Todd Sohn
Person
Todd Sohn is Chief ETF Strategist for Baird Strategas, where he leads research on exchange-traded funds, industry trends, and investor flows. He is known for his empirically driven analysis of the ETF market.
Works by Todd Sohn
- EF
4 episodes featuring Todd Sohn
The Compound and Friends
Falling P/E ratios challenge the expensive-market narrative
The discussion tests whether rising prices signal a bubble or reflect stronger margins, earnings growth, and a broadening market.
Sep 8, 2026 · 47 min
The Compound and Friends
AI spending faces its hardest earnings test yet
The episode weighs whether AI’s extraordinary investment cycle can broaden into durable earnings growth or instead trigger a valuation reset by 2027.
Aug 25, 2026 · 1h 13m
The Compound and Friends
Santoli argues markets reward adaptation over prediction
The conversation tests whether today’s bull market reflects durable earnings and economic resilience or a concentrated, AI-fueled speculative cycle.
Aug 21, 2026 · 1h 25m
The Compound and Friends
ETF issuers flood the market as investors chase new exposures
The ETF boom is reshaping investment products, fees, and access while leaving issuers to prove which themes can attract lasting assets.
Aug 14, 2026 · 1h 5m