Name: Deals, Launches, and Risk-Taking | ETF IQ 8/17/2026
Uploaded: 2026-08-17T20:12:48+00:00
Duration: 2613 s

Speakers

Todd Sohn — Chief ETF Strategist, Strategas Securities

Lauren Cassidy — CIO, Founders 100 ETF

Neil Sipes — Analyst, Bloomberg Intelligence

Adam Patti — CEO, VistaShares

James Seyffart — ETF Analyst, Bloomberg Intelligence

Maital Legum — Head of ETF Solutions, Teucrium

Summary

Bloomberg ETF IQ hosts Scarlet Fu and James Seyffart discuss ETF flows, leveraged and thematic tech ETF risks, contrarian crypto, founder-led strategies, Goldman's NEOS acquisition, and a Berkshire-plus-options income ETF. Todd Sohn warns that leveraged AI and hot thematic ETF launches look crowded, while favoring overlooked sectors and crypto as a contrarian bet. Lauren Cassidy makes the case for founder-led companies through FFF, and Adam Patti explains OMAH's targeted Berkshire income strategy.

ETF flows show billions going into S&P 500, Nasdaq 100, and TLT while semiconductor funds see outflows.
Todd Sohn warns leveraged and thematic AI/semiconductor ETF enthusiasm is crowded and risky.
Todd suggests compressed healthcare, financials, and energy can hedge tech concentration.
Todd sees crypto ETFs as a contrarian opportunity after neglect and outflows.
Lauren Cassidy argues FFF provides strict founder-led exposure with low overlap to S&P and QQQ.
Neil Sipes discusses Goldman's $2.3 billion NEOS deal and growth in active and derivative-income ETFs.
Adam Patti explains OMAH's Berkshire-plus-options strategy targeting 15% yield.
ETF lifecycle and quiz segments cover novel filings, launches, closures, and crypto-theme trivia.

Ideas

Todd Sohn Chief ETF Strategist, Strategas Securities 6:59

Healthcare, financials, energy are cheap hedges

Todd argues that with tech and semiconductor concentration extreme, financials, energy, and especially health care have compressed and are becoming portfolio hedges now that long-duration Treasuries no longer work; he likes health care as a defensive, low-tech balance.

Lauren Cassidy CIO, Founders 100 ETF 12:43

Founder-led companies outperform long term

Bain research and Lauren's own 27-year study show founder-led companies significantly outperform non-founder-led peers; founders have vision, conviction, and grit, and perpetual skepticism creates opportunity. FFF is a strict founder-led portfolio with low overlap to S&P/QQQ, and she expects founder-led names to outperform again as recovery takes hold.

Adam Patti CEO, VistaShares 23:13

Berkshire plus options targets fifteen percent yield

Because Berkshire holds private and cash assets, owning Berkshire alone underweights its top public holdings; OMAH directly holds Berkshire plus those top public names and sells call spreads on the portfolio to target about 15% annual yield and 1.25% monthly income, producing a smoother ride than Berkshire and acting as a synthetic dividend or complement for Berkshire and S&P 500 holders.

This Bloomberg Markets video, published August 17, 2026, features Todd Sohn, Lauren Cassidy, Adam Patti discussing XLV, XLF, XLE, FFF, OMAH. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Todd Sohn, Lauren Cassidy, Adam Patti · Tickers: XLV, XLF, XLE, FFF, OMAH

Deals, Launches, and Risk-Taking | ETF IQ 8/17/2026

Summary

Ideas

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