# Scott Helfstein
Principais episódios de podcast
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Top podcast episodes featuring scott helfstein.
Profiting from multi-decade mega trends: A thematic ETF deep dive with Global X's Scott Helfstein
The recent AI boom has reignited enthusiasm for thematic ETFs and that's why I was so grateful to have Scott Helftstein the head of investment strategy at Global X, join me on his Australian tour for a deep dive on thematic ETFs. Scott has a wealth of knowledge in the space through his role at Glob…
Global X's Helfstein: 'This is not the nice rosy year we had in '24'
Scott Helfstein, head of investment strategy for Global X ETFs says "Investors had better be ready for some chop" in 2024, but he thinks fundamentals are good and expanding and the market will broaden so that the economy and market pick up in areas that have not done well of late. Those conditions …
Exploring Cutting-Edge Long-Term Investment Themes with Scott Helfstein
This week, I sit down with Scott Helfstein, Head of Thematic Solutions at Global X, to discuss where the economy and markets are headed and what investment themes are emerging as the most attractive long-term bets for families and family offices to pursue. Scott offers valuable insights on the inte…
Future Money - Unpacking New Tensions in the Middle East w/ Scott Helfstein
With significant tensions rising in the Middle East, GK Managing Partners Ayal Shmilovich and Hatem Dhiab welcome Dr. Scott Helfstein on the show to provide insights on how the situation will impact global markets. As Head of Investment Strategy at Global X and a Co-Chair at Fordham Law’s Canter on…
Global X's Helfstein leans into defense tech and cybersecurity for back half of '25
Scott Helfstein, head of investment strategy for Global X ETFs says the fundamentals are strong enough that the market and economy should be in better shape by year's end, provided the wildcards of tariffs and geopolitics don't interfere. Discussing his outlook for the rest of 2025, Helfstein expec…
Scott Helfstein on the automation age, US exceptionalism & the future of AI investing
In this Australian Investors Podcast episode, your hosts Owen Rask and Scott Helfstein (Global X ETFs) discuss:
– Why US exceptionalism still holds in 2025
– How automation is replacing the information age
– AI, robotics & innovation trends shaping markets
– Opportunities for investors in infra…
New Launches, ETF Predictions, & Thematics
ETF.com’s Drew Voros discusses several recent ETF launches and filings, including Vanguard’s first active bond ETF and the Valkyrie Bitcoin ETF. Franklin Templeton’s David Mann offers his 2021 ETF predictions. ProShares’ Scott Helfstein spotlights their MSCI Transformational Changes ETF (ANEW) an…
Stocks extend jobs-fueled slide on Russia jitters: Markets wrap
Wall Street traders worried about the jobs market and the impacts of President Donald Trump’s tariffs knocked down stocks, which extended losses amid geopolitical tensions between the U.S. and Russia. A rally in bonds kept building on bets the Federal Reserve will cut rates.
Equities hovered near s…
#57 – Scott Helfstein, Global X Global Head of Investments on Geopolitics, AI, and the New “Automation Age” (recorded 01/21/26)
In this episode of The Bull of Wall Street, Jim Worden is joined by co-host Talley Leger and guest Scott Helfstein, Global Head of Investments at Global X. Scott brings a rare blend of experience across the Federal Reserve, investment banking, academia (West Point), and national security research, …
Global X's Helfstein: Don't bet against this strong investment cycle, resilient consumer
Scott Helfstein, head of investment strategy at Global X ETFs, says that while the Iran War got the headlines, trade negotiations will be the story that carries the market forward for the rest of the year, provided there are no policy stumbles. He says the market has calmed down around Fed policy a…
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