# Veteran Strategist: The ETFs that WIN inside an AI portfolio

Page: https://stenobird.com/podcast/full-signal-7568617/veteran-strategist-the-etfs-that-win-inside-an-ai-portfolio
Text version: https://stenobird.com/podcast/full-signal-7568617/veteran-strategist-the-etfs-that-win-inside-an-ai-portfolio.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-08-25T10:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Veteran-Strategist-The-ETFs-that-WIN-inside-an-AI-portfolio-e3nj469
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/124407433/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-18%2F430094058-44100-2-f77477f71453d.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/veteran-strategist-the-etfs-that-win-inside-an-ai-portfolio
Duration seconds: 1444

## Resource

Bilal Little is a global ETF strategist at Direxion and the host of the ETF Central podcast for the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss why the market is mispricing the cost of capital, how leveraged and inverse ETFs are actually meant to be traded, and where he sees the most compelling opportunities right now.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - What the market is mispricing2:24 - Macro data vs AI4:41 - Jobs data6:05 - Shift to thematic investing8:30 - Income ETFs11:48 - Leverage15:19 - Risk appetite 17:28 - Building portfolios20:54 - Most compelling opportunities23:03 - Follow Bilal

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## Transcript

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