Episode
Investing in the $14 trillion ETF BOOM | Jon Maier, JPMorgan
- Podcast
- Full Signal
- Published
- Apr 1, 2026
- Duration seconds
- 1503
- Processing state
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Summary
Jon Maier is the chief ETF strategist at JPMorgan Asset Management. He joins Phil Rosen on Full Signal to discuss the sea change underway in ETF flows, why active management is set up to outperform passive for the first time in years, how the Iran conflict is reshaping the macro outlook and what investors should actually do with their portfolios right now. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:20 - Iran conflict macro implications 1:20 - 66% of S&P stocks beating the index 3:10 - Breaking down $14T ETF market 6:00 - More ETFs than stocks 6:45 - Derivative income ETFs 8:20 - International vs. US rotation 12:05 - Bear sentiment and hedging strategies 14:30 - Rotation out of tech 15:40 - Should you go to cash right now? 18:20 - Active vs. passive long view 21:20 - How pullback compares to history 23:10 - JPMorgan Guide to ETFs Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed