Thematic ETF Trends

The discussion dives into the boom and bust of thematic ETFs, particularly during the easy monetary stimulus period. There's a consensus that while thematic ETFs attracted a lot of "dumb money," many have struggled to deliver returns, especially in sectors like cannabis. The conversation highlights the challenges faced by ETF issuers and the unpredictability of market trends, emphasizing that not all thematic investments have panned out as expected.