DRAM Leads the Race to Monetize the Memory Boom
The Roundhill Memory ETF (DRAM) continues to smash ETF flow records, but is a movement that can be sustained? Don’t miss the ETF Zoo crew’s discussion about why the strategy’s approach to AI investing could prove resilient when the AI bubble finally pops.
This episode of the ETF Zoo features Dave Nadig, President & Director of Research at ETF.com; Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence; and Todd Sohn, Senior ETF & Technical Strategist, Strategas Securities. The crew digs into the unprecedented flows into the Roundhill Memory ETF (DRAM) as well as predictions about what’s ahead for the fund and sector.
DRAM shattered industry records by crossing $10 billion in assets under management in just a matter of weeks.This week’s Zoo crew explores the fund's momentum while also digging into its strategic pick and shovel play on artificial intelligence through its focus on the capacity-constrained semiconductor and memory sector. There’s also skepticism over the rapid, derivative ETF innovation trailing its success, including recently filed autocallable variations from other issuers. Is it a warning that the market may be getting pushed too the brink with highly engineered products designed primarily to manufacture income out of volatility?
Don’t miss the full conversation that includes a lively discussion of Cathie Wood and ARK Investments, the latest unexpected victims of leveraged funds, and more. Tune in here.
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