ETF Rundown is here with a look at the biggest trends shaping the exchange traded fund market in 2026. U.S. listed ETFs have attracted a record $1.2 trillion in inflows so far this year, putting the industry on pace for another blockbuster year. Active strategies, equities, fixed income, commodities and crypto ETFs are all drawing significant investor attention.
Global ETF strategist Bilal Little of Direxion breaks down what is driving the record flows and why investors are rotating across different asset classes. He discusses the continued influence of AI, growing interest in income focused strategies, the role of gold and energy, and why the bond market and Federal Reserve policy could shape the next phase of the ETF landscape.
We also speak with Zach Guzman, founder of Coinage Media, about Bitcoin’s recent rally and what renewed ETF inflows could mean for the cryptocurrency market. With Bitcoin approaching key levels and investors watching the potential return of a new crypto bull market, Guzman explains the catalysts that could drive the next move.
The episode also features an ETF watch list focused on TLT, VTWO and SMH. With inflation data, Federal Reserve commentary, the jobs report and NVIDIA’s earnings all influencing markets, these funds offer a window into how investors are positioning around bonds, small caps and the semiconductor sector.