The focus of a multitude of conspiracy theories across the nether regions of the internet, the returns provided by playing the move to 5G have been anything but fake. According to Esoterica Capital CEO Bruce Liu, the move to 5G is not so much an upgrade to an existing tech cycle as a re-envisioning of the entire tech stack. Investors should take note when Liu discusses anything 5G-related: his firm's flagship ETF, WUGI, has doubled up on peers FIVG and NXTG since launching in late March, returning nearly 100%.
Show Notes
Show Notes

4:00 - What exactly is 5G? Defining the parameters of the conversation

9:15 - The 5G investing universe: Which sectors stand to benefit the most?

13:15 - "A re-envisioning of the entire tech stack": 5G, the Internet of Things, and autonomous driving

16:15 - Liar, liar, cellphone tower on fire: Why is there so much conspiracy thinking around the move to 5G?

20:00 - WUGI vs. FIVG vs. NXTG: In a space this fluid, does active trump passive?

29:30 - The move to 4G vs. to 5G: All in on the chipmakers (AMD) (QCOM) (TSM) (NVDA); avoiding the handset manufacturers (AAPL) (SSNLF) and networking players (NOK) (ERIC) this time around

38:30 - What's WUGI's research and stock selection process?

43:00 - A word on position sizing

45:15 - How "active" is WUGI? Reviewing annual turnover

50:00 - What are large FAANG type stocks like Netflix (NFLX) and Facebook (FB) doing in the portfolio?

55:00 - A name in the portfolio that will drive performance in the coming year: Meituan (MPNGF)


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