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Excess Returns · Saturday, July 25, 2026

Gray: ETF Infrastructure is Crucial for Survival in Low-Cost Market

Wes Gray emphasizes the critical importance of having a low-cost and efficient infrastructure for ETF providers to survive in the current market. He notes that without this capability, firms risk offering products at too high a price point to remain competitive.

personWes Gray

The tape

3 quotes
And and, you know, what we're seeing now is, is, is, you know, you've got a lot of like, uh, you know, interest rate hikes, you've got inflation, you've got, you know, a lot of geopolitical risks, and you've got, you know, a lot of like, uh, you know, market concentration, which is obviously, you know, a huge, a huge thing.
Wes Gray
And, and, you know, what we're seeing now is, is, is, you know, you've got a lot of like, uh, you know, interest rate hikes, you've got inflation, you've got, you know, a lot of geopolitical risks, and you've got, you know, a lot of like, uh, you know, market concentration, which is obviously, you know, a huge, a huge thing.
Wes Gray
And, and, you know, what we're seeing now is, is, is, you know, you've got a lot of like, uh, you know, interest rate hikes, you've got inflation, you've got, you know, a lot of geopolitical risks, and you've got, you know, a lot of like, uh, you know, market concentration, which is obviously, you know, a huge, a huge thing.
Wes Gray
Heard on Excess Returns — “Even God Would Be Fired | Wes Gray on Bubbles, AI Valuations and Why Size Was Never the Edge, published Saturday, July 25, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Gray: ETF Infrastructure is Crucial for Survival in Low-Cost Market — Heardvine