VettaFi Discusses Thematic ETF Rotation & Steak on Bloomberg TV

This week, I had the honor of joining Bloomberg's ETF IQ show. In one segment, Eric Balchunas, Isabelle Lee, and I covered thematic equity and fixed income ETFs.

ETF Trends • Oct 21, 2026

AMLP: Capped, Not Broken

The Alerian MLP ETF's portfolio is benefiting from improving energy fundamentals and resilient fee-based cash flows, supporting distribution growth despite a more challenging interest-rate backdrop. Higher Treasury yields have compressed AMLP's yield advantage versus risk-free assets, limiting multiple expansion even as underlying midstream fundamentals improve. With an 8%+ yield, inflation-linked assets, and stable cash generation, AMLP still offers attractive high-single-digit total return potential for income investors.

Seeking Alpha • Oct 21, 2026

Beyond the Tech Horizon: Real Diversification in Non-AI Thematic ETFs

Artificial intelligence (AI) remains a compelling long-term secular trend. However, growing market scrutiny surrounds AI.

ETF Trends • Oct 19, 2026

AMLP Vs. MLPX: Two Ways To Profit From The Fuel Crisis

Alerian MLP ETF (AMLP) and Global X MLP & Energy Infrastructure ETF (MLPX) are both rated Buy, capitalizing on U.S. energy export volume growth. AMLP offers a higher yield (7.7%) and lower volatility, appealing to income-focused investors seeking immediate payouts from U.S. crude export dynamics. The Global X MLP & Energy Infrastructure ETF ( (MLPX) provides lower yield (4.2%) but greater capital appreciation potential, with diversified holdings and exposure to U.S. LNG export growth.

Seeking Alpha • Oct 19, 2026

Making Of An 8-Fund Retiree Portfolio: $5,000 Monthly Income Potentially

We expand a simple 3-ETF retirement portfolio into 6- and 8-fund models for higher diversification, income, and decent growth. The 8-fund portfolio targets a nearly 6% yield and market-matching  annualized returns, high income, inflation protection, and capital preservation. Added exposure to real estate, gold, and technology reduces sector concentration and enhances long-term inflation protection.

Seeking Alpha • Oct 17, 2026

Buy The Dip: Sustainable And Growing 10%+ Yields

Double-digit dividend yields typically signal serious risks. However, occasionally, the market offers rare opportunities to lock in enormous income without sacrificing long-term growth. I highlight two deeply discounted dividend stocks yielding over 10% that I believe offer surprisingly sustainable payouts backed by resilient cash flows.

Seeking Alpha • Oct 16, 2026

AMLP Returned 6.10% Over Ten Years While Its Index Returned 8.07%. The Fund's Own Report Explains Why

AMLP's annual shareholder report quietly names the structural feature that drains returns before investors ever see a price quote, and most holders have no idea it exists.

24/7 Wall Street • Oct 14, 2026

2 Battle-Tested Retirement Income Compounders To Buy Now

Stretched valuations and a crowded AI trade have pushed me toward portfolio defense. This has come at a cost, but I'm happy to pay it for reliable income. I highlight two battle-tested dividend machines yielding over 6% that have kept paying through decades of crises.

Seeking Alpha • Oct 12, 2026

The Fed Just Moved: What It Means For Dividend Stocks

Dividend stocks are selling off as rate hike fears return. The inflation spike may prove temporary. Some blue-chip dividend stocks now offer rare yields.

Seeking Alpha • Oct 9, 2026

MLPA Vs. AMLP: Why I'm Buying The Higher-Yielding Underdog

The Global X MLP ETF is rated a cautious Buy at ~$54, offering a 7.5% yield and 8–12% expected total return. MLPA's largest holdings, like ET and EPD, are generating robust cash flows and growing distributions, supporting the fund's payout. Fund-level C-corp taxation and deferred tax liabilities (~10% of NAV) materially impact MLPA's net returns and must be monitored.

Seeking Alpha • Oct 9, 2026