Tarım Arazilerinden Hızlı Ticarete, ETF'ler Her Şeyi Yapıyor

From Farmland to Fast Trading, ETFs Are Doing It All

Thu, September 10, 2026 at 1:55 AM GMT+3 2 min read

This week's ETF Zoo crew takes a lay of the land as summer comes to a close and some new and interesting developments crop up. ETF.com hosts Dave Nadig, President & Director of Research, and Sumit Roy, Senior ETF Analyst, are joined in this episode by Cinthia Murphy, Director of Research at TMX VettaFi, and James Seyffart, CFA, CAIA, Senior Research Analyst at Bloomberg Intelligence. Together the group talks about some of the big M&A announcements lately, dig into the AI chokepoint perspective, and more.

You can view this episode here or on our YouTube channel or listen on Spotify or Apple Podcasts.

• M&A land grab in full swing. Billions in ETF acquisitions, including Victory Capital/First Eagle, Vanguard/Altruist, and more, signal that scale instead of organic growth now drives the industry. The Zoo crew debated whether firms are buying hit products, talent, or distribution, and what could be ahead for the industry.

• Leverage and gambling push into new territory. Defiance's hourly-reset leveraged ETFs barely differ from daily resets despite pulling in huge fees, while Korea and Japan crack down on single-stock leverage entirely. New NHL-linked sports-betting ETFs raised bigger concerns about routing gambling risk through the same rails as retirement savings.

• AI concentration is everywhere, even where you don't expect it. Thematic and datacenter ETFs quietly hold the same chokepoint stocks like Micron and Nvidia, sparking debate over whether that's a feature or a vulnerability. However, real revenue growth at companies like Anthropic and OpenAI kept the Zoo Crew from sounding the alarm just yet.

• Farmland ETFs offer a genuine alternative. WisdomTree's push to wrap illiquid farmland into a daily-liquid ETF is an impressive push towards real diversification, not another repackaged tech bet. Both Nadig and Seyffart predicted copycats if the liquidity puzzle gets solved.

This week's guests:

Learn more about TMX VettaFi or follow Cinthia Murphy on LinkedIn.

Learn more about Bloomberg Intelligence or follow James Seyffart on LinkedIn.

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