. The 10-year 2 percentile, which means that only 2% of funds within the mid-cap value category have done better than this name. Now, how much of that is style creep, etc.? Regardless, it's a good fund. Fees relatively low. I'm fine with it. Now, would it be all of my portfolio?
Justin Klein · InvestTalk · S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026? · 2026-08-13So we have two businesses. We have our institutional research business, biancoresearch.com. Find out more about us there or on the socials at Bianco Research on Twitter, X, on YouTube. My name, Jim Bianco, on LinkedIn. And our second business is we manage a fixed income total return index under the website Bianco Advisors. And there's an ETF that tracks our index with our partners at WisdomTree under the ticker symbol WTBN.
Jim Bianco · Macro Voices · MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market? · 2026-07-30AT&T has been near some 2-year lows last couple of weeks. Let's get the opening bell at the big board this morning. It's WisdomTree ETF provider and asset manager celebrating 20 years at the Nasdaq in Times Square. Pegasystems, enterprise AI software company for workflow automation, CRM. And at CBOE in Chicago, it is the CBOE internal floor operations team is, you know, This 7550 level, Jim, very familiar lately.
Carl Quintanilla · Squawk on the Street · 9AM Hour: SK Hynix Shares' Record Decline, Altman-Musk Showdown, Oil Jumps 7/13/26 · 2026-07-13Today's episode is sponsored by WisdomTree. You've probably heard the comparisons between quantum computing and the early days of AI. Big potential, lots of uncertainty, and technology that could fundamentally change how industries operate. But here's something that caught our attention. The US government recently invested in several quantum-focused companies, adding momentum to this emerging technology.. For investors interested in the space, WisdomTree offers the WisdomTree Quantum Computing Fund, ticker WQTM, which provides pure-play exposure to companies that it believes are driving innovation across the quantum ecosystem. Click the link in the show notes to learn more. Before investing, carefully consider a fund's investment objectives, risks, charges, and expenses, along with other information contained in the prospectus available at wisdomtree.com/investments. Read it carefully. Welcome to The Compound and Friends. All opinions expressed by Josh Brown, Michael Batnick, and their castmates are solely their own opinions and do not reflect the opinion of RedHoltz Wealth Management. This podcast is for informational purposes only and should not be relied upon for any investment decisions.
Josh Brown · The Compound and Friends · Brian Belski Returns! · 2026-07-03Today's episode is sponsored by WisdomTree. You've probably heard the comparisons between quantum computing and the early days of AI. Big potential, lots of uncertainty in technology that could fundamentally change how industries operate. But here's something that caught our attention. The U.S. government recently invested in several quantum focused companies, adding momentum to this emerging technology. For investors interested in this space, WisdomTree offers WisdomTree Quantum Computing Fund ticker WQTM, which provides a pure play exposure to companies that it believes are driving innovation across the quantum ecosystem. Click the link in the Show Notes to learn more. Before investing, carefully consider a fund's investment objectives, risks, charges and expenses, along with other information contained in the Prospectus available at wisdomtree.com investments. Read it carefully.
Speaker A · Animal Spirits Podcast · How Much is $1 Trillion? (EP. 469) · 2026-06-17Today's episode is brought to you by WisdomTree. WisdomTree believes Japan is entering a new era. Corporate reforms and stronger shareholder policies are changing the game, and investors like Warren Buffett have taken notice. The WisdomTree Japan Opportunities Fund ticker is OPPJ is designed to invest in Japanese companies positioned to benefit from macroeconomic policies, industrial innovation, and shifts in trade and consumer behavior. See the link in the show notes to learn more about OPTJ and the broader suite of geopolitical opportunity ETFs. Ladies and gentlemen, is that a good start? I've never done that before. All right, ladies and gentlemen, welcome to an all new edition of what did we learn on today's show? We're going to answer one of the biggest questions facing the stock market today, and that is, was the epic technology mini crash of Friday the start of something bigger? Or maybe something we'll just look back on as a blip? I got two really smart people here to help me with the answer to that question. Joining me once again, Nick Colas and Jessica Rabe, co founders of DataTrack Research and the authors of DataTrek's Morning Briefing newsletter, which goes out daily to over 1500 institutional and retail clients. Nick and Jessica also have their own YouTube channel, which is which you can find a link to in the description below. Welcome back guys. So good to see you. Happy summer. How's everything?
Speaker A · The Compound and Friends · Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999 · 2026-06-08So we're an institutional research firm. You can find out more about us@biancoresearch.com Orco research on all the socials being YouTube or X or LinkedIn. And we also have an index, a fixed income index at Bianco Advisors different website and there's an ETF that tracks it under the ticker WTBN with our partners at WisdomTree, WisdomTree, Bianco. Nancy is the ticker again.
Jim Bianco · Macro Voices · MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug? · 2026-05-28Welcome to Money for the Rest of Us. This is a personal finance show on money, how it works, how to invest it, and how to live without worrying about it. I'm your host, David Stein. Today is episode 557. It's titled Don't Fall Into the Dividend Trap. Now, what do I mean by dividend trap? Well, there's something called the free dividend fallacy. At times, individual investors, even institutional investors, they forget that dividends aren't free money. For example, when I was an institutional investment advisor, this was in the early days, we would pull together performance reports for our institutional clients. And one of the things you learned as, as an analyst is that when a mutual fund pays a dividend, the price drops because it has cash that makes up its net asset value. And then when it pays the dividend, you see the drop and sometimes someone, an entity like Morningstar, they might not pick it up right away. And, and I often get emails from listeners like, how did this ETF lose so much money today? When in fact what happened was whatever service they were using didn't pick up the dividend. And so it looked like there was a bigger loss because the price dropped because of the dividend payout. And that's just how the math works. And so as an institutional advisor, sometimes we would be calling up the mutual fund company and say, did you pay a dividend? Because we're trying to figure out why it was, it was a loss. So there are some traps when it comes to dividends. The other dividend trap is not recognizing that the dividends are not separate from capital gains. For example, there's surveys where 70% of individual investors in this survey didn't realize with an individual stock when it paid a dividend, in theory, the stock's price should drop. And, and sometimes it does. It doesn't always, but if they've just given away a bunch of money, cash and dividend, then the stock should be worth less based on financial theory. We care about the, this dividend trap, this free dividend fallacy, because one of the most popular strategies right now are option income strategies. Two of the three largest actively managed ETFs are by JP Morgan and their equity income ETFs. In fact, if an ETF sponsor puts income in their ETF name, they actually can charge more. Income ETFs have a higher expense ratio. The market supports that because individual investors so highly value dividend income and they don't always realize its connection to the capital gains, particularly when it comes to option income strategies. And that's what we're going to look at in today's episode is, is sort of break it down. What drives the return of option income strategies? And we're going to break it into the various parts. Now I'm discussing this because I recently got an email from a listener and he's part of a poker group, about 8 players. They play once a month or so. They range from ages 60 to 80. And as often happens during Poker games conversation goes to investing. I remember my father was part of a poker club and that same club also had a stock club where they were picking individual stocks. Well, in this listener's poker club, they were all talking about, well, not all of them, half of them were talking about covered call strategies. This is an option income strategy, and they were suggesting that they're doing very well at that strategy. And this member was feeling kind of bad because he wasn't as familiar with the strategy. And, but they made it sound like it was funding their retirement and this is the best thing that came along. Now, I would argue that some of the players in that poker group were falling into the dividend trap. They didn't really understand how option income strategies, how covered call strategies work. I had a similar conversation with, I was at an event and someone wanted to to talk to me about investing. They realized they did a podcast and they were talking about having invested some of their father-in-law's money in covered call strategies. And this particular individual equated the return to whatever the dividend yield was and assumed that that was going to be the return, not recognizing there is an aspect to covered call strategies that you're exposed to all the downside of the stocks. Back in episode 471, it was a comprehensive guide to covered call ETFs, and I'll link to it in the show notes, but here's how covered call strategies work. There, there's two components. First, you buy an investment, the underlying investment. It could be an individual stock, and we're, we'll talk about some option strategies based on individual stocks that have massive distributions, 68% distributions when it comes to some of the, these YieldMax ETFs tied to strategy stock, to NVIDIA, to Tesla. So it could be an underlying stock, but typically when we think of covered call strategies, it, it tends to be the S&P 500 index. And so it could be an S&P 500 ETF, or the, the sponsor could buy all 500 stocks, or they could do some type of structured note to get this exposure to the stock market. That's step 1. Step 2 is you sell call options on that underlying investment. And with a call option, you receive a premium, but then you give away the upside above whatever the strike price is that the call option is based on. And typically, or often with these covered call strategies, they'll keep rolling over calls, they'll write calls or sell calls, and they'll do it at the current level of the S&P 500. So essentially they give away all the upside, but they're getting the premium. When we think about an option strategy or a covered call strategy, it's like insurance. We usually think of this, the insurance aspect, when it comes to put options. So if you sell a put option, the buyer of the put is seeking protection against market losses, if it be market losses on the S&P 500. So they buy a put option and they get that protection and they pay a premium. In the same way, when we buy home insurance, where we're paying a premium to be protected against theft or fire or other damage. Options work the same way. Now, call options are— there's, there's a difference there because there they're paying a premium in order to, to capture all the upside of the stock without having to own it or having to own the S&P 500. And that's worth something. So they pay a premium for it. If you're using a covered call strategy, you're getting that premium income. So that's a main driver of the return. You also get the dividends from the stocks. That make up the S&P 500 because you own them. So you get that component, but you're subject to all the losses on the downside because you own the stocks. And so that's important because that does drag down the return during periods of losses. Now we'll look at the long-term performance of covered call strategies. They're often touted as having lower volatility And so if we look at the, the longest running ETF in the covered call space, and this is important because I think individual investors are a little skewed as to what they think they can earn investing in covered calls based on the S&P 500. So if we look at the longest running one is the Invesco S&P 500 BuyWrite ETF, ticker is PBP. Launched in 2007. If we look at the performance, this was through yesterday, May 25th, 2026. Its annualized return was 5.3% annualized. The return of IVV, the iShares Core S&P 500 ETF, was 11.3% annualized. So this covered call strategy generated only half the return of the S&P 500, actually less than half. The volatility as measured by standard deviation was 12.3% for PBP versus 16.4% for IVV. So it had about three-fourths of the volatility, but only half the return. And again, it's getting the return from the dividend. It's getting the option premium, but it's also subject to the downside. And so when there's drawdowns, there's volatility drag. It has to make up those losses. And with covered call strategies, volatility drag is even greater because you're subject to all the downside. And because you're only earning premium income plus dividends, you don't get the big pop when the stocks recover because you, you're potentially getting higher premium income because volatility has spiked. And when volatility or expected volatility is higher, that does lead to, to higher option premium. But over that long-term period, so 2007, if that's when it started, that means it would, it suffered the downside of the stock market losses upwards of 40 to 60% for stocks during the Great Financial Crisis. And then it had to build back, recover only through income and dividends. And so this is critical when we think about covered call strategies. We've written insurance. Insurance companies expect losses when they write insurance coverage. And their idea is to make more on the premium plus their investment earnings, in our case, the dividend income, to offset the potential losses. Let's step back and look theoretically at covered call strategies. Like, what determines that premium income? We know we get the dividend income. We know we're subject to losses, but what determines the premium income? And when we look at the theory for how options are priced, and this goes back to the Black and Scholes option pricing model, the two components that we're concerned about— this starts in 1973, that's when they released it, so this is decades old. One is the volatility. What is the expected volatility of the stocks or of the underlying investment? And the higher that expected volatility, and for the S&P 500, that's called VIX. You might be familiar with that. So, so with VIX, when VIX is high, when it's in the 20s, like it is today, I believe it's still in the 20s. It has been since this war with Iran started. Option premium income will be higher. If you're buying an option, you're going to pay more, and if you're selling an option, you're going to get more income. So that's one component. The second component is that option premium income for covered call, there's, it's pricing in the expected price return of stocks. If you're selling insurance, you're factoring in the losses. And if you're buying a call option, the premium is based on whatever the expected return of the stock would be. In other words, what is it worth today? That potential price appreciation. And that's where we get, we get into this idea of the free dividend fallacy, that even when it comes to option income, it is linked to the expected price appreciation of that underlying investment. And we're giving it up. And that's, again, that's why our volatility is lower because we've given up all the upside if we're writing a call option at the money at the current level of the index. So that premium income is partially due to, or mostly due to, what we call the equity risk premium. What do we think stocks are going to return above the risk-free rate? Now, there's also an element to covered call strategies or any option strategies. If you're writing puts, if you're selling calls, it's called the volatility risk premium, or the, sometimes it's called the variance risk premium. And all that means is, is that. The expected volatility of stocks is higher than the realized volatility. So the expectation is that they're going to be way more volatile than they actually are. Well, maybe not way more volatile, but certainly more, more volatile. And they're not, which means that investors are overpaying for protection. So part of the option premiums, they're priced too high. And this is especially, you see it on the downside. With, with put protection. Now, as investors, we can harvest that volatility risk premium directly. So for example, I own the ETF WTPI. It's the WisdomTree Equity Premium Income ETF. I believe that's the name. And all it does is it's selling put options and then it invests most of the money in the, the treasury or short-term treasury. So it doesn't own underlying stocks. It's just exposed to all the downside of stocks because it's selling put options, but because put options are overpriced, they're too expensive because investors so want that protection that they think the expected downside volatility or overall volatility is greater than what it actually is. And so over time, selling puts at the money, this type of harvesting the volatility risk premium, has generated a return around 6 to 8% annualized. Now that's pure puts. Now with a covered call strategy, there is an element in that option premium income related to the volatility risk premium. And it's just simply the fact that the volatility is not as great as what's expected or is priced into options. When we think about covered call strategies, and I think about this, well, only half the return long-term. Well, there's another aspect to stock market returns. They're lumpy. Extreme events happen more often than what's expected. Upside. There's something called positive skewness. And what positive skewness means is that due to extreme upside events, that pulls up the average to where the average outcome is greater than the median outcome. And so when we look at the pattern of stock returns, you get some of these, these huge increases that weren't really priced into the option. Market. And so you miss out on some of the biggest gains in the stock market with a covered call strategy, but you're exposed to all the downside. And that's why over the long term, you only get about half the return of the stock market, but three-fourths of the volatility because you're getting all the downside volatility. You don't get the upside volatility, but, but you're also missing the big upside returns. I think covered call strategies can have a role. In a portfolio. So I'm not against the strategy. I use a put version, but when we invest in covered calls, we have to have realistic expectations. And the reality is we've been in a bull market for stocks. So since especially the last 10 years or so, if we go back to 2007, even though that had a 2008 loss, since early 2009, S&P 500's returned 11.3%, but covered calls have only done around 5.3% annualized over that same time period, we've been in a bull market for stocks and that, that has helped return, but we need to go in realizing that 5 to 7% annualized for a covered call strategy is reasonable. Even though if we look at the dividend yields right now on some of these covered call strategies, such as what JP Morgan is doing, it's over 9%. JP Morgan for their Equity Premium Income ETF, JEPI, it's the largest actively managed ETF out out there, they're constructing a portfolio. It's primarily mid to large-cap US stocks. There's 122 holdings. So they don't own the S&P 500. They generally are selling calls on the S&P 500, but the underlying performance driver is a different portfolio. So you are getting more, maybe some direct equity risk premium. You're also getting the downside, but it's still a covered call strategy and it's still subject to all the downside of the stock market. And so even there, a reasonable return I think is, is 5 to 8%. We'll, we'll give them 8% annualized if they have some strong stock selection. Now there are also single stock option strategies that have, have been released in the last few years. There's different ETF families that do it. Yieldmax is one. I looked at some Yieldmax ETFs. They are doing some call spreads. They're selling calls at one price, getting the premium income, massive premium income, because they're focusing on very, very volatile stocks. So the more volatile the stock, and if it's a single stock, the greater the option premium, but they're also buying calls above that level to protect against very, very big upside gains. And so they're doing a call spread and the distributions are massive. 64% distribution right now for MSTR, the Yieldmax MSTR Option Income Strategy ETF. This is based on the strategy, the stock, which primarily holds Bitcoin. So it's incredibly volatile. And if you look at their latest dividend based on that option income, and then they kind of annualize it and said, yeah, we're at, we have a 64% dividend distribution. I looked at the return for MSTY, and also the Yieldmax NVIDIA ETF, NVDY. I also looked at the Yieldmax Tesla Option Income Strategy ETF, TSLY, and I looked at the returns relative to the, the return of the underlying stock. Now, based on what we've talked about today, where they'll own the underlying stock, so they are subject to all the downside of Tesla or strategy or NVIDIA, so they're subject to the downside. Downside, they're capping the upside at some level, they're getting a dividend to the extent the stock is paying a dividend, but they're getting the premium. These stocks are highly volatile, which means they have huge positive skewness. They'll have huge run-ups, and the, the ETF, the income ETF based on Tesla and NVIDIA and strategy, it's going to miss that, yet it's going to get all the downside. And again, it has to capture in order to recover losses strictly through option premium income and any dividends. So what we can do is we can look at, well, what, what's the return been for these ETFs, these option income ETFs versus the stock? As we would expect, they have underperformed. So if we look at TSLY, the Yieldmax Tesla Option Income Strategy ETF, it's returned 19% annualized over the past 3 years versus 31.2% for Tesla stock. NVIDIA stock has done 90.5% annualized over the past 3 years. The Yieldmax NVIDIA option income strategies returned 60.6%. So about two-thirds captured return. For STRATGY, they don't have a 3-year record, but we can go back to, to February 2024. So STRATGY's return 43.3% annualized. MSTY, the option income version's done 33.1%. But if we look over the past year, both of those, the option income ETF and STRATGY, the stock are down over 50%. Because Bitcoin has sold off 50%. When investors invest in these single stock option income strategies, they're trying to generate income. But again, it gets back to this, this free dividend fallacy. It's not free money. It's coming from the price appreciation or the expected price appreciation of the stock. And you're, and you're still exposed to all the downside of the stock as we see with, with strategy this year. The other thing to consider is that single stock, the academic research shows that single stocks don't have the same level of volatility risk premium that you see with a broad basket of stocks like the S&P 500. In other words, the expected volatility for the stocks is very close to the actual volatility. So you're, you're not going to pick up, not going to generate some type of excess return by rolling over put options. On Tesla or NVIDIA for a strategy. That, that type of volatility risk premium harvesting only works with a broad basket of stocks like using WTPI because the expected volatility of the S&P 500 is greater than the actual realized volatility. I would steer clear of these YieldMax ETFs. If you want to take that type of risk, since you're already exposed to the downside, just buy the individual stock. Buy Tesla, buy Nvidia. And I'll give my usual caution when I talk about individual stocks. When you buy them, the price is set by the consensus, and you're assuming the consensus is wrong, that the stock will do better than expected, and that is what will allow it to outperform. That's very, very difficult to do when you look at these type of stocks where there's so much sell-side analyst coverage, and it's hard to get an informational edge. Now, maybe you just want to take a flyer and you think it will do better, but it can't be your main strategy. And in terms of these income ETFs based on single stocks, I just wouldn't participate because you're going to earn less than you would if you would just buy the individual stock. If you want to invest in a covered call strategy, a broad-based one based on a basket of stocks such as JEPI, it's perfectly fine because you are getting some of the volatility risk premium. You get the dividend. And if you're paying an actively managed manager such as JP Morgan that is structuring a portfolio different than the S&P 500, if you look at the sector weights, they're very underweight technology in JEPI compared to the S&P 500. That's fine, but don't expect the return to equal the distribution yield because of volatility drag. You're exposed to the downside. The returns look great over the past 5 years, but it's been primarily an up market or, or, well, they've not been around. I don't think they've been around 10 years, but if we can look at longer-term strategies, covered calls, and again, they, they earned half the returns of the overall stock market. Maybe you'll get two-thirds. So that's where I talk about kind of a, a 5 to 7, 8% return. It's not gonna be double digits. The math. And the theory doesn't support that. Don't fall into the dividend trap. Recognize dividends come from somewhere. It's cash that companies pay out, which is fine. It's a portion of the earnings. They could be reinvested in— I love dividends. Dividends are great, but I recognize that when a dividend is paid, the value, be it the net asset value of the ETF, a closed-end fund, a mutual fund, falls by the dividend amount. And in theory, the same for a stock, and then they have to collect more dividends, but recognize there's a linkage between dividend income and capital appreciation, especially when it comes to option income strategies, because the option premium income is based on the expected price appreciation of the stock. When it comes to a call, you're just getting it in the form of income, and then you have to think about, all right, is this as tax efficient as it could be? Because a portion of that income you're getting from options is, is taxed at ordinary income tax rate. And so we haven't even looked at sort of the after-tax income, uh, of our after-tax return of covered call strategies, but it's also something to consider. Generally, it's better to hold those in some type of tax-deferred vehicle, traditional IRA. We talked about asset allocation a few episodes ago. Your Roth, that's the highest expected return assets. Those that are generating income are better in something like an IRA. Or a tax-deferred vehicle. And then your taxable, by and large, can be where you're not generating as much income if it's long-term money. If you're, we talked about this recently in our portfolio cohort, that if you need to live off of some cash, you're going to have some taxable bonds in your taxable account, especially right now, because you're not getting enough yield on muni bonds. And these asset allocation rules are, they're just guidelines. We have to adapt based on our current circumstances, but generally covered call strategies, sure, use them. Just have realistic return expectations. Understand where those returns come from. This is episode 557. Thanks for listening. Everything I've shared with you in this episode has been for general education. I've not considered your specific risk situation. I've not provided investment advice. This is simply general education on money, investing in the economy. Have a great week.
David Stein · Money For the Rest of Us · Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs · 2026-05-27Well, Jim, I can't thank you enough for joining us for this Iran update. Before I let you go, quick plug, you run Bianco Bianco Research, which is an institutional research firm. You also have the folks at WisdomTree following some of your work with an ETF. Tell us a little bit more about it.
Erik Townsend · Macro Voices · MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis · 2026-04-09Biancoresearch.com or @biancoresearch on LinkedIn or Twitter, X, is where I'm very most active in my original business, which is the research business. The last 3 years or so, we've been managing an index called the Bianco Research Total Return Index. It's a fixed income index because that's My bread and butter being a bond guy first, macro guy second. You can find out more about that at biancoadvisors.com. There's an index, there's an ETF that tracks our index at WisdomTree, WTBN is its ticker symbol.
Jim Bianco · Macro Voices · MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis · 2026-04-09Well, Jim, I can't thank you enough for a terrific interview as always. Before I let you go, uh, tell our listeners who are not familiar with what you do at Bianca Research a little bit more about what you're up to. You got WisdomTree now following your work with an ETF that basically follows a fixed income index that you created. Tell us more about that, how people can invest in it, as well as your Twitter handle and all that stuff to follow your work.
Erik Townsend · Macro Voices · MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict · 2026-03-12We put out Bianco Research, which is an institutional research product at biancoresearch.com. If you're interested, you can sign up for a free trial there. Otherwise, I'm very active on social media under my business name Bianco Research on Twitter X, on YouTube, on LinkedIn. And also we started a couple of years ago an in fixed income total return index, which has its own website, Bianco Advisors. It's a managed index to try and beat the benchmarks in the bond market. And we have an ETF with our partners as WisdomTree, as you mentioned, WTBN WisdomTree Bianco Nancy is its ticker symbol. That tracks our index as well too. So you can find out more about it by looking up more about WTBN or looking at biancoradvisors.com.
Jim Bianco · Macro Voices · MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict · 2026-03-12Well, Jim, I can't thank you enough for a terrific interview as usual. Before I let you go, let's talk a little bit about what you do at Bianca Research. You are not actually running an ETF, you manage an index which WisdomTree follows with an ETF. So people who want to invest around your views and your strategy have a way of doing so. Tell us more about it.
Erik Townsend · Macro Voices · MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism · 2025-12-11Yeah, so I do manage— I'm a fixed income guy by, by, by training and by practice. And so we do manage the Bianco Research Total Return Index. You can find out about it at biancoadvisors.com. We set the parameters on the index and WisdomTree has an ETF that tracks our index. I've used the example, think of me like the head of the S&P 500 Index Committee and SPY tracks my index. Well, that's kind of the setup that we've, we've got. WTBN is the ticker symbol for the WisdomTree Bianco Fund. And my day job still exists, is that is as being the researcher of Bianco Research. You could find out more about us at the words Bianco Research, either biancoresearch.com is our website @biancoresearch on Twitter, Bianco Research on YouTube, either Jim Bianco or Bianco Research on LinkedIn. And so you could follow me on any of the socials. I try to stay active on the socials as well too. Or check us out on our, on our website.
Jim Bianco · Macro Voices · MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism · 2025-12-11