https://www.spreaker.com/show/lets-talk-etfsenInvestingCopyright Seeking Alphahttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/70999635752fd62a9bdc384d786118a4.jpghttps://www.spreaker.com/show/lets-talk-etfsWed, 28 Feb 2024 12:12:32 +0000Seeking AlphaSeeking Alphapodcastmanagement@seekingalpha.comLet’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and...falseepisodichttps://www.spreaker.com/episode/how-to-manage-risk-with-exchange-traded-funds--51973255
Contents:
2:15 - Introduction
6:30 - How should investors approach risk going into 2022?
11:15 - Tell us about the buffered outcome ETF series
18:15 - How has the reception been to your products in the investment community?
23:45 - What's the holding period for these instruments?
29:30 - What's your broad view of the markets?]]>126d68d1-3c14-40df-ad35-d40e727afc35Thu, 09 Dec 2021 15:09:29 +0000Seeking AlphaOn the latest Let's Talk ETFs podcast Seeking Alpha has the chance to catch up with Johan Grahn,Head of ETFs at Allianz Investment Management. Johan provided the investment community with knowledge about how to manage risk with ETFs. Contents: 2:15 -...
Contents:
2:15 - Introduction
6:30 - How should investors approach risk going into 2022?
11:15 - Tell us about the buffered outcome ETF series
18:15 - How has the reception been to your products in the investment community?
23:45 - What's the holding period for these instruments?
29:30 - What's your broad view of the markets?]]>2331falsefullhttps://www.spreaker.com/episode/thematic-etfs-the-ever-changing-market-landscape--51973185
Tickers: (ONLN), (EMTY), (PAWZ), (MAKX), (CTEX), (DAT)

Show Notes:
2:45 - Introduction
4:00 - What's new with Proshares since we last spoke?
6:45 - Discuss & break down Smart Factories ETF, MAKX, 
13:30 - Discuss & break down Cleantech ETF, CTEX.
18:30 - Discuss & break down Big Data ETF, DAT.
23:45 - ProShares three other funds set to list around nanotechnology, smart materials and on-demand.
28:00 - Proshares ETFs forward looking to changes in global economy
30:30 - Anything else on the thematic horizon for the "next thing"?
36:30 - How is the market reacting to the thematic ETF space?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1234a2ce-3331-11ec-9f22-b3e16d179329Fri, 22 Oct 2021 12:50:07 +0000Seeking AlphaOn this week's episode of Let's Talk ETFs, we have a returning guest joining us. Scott Helfstein, Executive Director of Thematic Investing at ProShares sits back down with Seeking Alpha to discuss the updates and changes to the thematic exchange...
Tickers: (ONLN), (EMTY), (PAWZ), (MAKX), (CTEX), (DAT)

Show Notes:
2:45 - Introduction
4:00 - What's new with Proshares since we last spoke?
6:45 - Discuss & break down Smart Factories ETF, MAKX, 
13:30 - Discuss & break down Cleantech ETF, CTEX.
18:30 - Discuss & break down Big Data ETF, DAT.
23:45 - ProShares three other funds set to list around nanotechnology, smart materials and on-demand.
28:00 - Proshares ETFs forward looking to changes in global economy
30:30 - Anything else on the thematic horizon for the "next thing"?
36:30 - How is the market reacting to the thematic ETF space?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2705falsefullhttps://www.spreaker.com/episode/how-investors-can-protect-their-portfolio-with-real-estate-etfs--51973261
Tickers: RIET, HOMZ

Show Notes:
2:15 - Personal and firm background information.
4:15 - Tell us about new RIET ETF.
9:20 - Play RIET and HOMZ jointly?
14:45 - Discuss the overall stance of the housing market.
20:00 - What weaknesses, if any, should investors be looking for in the housing market?
29:15 - Would the housing market cool off if the Fed raises rates?
34:45 - What sources of information can investors use to keep an eye the housing market?
42:40 - Any information in terms of Covid being a factor on real estate?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>53f44aee-31a5-11ec-a5d4-dbb469a9c39aWed, 20 Oct 2021 13:04:00 +0000Seeking AlphaOn the latest Let's Talk ETFs podcast, Seeking Alpha has a conversation with Alex Pettee, President and Director of Research & ETFs at Hoya Capital Real Estate. Together we break down the real estate market and how an investors can take on positions...
Tickers: RIET, HOMZ

Show Notes:
2:15 - Personal and firm background information.
4:15 - Tell us about new RIET ETF.
9:20 - Play RIET and HOMZ jointly?
14:45 - Discuss the overall stance of the housing market.
20:00 - What weaknesses, if any, should investors be looking for in the housing market?
29:15 - Would the housing market cool off if the Fed raises rates?
34:45 - What sources of information can investors use to keep an eye the housing market?
42:40 - Any information in terms of Covid being a factor on real estate?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2901falsefullhttps://www.spreaker.com/episode/spac-etfs-the-future-of-the-market-landscape--51973227
Tickers: (SPX), (SPCX), (DSPC), and (SOGU).

Show Notes: 
2:00 - Information and background about Tuttle Capital Management
4:45 - Overview of SPACs and the SPACs involved in the ETF market.
8:30 - What future trends and outlooks are foreseen in the SPAC market?
11:00 - What is the main objective behind SPCX? What separates it from the market?
15:15 - Differentiate the various SPAC ETFs... SPCX, DSPC and SOGU.
18:00 - Where do you see SPACS fitting into an investor's portfolio?
20:00 - How have SPAC ETFs been received, what is the investor communities reaction?
23:30 - Key takeaways about SPACS.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5df42090-2b57-11ec-a99e-5f528642c9f5Tue, 12 Oct 2021 12:27:41 +0000Seeking AlphaOn this episode of Let's Talk ETFs, Seeking Alpha speaks with Matthew Tuttle, CEO & CIO of Tuttle Capital Management. Together we uncover information around the SPAC ETF market and how SPAC funds can be implemented into a traditional portfolio....
Tickers: (SPX), (SPCX), (DSPC), and (SOGU).

Show Notes: 
2:00 - Information and background about Tuttle Capital Management
4:45 - Overview of SPACs and the SPACs involved in the ETF market.
8:30 - What future trends and outlooks are foreseen in the SPAC market?
11:00 - What is the main objective behind SPCX? What separates it from the market?
15:15 - Differentiate the various SPAC ETFs... SPCX, DSPC and SOGU.
18:00 - Where do you see SPACS fitting into an investor's portfolio?
20:00 - How have SPAC ETFs been received, what is the investor communities reaction?
23:30 - Key takeaways about SPACS.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1689falsefullhttps://www.spreaker.com/episode/risk-management-and-how-it-intertwines-with-the-etf-landscape--51973063Tickers: (ASPY), (SPY)
Show Notes:
3:00 - Background on Asymmetric ETFs.
4:30 - How are investors monitoring risk a this moment and how are you looking at risk right now?
9:00 - What are the building blocks of the asymmetric ETF (ASPY)?
13:30 - What is the breakdown difference between ASPY and SPY?
19:00 - Where do you see ASPY fitting into a traditional portfolio?
21:00 - How's the reception been for ASPY? Are you seeing any challenges at the moment?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c70528f6-21e6-11ec-9c9b-a75b23dca9d9Thu, 30 Sep 2021 12:09:44 +0000Seeking AlphaIn this Let's Talk ETFs podcast, Seeking Alpha speaks with Darren Schuringa, CEO ASYMmetric ETFs. Together we have a discussion on how risk can be monitored in an investment portfolio through the use of exchange traded funds. Tickers: (ASPY), (SPY)...Tickers: (ASPY), (SPY)
Show Notes:
3:00 - Background on Asymmetric ETFs.
4:30 - How are investors monitoring risk a this moment and how are you looking at risk right now?
9:00 - What are the building blocks of the asymmetric ETF (ASPY)?
13:30 - What is the breakdown difference between ASPY and SPY?
19:00 - Where do you see ASPY fitting into a traditional portfolio?
21:00 - How's the reception been for ASPY? Are you seeing any challenges at the moment?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1723falsefullhttps://www.spreaker.com/episode/how-options-etfs-can-be-utilized-in-an-investment-portfolio--51973193Tickers: (SPYC), (QQC), and (VFIN)
Show Notes:
2:45 - Tell us about yourself and Simplify ETFs
7:45 - Elaborate on the reasoning and process of including options in ETFs.
11:45 - How options ETFs can protect against volatility 
16:14 - Are there any areas of the ETF market where options are underutilized?
19:30 - Who are the right investors for this type of strategy?
24:00 - How has the market reception been and what are the long term trends?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c4a7b9a0-165d-11ec-b7b0-efb2acdfb509Wed, 15 Sep 2021 20:09:26 +0000Seeking AlphaIn the latest Let's Talk ETFs podcast, Seeking Alpha sits down with Paul Kim, CEO of Simplify ETFs. to discuss how options-based ETFs can be a useful tool inside an investment portfolio. Tickers: (SPYC), (QQC), and (VFIN) Show Notes: 2:45 - Tell us...Tickers: (SPYC), (QQC), and (VFIN)
Show Notes:
2:45 - Tell us about yourself and Simplify ETFs
7:45 - Elaborate on the reasoning and process of including options in ETFs.
11:45 - How options ETFs can protect against volatility 
16:14 - Are there any areas of the ETF market where options are underutilized?
19:30 - Who are the right investors for this type of strategy?
24:00 - How has the market reception been and what are the long term trends?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1942falsefullhttps://www.spreaker.com/episode/sustainable-investing-esg-etfs--51972823
Show Notes:
2:30 - Tell us about yourself and Qontigo
6:00 - What is ESG, sustainable investing, all about?
13:00 - What's your long term view of sustainable investing?
19:00 - How do we standardize measurements to create a level playing field?
24:30 - Can you highlight a specific ESG index that would stand out?
28:00 - Why would a non-believer of ESG want to participate in this market?
32:00 - What is driving the momentum in this market and what's holding it back?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ac9ddeb4-0ce1-11ec-a6ac-6b0f6728fa04Fri, 03 Sep 2021 18:21:10 +0000Seeking AlphaIn this Let's Talk ETFs podcast, Seeking Alpha speaks with Stephan Flagel, Chief Product Officer of Qontigo.to discuss how the ESG space is affecting exchange traded funds., Show Notes: 2:30 - Tell us about yourself and Qontigo 6:00 - What is ESG,...
Show Notes:
2:30 - Tell us about yourself and Qontigo
6:00 - What is ESG, sustainable investing, all about?
13:00 - What's your long term view of sustainable investing?
19:00 - How do we standardize measurements to create a level playing field?
24:30 - Can you highlight a specific ESG index that would stand out?
28:00 - Why would a non-believer of ESG want to participate in this market?
32:00 - What is driving the momentum in this market and what's holding it back?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2432falsefullhttps://www.spreaker.com/episode/monitoring-inflation-the-etf-markets--51973251
Tickers: AMZA, PFFR, PFFA, 

2:45 - Introduction about yourself and ICA
5:00 - What's ICA's take on inflation?
12:00 - What type of ETFs can investors use to take advantage and deal with inflation? 
15:30 - Financials and energy ETFs and how they react to inflation.
17:00 - Deeper dive into commodities.
19:30 - What are the key data indicators that people can look at that might drive inflation sentiment in either direction?
24:10 - What can investors do today to position themselves for tomorrow?
28:00 - Overview of the ETFs ICA provides: AMZA, PFFR, PFFA.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>9a0a8c18-072b-11ec-9bd0-fb779379af95Fri, 27 Aug 2021 11:47:00 +0000Seeking AlphaIn the latest Let's Talk ETFs podcast, Seeking Alpha chats with speaks with Jay Hatfield, CEO at Infrastructure Capital Advisors to discuss how the current market is viewing inflation and its affect on the exchange traded fund markets. Tickers: AMZA,...
Tickers: AMZA, PFFR, PFFA, 

2:45 - Introduction about yourself and ICA
5:00 - What's ICA's take on inflation?
12:00 - What type of ETFs can investors use to take advantage and deal with inflation? 
15:30 - Financials and energy ETFs and how they react to inflation.
17:00 - Deeper dive into commodities.
19:30 - What are the key data indicators that people can look at that might drive inflation sentiment in either direction?
24:10 - What can investors do today to position themselves for tomorrow?
28:00 - Overview of the ETFs ICA provides: AMZA, PFFR, PFFA.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2570falsefullhttps://www.spreaker.com/episode/how-government-crackdowns-in-china-are-affecting-etfs--51973165
Tickers: (KNGS), (BABA), and (JD)

2:30 - Introduction and background to Robert.
6:00 - Principles behind KNGS, what's the ETF all about, what makes it unique?
9:45 - How do you see fears of China's crackdown on tech affecting this market?
17:30 - Stocks to buy and avoid in China?
23:30 - What would you say to convince an investor regarding China that may not be a supporter?
27:30 - Who are the ideal investors for the KNGS ETF?
29:45 - Expand on the idea of the reinvesting/compounding and how its threaded in KNGS?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2a45bfd6-fe86-11eb-a0ec-57dee568400fMon, 16 Aug 2021 11:44:37 +0000Seeking AlphaIn this episode of Let's Talk ETFs, Seeking Alpha speaks with Robert Cantwell, Founder & Chief Investment Officer of UPHOLDINGS to discuss the ramifications of the latest crackdowns in China and what that means for ETF investors. Tickers: (KNGS),...
Tickers: (KNGS), (BABA), and (JD)

2:30 - Introduction and background to Robert.
6:00 - Principles behind KNGS, what's the ETF all about, what makes it unique?
9:45 - How do you see fears of China's crackdown on tech affecting this market?
17:30 - Stocks to buy and avoid in China?
23:30 - What would you say to convince an investor regarding China that may not be a supporter?
27:30 - Who are the ideal investors for the KNGS ETF?
29:45 - Expand on the idea of the reinvesting/compounding and how its threaded in KNGS?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2263falsefullhttps://www.spreaker.com/episode/where-do-crypto-markets-digital-transformation-fit-into-the-etf-universe--51972962
Tickers: (DAPP), (BTC-USD), (COIN), and (RIOT)

Contents:
2:15 - Background to JP Lee and where his role fits in with Van Eck?
4;45 - What's your take on the future of the global digital economy?
11:00 - What was the thought process around launching the VanEck Vectors Digital Transformation ETF (DAPP)?
13:30 - What are the specifications and details around DAPP?
22:00 - What would you say to an investor not familiar or not a believer in cryptocurrency?
28:45 - Where do you see DAPP fitting into a classic portfolio?
31:30 - Will we see a crypto-based ETF in 2021?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2c55e202-f62e-11eb-b724-876c35d78ba5Fri, 06 Aug 2021 11:00:00 +0000Seeking AlphaOn the latest Let's Talk ETFs podcast Seeking Alpha sits down with JP Lee, Product Manager at VanEck, to discuss how the digital transformation landscape is molding the future of exchange traded funds and how crypto markets fit in as well. Tickers:...
Tickers: (DAPP), (BTC-USD), (COIN), and (RIOT)

Contents:
2:15 - Background to JP Lee and where his role fits in with Van Eck?
4;45 - What's your take on the future of the global digital economy?
11:00 - What was the thought process around launching the VanEck Vectors Digital Transformation ETF (DAPP)?
13:30 - What are the specifications and details around DAPP?
22:00 - What would you say to an investor not familiar or not a believer in cryptocurrency?
28:45 - Where do you see DAPP fitting into a classic portfolio?
31:30 - Will we see a crypto-based ETF in 2021?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2298falsefullhttps://www.spreaker.com/episode/investing-today-in-the-economies-of-tomorrow-an-emerging-market-edition--51973252
Tickers: (CUBS)

Show Notes:
2:00 - Introduction to Dawn Global
5:30 - How has the recent crackdown in Chinese tech space effect EM?
6:30 - What's the overall landscape for emerging markets?
9:30 - Tell us about the Asian Growth Cubs ETF (CUBS)
17:45 - Deeper dive into CUBS... holdings, expense ratios, and other specs..
22:00 - Where do you see CUBS fitting into a traditional portfolio?
24:00 - What are some of the biggest challenges for CUBS in the EM space today?
25:30 - What would you say to someone who's not a believer in EM?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3cd883b4-f0b1-11eb-8bcb-d308f18de4a0Fri, 30 Jul 2021 11:00:00 +0000Seeking AlphaIn this week's Let's Talk ETFs podcast we are speaking with Maurits Pot, Founder & CIO of Dawn Global. Maurits joins us to have detailed discussion around the topic of emerging and frontier market investing in the exchange traded fund space. Tickers:...
Tickers: (CUBS)

Show Notes:
2:00 - Introduction to Dawn Global
5:30 - How has the recent crackdown in Chinese tech space effect EM?
6:30 - What's the overall landscape for emerging markets?
9:30 - Tell us about the Asian Growth Cubs ETF (CUBS)
17:45 - Deeper dive into CUBS... holdings, expense ratios, and other specs..
22:00 - Where do you see CUBS fitting into a traditional portfolio?
24:00 - What are some of the biggest challenges for CUBS in the EM space today?
25:30 - What would you say to someone who's not a believer in EM?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2021falsefullhttps://www.spreaker.com/episode/robotics-artificial-intelligence-innovation-how-the-technology-space-is-evolving-the-etf-marketplace--51972925
Tickers: (ROBO), (HTEC), and (THNQ)

Show Notes:
2:00 - Introduction to Lisa Chai and ROBO Global.
5:00 - What do you feel the future holds for robotics, artificial intelligence and the technology space?
11:00 - Breakdown of ROBO Global's indexes: ROBO, HTEC and THNQ.
16:30 - Should ROBO Global's ETFs be wrapped into the general technology exposure market or are the ETFs provided more thematic in nature?
20:00 - How often does ROBO Global rebalance its exchange traded funds?
21:45 - What would you say to an investor who is concerned about rising rates but still wants exposure to the robotics and AI industry?
27:45 - What are some of the biggest opportunities and threats to the robotics, artificial intelligence and the technology industry?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a0430c10-df5b-11eb-b5ae-df0bbc840db2Thu, 08 Jul 2021 11:00:00 +0000Seeking AlphaIn this week's Let's Talk ETFs podcast we have Lisa Chai, Senior Research Analyst at ROBO Global joining us to dive deep into the topic of robotics, artificial intelligence and innovation and the advancements in technology have affected the exchange...
Tickers: (ROBO), (HTEC), and (THNQ)

Show Notes:
2:00 - Introduction to Lisa Chai and ROBO Global.
5:00 - What do you feel the future holds for robotics, artificial intelligence and the technology space?
11:00 - Breakdown of ROBO Global's indexes: ROBO, HTEC and THNQ.
16:30 - Should ROBO Global's ETFs be wrapped into the general technology exposure market or are the ETFs provided more thematic in nature?
20:00 - How often does ROBO Global rebalance its exchange traded funds?
21:45 - What would you say to an investor who is concerned about rising rates but still wants exposure to the robotics and AI industry?
27:45 - What are some of the biggest opportunities and threats to the robotics, artificial intelligence and the technology industry?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2096falsefullhttps://www.spreaker.com/episode/interest-rates-inflation-and-its-effects-on-the-etf-space-with-proshares--51973246
Tickers: EQRR, IGHG, HYHG, RINF

Show Notes:
2:00 - Introduction and background to Simeon's work at ProShares..
3;30 - Transitory inflation... How does an investor make sense of it all?
7:00 - Is some inflation a good thing?
12:30 - For investors concerned about rising rates and inflation what are some good ways to play this from within ProShares lineup?
14:30 - ProShares Equities for Rising Rates ETF (EQRR).
15:30 - ProShares Investment Grade—Interest Rate Hedged (IGHG) & ProShares High Yield - Interest Rate Hedged ETF (HYHG).
18:15 - ProShares Inflation Expectations ETF (RINF).
20:30 - Are these ETFs meant to be invested all the time or are they time/market sensative?
25:00 - What are the best data indicators investors should be looking at to forecast rate hikes and inflation?
28:00 - What if inflation is not transitory?
29:00 - Closing and outro story.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8e97eefa-d9d3-11eb-bf7e-bb6517e759c7Thu, 01 Jul 2021 11:00:00 +0000Seeking AlphaJoining us in this week's episode of Let's Talk ETFs is Simeon Hyman, Global Investment Strategist & Head of Investment Strategy Group at ProShares. Simeon walks us through the impacts of interest rates & inflation. and how it effects the exchange...
Tickers: EQRR, IGHG, HYHG, RINF

Show Notes:
2:00 - Introduction and background to Simeon's work at ProShares..
3;30 - Transitory inflation... How does an investor make sense of it all?
7:00 - Is some inflation a good thing?
12:30 - For investors concerned about rising rates and inflation what are some good ways to play this from within ProShares lineup?
14:30 - ProShares Equities for Rising Rates ETF (EQRR).
15:30 - ProShares Investment Grade—Interest Rate Hedged (IGHG) & ProShares High Yield - Interest Rate Hedged ETF (HYHG).
18:15 - ProShares Inflation Expectations ETF (RINF).
20:30 - Are these ETFs meant to be invested all the time or are they time/market sensative?
25:00 - What are the best data indicators investors should be looking at to forecast rate hikes and inflation?
28:00 - What if inflation is not transitory?
29:00 - Closing and outro story.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1974falsefullhttps://www.spreaker.com/episode/a-re-opening-global-economy-featuring-jets--51973014Show Notes:
2:15 - Opening background of Frank Holmes.
4:00 - What investment sectors do you see growing as we come out of Covid-19 pandemic?
9:30 - How do companies plan for all the variables involved in countries opening up?
15:00 - There are still many countries which are closed. How do you see the next wave of openings affecting the world economy? 
17:00 - What about countries that are very dependent on tourism?
18:15 - Beyond the vaccine what other factors are important to focus on in a re-opening economy?
19:30 - Do you see Covid-19 mutations as a potential issue moving forward?
22:00 - Has the JETS ETF opened the door to other travel based ETFs?
26:00 - Is there any concern that the re-opening isn't happening fast enough?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b6f1da32-d528-11eb-941e-536297c470ffFri, 25 Jun 2021 11:00:00 +0000Seeking AlphaIn this week's episode of Let's Talk ETFs, Frank Holmes, Chief Executive Officer at U.S. Global Investors discusses the re-opening global economy. Together we discuss the popular ETF: U.S. Global Jets ETF (JETS) and learn what impact it has on the...Show Notes:
2:15 - Opening background of Frank Holmes.
4:00 - What investment sectors do you see growing as we come out of Covid-19 pandemic?
9:30 - How do companies plan for all the variables involved in countries opening up?
15:00 - There are still many countries which are closed. How do you see the next wave of openings affecting the world economy? 
17:00 - What about countries that are very dependent on tourism?
18:15 - Beyond the vaccine what other factors are important to focus on in a re-opening economy?
19:30 - Do you see Covid-19 mutations as a potential issue moving forward?
22:00 - Has the JETS ETF opened the door to other travel based ETFs?
26:00 - Is there any concern that the re-opening isn't happening fast enough?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1907falsefullhttps://www.spreaker.com/episode/the-perception-truth-behind-esg-etfs-and-investing--51973220Tickers: (SPY)
Show Notes:
2:30 - Introduction with Ari Polychronopoulos
4:00 - What is ESG and what is it all about?
8:00 - How can investors examine a an ESG score and see if it's appropriate for their portfolio?
10:30 - Is there a centralized rating system investors can go to when evaluating ESG funds?
16:45 - Do all ESG scores matter or is there a threshold to where they are impactful?
20:15 - Of the 3 ESG areas is there one that's more of a focus in the investment community?
21:45 - What would you say to an investor who doesn't care about ESG ratings?
26:15 - Do you see any future government mandates affecting ESGs?
29:10 - Where do you see ESG as part of an individual's portfolio?
31:30 - Outro
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fc7ce436-c531-11eb-bca4-ab6b517797fbThu, 10 Jun 2021 10:30:00 +0000Seeking AlphaIn this week's episode, we sit down with Ari Polychronopoulos, Partner, Product Management & Head of ESG at Research Affiliates. Together we uncover and discuss the details and nuances of environmental, social, and governance investing within the...Tickers: (SPY)
Show Notes:
2:30 - Introduction with Ari Polychronopoulos
4:00 - What is ESG and what is it all about?
8:00 - How can investors examine a an ESG score and see if it's appropriate for their portfolio?
10:30 - Is there a centralized rating system investors can go to when evaluating ESG funds?
16:45 - Do all ESG scores matter or is there a threshold to where they are impactful?
20:15 - Of the 3 ESG areas is there one that's more of a focus in the investment community?
21:45 - What would you say to an investor who doesn't care about ESG ratings?
26:15 - Do you see any future government mandates affecting ESGs?
29:10 - Where do you see ESG as part of an individual's portfolio?
31:30 - Outro
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2083falsefullhttps://www.spreaker.com/episode/the-universe-of-thematic-etf-investing-with-proshares-scott-helfstein--519730502:30 - Background of Scott Helfstein, Executive Director of Thematic Investing at ProShares.
3:30 - What is thematic investing, and what qualifies something as a thematic exchange traded fund.
7:00 - Does having to put the funds in an index tie an investor's hands?
10:45 - Breakdown of Proshares thematic ETFs that have developed the most investor traction.
19:45 - How important is thematic investing to the growth of Proshares business, and are there any future thematic ETFs that might come to market by ProShares?
27:00 - How do you avoid making a thematic ETFs theme too narrow where it is unlikely to resonate with investors?
32:15 - Where do thematic ETFs fit into an investor's portfolio, and how should exposure be looked at?  
38:00 - What does the future hold for the thematic investing space?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d2d4c0a6-be36-11eb-be99-830b2058fb3aThu, 27 May 2021 10:30:00 +0000Seeking AlphaContents: 2:30 - Background of Scott Helfstein, Executive Director of Thematic Investing at ProShares. 3:30 - What is thematic investing, and what qualifies something as a thematic exchange traded fund. 7:00 - Does having to put the funds in an index...2:30 - Background of Scott Helfstein, Executive Director of Thematic Investing at ProShares.
3:30 - What is thematic investing, and what qualifies something as a thematic exchange traded fund.
7:00 - Does having to put the funds in an index tie an investor's hands?
10:45 - Breakdown of Proshares thematic ETFs that have developed the most investor traction.
19:45 - How important is thematic investing to the growth of Proshares business, and are there any future thematic ETFs that might come to market by ProShares?
27:00 - How do you avoid making a thematic ETFs theme too narrow where it is unlikely to resonate with investors?
32:15 - Where do thematic ETFs fit into an investor's portfolio, and how should exposure be looked at?  
38:00 - What does the future hold for the thematic investing space?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2593falsefullhttps://www.spreaker.com/episode/the-etf-space-race-heats-up-arkx-versus-ufo--51973229Cestrian Capital Research's Alex King has been following the space sector very closely for years now, He even enrolled at the Space University, completing his executive education there in 2018. The following year, he launched his Seeking Alpha Marketplace service, The Fundamentals, with a focus on space and cloud computing names. We cover the space sector from top to bottom in this episode of Let's Talk ETFs. Most importantly for investors considering investing in space via ETFs, Alex does a deep-dive head to head comparison of the two pure play space ETFs investors currently have a choice between: The ARK Space Exploration ETF (ARKX) and the Procure Space ETF (UFO).
Show Notes

3:00 - Alex's general approach to investing

7:45 - Why the space sector?

13:15 - Why is space a theme investors should be paying attention to at the current moment in time?

17:00 - Cathie Wood and ARK's investing style

22:00 - ARKX Under the Hood: Too much concentration in the top holdings?

24:30 - Analyzing top holding Trimble (TRMB)

28:45 - A head to head comparison: The ARK Space Exploration ETF (ARKX) vs. the Procure Space ETF (UFO)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6b05d3c4-ae4c-11eb-b561-7bec47fa1c43Thu, 06 May 2021 09:46:52 +0000Seeking AlphaThe launch of the ARK Space Exploration ETF (ARKX) in late March was one of the most hyped ETF launches in recent memory. Of course there's the Cathie Wood component to the excitement, with the fund manager she runs, ARK, crushing markets and growing...Cestrian Capital Research's Alex King has been following the space sector very closely for years now, He even enrolled at the Space University, completing his executive education there in 2018. The following year, he launched his Seeking Alpha Marketplace service, The Fundamentals, with a focus on space and cloud computing names. We cover the space sector from top to bottom in this episode of Let's Talk ETFs. Most importantly for investors considering investing in space via ETFs, Alex does a deep-dive head to head comparison of the two pure play space ETFs investors currently have a choice between: The ARK Space Exploration ETF (ARKX) and the Procure Space ETF (UFO).
Show Notes

3:00 - Alex's general approach to investing

7:45 - Why the space sector?

13:15 - Why is space a theme investors should be paying attention to at the current moment in time?

17:00 - Cathie Wood and ARK's investing style

22:00 - ARKX Under the Hood: Too much concentration in the top holdings?

24:30 - Analyzing top holding Trimble (TRMB)

28:45 - A head to head comparison: The ARK Space Exploration ETF (ARKX) vs. the Procure Space ETF (UFO)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2405falsefullhttps://www.spreaker.com/episode/qqqj-may-just-be-invesco-s-most-innovative-etf-yet--51972930Tickers Covered: QQQ, QQQJ
Show Notes:

4:30 - What is the concept behind QQQJ?

9:30 - Where do you see QQQJ fitting into an investor's portfolio?

12:00 - What has been the Investor feedback on QQQJ?

14:45 - Weighting of QQQJ relative to QQQ.

16:00 - Is there a mechanism to unload QQQJs top performing holdings before they join QQQ?

19:00 - How can rising yields affect QQQJ?

23:15 - What separates QQQJ from other ETFs that focus on the mid-cap range?

25:15 - Why should market participants invest in this ETF?

29:00 -Are there any plans to roll out additional funds in the future?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e920436c-a379-11eb-ab48-77761c54311aFri, 23 Apr 2021 11:00:00 +0000Seeking AlphaIn this week's episode of Let's Talk ETFs, Ryan McCormack, Factor & Core Equity ETF Strategist at Invesco US joins new host Jason Capul and the Seeking Alpha team to discuss the early success of the Invesco NASDAQ Next Gen 100 ETF (QQQJ). QQQJ has...Tickers Covered: QQQ, QQQJ
Show Notes:

4:30 - What is the concept behind QQQJ?

9:30 - Where do you see QQQJ fitting into an investor's portfolio?

12:00 - What has been the Investor feedback on QQQJ?

14:45 - Weighting of QQQJ relative to QQQ.

16:00 - Is there a mechanism to unload QQQJs top performing holdings before they join QQQ?

19:00 - How can rising yields affect QQQJ?

23:15 - What separates QQQJ from other ETFs that focus on the mid-cap range?

25:15 - Why should market participants invest in this ETF?

29:00 -Are there any plans to roll out additional funds in the future?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1987falsefullhttps://www.spreaker.com/episode/playing-the-spac-craze-with-etfs--51972929Show Notes

3:00 - What are SPACs and why are they so hot right now?

10:00 - Chris' early and ongoing involvement with SPACs

12:30 - Specifics of the SPAC structure

16:45 - The case of DraftKings, the third most successful SPAC listing of all time

26:30 - Chris' favorite SPAC ETF

43:45 - What's an individual SPAC Chris is currently excited about?

50:00 - Sifting the World: Chris' investing process


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>dc2df2a4-9b5d-11eb-bbe6-7f488a3e3882Mon, 12 Apr 2021 10:00:00 +0000Seeking Alpha2020 was the year of the SPAC, with money raised through "blank check" companies outpacing traditional IPOs for the first time. With so many SPACs listing, finding the right ones to invest in them can be an often-times confusing and overwhelming...Show Notes

3:00 - What are SPACs and why are they so hot right now?

10:00 - Chris' early and ongoing involvement with SPACs

12:30 - Specifics of the SPAC structure

16:45 - The case of DraftKings, the third most successful SPAC listing of all time

26:30 - Chris' favorite SPAC ETF

43:45 - What's an individual SPAC Chris is currently excited about?

50:00 - Sifting the World: Chris' investing process


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3739falsefullhttps://www.spreaker.com/episode/shareholder-yield-and-tail-risk-with-kirk-spano-and-meb-faber--51973186Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3025ed1c-9771-11eb-9575-13fb2c5a01ffWed, 07 Apr 2021 07:36:59 +0000Seeking AlphaCambria Funds co-founder, CEO and CIO Meb Faber joins Margin of Safety Investing's Kirk Spano to discuss his firm's tail risk and shareholder yield ETF suites. Funds covered include: TAIL, FAIL, SYLD, FYLD and EYLD. Learn more about your ad choices....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2608falsefullhttps://www.spreaker.com/episode/combating-the-effects-of-inflation-on-your-portfolio-with-hedge-fund-replication-etfs--51973171Show Notes

3:45 - The Dynamic Beta back-story: After so many years in the hedge fund space, what prompted Andrew to offer these types of strategies in an ETF wrapper?

5:30 - iM DBi Hedge Strategy ETF (DBEH) and iM DBi Managed Futures Strategy ETF (DBMF): Breakdown of retail vs. institutional ownership

6:15 - Why are these and so many other ETFs not available via platforms like Merrill Edge?

14:00 - 2021: The year when inflation concerns could finally become a reality for investors

20:00 - Is growing government debt the world over inflationary or deflationary?

24:30 - What effects would inflation likely have on a typical 60/40 portfolio of stocks and bonds?

28:00 - What can the Fed do to fight inflation? Is raising rates really on the table?

31:30 - Two strategies for combating inflation within your portfolio: iM DBi Hedge Strategy ETF (DBEH) and iM DBi Managed Futures Strategy ETF (DBMF)

42:15 - Are these ETFs meant to be core or satellite portfolio holdings?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>faa395c4-8cb5-11eb-8f9a-d7d8c225ededThu, 25 Mar 2021 10:39:22 +0000Seeking AlphaInvestors have been hearing prognostications of “runaway” inflation since the end of the global financial crisis, more than a decade ago. With central banks and governments around the world offering up unprecedented stimulus spending to combat...Show Notes

3:45 - The Dynamic Beta back-story: After so many years in the hedge fund space, what prompted Andrew to offer these types of strategies in an ETF wrapper?

5:30 - iM DBi Hedge Strategy ETF (DBEH) and iM DBi Managed Futures Strategy ETF (DBMF): Breakdown of retail vs. institutional ownership

6:15 - Why are these and so many other ETFs not available via platforms like Merrill Edge?

14:00 - 2021: The year when inflation concerns could finally become a reality for investors

20:00 - Is growing government debt the world over inflationary or deflationary?

24:30 - What effects would inflation likely have on a typical 60/40 portfolio of stocks and bonds?

28:00 - What can the Fed do to fight inflation? Is raising rates really on the table?

31:30 - Two strategies for combating inflation within your portfolio: iM DBi Hedge Strategy ETF (DBEH) and iM DBi Managed Futures Strategy ETF (DBMF)

42:15 - Are these ETFs meant to be core or satellite portfolio holdings?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2961falsefullhttps://www.spreaker.com/episode/defiance-etfs-a-revolution-in-thematic-etf-investing--51973266Show Notes

2:00 - Why start a new ETF issuer when there are so many out there already: Defiance's mission statement

7:00 - How does Defiance manage to stay ahead of the ETF thematic curve?

Drilling into Defiance's lineup:

12:30 - Defiance Next Gen Connectivity ETF (FIVG): How big of an opportunity is the move to 5G for investors? 

16:15 - What sectors are offering this exposure?

19:00 - Weighting holdings within FIVG

20:30 - Defiance Next Gen SPAC Derived ETF (SPAK): To what do you attribute the current popularity of SPACs?

23:45 - What parts of the SPAC process does SPAK focus on?

30:00 - Defiance Quantum ETF (QTUM): What is quantum computing and how does this ETF offer exposure to this theme?

33:45 - How do you address the lack of companies in the portfolio that represent "pure plays" in the quantum computing space?

38:00 - Defiance NASDAQ Junior Biotechnology ETF (IBBJ): What makes a company a junior biotech company?

40;00 - What's the basic underlying strategy of IBBJ?

43:00 - How do you deal with companies that become successful and are no longer "junior"?

44:00 - Defiance's newest ETF: The Defiance Next Gen H2 ETF (HDRO)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c86f61ee-8721-11eb-bbd7-6fa8004e97f3Wed, 17 Mar 2021 13:46:51 +0000Seeking AlphaThe rise in thematic ETFs in 2020 was remarkable, with assets increasing by 78% in Q4 alone to $104B in AUM. This meteoric growth has been powered by firms like Defiance ETFs, a relative newcomer to the ETF space that has already produced a $1B fund...Show Notes

2:00 - Why start a new ETF issuer when there are so many out there already: Defiance's mission statement

7:00 - How does Defiance manage to stay ahead of the ETF thematic curve?

Drilling into Defiance's lineup:

12:30 - Defiance Next Gen Connectivity ETF (FIVG): How big of an opportunity is the move to 5G for investors? 

16:15 - What sectors are offering this exposure?

19:00 - Weighting holdings within FIVG

20:30 - Defiance Next Gen SPAC Derived ETF (SPAK): To what do you attribute the current popularity of SPACs?

23:45 - What parts of the SPAC process does SPAK focus on?

30:00 - Defiance Quantum ETF (QTUM): What is quantum computing and how does this ETF offer exposure to this theme?

33:45 - How do you address the lack of companies in the portfolio that represent "pure plays" in the quantum computing space?

38:00 - Defiance NASDAQ Junior Biotechnology ETF (IBBJ): What makes a company a junior biotech company?

40;00 - What's the basic underlying strategy of IBBJ?

43:00 - How do you deal with companies that become successful and are no longer "junior"?

44:00 - Defiance's newest ETF: The Defiance Next Gen H2 ETF (HDRO)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3079falsefullhttps://www.spreaker.com/episode/navigating-an-increasingly-complex-fixed-income-landscape-with-ivol-s-nancy-davis--51973259Show Notes

4:45 - A quick two billion: Why has IVOL increasingly resonated so much with investors?

6:45 - How does IVOL offer higher distributions than funds like the Schwab U.S. TIPS ETF (SCHP) and iShares TIPS Bond ETF (TIP)?

10:30 - Who is holding IVOL: Break down of institutional vs. retail ownership

13:00 - How are investors using IVOL in their portfolios?

15:15 - Nancy's current outlook for U.S. interest rates?

19:00 - What would it take policy-wise for the yield curve to widen meaningfully?

26:45 - How concerned do investors need to be with inflation right now?

36:00 - Rates, credit spreads and understanding what you own: IVOL within a broader portfolio strategy


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6dc19e60-823a-11eb-9cec-0f0fe1f936cbThu, 11 Mar 2021 10:00:00 +0000Seeking Alpha"Runaway inflation or continued deflation?" "Rising rates or rates dropping below the zero bound?" These are just some of the questions investors are starting to ponder as the economy re-opens. The current interest rate environment is particularly...Show Notes

4:45 - A quick two billion: Why has IVOL increasingly resonated so much with investors?

6:45 - How does IVOL offer higher distributions than funds like the Schwab U.S. TIPS ETF (SCHP) and iShares TIPS Bond ETF (TIP)?

10:30 - Who is holding IVOL: Break down of institutional vs. retail ownership

13:00 - How are investors using IVOL in their portfolios?

15:15 - Nancy's current outlook for U.S. interest rates?

19:00 - What would it take policy-wise for the yield curve to widen meaningfully?

26:45 - How concerned do investors need to be with inflation right now?

36:00 - Rates, credit spreads and understanding what you own: IVOL within a broader portfolio strategy


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2944falsefullhttps://www.spreaker.com/episode/the-year-of-the-dow-why-2021-will-finally-see-dia-outperform--51973254Show Notes

5:00 - Revisiting Vincent's Vietnam thesis (VNM) (IEMG)?

9:15 - The Dow Jones Industrial Index: One of the best known, oldest and strangest indexes for U.S. investors (DIA)

11:00 - Is the Dow still relevant for modern investors?

16:30 - How bad has the underperformance of the Dow been relative to the S&P 500 (SPY) and Nasdaq 100 (QQQ)?

20:00 - Why does the Dow Jones Transportation Index's (IYT) breakout bode well for DIA's performance?

23:30 - How does the sector composition of DIA set it up for success in this environment?

27:00 - What are other ways you recommend playing this trend? (RSP)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>11456a36-7cc2-11eb-846f-8b70b90ec794Thu, 04 Mar 2021 09:55:05 +0000Seeking AlphaIn the decade-plus since the post-global financial crisis bull market rally began, the DJIA has been crushed by top U.S. index benchmark peers the S&P 500 and Nasdaq 100. The fact the Dow is "price weighted" has meant high-flying growth stocks have...Show Notes

5:00 - Revisiting Vincent's Vietnam thesis (VNM) (IEMG)?

9:15 - The Dow Jones Industrial Index: One of the best known, oldest and strangest indexes for U.S. investors (DIA)

11:00 - Is the Dow still relevant for modern investors?

16:30 - How bad has the underperformance of the Dow been relative to the S&P 500 (SPY) and Nasdaq 100 (QQQ)?

20:00 - Why does the Dow Jones Transportation Index's (IYT) breakout bode well for DIA's performance?

23:30 - How does the sector composition of DIA set it up for success in this environment?

27:00 - What are other ways you recommend playing this trend? (RSP)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2135falsefullhttps://www.spreaker.com/episode/from-fad-to-sustainable-trend-the-esg-juggernaut-continues-to-pick-up-steam--51973016
2:30 - Meet Tony Campos, Head of Sustainable Investment, Americas, FTSE Russell.

4:00 - What are the origins of ESG investing?

6:45 - The "E" in ESG: What does FTSE Russell look for in companies that have positive environmental characteristics?

10:00 - Is it safe to say that energy companies will not end up in ESG portfolios?

14:30 - The "S" in ESG: What does FTSE Russell look for when building the social part of these indexes?

19:00 - How is it that a company like Facebook (FB) is a top 5 weighting in FTSE Russell Index trackers like the Vanguard ESG U.S. Stock ETF (ESGV)?

24:00 - The "G" in ESG: What's the governance piece even doing here?

29:00 - Tax transparency and corporate tax shelters

32:30 - How do you ensure the accuracy of the ratings data?

36:45 - How do you select and weight index components?

42:30 - Does ESG investing mean exchanging values for performance?

44:30 - On ESG beyond equities: Fixed income and beyond

46:45 - The U.S. is catching up to rest of the world in its adoption of ESG


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e1cb1ea6-773d-11eb-b064-cf1a55b77225Thu, 25 Feb 2021 10:30:00 +0000Seeking AlphaEssentially unheard of a decade ago, investing strategies that screen holdings for compliance to Environmental, Social and Governance values have captured increasing investor interest. Tony Campos, Head of Sustainable Investment, Americas, FTSE...
2:30 - Meet Tony Campos, Head of Sustainable Investment, Americas, FTSE Russell.

4:00 - What are the origins of ESG investing?

6:45 - The "E" in ESG: What does FTSE Russell look for in companies that have positive environmental characteristics?

10:00 - Is it safe to say that energy companies will not end up in ESG portfolios?

14:30 - The "S" in ESG: What does FTSE Russell look for when building the social part of these indexes?

19:00 - How is it that a company like Facebook (FB) is a top 5 weighting in FTSE Russell Index trackers like the Vanguard ESG U.S. Stock ETF (ESGV)?

24:00 - The "G" in ESG: What's the governance piece even doing here?

29:00 - Tax transparency and corporate tax shelters

32:30 - How do you ensure the accuracy of the ratings data?

36:45 - How do you select and weight index components?

42:30 - Does ESG investing mean exchanging values for performance?

44:30 - On ESG beyond equities: Fixed income and beyond

46:45 - The U.S. is catching up to rest of the world in its adoption of ESG


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3311falsefullhttps://www.spreaker.com/episode/riding-the-blue-wave-utilities-for-2021-and-beyond-with-utes-john-bartlett--51973222Show Notes

2:00 - John's background: When did you become interested in utilities?

5:00 - An overview of the utilities sector: Gas, Electricity and Water

7:45 - UTG: A "wider" view of the utilities sector

10:00 - What's the outlook for utilities given the underperformance in 2020?

18:00 - Utilities for 2021 and beyond

23:00 - Utility stocks and energy prices

25:30 - Riding the Blue Wave: Expectations regarding the regulatory environment under Biden and a democratic controlled congress? What about at the state level?

29:00 - The history and future of clean energy adoption. What does it mean for utility companies?

37:15 - Is the growing embrace of ESG investing a headwind or a tailwind for the sector?

41:00 - On managing UTES: Why go with active management?

42:30 - Quantitative vs. qualitative analysis

45:45 - How much portfolio turnover is there?

46:30 - How does the fund look from a tax management standpoint?

48:00 - Differences between UTES and XLU (NEE) 

50:00 - Top pick for 2021: Atmos Energy Corp (ATO)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>30c1e2de-71d9-11eb-bf81-eb06a48c052eThu, 18 Feb 2021 12:58:03 +0000Seeking AlphaDespite the S&P 500 being up an impressive 18% in 2020, the utilities sector did not take part in the rally finishing the year flat. Reaves' John Bartlett has spent nearly 30 years closely tracking Utilities names through every type of investing...Show Notes

2:00 - John's background: When did you become interested in utilities?

5:00 - An overview of the utilities sector: Gas, Electricity and Water

7:45 - UTG: A "wider" view of the utilities sector

10:00 - What's the outlook for utilities given the underperformance in 2020?

18:00 - Utilities for 2021 and beyond

23:00 - Utility stocks and energy prices

25:30 - Riding the Blue Wave: Expectations regarding the regulatory environment under Biden and a democratic controlled congress? What about at the state level?

29:00 - The history and future of clean energy adoption. What does it mean for utility companies?

37:15 - Is the growing embrace of ESG investing a headwind or a tailwind for the sector?

41:00 - On managing UTES: Why go with active management?

42:30 - Quantitative vs. qualitative analysis

45:45 - How much portfolio turnover is there?

46:30 - How does the fund look from a tax management standpoint?

48:00 - Differences between UTES and XLU (NEE) 

50:00 - Top pick for 2021: Atmos Energy Corp (ATO)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3389falsefullhttps://www.spreaker.com/episode/with-fidelity-at-the-forefront-the-active-equity-etf-revolution-continues-to-pick-up-steam--51973131Show Notes

3:00 - Half a year later: Checking in on Fidelity's first three semi-transparent active equity ETFs

4:45 - Who has invested in these funds so far?

6:45 - Has there been any cannibalization of Fidelity mutual funds by this new type of active equity ETF?

9:00 - Fund basics: Trading liquidity and spreads?

11:45 - Breaking down the performance so far

13:00 - How does the licensing relationship work with outside firms such as Invesco and Goldman Sachs?

16:45 - An overview of new semi-transparent active equity strategies Fidelity is bringing to market this week


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>cbd8091c-6926-11eb-a03e-d328b4113c30Mon, 08 Feb 2021 10:00:00 +0000Seeking AlphaWhen Fidelity rolled out its first semi-transparent active equity ETFs in June 2020, it was far from certain these new types of ETFs would resonate with investors. With $350M in assets between FBCV, FBCG and FMIL just seven months in, Fidelity's Greg...Show Notes

3:00 - Half a year later: Checking in on Fidelity's first three semi-transparent active equity ETFs

4:45 - Who has invested in these funds so far?

6:45 - Has there been any cannibalization of Fidelity mutual funds by this new type of active equity ETF?

9:00 - Fund basics: Trading liquidity and spreads?

11:45 - Breaking down the performance so far

13:00 - How does the licensing relationship work with outside firms such as Invesco and Goldman Sachs?

16:45 - An overview of new semi-transparent active equity strategies Fidelity is bringing to market this week


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1358falsefullhttps://www.spreaker.com/episode/a-trade-eight-years-in-the-making-lessons-from-the-etf-with-the-highest-allocation-to-gamestop-syld--51973135Show Notes

2:15: How the Cambria Shareholder Yield ETF (SYLD) ended up being the ETF with the largest allocation to Gamestop (GME) at the start of 2021

8:30: 90% of investors don't have a plan - and that's a huge mistake

10:30: Market-cap weighting works - until it doesn't: A word on position sizing

13:30: Chasing multi-baggers is hazardous to most investors' health: Having a process and sticking to it

18:30: An asset allocation strategy built with low-cost funds is the right approach for the vast majority of investors


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e0aca1f4-6606-11eb-b09a-d7e476badfafWed, 03 Feb 2021 11:00:03 +0000Seeking AlphaInvestors searching for the ETF with the highest allocation to GME at the start of 2021 would have turned up the Cambria Shareholder Yield ETF (SYLD). A quant by nature, SYLD's portfolio manager Meb Faber accumulated his outsized position in GameStop...Show Notes

2:15: How the Cambria Shareholder Yield ETF (SYLD) ended up being the ETF with the largest allocation to Gamestop (GME) at the start of 2021

8:30: 90% of investors don't have a plan - and that's a huge mistake

10:30: Market-cap weighting works - until it doesn't: A word on position sizing

13:30: Chasing multi-baggers is hazardous to most investors' health: Having a process and sticking to it

18:30: An asset allocation strategy built with low-cost funds is the right approach for the vast majority of investors


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1530falsefullhttps://www.spreaker.com/episode/three-etf-picks-for-2021-with-boox-research--51973166Show Notes

2:30 - BOOX Research's back-story

3:30 - What does it take for an investor to be sufficiently diversified?

8:30 - Process for finding new investing ideas

10:00 - Top ETF picks for 2021: 1) iShares Core MSCI Emerging Markets ETF (IEMG)

13:30 - After a decade of underperformance, what's the long case of emerging markets right now?

16:15 - Why IEMG over other comparable ETFs like (EEM), (VWO) and (SCHE)?

24:00 - Top ETF picks for 2021: 2) ProShares Short 20+ Year Treasury ETF (TBF)

34:30 - Top ETF picks for 2021: 3) Vanguard International Dividend Appreciation ETF (VIGI)

40:00 - Would you recommend the US-focused version of VIGI, (VIG)?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c93b9ef6-613f-11eb-9ed0-ffe7c95cd277Thu, 28 Jan 2021 09:00:39 +0000Seeking AlphaAfter 15 years as an analyst at top financial institutions, Dan Victor stepped out on his own in 2018 as an independent investor and market strategist. The result is his increasingly popular Seeking Alpha handle, BOOX Research, where he combines a...Show Notes

2:30 - BOOX Research's back-story

3:30 - What does it take for an investor to be sufficiently diversified?

8:30 - Process for finding new investing ideas

10:00 - Top ETF picks for 2021: 1) iShares Core MSCI Emerging Markets ETF (IEMG)

13:30 - After a decade of underperformance, what's the long case of emerging markets right now?

16:15 - Why IEMG over other comparable ETFs like (EEM), (VWO) and (SCHE)?

24:00 - Top ETF picks for 2021: 2) ProShares Short 20+ Year Treasury ETF (TBF)

34:30 - Top ETF picks for 2021: 3) Vanguard International Dividend Appreciation ETF (VIGI)

40:00 - Would you recommend the US-focused version of VIGI, (VIG)?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2714falsefullhttps://www.spreaker.com/episode/ain-t-nothing-but-a-5g-thing-a-deep-dive-into-the-top-performing-5g-etf-wugi--51973180Show 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)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6b4462d8-5640-11eb-bc6e-ef28d3f228d2Thu, 14 Jan 2021 10:24:08 +0000Seeking AlphaThe 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...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)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3959falsefullhttps://www.spreaker.com/episode/the-davis-way-high-conviction-benchmark-agnostic-fully-transparent-active-etfs--51972941Show Notes
·  3:00 - How did Dodd end up in the ETF space and why did he choose join a small firm after so many years at behemoths like BlackRock and State Street?
·  9:00 - What is Davis's approach and what makes it unique? What's the research process like?
·  14:15 – Other active managers cite things like front-running and protection of intellectual property as major concerns. Why is this not the case for Davis?
·  22:15 - Do you have plans to go the semi-transparent active management route in the future?
·  25:15 – Going under the hood of Davis’ four ETFs:

The $330M Davis Select Worldwide ETF (DWLD)

The $310M Davis Select U.S. Equity ETF (DUSA)

The $270M Davis Select International ETF (DINT)

The $150M Davis Select Financial ETF (DFNL)


· 28:00 - Is Davis’ approach entirely a “bottom up” one?
· 30:15 - How much turnover is there? How do the funds look from a tax perspective?
· 38:45 – DFNL and the case for Financials: Given the current historically low rate environment and flat yield curve, why is Davis currently overweight Financials?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>7e50ba1e-50c0-11eb-acef-d36e08dee03cThu, 07 Jan 2021 10:07:12 +0000Seeking AlphaAfter years as an index fund evangelist at top ETF firms like BlackRock and SSgA, Dodd Kittsley did a 180 of sorts, becoming Director of active manager Davis Advisors. Still opposed to the “closet indexing” that marks many active managers, Dodd was...Show Notes
·  3:00 - How did Dodd end up in the ETF space and why did he choose join a small firm after so many years at behemoths like BlackRock and State Street?
·  9:00 - What is Davis's approach and what makes it unique? What's the research process like?
·  14:15 – Other active managers cite things like front-running and protection of intellectual property as major concerns. Why is this not the case for Davis?
·  22:15 - Do you have plans to go the semi-transparent active management route in the future?
·  25:15 – Going under the hood of Davis’ four ETFs:

The $330M Davis Select Worldwide ETF (DWLD)

The $310M Davis Select U.S. Equity ETF (DUSA)

The $270M Davis Select International ETF (DINT)

The $150M Davis Select Financial ETF (DFNL)


· 28:00 - Is Davis’ approach entirely a “bottom up” one?
· 30:15 - How much turnover is there? How do the funds look from a tax perspective?
· 38:45 – DFNL and the case for Financials: Given the current historically low rate environment and flat yield curve, why is Davis currently overweight Financials?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3012falsefullhttps://www.spreaker.com/episode/the-house-always-wins-betting-on-the-continued-rapid-growth-of-digital-gambling-with-betz--51973084Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d38e6d54-4504-11eb-b777-43c85d0378e7Wed, 23 Dec 2020 12:31:16 +0000Seeking AlphaThe Coronavirus economy has created a clear dividing line between winners and losers, resulting in wildly divergent market returns for different sectors in 2020. One of the pandemic's biggest winners has been the online sports betting and iGaming...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3526falsefullhttps://www.spreaker.com/episode/we-re-not-in-kansas-anymore-playing-grain-futures-with-teucrium-etfs--51973080Show Notes

3:45 - Why have grain funds resonated so much with investors this year?

5:30 - How has the pandemic affected the productions and consumption of grains?

7:30 - A look at the underlying fund structure and taxation

10:30 - Selecting the right futures contracts: It's all about contango and backwardation

22:30 - Will a weakening dollar continue to benefit grain prices?

25:45 - Under the hood of the Teucrium Corn Fund (CORN)

33:30 - The hand sanitizer boon has been good for corn prices

40:00 - The Teucrium Soybean (SOYB) and Wheat (WEAT) ETFs

43:00 - SOYB's banner year: It's all about China

47:00 - The global outlook for wheat

50:30 - The Teucrium Sugar ETF: Why has sugar cane lagged other grains?

51:30 - Four in one: The Teucrium Agricultural ETF (TAGS)

55:30 - How should investors think about the seemingly high expense ratios on Teucrium's ETFs?

58:15 - Climate change and the outlook for grain production and prices


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ef6f201e-3abd-11eb-bbc9-fba26f86588dThu, 10 Dec 2020 09:23:08 +0000Seeking Alpha2020 has been a banner year for grain futures specialist Teucrium ETFs, with its assets under management more than tripling. Leading the charge since the COVID-19 late March lows have been the Vermont-based ETF issuer's SOYB and CORN funds - powered...Show Notes

3:45 - Why have grain funds resonated so much with investors this year?

5:30 - How has the pandemic affected the productions and consumption of grains?

7:30 - A look at the underlying fund structure and taxation

10:30 - Selecting the right futures contracts: It's all about contango and backwardation

22:30 - Will a weakening dollar continue to benefit grain prices?

25:45 - Under the hood of the Teucrium Corn Fund (CORN)

33:30 - The hand sanitizer boon has been good for corn prices

40:00 - The Teucrium Soybean (SOYB) and Wheat (WEAT) ETFs

43:00 - SOYB's banner year: It's all about China

47:00 - The global outlook for wheat

50:30 - The Teucrium Sugar ETF: Why has sugar cane lagged other grains?

51:30 - Four in one: The Teucrium Agricultural ETF (TAGS)

55:30 - How should investors think about the seemingly high expense ratios on Teucrium's ETFs?

58:15 - Climate change and the outlook for grain production and prices


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4069falsefullhttps://www.spreaker.com/episode/a-view-from-the-alps-an-evolving-etf-landscape--51973164Show Notes

3:00 - What drew you to ETFs originally?

8:15 - Why is it that Mutual Fund assets still dwarf ETF assets?

17:30 - The next stage of ETF growth: Are semi-transparent actively managed ETFs actually good for investors?

25:00 - Has the ETF industry done enough to protect investors from exotic products?

30:00 - A top-down view of ALPS' ETF lineup?

34:30 - ALPS funds that are relevant to the current market environment (AMLP) (ACES) (SBIO)

43:30 - Searching for yield in the current environment (SDOG)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a6c28a64-347c-11eb-a646-f3ce6a5ec528Wed, 02 Dec 2020 11:29:54 +0000Seeking AlphaALPS' Senior Investment Strategy Advisor Paul Baiocchi was early to the ETF party. Before joining ALPS, he was Vice President of ETF Business Development at Fidelity Institutional Asset Management where he helped build and grow the firm’s ETF lineup...Show Notes

3:00 - What drew you to ETFs originally?

8:15 - Why is it that Mutual Fund assets still dwarf ETF assets?

17:30 - The next stage of ETF growth: Are semi-transparent actively managed ETFs actually good for investors?

25:00 - Has the ETF industry done enough to protect investors from exotic products?

30:00 - A top-down view of ALPS' ETF lineup?

34:30 - ALPS funds that are relevant to the current market environment (AMLP) (ACES) (SBIO)

43:30 - Searching for yield in the current environment (SDOG)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2630falsefullhttps://www.spreaker.com/episode/both-sides-now-the-active-vs-passive-debate-revisited--51972900Show Notes

4:00 - David's metamorphosis from active stock picker to passive indexer

7:00 - The XOUT methodology: Using a rules-based approach to determine which companies are likely to cause tech disruption

13:00 - Different kinds of passive investing: Rules-based vs. committee-selected indexes

19:00 - Re-opening the active vs. passive debate

29:00 - Should "seeking alpha" still be a goal for passive indexers?

33:30 - Passive as the new active: What about rules-based indexes with 2,000% annual turnover?

38:00 - Is there a risk that too much passive indexing can blunt the market's "price discovery" mechanism, leading to less efficient markets? 

50:30 - Where active has outperformed passive: Reviewing the recent SPIVA data on mid-cap growth, small-cap growth, real estate and investment-grade intermediate bonds


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e2cc48ce-2a4a-11eb-baf9-1f2b1d8676f5Thu, 19 Nov 2020 09:55:26 +0000Seeking AlphaXOUT Capital CEO David Barse spent nearly 25 years running active value shop Third Avenue Management before embracing a passive, rules-based indexing approach. His new firm, XOUT Capital, is the indexer behind the GraniteShares XOUT U.S. Large Cap ETF...Show Notes

4:00 - David's metamorphosis from active stock picker to passive indexer

7:00 - The XOUT methodology: Using a rules-based approach to determine which companies are likely to cause tech disruption

13:00 - Different kinds of passive investing: Rules-based vs. committee-selected indexes

19:00 - Re-opening the active vs. passive debate

29:00 - Should "seeking alpha" still be a goal for passive indexers?

33:30 - Passive as the new active: What about rules-based indexes with 2,000% annual turnover?

38:00 - Is there a risk that too much passive indexing can blunt the market's "price discovery" mechanism, leading to less efficient markets? 

50:30 - Where active has outperformed passive: Reviewing the recent SPIVA data on mid-cap growth, small-cap growth, real estate and investment-grade intermediate bonds


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3926falsefullhttps://www.spreaker.com/episode/insane-growth-vs-crazy-valuations-a-bottom-up-view-of-the-tech-sector--51973190Chaim believes that based on his current growth projections for his favorite tech names, investors should continue overweighting the sector despite what appear to be frothy valuations on a historical basis.
Show notes:

4:30 - Chaim's unique investing backstory

10:45 - Chaim's proprietary earnings models: How does he arrive at his projections

16:30 - 2 top tech sector ETFs go head to head: The Invesco QQQ ETF (QQQ) vs. The Technology Select Sector SPDR ETF (XLK)

22:30 - Hedging tech sector downside via ETFs: Shorting outright vs. inverse leveraged ETFs vs. ETF options

27:10 - Using momentum/trend following as a secondary decision-making factor

33:15 - Bottom-up analysis of top picks: Why Tesla (TSLA) and Zoom's (ZM) current valuations are besides the point

47:00 - Are we in a tech bubble? Why the current period is not a late 90's redux


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>181a6d16-24ca-11eb-a5f5-6f3862745fa6Thu, 12 Nov 2020 12:32:03 +0000Seeking AlphaOn the latest episode of Let's Talk ETFs, long-time contributor to Seekingalpha.com, Chaim Siegel, aka Elazar Advisors, takes listeners through his unique bottom-up approach of stock picking in the tech space. Before setting out on his own and...Chaim believes that based on his current growth projections for his favorite tech names, investors should continue overweighting the sector despite what appear to be frothy valuations on a historical basis.
Show notes:

4:30 - Chaim's unique investing backstory

10:45 - Chaim's proprietary earnings models: How does he arrive at his projections

16:30 - 2 top tech sector ETFs go head to head: The Invesco QQQ ETF (QQQ) vs. The Technology Select Sector SPDR ETF (XLK)

22:30 - Hedging tech sector downside via ETFs: Shorting outright vs. inverse leveraged ETFs vs. ETF options

27:10 - Using momentum/trend following as a secondary decision-making factor

33:15 - Bottom-up analysis of top picks: Why Tesla (TSLA) and Zoom's (ZM) current valuations are besides the point

47:00 - Are we in a tech bubble? Why the current period is not a late 90's redux


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3478falsefullhttps://www.spreaker.com/episode/robotics-automation-and-the-future-of-capitalism-robo--51972909Show Notes

3:00 - Defining the robotics and automation space: What makes it such a compelling investment opportunity?

7:00 - What's the current market size of this space? What are reasonable growth estimates?

9:15 - What still has to be overcome technically to achieve real growth in this space?

16:15 - Will the current pandemic supercharge robotics growth across a wider range of industries?

20:45 - Are there concerns about robotics, job loss and the human toll that is likely to take. Do these concerns enter into the company selection process?

25:45 - What is the selection process of the ROBO index?

28:45 - Passive indexing vs. active management: How much human bias is in the ROBO index selection process?

31:30 - Under the hood: Weighting methodology, sector breakdown, reconstitution frequency

36:00 - Why is the expense ratio a relatively high 95 basis points?

38:45 - Breaking down the key differences between ROBO and BOTZ

43:45 - Beyond ROBO: The ROBO Global Artificial Intelligence ETF (THNQ)

46:30 - The ROBO Global Healthcare Technology and Innovation ETF (HTEC) - Underlying methodology and how it differs from other Med-Tech ETFs?

49:30 - A couple of examples of stocks in this index: (TDOC), (PIAHY), (LVGO), (ILMN), (CRSP), (EDIT)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fe422198-19c7-11eb-b58a-af601d3e3cd1Thu, 29 Oct 2020 10:01:09 +0000Seeking AlphaWith the global robotics and automation space expected to quadruple in size over the next five years, it seems like an obvious theme for ETF investors to be over-allocated to. But with the proliferation of funds offering exposure - there are six funds...Show Notes

3:00 - Defining the robotics and automation space: What makes it such a compelling investment opportunity?

7:00 - What's the current market size of this space? What are reasonable growth estimates?

9:15 - What still has to be overcome technically to achieve real growth in this space?

16:15 - Will the current pandemic supercharge robotics growth across a wider range of industries?

20:45 - Are there concerns about robotics, job loss and the human toll that is likely to take. Do these concerns enter into the company selection process?

25:45 - What is the selection process of the ROBO index?

28:45 - Passive indexing vs. active management: How much human bias is in the ROBO index selection process?

31:30 - Under the hood: Weighting methodology, sector breakdown, reconstitution frequency

36:00 - Why is the expense ratio a relatively high 95 basis points?

38:45 - Breaking down the key differences between ROBO and BOTZ

43:45 - Beyond ROBO: The ROBO Global Artificial Intelligence ETF (THNQ)

46:30 - The ROBO Global Healthcare Technology and Innovation ETF (HTEC) - Underlying methodology and how it differs from other Med-Tech ETFs?

49:30 - A couple of examples of stocks in this index: (TDOC), (PIAHY), (LVGO), (ILMN), (CRSP), (EDIT)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3368falsefullhttps://www.spreaker.com/episode/the-etf-investor-s-guide-to-mlps-with-alerian-and-alps--51973101Show Notes

3:30 - How has the pandemic affected Stacey and Paul's work lives?

8:00 - What makes a company an MLP? What are the benefits of this structure?

10:30 - How are MLPs insulated from price movements in crude oil and natural gas?

14:15 - The outlook for MLPs in 2021 and beyond: Lowering CapEx, increasing FCF

22:00 - Dealing with the tax man: How do you get around issuing K-1s in AMLP?

26:00 - How are holdings selected and maintained for both ENFR and AMLP?

28:30 - Divergent performances: Why has ENFR outperformed AMLP?

34:45 - How much overlap is there between the holdings of these two funds?

37:00 - Biden vs. Trump: How will the outcome of the upcoming presidential election affect energy mid-stream players?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a3c7fed0-13b0-11eb-94dd-ef0099d2a5d3Thu, 22 Oct 2020 08:39:53 +0000Seeking AlphaIt has not been a good decade for MLP investors. Even with double digit yields, total returns on the sector are at -4% annualized going back to 2010. Alerian’s Stacey Morris believes that’s all about to change as 2021 will see meaningful growth in MLP...Show Notes

3:30 - How has the pandemic affected Stacey and Paul's work lives?

8:00 - What makes a company an MLP? What are the benefits of this structure?

10:30 - How are MLPs insulated from price movements in crude oil and natural gas?

14:15 - The outlook for MLPs in 2021 and beyond: Lowering CapEx, increasing FCF

22:00 - Dealing with the tax man: How do you get around issuing K-1s in AMLP?

26:00 - How are holdings selected and maintained for both ENFR and AMLP?

28:30 - Divergent performances: Why has ENFR outperformed AMLP?

34:45 - How much overlap is there between the holdings of these two funds?

37:00 - Biden vs. Trump: How will the outcome of the upcoming presidential election affect energy mid-stream players?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2749falsefullhttps://www.spreaker.com/episode/de-risking-your-portfolio-without-giving-up-on-strong-returns--51972999Show Notes

2:00 - Describe the economic situation in Alabama as a result of the pandemic

3:30 - Work/life balance

5:00 - What made you decide to start your own ETF firm?

7:00 - The behavioral issues facing the majority of investors

11:00 - What is sporadic asymmetry? 

12:45 - How does DRSK merge theory with reality? 

15:00 - Why is the fund constructed mostly as a "bond ladder"?

19:00 - DRSK and duration risk

21:00 - DRSK and credit risk

27:00 - What percent of the overall return of the fund does the 6% in options represent?

30:00 - Is the call buying strategy designed to replicate the broad market in terms of sector allocations?

32:00 - How did you decide on Southwest (LUV) vs. other airlines?

36:30 - Broad index puts for hedging

39:00 - How did this hedge cushion the blow in the first quarter of 2020?

42:30 - How is the fund treated for tax purposes?

45:00 - Is this ETF meant to be a core holding?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b516ad9e-0ec9-11eb-bf8e-e747ec377847Thu, 15 Oct 2020 10:37:11 +0000Seeking AlphaJ.D. Gardner started ETF firm Aptus to attack what he terms the "behavior gap" in investing, whereby investors routinely underperform their underlying investments by "performance chasing". Aptus' flagship fund, DRSK, attacks the behavior gap frontally...Show Notes

2:00 - Describe the economic situation in Alabama as a result of the pandemic

3:30 - Work/life balance

5:00 - What made you decide to start your own ETF firm?

7:00 - The behavioral issues facing the majority of investors

11:00 - What is sporadic asymmetry? 

12:45 - How does DRSK merge theory with reality? 

15:00 - Why is the fund constructed mostly as a "bond ladder"?

19:00 - DRSK and duration risk

21:00 - DRSK and credit risk

27:00 - What percent of the overall return of the fund does the 6% in options represent?

30:00 - Is the call buying strategy designed to replicate the broad market in terms of sector allocations?

32:00 - How did you decide on Southwest (LUV) vs. other airlines?

36:30 - Broad index puts for hedging

39:00 - How did this hedge cushion the blow in the first quarter of 2020?

42:30 - How is the fund treated for tax purposes?

45:00 - Is this ETF meant to be a core holding?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3194falsefullhttps://www.spreaker.com/episode/u-s-stocks-are-overvalued-playing-defense-and-offense-with-cambria-s-meb-faber--51973262Show Notes

2:30 - Work-life balance during a global pandemic

6:30 - How did Meb decide to start Cambria?

12:00 - Preview of ETFs in Cambria's pipeline.

15:00 - Playing defense, playing offense with Cambria ETFs:

16:00 - The Cambria Tail Risk ETF (TAIL) - Low-cost protection in down markets

24:45 - The U.S.-focused Cambria Shareholder Yield ETF (SYLD), The developed markets-focused Cambria Foreign Shareholder Yield ETF (FYLD), and the Emerging Markets-focused Cambria Emerging Shareholder Yield ETF (EYLD) - Yield vs. total returns

32:00 - The Cambria Global Value ETF (GVAL) - Anticipating the rotation into value

39:00 - The Cambria Global Momentum ETF (GMOM) - Using momentum to underpin a global asset allocation strategy

45:00 - The Cambria Cannabis ETF (TOKE) - Why launch a thematic fund? Why Cannabis specifically?

52:00 - Assessment of valuations of cannabis companies

57:30 - How important is federal legalization for the case for investing in publicly-traded cannabis?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>977a9020-03b1-11eb-9983-0bdb67012b5dThu, 01 Oct 2020 10:33:59 +0000Seeking AlphaOver the last 40 years, U.S. equities have had roughly the same P/E ratio as the rest of the world. Over the last 10, the U.S. has produced massive outperformance relative to its global peers, with valuations becoming increasingly stretched. You...Show Notes

2:30 - Work-life balance during a global pandemic

6:30 - How did Meb decide to start Cambria?

12:00 - Preview of ETFs in Cambria's pipeline.

15:00 - Playing defense, playing offense with Cambria ETFs:

16:00 - The Cambria Tail Risk ETF (TAIL) - Low-cost protection in down markets

24:45 - The U.S.-focused Cambria Shareholder Yield ETF (SYLD), The developed markets-focused Cambria Foreign Shareholder Yield ETF (FYLD), and the Emerging Markets-focused Cambria Emerging Shareholder Yield ETF (EYLD) - Yield vs. total returns

32:00 - The Cambria Global Value ETF (GVAL) - Anticipating the rotation into value

39:00 - The Cambria Global Momentum ETF (GMOM) - Using momentum to underpin a global asset allocation strategy

45:00 - The Cambria Cannabis ETF (TOKE) - Why launch a thematic fund? Why Cannabis specifically?

52:00 - Assessment of valuations of cannabis companies

57:30 - How important is federal legalization for the case for investing in publicly-traded cannabis?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3824falsefullhttps://www.spreaker.com/episode/beating-covid-19-with-the-pacer-biothreat-strategy-etf-virs--51973258Show Notes

3:00 - Was VIRS planned in advance, or rushed to market in response to COVID-19?

4:30 - Have you had to make adjustments to the fund's composition in response to ongoing developments?

7:00 - What are other elements of the index aside from the medical side of the pandemic (i.e. vaccines and treatment)?

13:15 - How "pure play" does a company have to be to be included in the index?

17:30 - How does VIRS' weighting methodology work?

24:30 - How can you be certain that the index will be able to profit from vaccines given the large number of companies developing them and the relatively small number of companies in the index?

Composition of VIRS by sectors and themes:

28:00 - Therapeutic drug companies

29:00 - Biological warfare plays

33:00 - What's the underlying strategy of Pacer's Alternator ETF series? (ALTL) (PALC) (PAMC)

42:30 - Potential tax implications of the Alternator funds


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c52eb0a4-fe44-11ea-930f-a37ea95ba3f4Thu, 24 Sep 2020 09:26:08 +0000Seeking AlphaRushed to market just 6 months into the COVID-19 pandemic, the Pacer BioThreat Strategy ETF (VIRS) takes a unique approach to picking potential pandemic winners. The LifeSci BioThreat Strategy Index underlying VIRS selects holdings based on seven...Show Notes

3:00 - Was VIRS planned in advance, or rushed to market in response to COVID-19?

4:30 - Have you had to make adjustments to the fund's composition in response to ongoing developments?

7:00 - What are other elements of the index aside from the medical side of the pandemic (i.e. vaccines and treatment)?

13:15 - How "pure play" does a company have to be to be included in the index?

17:30 - How does VIRS' weighting methodology work?

24:30 - How can you be certain that the index will be able to profit from vaccines given the large number of companies developing them and the relatively small number of companies in the index?

Composition of VIRS by sectors and themes:

28:00 - Therapeutic drug companies

29:00 - Biological warfare plays

33:00 - What's the underlying strategy of Pacer's Alternator ETF series? (ALTL) (PALC) (PAMC)

42:30 - Potential tax implications of the Alternator funds


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3015falsefullhttps://www.spreaker.com/episode/modern-portfolio-theory-was-designed-for-years-like-2020--51973182Show Notes

4:00 - 2020 has been a crazy year for markets - and it's not even over

7:30 - What is Modern Portfolio Theory - and why does it work?

12:30 - Balancing risk through mean variance analysis

17:30 - Eric's approach to portfolio construction within EPB Macro Research

23:00 - Frequency of portfolio rebalancing

29:45 - Current valuations and future expected returns in asset class allocations and position sizing 

33:30 - How overvalued are equities right now?

37:30 - Valuations continued: U.S. vs. Foreign equities

42:30 - Expected bond returns in a flat yield curve environment

56:00 - Disconnect between Wall Street and Main Street: How efficient are markets?

62:00 - Too much debt is bad for future growth

72:00 - Labor force vs. productivity growth

76:00 - Given the current interest rate environment, how does one get a real rate of return in bonds?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4d660554-f8cc-11ea-9886-2bc066c8d846Thu, 17 Sep 2020 12:08:54 +0000Seeking Alpha2020 has already seen the quickest bear market sell-off and counter-rally in history. With one of the most consequential elections in U.S. history just six weeks away and another virus wave likely this fall, volatility will remain the key investing...Show Notes

4:00 - 2020 has been a crazy year for markets - and it's not even over

7:30 - What is Modern Portfolio Theory - and why does it work?

12:30 - Balancing risk through mean variance analysis

17:30 - Eric's approach to portfolio construction within EPB Macro Research

23:00 - Frequency of portfolio rebalancing

29:45 - Current valuations and future expected returns in asset class allocations and position sizing 

33:30 - How overvalued are equities right now?

37:30 - Valuations continued: U.S. vs. Foreign equities

42:30 - Expected bond returns in a flat yield curve environment

56:00 - Disconnect between Wall Street and Main Street: How efficient are markets?

62:00 - Too much debt is bad for future growth

72:00 - Labor force vs. productivity growth

76:00 - Given the current interest rate environment, how does one get a real rate of return in bonds?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5402falsefullhttps://www.spreaker.com/episode/finding-alpha-a-fund-manager-explains-how-he-uses-etfs-to-crush-the-market--51973215Show Notes

3:30 - How does the strategy underlying the ATAC Rotation Fund work and how did Michael come up with it?

10:45 - What has driven the impressive returns so far in 2020?

20:00 - Effect of the COVID-19 pandemic on investor sentiment

23:00 - The 2020 effect: Making sense of one of the craziest years for investors in recent memory

29:00 - Diagnosing the problem: The disease plaguing American capitalism?

41:00 - Fund basics: Why hold 4 different small-cap ETFs? What does the ETF selection process look like?

48:30 - 2,000% turnover: How do you tax manage a fund like this?

53:00 - The Lead-Lag Report: Michael's outlook for equities?

55:00 - Dos and Don'ts of the ETF screening process


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>181b12a0-f272-11ea-8faf-af191254a05cWed, 09 Sep 2020 11:27:21 +0000Seeking AlphaWith his ATAC Rotation Fund (ATACX) up 58% YTD, Michael Gayed explains how he uses historically proven leading indicators of volatility to generate outsized returns. ATAC Rotation employs a tactical risk-on, risk-off strategy that alternates weekly...Show Notes

3:30 - How does the strategy underlying the ATAC Rotation Fund work and how did Michael come up with it?

10:45 - What has driven the impressive returns so far in 2020?

20:00 - Effect of the COVID-19 pandemic on investor sentiment

23:00 - The 2020 effect: Making sense of one of the craziest years for investors in recent memory

29:00 - Diagnosing the problem: The disease plaguing American capitalism?

41:00 - Fund basics: Why hold 4 different small-cap ETFs? What does the ETF selection process look like?

48:30 - 2,000% turnover: How do you tax manage a fund like this?

53:00 - The Lead-Lag Report: Michael's outlook for equities?

55:00 - Dos and Don'ts of the ETF screening process


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3862falsefullhttps://www.spreaker.com/episode/who-cares-about-alpha-anyway-winning-without-picking-winners-with-larry-swedroe--51973263Show Notes

3:30 - What would you say to investors who think the high volatility of February and March is behind us?

7:45 - Where has all the alpha gone?

11:00 - Other reasons alpha is harder and harder to find

14:30 - An increasingly tough competitive environment

21:30 - What about Warren Buffett? Confusing beta for alpha

31:30 - Alpha vs. beta: More than semantics?

34:30 - What do Larry mean by "passive management"?

42:00 - Price discovery impeded: Is there such a thing as too much index investing?

55:00 - Why do so many investors continue to put their money into more expensive actively-managed strategies, despite the lack of evidence of persistent outperformance?

61:00 - Practical portfolio construction: How do you narrow down the vast universe of available passively managed funds?

78:30 - How important is it to stick with a single fund family across an entire portfolio?

83:30 - Recommendations regarding rebalancing and taxes?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>df4f6af4-eced-11ea-af79-e7976f93ed17Wed, 02 Sep 2020 11:02:50 +0000Seeking AlphaLarry Swedroe has established himself as a voice of financial reason and one of the world's foremost proponents of evidence-based investing over nearly five decades managing money. His recently updated and expanded best-seller, The Incredible...Show Notes

3:30 - What would you say to investors who think the high volatility of February and March is behind us?

7:45 - Where has all the alpha gone?

11:00 - Other reasons alpha is harder and harder to find

14:30 - An increasingly tough competitive environment

21:30 - What about Warren Buffett? Confusing beta for alpha

31:30 - Alpha vs. beta: More than semantics?

34:30 - What do Larry mean by "passive management"?

42:00 - Price discovery impeded: Is there such a thing as too much index investing?

55:00 - Why do so many investors continue to put their money into more expensive actively-managed strategies, despite the lack of evidence of persistent outperformance?

61:00 - Practical portfolio construction: How do you narrow down the vast universe of available passively managed funds?

78:30 - How important is it to stick with a single fund family across an entire portfolio?

83:30 - Recommendations regarding rebalancing and taxes?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5590falsefullhttps://www.spreaker.com/episode/ivol-as-non-correlated-to-common-asset-classes-as-an-etf-strategy-gets--51973199Show notes

4:30 - Why leave the comfort of the "big Wall Street firms" to launch your own firm and ETF?

6:45 - Is the strategy underlying IVOL similar to what you are doing for private clients at Quadratic?

8:30 - Nancy's broad outlook for fixed income in the present environment

12:00 - When does the risk of inflation become real and how long will it take to get there?

14:00 - A way to play a widening yield curve?

17:15 - Breaking down IVOL's risk profile

21:30 - Understanding IVOL's component parts: Long options tied to the shape of the U.S. interest rate swap curve

24:00 - Is there a benchmark with which to measure the fund's performance?

25:30 - IVOL: As non-correlated to common asset classes as an ETF strategy gets 

32:30 - Understanding IVOL's component parts: Why go with The Schwab U.S. TIPS ETF (SCHP) for the TIPS component?

34:45 - The current outlook: Between the pandemic and the U.S. election, how much rate volatility should investors be pricing in for the rest of the year?

40:00 - Next steps: Nancy's future plans in the ETF space


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5a05fa70-e2c5-11ea-b66d-f3c745ec1961Thu, 20 Aug 2020 10:47:33 +0000Seeking AlphaAmong the search for non-correlated strategies in the current risk-laden environment, The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) has stood out from its fixed income ETF peers, gathering nearly half a billion dollars in...Show notes

4:30 - Why leave the comfort of the "big Wall Street firms" to launch your own firm and ETF?

6:45 - Is the strategy underlying IVOL similar to what you are doing for private clients at Quadratic?

8:30 - Nancy's broad outlook for fixed income in the present environment

12:00 - When does the risk of inflation become real and how long will it take to get there?

14:00 - A way to play a widening yield curve?

17:15 - Breaking down IVOL's risk profile

21:30 - Understanding IVOL's component parts: Long options tied to the shape of the U.S. interest rate swap curve

24:00 - Is there a benchmark with which to measure the fund's performance?

25:30 - IVOL: As non-correlated to common asset classes as an ETF strategy gets 

32:30 - Understanding IVOL's component parts: Why go with The Schwab U.S. TIPS ETF (SCHP) for the TIPS component?

34:45 - The current outlook: Between the pandemic and the U.S. election, how much rate volatility should investors be pricing in for the rest of the year?

40:00 - Next steps: Nancy's future plans in the ETF space


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2739falsefullhttps://www.spreaker.com/episode/dividend-offense-dividend-defense-this-etf-strategy-systematically-avoids-dividend-risks--51973107
How's the strategy playing out for investors? So far in 2020, these ETFs' performance speaks for itself, with outperformance of between 8% (LEAD) and 11% (DFND) versus the S&P 500.
Show Notes

4:00 - How has Eric's work life changed as a result of COVID-19? What's the situation in San Diego?

7:30 - How does the DIVCON methodology work?

11:30 - Choosing companies likely to grow their dividends

18:00 - Uncovering the "riskiest" dividend stocks: "DIVCON 1"

20:00 - How do the current DIVCON rankings break down in terms of sector and market cap?

24:00 - How often does DIVCON re-rank the universe of dividend paying stocks? How often are these funds' underlying components changed?

29:30 - Fund holdings: "DIVCON 5" standouts

37:00 - DFND: Is there less risk by being long and short at the same time?

42:30 - Why are DFND's expenses so high?

46:45 - What can investors expect from dividend stocks - and interest rates in general - in the current environment?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>34a15184-d6b9-11ea-bbdc-e3646c8eaaaaThu, 06 Aug 2020 10:00:00 +0000Seeking AlphaThe economic carnage wrought by COVID-19 has forced many long-time dividend paying stocks to slash their yields, with many more favored dividend paying names at risk of having to follow suit. Reality Shares Co-Founder and CEO Eric Ervin rejoins Let's...
How's the strategy playing out for investors? So far in 2020, these ETFs' performance speaks for itself, with outperformance of between 8% (LEAD) and 11% (DFND) versus the S&P 500.
Show Notes

4:00 - How has Eric's work life changed as a result of COVID-19? What's the situation in San Diego?

7:30 - How does the DIVCON methodology work?

11:30 - Choosing companies likely to grow their dividends

18:00 - Uncovering the "riskiest" dividend stocks: "DIVCON 1"

20:00 - How do the current DIVCON rankings break down in terms of sector and market cap?

24:00 - How often does DIVCON re-rank the universe of dividend paying stocks? How often are these funds' underlying components changed?

29:30 - Fund holdings: "DIVCON 5" standouts

37:00 - DFND: Is there less risk by being long and short at the same time?

42:30 - Why are DFND's expenses so high?

46:45 - What can investors expect from dividend stocks - and interest rates in general - in the current environment?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3503falsefullhttps://www.spreaker.com/episode/an-etf-for-every-theme-covid-19-lightning-round-with-global-x--51972995Show Notes

2:45 - A most elegant piece of financial engineering: Luis' move from investment banking to Global X ETFs

7:00 - A global footprint: Mirae Asset enters the picture

12:30 - How many exchanges are Global X ETFs currently listed on?

17:15 - Masters at work: Global X's approach to thematic investing

24:00 - The birthing process: How Global X brings thematic products to market

28:00 - Matchmaker, Matchmaker: Carefully choosing the perfect indexer for each ETF

30:00 - Are institutional investors using thematic ETFs differently than individuals?

34:30 - How has COVID-19 affected trends in the thematic space?

38:30 - COVID-19 thematic ETF lightning round


39:00 - The race for the cure: The Global X Genomics & Biotechnology ETF (GNOM)

43:00 - The evolving business of aging: The Global X Longevity Thematic ETF (LNGR)

46:00 - Body-mind connection 2.0: The Global X Robotics & Artificial Intelligence ETF (BOTZ) 

50:00 - The new shop-from-home economy: The Global X E-commerce ETF (EBIZ) (AMZN)

55:45 - The new socially distant entertainment ecosystem: The Global X Video Games & Esports ETF (HERO)

62:00 - Looking for yield in a yield-less world: Global X SuperDividend ETFs (SDIV) (DIV)

71:45 - What are Luis' favorite sectors right now?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4d9c81d8-d1b2-11ea-b719-73758069fd92Thu, 30 Jul 2020 10:00:00 +0000Seeking AlphaThe COVID-19 pandemic has created a massive divergence in performance among thematic ETFs. Among the most pioneering of the thematic ETF issuers, Global X's CEO Luis Berruga joins Let's Talk ETFs to discuss where he sees the greatest opportunities in...Show Notes

2:45 - A most elegant piece of financial engineering: Luis' move from investment banking to Global X ETFs

7:00 - A global footprint: Mirae Asset enters the picture

12:30 - How many exchanges are Global X ETFs currently listed on?

17:15 - Masters at work: Global X's approach to thematic investing

24:00 - The birthing process: How Global X brings thematic products to market

28:00 - Matchmaker, Matchmaker: Carefully choosing the perfect indexer for each ETF

30:00 - Are institutional investors using thematic ETFs differently than individuals?

34:30 - How has COVID-19 affected trends in the thematic space?

38:30 - COVID-19 thematic ETF lightning round


39:00 - The race for the cure: The Global X Genomics & Biotechnology ETF (GNOM)

43:00 - The evolving business of aging: The Global X Longevity Thematic ETF (LNGR)

46:00 - Body-mind connection 2.0: The Global X Robotics & Artificial Intelligence ETF (BOTZ) 

50:00 - The new shop-from-home economy: The Global X E-commerce ETF (EBIZ) (AMZN)

55:45 - The new socially distant entertainment ecosystem: The Global X Video Games & Esports ETF (HERO)

62:00 - Looking for yield in a yield-less world: Global X SuperDividend ETFs (SDIV) (DIV)

71:45 - What are Luis' favorite sectors right now?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4808falsefullhttps://www.spreaker.com/episode/lessons-from-the-recent-russell-recon-mega-caps-tech-stocks-continue-to-shine--51973269Show notes

3:00 - How has the pandemic affected Catherine's day to day work flow?

6:00 - Why indexing?

7:30 - What does being director of product management at a major indexer entail?

9:00 - On the centrality of indexes to the ETF investing ecosystem

10:30 - What's the process of creating a new index look like?

15:00 - A bird's eye view of the FTSE Russell indexing universe

16:30 - A walk through Russell's annual recon

20:30 - 2020 Recon lessons: Divergence between large and small cap US stocks

23:45 - What changes were most notable in terms of sector compositions?

26:15 - Has the "flight to quality" Catherine first noted back in April continued, or have other factors taken the lead in recent months?

32:00 - ESG investing: Why the focus on sustainable investing specifically?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8af6c3f0-cc4d-11ea-a00f-d313ced7e80bThu, 23 Jul 2020 10:00:00 +0000Seeking AlphaWith 97% of U.S. ETF assets in funds that track an index, and overall assets continuing to grow rapidly, indexing has never been more central to the overall investing landscape. Perhaps nowhere is this more apparent than in the months immediately...Show notes

3:00 - How has the pandemic affected Catherine's day to day work flow?

6:00 - Why indexing?

7:30 - What does being director of product management at a major indexer entail?

9:00 - On the centrality of indexes to the ETF investing ecosystem

10:30 - What's the process of creating a new index look like?

15:00 - A bird's eye view of the FTSE Russell indexing universe

16:30 - A walk through Russell's annual recon

20:30 - 2020 Recon lessons: Divergence between large and small cap US stocks

23:45 - What changes were most notable in terms of sector compositions?

26:15 - Has the "flight to quality" Catherine first noted back in April continued, or have other factors taken the lead in recent months?

32:00 - ESG investing: Why the focus on sustainable investing specifically?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2357falsefullhttps://www.spreaker.com/episode/rpar-this-ray-dalio-inspired-risk-parity-etf-is-on-fire--51972976Show notes

5:00 - RPAR Risk Parity ETF (RPAR): A bird's eye view of the strategy underlying the fund

6:30 - What is the history of this type of strategy's performance?

8:00 - How is your fund different from the All Weather Portfolio popularized by Bridgewater Capital's Ray Dalio?

10:00 - RPAR: A "True" risk parity strategy

15:00 - Why is this not exactly an index fund?

20:45 - On duration risk: Why the strategy always invests in longer duration treasuries?

25:00 - Dealing with a rising rate environment

26:15 - Relative to a 60/40 mix what would the standard deviation of RPAR be?

27:00 - What's the maximum drawdown an investor in the fund could expect?

31:30 - Specific holdings: (BAR) versus (GLD) for physical gold exposure

35:00 - Why individual companies versus an ETF for commodity producers exposure? 

40:00 - What are the top equity positions?

42:00 - Is the fund meant to be a core or a satellite portfolio holding?

45:30 - Who is buying RPAR? Retail versus institutional investors

50:00 - The current macro outlook - and why risk parity makes sense no matter your point of view


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e6584e5a-c606-11ea-916d-bb1fef30ba07Wed, 15 Jul 2020 10:00:00 +0000Seeking AlphaMany investors are surprised to learn that a typical 60/40 stock-bond mix has 85% of its underlying risk concentrated in the 60% of the portfolio allocated to equities. Taking inspiration from the All Weather Portfolio popularized by Bridegwater...Show notes

5:00 - RPAR Risk Parity ETF (RPAR): A bird's eye view of the strategy underlying the fund

6:30 - What is the history of this type of strategy's performance?

8:00 - How is your fund different from the All Weather Portfolio popularized by Bridgewater Capital's Ray Dalio?

10:00 - RPAR: A "True" risk parity strategy

15:00 - Why is this not exactly an index fund?

20:45 - On duration risk: Why the strategy always invests in longer duration treasuries?

25:00 - Dealing with a rising rate environment

26:15 - Relative to a 60/40 mix what would the standard deviation of RPAR be?

27:00 - What's the maximum drawdown an investor in the fund could expect?

31:30 - Specific holdings: (BAR) versus (GLD) for physical gold exposure

35:00 - Why individual companies versus an ETF for commodity producers exposure? 

40:00 - What are the top equity positions?

42:00 - Is the fund meant to be a core or a satellite portfolio holding?

45:30 - Who is buying RPAR? Retail versus institutional investors

50:00 - The current macro outlook - and why risk parity makes sense no matter your point of view


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3506falsefullhttps://www.spreaker.com/episode/etf-investing-3-0-alpha-seeking-active-equity--51973244
2:45: Fidelity’s new active, semi-transparent ETFs: The next chapter in the natural evolution of ETF development

6:30: Fidelity’s unique research process

8:30: Fidelity’s success as a brokerage platform

11:00: Why isn’t front-running a concern in the active fixed income space?

13:30: What does factor investing look like in the fixed income space to Fidelity?

17:45: How does Fidelity think about factor investing when it comes to equity investing?

20:30: Active, semi-transparent ETFs: The “Fidelity model” explained

29:00: Relative to mutual funds, can investors expect lower expenses on Fidelity's new active, semi-transparent equity ETFs?

31:00: Can investors expect these products to be more tax efficient than traditional mutual funds?

33:15: Fidelity Blue Chip Value ETF (FBCV) and Fidelity Blue Chip Growth ETF (FBCG)

35:30: Fidelity New Millennium ETF (FMIL)

36:30: What's Fidelity’s larger strategy in the active, semi-transparent equity ETF space?




Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4c75a65c-c0f2-11ea-acf0-d3ad42f6ef4fWed, 08 Jul 2020 12:10:50 +0000Seeking AlphaThe ETF space tends to innovate in waves. First came plain vanilla cap-weighted index funds. Next came factor investing, utilizing academic research to create indexes with much more pinpointed exposures. After nearly three decades, the revolution in...
2:45: Fidelity’s new active, semi-transparent ETFs: The next chapter in the natural evolution of ETF development

6:30: Fidelity’s unique research process

8:30: Fidelity’s success as a brokerage platform

11:00: Why isn’t front-running a concern in the active fixed income space?

13:30: What does factor investing look like in the fixed income space to Fidelity?

17:45: How does Fidelity think about factor investing when it comes to equity investing?

20:30: Active, semi-transparent ETFs: The “Fidelity model” explained

29:00: Relative to mutual funds, can investors expect lower expenses on Fidelity's new active, semi-transparent equity ETFs?

31:00: Can investors expect these products to be more tax efficient than traditional mutual funds?

33:15: Fidelity Blue Chip Value ETF (FBCV) and Fidelity Blue Chip Growth ETF (FBCG)

35:30: Fidelity New Millennium ETF (FMIL)

36:30: What's Fidelity’s larger strategy in the active, semi-transparent equity ETF space?




Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2384falsefullhttps://www.spreaker.com/episode/utrn-the-short-term-reversal-effect-on-steroids--51973094Show Notes

3:30 - What is the market anomaly known as the "short-term reversal"?

6:00 - Understanding investor behavior: People overreact more to the downside than the upside

12:00 - Introducing the Chow Ratio

15:00 - Even within an ETF wrapper, how tax efficient is this strategy?

18:00 - Is it a characteristic of the fund to underperform during bull markets?

23:45 - How does the Chow Ratio signal which stocks to buy and which ones to avoid?

30:00 - What names have been driving the performance over the last 3 months?

34:15 - Do you see UTRN as a core portfolio holding?

36:15 - Does combining this strategy with a momentum strategy lead to even better risk adjusted returns?

41:00 - Any plans to roll out similar strategies for different asset classes?

43:30 - What's your outlook for a V-shaped recovery? Will the market be higher or lower at year end?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ba8f89b4-bb8e-11ea-9c17-17a84faf2d4cWed, 01 Jul 2020 12:53:26 +0000Seeking Alpha"Short-term reversals" are the market phenomenon that stocks with particularly bad one-week or month returns are likely to generate outsized returns in the following week or month. But while this stock market anomaly has been known for decades, the...Show Notes

3:30 - What is the market anomaly known as the "short-term reversal"?

6:00 - Understanding investor behavior: People overreact more to the downside than the upside

12:00 - Introducing the Chow Ratio

15:00 - Even within an ETF wrapper, how tax efficient is this strategy?

18:00 - Is it a characteristic of the fund to underperform during bull markets?

23:45 - How does the Chow Ratio signal which stocks to buy and which ones to avoid?

30:00 - What names have been driving the performance over the last 3 months?

34:15 - Do you see UTRN as a core portfolio holding?

36:15 - Does combining this strategy with a momentum strategy lead to even better risk adjusted returns?

41:00 - Any plans to roll out similar strategies for different asset classes?

43:30 - What's your outlook for a V-shaped recovery? Will the market be higher or lower at year end?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3023falsefullhttps://www.spreaker.com/episode/aftermath-of-an-epidemic-does-china-belong-in-ethical-portfolios--51973271Show Notes:

4:00 - The growing bi-partisan consensus on China

5:00 - Issues with Zoom (ZM) blocking Chinese dissidents: Ideas for a future index?

7:30 - Methodology of indexing freedom: Who is in, who is out

10:45 - FRDM's top holdings, method of selection, approach to weightings

13:15 - How many actually died from COVID-19 in Wuhan?

20:00 - Was China hiding information about the early stages of the outbreak?

26:00 - How much misinformation is being put out by the Chinese government and how much do the Chinese people believe it?

35:00 - The case of Luckin Coffee (LK): How much of a concern is corporate fraud with Chinese companies?

47:30 - The best of the Freedom 100: Polish gaming company (OTGLF)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6e26080c-b5ec-11ea-9281-73e7daa05800Wed, 24 Jun 2020 09:46:26 +0000Seeking AlphaChina is increasingly under the magnifying glass for its role in spreading misinformation about COVID-19 - or at the very least failing to properly warn the global community in advance. With COVID-19 continuing to wreak havoc on the global economy, an...Show Notes:

4:00 - The growing bi-partisan consensus on China

5:00 - Issues with Zoom (ZM) blocking Chinese dissidents: Ideas for a future index?

7:30 - Methodology of indexing freedom: Who is in, who is out

10:45 - FRDM's top holdings, method of selection, approach to weightings

13:15 - How many actually died from COVID-19 in Wuhan?

20:00 - Was China hiding information about the early stages of the outbreak?

26:00 - How much misinformation is being put out by the Chinese government and how much do the Chinese people believe it?

35:00 - The case of Luckin Coffee (LK): How much of a concern is corporate fraud with Chinese companies?

47:30 - The best of the Freedom 100: Polish gaming company (OTGLF)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3421falsefullhttps://www.spreaker.com/episode/betting-on-innovation-how-much-longer-can-the-qqq-continue-to-outperform--51973160Ryan McCormack, QQQ Equity Product Strategist at Invesco, joins Let's Talk ETFs to make the case for why the next decade can be just as profitable for QQQ bulls as the last one.
Show Notes

2:30 - When did Ryan's love affair with ETFs begin?

5:30 - A strange index: How is the Invesco QQQ ETF (QQQ) and the NASDAQ 100 index underlying it constructed and maintained?

10:00 - What do you attribute the QQQ's unbelievable outperformance over the last decade vs. funds like (SPY) and (DIA) to?

16:00 - Further dominance of big tech: Effects of COVID-19 on early stage start-ups

18:15 - How can QQQ be considered a "growth index" with so many dividend growth companies in its top holdings, including Apple (AAPL) Microsoft (MSFT) and Intel (INTC)?

24:00 - Getting ahead of itself? What is current fair value for QQQ?

27:30 - More than 50% tech: Is QQQ diversified enough to be a core portfolio holding for investors?

32:15 - Holdings powering the index that might surprise people (SBUX), (TSLA) and more

36:00 - Outlook for US/Global economy: Can markets continue their march higher?

40:00 - Are continued low rates central to the bullish case for equities?

42:00 - Why is QQQ poised to continue outperforming the broader market in the coming decade?

43:45 - What are major risks to QQQ's continued outperformance?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8783b4a6-b07f-11ea-a601-4348bc4ee9d6Wed, 17 Jun 2020 11:12:13 +0000Seeking AlphaWith QQQ recently passing the $100B in AUM mark, the world's second most traded ETF is showing no signs of letting up. The past decade has been especially good to the Nasdaq 100 index and the only U.S.-listed ETF that tracks it, outperforming the S&P...Ryan McCormack, QQQ Equity Product Strategist at Invesco, joins Let's Talk ETFs to make the case for why the next decade can be just as profitable for QQQ bulls as the last one.
Show Notes

2:30 - When did Ryan's love affair with ETFs begin?

5:30 - A strange index: How is the Invesco QQQ ETF (QQQ) and the NASDAQ 100 index underlying it constructed and maintained?

10:00 - What do you attribute the QQQ's unbelievable outperformance over the last decade vs. funds like (SPY) and (DIA) to?

16:00 - Further dominance of big tech: Effects of COVID-19 on early stage start-ups

18:15 - How can QQQ be considered a "growth index" with so many dividend growth companies in its top holdings, including Apple (AAPL) Microsoft (MSFT) and Intel (INTC)?

24:00 - Getting ahead of itself? What is current fair value for QQQ?

27:30 - More than 50% tech: Is QQQ diversified enough to be a core portfolio holding for investors?

32:15 - Holdings powering the index that might surprise people (SBUX), (TSLA) and more

36:00 - Outlook for US/Global economy: Can markets continue their march higher?

40:00 - Are continued low rates central to the bullish case for equities?

42:00 - Why is QQQ poised to continue outperforming the broader market in the coming decade?

43:45 - What are major risks to QQQ's continued outperformance?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2978falsefullhttps://www.spreaker.com/episode/successful-portfolio-strategy-is-as-much-an-art-as-a-science--51973272Show Notes
3:00 - After two decades working exclusively with institutions, why did James decide to create an investing service for retail investors?
7:30 - Is there a difference in temperament with institutional vs retail investors? 
10:45 - Given the severity of the global economic contraction resulting from COVID-19, how do you make sense of recent extremely bullish market activity?
22:00 - What are investors getting wrong when they say this is a "don't fight the Fed" situation?
42:00 - How do you use the interplay between fundamental and technical analysis to make better investing decisions?
49:30 - How do you determine positions in your portfolios?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>466ca8c2-aafa-11ea-b08d-87d850aed547Wed, 10 Jun 2020 09:39:35 +0000Seeking AlphaAfter 20 years working exclusively with institutional clients and trading virtually every asset class imaginable, James Kostohryz is determined to share his recipe for success with retail investors. Combining fundamental and technical analysis in...Show Notes
3:00 - After two decades working exclusively with institutions, why did James decide to create an investing service for retail investors?
7:30 - Is there a difference in temperament with institutional vs retail investors? 
10:45 - Given the severity of the global economic contraction resulting from COVID-19, how do you make sense of recent extremely bullish market activity?
22:00 - What are investors getting wrong when they say this is a "don't fight the Fed" situation?
42:00 - How do you use the interplay between fundamental and technical analysis to make better investing decisions?
49:30 - How do you determine positions in your portfolios?
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3709falsefullhttps://www.spreaker.com/episode/diversifying-away-from-china-the-long-case-for-vietnam-vnm--51973270Show Notes

3:00 - A continuing look at the on-the-ground economic situation resulting from COVID-19: Tokyo, Japan

8:30 - Why have Vietnamese equities performed so poorly given the continued strength of the Vietnamese economy?

13:00 - A stronger Vietnamese dong should lift the country's stocks

16:00 - Countries that have gone from net importers to net exporters: The cases of Malaysia and Thailand

22:00 - As supply chains diversify away from China, Vietnam is poised to benefit

25:00 - Beyond Apple: Other multinationals establishing footholds in Vietnam

27:00 - Going under the hood of VNM's top holdings 

32:45 - Is VNM's 25% allocation to real estate a good or a bad thing? 

35:30 - Is Vietnam's financial sector up to the task of powering its continued growth?

37:00 - Understanding the time horizon for the long case for Vietnam and VNM


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d5a2df7c-a4a9-11ea-9bad-ef0c78c1b420Tue, 02 Jun 2020 10:16:45 +0000Seeking AlphaWith the U.S.-China trade war showing no sign of abating and ongoing COVID-19 imposed shutdowns, the need to diversify global supply chains has never been more acute. WingCapital Investments' Vincent Yip believes Vietnam is the best positioned of the...Show Notes

3:00 - A continuing look at the on-the-ground economic situation resulting from COVID-19: Tokyo, Japan

8:30 - Why have Vietnamese equities performed so poorly given the continued strength of the Vietnamese economy?

13:00 - A stronger Vietnamese dong should lift the country's stocks

16:00 - Countries that have gone from net importers to net exporters: The cases of Malaysia and Thailand

22:00 - As supply chains diversify away from China, Vietnam is poised to benefit

25:00 - Beyond Apple: Other multinationals establishing footholds in Vietnam

27:00 - Going under the hood of VNM's top holdings 

32:45 - Is VNM's 25% allocation to real estate a good or a bad thing? 

35:30 - Is Vietnam's financial sector up to the task of powering its continued growth?

37:00 - Understanding the time horizon for the long case for Vietnam and VNM


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2582falsefullhttps://www.spreaker.com/episode/the-great-inflation-deflation-debate-what-s-an-etf-investor-to-do--51973059Macro specialist Eric Basmajian (EPB Macro Research) rejoins Let's Talk ETFs and delivers a master class in current monetary policy dynamics - and how investors can stay one step ahead of the curve.
Show Notes

4:30 - Eric's personal COVID-19 story

8:00 - Stock vs. Bonds (SHY): A tale of two markets - Which is right?

13:30 - The current environment is a deflationary one - here's why

21:30 - Is the US just a generation behind Japan and Europe when it comes to monetary policy and its likely affect on underlying growth?

29:30 - Productive vs. Unproductive debt: Prospects for future growth (KRE) (XLF)

39:30 - What is the theoretical case for inflation once the dust from COVID-19 settles in a few years?

45:15 - What would be the likely outcome if an emerging economy's central bank followed the same playbook as the Fed?

48:00 - Positioning portfolios in the current environment  (SPY), (PDBC), (TLT), (IEI), (SHV), (VXUS) 

1:00:00 - Would you consider a short position in something like (XLE) or (XOP) given the potential economic downside that still exists in the energy sector?

1:08:30 - Are you currently over- or under-weight gold? (GLD)

1:14:45 - How about gold miners? (GDX)

1:17:00 - How do you make sense of the extreme bullish stock market action of the last month or so? (QQQ) (DIA) (IVV) (VOO) 


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>f40b6894-9b35-11ea-adaa-1ff574b210a2Thu, 21 May 2020 09:53:09 +0000Seeking AlphaWith the Fed's balance sheet expanding at an unprecedented rate, inflation concerns have made a comeback among some market watchers on both Wall Street and Main Street. While the monetary supply has increased drastically since the onset of the...Macro specialist Eric Basmajian (EPB Macro Research) rejoins Let's Talk ETFs and delivers a master class in current monetary policy dynamics - and how investors can stay one step ahead of the curve.
Show Notes

4:30 - Eric's personal COVID-19 story

8:00 - Stock vs. Bonds (SHY): A tale of two markets - Which is right?

13:30 - The current environment is a deflationary one - here's why

21:30 - Is the US just a generation behind Japan and Europe when it comes to monetary policy and its likely affect on underlying growth?

29:30 - Productive vs. Unproductive debt: Prospects for future growth (KRE) (XLF)

39:30 - What is the theoretical case for inflation once the dust from COVID-19 settles in a few years?

45:15 - What would be the likely outcome if an emerging economy's central bank followed the same playbook as the Fed?

48:00 - Positioning portfolios in the current environment  (SPY), (PDBC), (TLT), (IEI), (SHV), (VXUS) 

1:00:00 - Would you consider a short position in something like (XLE) or (XOP) given the potential economic downside that still exists in the energy sector?

1:08:30 - Are you currently over- or under-weight gold? (GLD)

1:14:45 - How about gold miners? (GDX)

1:17:00 - How do you make sense of the extreme bullish stock market action of the last month or so? (QQQ) (DIA) (IVV) (VOO) 


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5613falsefullhttps://www.spreaker.com/episode/days-of-future-passed-where-s-the-etf-space-headed--51973209Show Notes

2:00 - The early history of ETFs and Bob's role in it - including coming up with the "exchange-traded funds" moniker

9:30 - Why were most of the initial ETFs (SPY) (QQQ) "40s act" Trusts as opposed to the current preference to launch nearly all ETFs as open-ended investment funds?

12:30 - In an environment like the current one, how can ETF investors avoid the impulse to trade emotionally based on the news of the day?

19:15 - Bob's latest enterprise: Difference between Procure Holdings and Procure AM; The Procure Space ETF (UFO) 

22:30 - How does your active, non-transparent ETF model compare to other non-transparent models?

27:00 - Why does the world need additional non-transparent actively managed products now? Is this actually good for investors?

32:15 - Smart Beta everywhere: Bob's take on the proliferation of these products

36:30 - Days of future passed: Where's the ETF space headed?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>499bbec8-95b2-11ea-964f-47d00b6b644eThu, 14 May 2020 08:27:19 +0000Seeking AlphaAs the exchange-traded fund space continues to mature, it's important to occasionally take a look back and understand ETFs' early origins. As with all great innovations, ETFs continue to evolve in ways that deliver investors increased efficiency and...Show Notes

2:00 - The early history of ETFs and Bob's role in it - including coming up with the "exchange-traded funds" moniker

9:30 - Why were most of the initial ETFs (SPY) (QQQ) "40s act" Trusts as opposed to the current preference to launch nearly all ETFs as open-ended investment funds?

12:30 - In an environment like the current one, how can ETF investors avoid the impulse to trade emotionally based on the news of the day?

19:15 - Bob's latest enterprise: Difference between Procure Holdings and Procure AM; The Procure Space ETF (UFO) 

22:30 - How does your active, non-transparent ETF model compare to other non-transparent models?

27:00 - Why does the world need additional non-transparent actively managed products now? Is this actually good for investors?

32:15 - Smart Beta everywhere: Bob's take on the proliferation of these products

36:30 - Days of future passed: Where's the ETF space headed?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2582falsefullhttps://www.spreaker.com/episode/protecting-your-portfolio-from-black-swans-covid-19-edition-swan--51973249Show Notes

4:00 - The economic situation on the ground in Colorado: Christian's personal perspective

10:00 - COVID-19 vs. other "Black Swan" events

12:30 - Christian's base case for global markets before COVID-19 took center stage

16:00 - Does the recent rally mean the market is out of the woods?

25:30 - Will short duration treasuries actually go negative in the U.S., along the lines of the German Bund?

30:35 - How does SWAN attempt to mitigate the effects of the market conditions we've seen since February without abandoning upside?

42:00 - It's all about returns: SWAN vs. S&P 500 ETFs (SPY) (VOO) (IVV) 

52:00 - A retail world gone fully digital? Discussion of the Amplify Online Retail ETF (IBUY)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2f0589f2-903c-11ea-9b12-cf76efee227cThu, 07 May 2020 10:25:43 +0000Seeking AlphaAmplify ETFs founder Christian Magoon joins Let's Talk ETFs to discuss the Amplify BlackSwan Growth & Treasury Core ETF (SWAN) - particularly the unique way in which it attempts to deliver upside while mitigating losses. SWAN has very much resonated...Show Notes

4:00 - The economic situation on the ground in Colorado: Christian's personal perspective

10:00 - COVID-19 vs. other "Black Swan" events

12:30 - Christian's base case for global markets before COVID-19 took center stage

16:00 - Does the recent rally mean the market is out of the woods?

25:30 - Will short duration treasuries actually go negative in the U.S., along the lines of the German Bund?

30:35 - How does SWAN attempt to mitigate the effects of the market conditions we've seen since February without abandoning upside?

42:00 - It's all about returns: SWAN vs. S&P 500 ETFs (SPY) (VOO) (IVV) 

52:00 - A retail world gone fully digital? Discussion of the Amplify Online Retail ETF (IBUY)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3881falsefullhttps://www.spreaker.com/episode/hdge-a-better-way-to-short-the-market--51973267Show Notes

3:00 - How do you explain the extremely bullish market action of the last month, since the March 23 low?

5:15 - Once COVID-19 is resolved, will the economy and market snap back?

8:30 - Who's debt buying right now?

12:30 - What do you say to the "don't fight the fed" argument?

14:15 - Dynamics of inverse ETFs and how they differ in fundamental ways from HDGE?

19:15 - Having to disclose your positions daily, is "front-running" a serious concern with HDGE?

25:00 - Process for selecting or excluding short candidates (ZM) (CACC)

31:15 - Why do you not have more currently allocated to energy sector shorts?

33:30 - Why are you short so many financials at present?

38:00 - How do you determine position sizes?

39:30 - Names you're currently particularly bearish on: (CIT), (CACC), (SYF), (ABS), (W), (SC) 

45:45 - Predictions for the closing price on the S&P 500 on December, 31, 2020


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8165ae5e-8ac2-11ea-8531-0bc4db97462dThu, 30 Apr 2020 13:34:37 +0000Seeking AlphaThe extreme bullish market action of the last month has left an increasing number of investors feeling a disconnect between a worsening macro-economic picture and lofty equity prices. Using inverse or leveredged ETFs to short the market for more than...Show Notes

3:00 - How do you explain the extremely bullish market action of the last month, since the March 23 low?

5:15 - Once COVID-19 is resolved, will the economy and market snap back?

8:30 - Who's debt buying right now?

12:30 - What do you say to the "don't fight the fed" argument?

14:15 - Dynamics of inverse ETFs and how they differ in fundamental ways from HDGE?

19:15 - Having to disclose your positions daily, is "front-running" a serious concern with HDGE?

25:00 - Process for selecting or excluding short candidates (ZM) (CACC)

31:15 - Why do you not have more currently allocated to energy sector shorts?

33:30 - Why are you short so many financials at present?

38:00 - How do you determine position sizes?

39:30 - Names you're currently particularly bearish on: (CIT), (CACC), (SYF), (ABS), (W), (SC) 

45:45 - Predictions for the closing price on the S&P 500 on December, 31, 2020


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3474falsefullhttps://www.spreaker.com/episode/the-income-factory-an-approach-to-safe-and-steady-income-via-cefs-and-etfs--51973205Enamored with Seeking Alpha's growing dividend growth community, he painstakingly developed his own unique set of DGI strategies, resulting in what he terms The Income Factory. "The Income Factory is as much an attitude towards investing as it is a strategy," Steven explains early in our conversation. "Ford builds a factory to produce automobiles. No one at the company thinks about what the factory's resale value is the day after it's built... they think about how they can make it more productive year after year." This is the same attitude Steven recommends income investors take with their portfolios. 
Steven took his more than 10 years of refining his approach to investing, including more than 100 articles he submitted to Seeking Alpha, and distilled it into a book-length treatment of the subject.  The Income Factory: An Investor’s Guide to Consistent Lifetime Returns was the #1 new release in Amazon's Investment category when it came out in March. Steven favors CEFs as well as some ETFs in his own portfolios. He was generous enough to discuss the book and his reaction to the Covid-19 market panic on the latest episode of Let's Talk ETFs.
Show Notes

3:30 - Steven's initial approach to investing and how it has changed over time

9:30 - The Income Factory approach to investing explained

15:00 - How does the Income Factory approach help investors overcome counterproductive behavioral investing tendencies?

19:15 - What are some other advantages of the strategy?

23:45 - Using the demise of Washington Mutual as an example, how do you create a portfolio to withstand the loss of one or two solid stocks?

30:45 - One of Steven's favorite ETFs: The Amplify High Yield ETF (YYY)

36:00 - Some of Steven's favorite CEFs (FOF) (XFLT) (ECC) (OXLC) (JQC) (ACP) (OCCI): Why the focus on CLOs? 

46:30 - Steven's recommendations to a new investor looking to build an "Income Factory" portfolio


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d68a118e-84c5-11ea-ada7-57de8f132f99Thu, 23 Apr 2020 09:00:00 +0000Seeking AlphaSteven Bavaria is somewhat of an outlier in that he had his investing epiphany only after retiring from a long career in the financial services space. Following a five decade career at top financial institutions - he worked at the Bank of Boston,...Enamored with Seeking Alpha's growing dividend growth community, he painstakingly developed his own unique set of DGI strategies, resulting in what he terms The Income Factory. "The Income Factory is as much an attitude towards investing as it is a strategy," Steven explains early in our conversation. "Ford builds a factory to produce automobiles. No one at the company thinks about what the factory's resale value is the day after it's built... they think about how they can make it more productive year after year." This is the same attitude Steven recommends income investors take with their portfolios. 
Steven took his more than 10 years of refining his approach to investing, including more than 100 articles he submitted to Seeking Alpha, and distilled it into a book-length treatment of the subject.  The Income Factory: An Investor’s Guide to Consistent Lifetime Returns was the #1 new release in Amazon's Investment category when it came out in March. Steven favors CEFs as well as some ETFs in his own portfolios. He was generous enough to discuss the book and his reaction to the Covid-19 market panic on the latest episode of Let's Talk ETFs.
Show Notes

3:30 - Steven's initial approach to investing and how it has changed over time

9:30 - The Income Factory approach to investing explained

15:00 - How does the Income Factory approach help investors overcome counterproductive behavioral investing tendencies?

19:15 - What are some other advantages of the strategy?

23:45 - Using the demise of Washington Mutual as an example, how do you create a portfolio to withstand the loss of one or two solid stocks?

30:45 - One of Steven's favorite ETFs: The Amplify High Yield ETF (YYY)

36:00 - Some of Steven's favorite CEFs (FOF) (XFLT) (ECC) (OXLC) (JQC) (ACP) (OCCI): Why the focus on CLOs? 

46:30 - Steven's recommendations to a new investor looking to build an "Income Factory" portfolio


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3246falsefullhttps://www.spreaker.com/episode/the-trend-is-your-friend-a-rules-based-sector-momentum-strategy-for-any-market-environment-armr--51973204Show Notes

2:45 - Jim Colquitt's Background: Why he got into investing and how he ended up where he is today

7:15 - Why Jim struck out on his own and founded Armor

10:45 - Assessment of the market's reaction to the Covid-19 pandemic

17:15 - Armor US Equity Index ETF (ARMR): What is the fund's overarching strategy and how does it achieve this?

22:30 - Cases where ARMR isn't invested in equities at all (IEF)

28:15 - Which is more important, avoiding losses or not missing gains? 

33:30 - Is a once a month re-allocation sufficient in highly volatile markets like the current these?

35:30 - Does the monthly trading lead to unwanted tax consequences?

37:15 - Which family of sector ETFs does ARMR use for exposure to the 11 GICS sectors?

41:00 - Is ARMR meant to be a core portfolio holding, or a satellite way of increasing alpha?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>17ea3264-7d80-11ea-b094-1b2e036e97faTue, 14 Apr 2020 10:00:00 +0000Seeking AlphaWhat if investors could capture the full upside of equity returns - but with less volatility and smaller drawdowns along the way? After 20 years working in all parts of the asset management business, Armor Index ETFs founder Jim Colquitt hit on an...Show Notes

2:45 - Jim Colquitt's Background: Why he got into investing and how he ended up where he is today

7:15 - Why Jim struck out on his own and founded Armor

10:45 - Assessment of the market's reaction to the Covid-19 pandemic

17:15 - Armor US Equity Index ETF (ARMR): What is the fund's overarching strategy and how does it achieve this?

22:30 - Cases where ARMR isn't invested in equities at all (IEF)

28:15 - Which is more important, avoiding losses or not missing gains? 

33:30 - Is a once a month re-allocation sufficient in highly volatile markets like the current these?

35:30 - Does the monthly trading lead to unwanted tax consequences?

37:15 - Which family of sector ETFs does ARMR use for exposure to the 11 GICS sectors?

41:00 - Is ARMR meant to be a core portfolio holding, or a satellite way of increasing alpha?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2326falsefullhttps://www.spreaker.com/episode/larry-swedroe-s-timeless-investing-wisdom-for-this-and-every-other-market-panic--51973074Show Notes

4:00 - Larry's unique perspective for the current panic

9:00 - What's the situation like in St. Louis (where Larry lives)?

12:15 - How should investors be reacting given the current situation?

15:45 - Three different types of bear markets: 2000 vs. 2008 vs. today

26:00 - Weighing the costs of an extended pandemic and subsequent social distancing on the U.S. and global economy

36:30 - Understanding the differences between "risk" and "uncertainty"

41:00 - Figuring out the right portfolio allocation strategy

54:30 - The "Larry Portfolio": How could it have helped investors be in better shape for the current market panic?

1:11:30 - Are classic valuation metrics still relevant given how modern companies operate?

1:17:45 - Does the "momentum" factor work during violent market shocks? When does it work best? 

1:28:30 - Why does the market sometimes have extreme moves on no news?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2c8253f2-737e-11ea-bd6b-dfc16f5e8cf8Wed, 01 Apr 2020 08:54:45 +0000Seeking AlphaIn his nearly five decades as a professional investor, Buckingham's Larry Swedroe has seen every type of market, including roughly 20 different "panics" of varying scopes and magnitudes. Despite the fact that the coronavirus-induced sell-off was the...Show Notes

4:00 - Larry's unique perspective for the current panic

9:00 - What's the situation like in St. Louis (where Larry lives)?

12:15 - How should investors be reacting given the current situation?

15:45 - Three different types of bear markets: 2000 vs. 2008 vs. today

26:00 - Weighing the costs of an extended pandemic and subsequent social distancing on the U.S. and global economy

36:30 - Understanding the differences between "risk" and "uncertainty"

41:00 - Figuring out the right portfolio allocation strategy

54:30 - The "Larry Portfolio": How could it have helped investors be in better shape for the current market panic?

1:11:30 - Are classic valuation metrics still relevant given how modern companies operate?

1:17:45 - Does the "momentum" factor work during violent market shocks? When does it work best? 

1:28:30 - Why does the market sometimes have extreme moves on no news?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2351falsefullhttps://www.spreaker.com/episode/liquid-alternative-etfs-are-ideally-suited-for-the-coronavirus-sell-off--51973200Show Notes

3:00 - Where does IndexIQ's focus on placing hedge fund style strategies into ETF wrappers come from?

6:30 - The term "alternatives" means different things to different people. How does IndexIQ define it?

9:30 - What are "liquid" alternatives?

13:45 - Why should every properly diversified portfolio have some evergreen allocation to alternatives?

16:30 - What percent of a typical portfolio should be in liquid alternatives?

Strategy objectives of key IndexIQ ETFs

21:00 - IQ Hedge Event-Driven Tracker Merger ETF (QED)

23:00 - IQ Hedge Macro Tracker ETF? (MCRO)

26:00 - IQ Hedge Long/Short Tracker ETF (QLS)?

28:00 - How do you select the underlying ETFs that make up these funds?

31:45 - Why are 50% currency-hedged equity ETFs a better mousetrap? (HFXI), (HFXE), (HFXJ)  

36:30 - How is IndexIQ's approach to ESG unique? (IQSU), (IQSI) 


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a102988a-6de4-11ea-a1f4-f39f4b2b4072Wed, 25 Mar 2020 10:00:00 +0000Seeking AlphaWith both equity markets and fixed income going pretty much straight up for more than a decade, investors had reached a state of complacency by the time coronavirus hit. Liquid alternatives offer investors a third leg of diversification, helping to...Show Notes

3:00 - Where does IndexIQ's focus on placing hedge fund style strategies into ETF wrappers come from?

6:30 - The term "alternatives" means different things to different people. How does IndexIQ define it?

9:30 - What are "liquid" alternatives?

13:45 - Why should every properly diversified portfolio have some evergreen allocation to alternatives?

16:30 - What percent of a typical portfolio should be in liquid alternatives?

Strategy objectives of key IndexIQ ETFs

21:00 - IQ Hedge Event-Driven Tracker Merger ETF (QED)

23:00 - IQ Hedge Macro Tracker ETF? (MCRO)

26:00 - IQ Hedge Long/Short Tracker ETF (QLS)?

28:00 - How do you select the underlying ETFs that make up these funds?

31:45 - Why are 50% currency-hedged equity ETFs a better mousetrap? (HFXI), (HFXE), (HFXJ)  

36:30 - How is IndexIQ's approach to ESG unique? (IQSU), (IQSI) 


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2403falsefullhttps://www.spreaker.com/episode/a-white-label-etf-issuer-sounds-off-on-cannabis-and-non-transparent-active-etfs--51973163Show Notes

3:00 - Explanation of the "back office" side of the ETF business

4:30 - The white label fund launch process

7:00 - What do investors interested in investing in cannabis funds need to look out for?

11:00 - What's better in the cannabis space: active management or passive index funds?

13:00 - What industry is a good comparison to the cannabis industry?

17:00 - What are major challenges in the space right now?

19:30 - Do we need to see U.S. legalization to see a run up in the sector's stock prices?

23:00 - Non-transparent active ETFs: Why have active managers stayed away?

26:00 - 5 different ways to attack the non-transparent active ETF issue

33:45 - What are the benefits for investors of buying one of these active funds in an ETF wrapper vs. a mutual fund wrapper?

35:00 - Analyzing the cost structure

38:00 - Of the 5, do you have a favorite model? Which do you think is most beneficial to investors?

40:00 - Will new the American Century funds open the floodgates for other active managers to enter the ETF space?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>9612c60c-6902-11ea-90f5-07e8489b1402Wed, 18 Mar 2020 12:34:01 +0000Seeking AlphaAs the founder of white label ETF issuer Nottingham Funds, Kip Meadows has developed real expertise in key areas of the ETF space - particularly in Cannabis Investing, where his firm has been the force behind several ETF launches and in the...Show Notes

3:00 - Explanation of the "back office" side of the ETF business

4:30 - The white label fund launch process

7:00 - What do investors interested in investing in cannabis funds need to look out for?

11:00 - What's better in the cannabis space: active management or passive index funds?

13:00 - What industry is a good comparison to the cannabis industry?

17:00 - What are major challenges in the space right now?

19:30 - Do we need to see U.S. legalization to see a run up in the sector's stock prices?

23:00 - Non-transparent active ETFs: Why have active managers stayed away?

26:00 - 5 different ways to attack the non-transparent active ETF issue

33:45 - What are the benefits for investors of buying one of these active funds in an ETF wrapper vs. a mutual fund wrapper?

35:00 - Analyzing the cost structure

38:00 - Of the 5, do you have a favorite model? Which do you think is most beneficial to investors?

40:00 - Will new the American Century funds open the floodgates for other active managers to enter the ETF space?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2902falsefullhttps://www.spreaker.com/episode/a-top-down-all-weather-etf-portfolio-coronavirus-edition--51973239In addition to his role at Pervalle, Eric runs his own Seeking Alpha Marketplace service, EPB Macro Research. In addition to the steady stream of macro analysis subscribers to EPB Macro Research get, they also gain access to EPB’s Model Tactical Asset Allocation and Long-Only Asset Allocation portfolios - 2 low cost, all-ETF portfolios overseen directly by Eric. By combining an asset class mix that includes stocks, bonds, gold and commodities - tilting based on underlying macroeconomic conditions - Eric has created an all-weather portfolio which tamps down risk and volatility while attaining impressive longer term appreciation of capital. And while under normal market conditions that may seem like a less sexy approach, its performance in the current environment makes it all worthwhile. 
Eric joins Let's Talk ETFs to talk his book.
Show Notes

2:30 - How did you get into your "macro" approach?

8:15 - The current state of the global economy

11:00 - Is the fed funds rate in the right place now?

17:45 - Where do you see the consumer in this economy?

22:00 - Is the lack of corporate earnings recession a positive?

28:00 - Thoughts on tech stocks

34:00 - How do you deal a black swan event like the Coronavirus in portfolio management?

39:15 - Specific take on the Coronavirus

41:15 - How do we deal with underlying economic issues and break the debt cycle?

49:15 - Household savings

51:00 - Portfolio construction process, baseline allocation

58:45 - Are you shifting equity allocations?

1:07:45 - Fixed income... only treasuries?

1:15:00 - What would it take for you to move to TIPS?

1:21:30 - Gold as main commodity exposure

1:26:30 - Any attempts to include other asset classes?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>feb0f63a-6212-11ea-8c41-ef63a15d8bf1Tue, 10 Mar 2020 10:00:00 +0000Seeking AlphaWith markets in sell-off mode the world over and few asset classes spared - Oil is below $35/bbl while the S&P 500 is down more than 6% on the day as I write this on Monday March 9, today's conversation with Macro specialist Eric Basmajian is hugely...In addition to his role at Pervalle, Eric runs his own Seeking Alpha Marketplace service, EPB Macro Research. In addition to the steady stream of macro analysis subscribers to EPB Macro Research get, they also gain access to EPB’s Model Tactical Asset Allocation and Long-Only Asset Allocation portfolios - 2 low cost, all-ETF portfolios overseen directly by Eric. By combining an asset class mix that includes stocks, bonds, gold and commodities - tilting based on underlying macroeconomic conditions - Eric has created an all-weather portfolio which tamps down risk and volatility while attaining impressive longer term appreciation of capital. And while under normal market conditions that may seem like a less sexy approach, its performance in the current environment makes it all worthwhile. 
Eric joins Let's Talk ETFs to talk his book.
Show Notes

2:30 - How did you get into your "macro" approach?

8:15 - The current state of the global economy

11:00 - Is the fed funds rate in the right place now?

17:45 - Where do you see the consumer in this economy?

22:00 - Is the lack of corporate earnings recession a positive?

28:00 - Thoughts on tech stocks

34:00 - How do you deal a black swan event like the Coronavirus in portfolio management?

39:15 - Specific take on the Coronavirus

41:15 - How do we deal with underlying economic issues and break the debt cycle?

49:15 - Household savings

51:00 - Portfolio construction process, baseline allocation

58:45 - Are you shifting equity allocations?

1:07:45 - Fixed income... only treasuries?

1:15:00 - What would it take for you to move to TIPS?

1:21:30 - Gold as main commodity exposure

1:26:30 - Any attempts to include other asset classes?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1323falsefullhttps://www.spreaker.com/episode/xout-eliminating-losers-is-more-important-than-picking-winners--51973157GraniteShares Founder and CEO Will Rhind had just this thought, which he decided to put into action late last year. He rejoins Let's Talk ETFs to discuss his firm's newest strategy, The GraniteShares X-OUT U.S. Large Cap ETF (XOUT). XOUT takes the largest 500 U.S. companies by market cap and runs them through a series of screens meant to single out companies demonstrating the least adaptability in the current age of technological disruption. The bottom 250 U.S. large cap stocks are thus removed from XOUT's portfolio, with the screen re-run and the portfolio rebalanced quarterly. And while past results are certainly no guarantee of future results, the fund has garnered strong investor interest out of the gate.
Show Notes

3:15 - What's the basic underlying strategy of the fund?

6:15 - How is the index constructed? How do you exclude the losers?

9:00 - How did you arrive at your 7 selection criteria?

11:00 - Why do you reshuffle the index quarterly?

12:30 - Story behind the design of the strategy

17:15 - Will this strategy be able to predict a shift from growth to value?

21:30 - Sector weighting. Does the overweight on healthcare and IT cause any concerns?

27:30 - Why aren't Verizon and AT&T included? 

31:30 - How does the exclusion of some financial services companies reflect on the industry? 

34:30 - "Fun" pairs trades of rivals based on which is in and out of the index: Coke vs. Pepsi, Visa vs. Mastercard, Walmart vs. Costco, State Street vs. BlackRock

36:30 - Why a large position in QQQ?

38:45 - Strategy behind HIPS ETF

44:45 - What's the rate risk with HIPS?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>027d93bc-5d78-11ea-9209-0f83684ccfc3Wed, 04 Mar 2020 10:34:38 +0000Seeking AlphaStudy after study has shown that picking stocks that turn out to be winners is an exceedingly difficult task, with very little consistency in performance over time. Thus, the common refrain of "Past results are no indication of future returns". But...GraniteShares Founder and CEO Will Rhind had just this thought, which he decided to put into action late last year. He rejoins Let's Talk ETFs to discuss his firm's newest strategy, The GraniteShares X-OUT U.S. Large Cap ETF (XOUT). XOUT takes the largest 500 U.S. companies by market cap and runs them through a series of screens meant to single out companies demonstrating the least adaptability in the current age of technological disruption. The bottom 250 U.S. large cap stocks are thus removed from XOUT's portfolio, with the screen re-run and the portfolio rebalanced quarterly. And while past results are certainly no guarantee of future results, the fund has garnered strong investor interest out of the gate.
Show Notes

3:15 - What's the basic underlying strategy of the fund?

6:15 - How is the index constructed? How do you exclude the losers?

9:00 - How did you arrive at your 7 selection criteria?

11:00 - Why do you reshuffle the index quarterly?

12:30 - Story behind the design of the strategy

17:15 - Will this strategy be able to predict a shift from growth to value?

21:30 - Sector weighting. Does the overweight on healthcare and IT cause any concerns?

27:30 - Why aren't Verizon and AT&T included? 

31:30 - How does the exclusion of some financial services companies reflect on the industry? 

34:30 - "Fun" pairs trades of rivals based on which is in and out of the index: Coke vs. Pepsi, Visa vs. Mastercard, Walmart vs. Costco, State Street vs. BlackRock

36:30 - Why a large position in QQQ?

38:45 - Strategy behind HIPS ETF

44:45 - What's the rate risk with HIPS?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3099falsefullhttps://www.spreaker.com/episode/a-revolution-in-thematic-tech-indexing--51973264Show Notes

2:00 - Where does BlueStar's focus and unique approach to building thematic tech indexes come from?

7:00 - What differentiates your approach as an indexer?

10:15 - How do you handle indexing specific technologies that may only be a small portion of big tech companies' earnings?

14:15 - Why the partnership with Defiance as the issuer on most of your thematic ETFs?

17:45 - Going under the hood of the Defiance Next Gen Connectivity ETF (FIVG): How is it constructed and why has it had such a resonance with investors out of the gate?

22:15 - Will this index evolve over time?

25:45 - Going under the hood of the Defiance Quantum ETF (QTUM): How do you build a pure play index for something like quantum computing that doesn't really exist in product form yet?

32:30 - Under the hood of the Defiance NextGen Food & Agriculture ETF (DIET): How do you get ideas for creative indexes playing on global demographic trends like this?

38:15 - How do you deal with large conglomerates that find themselves on both sides of this issue?

44:30 - Why the focus on China and Asia tech?

48:15 - China weightings in emerging market funds are continuing to rise - A word of caution to investors

52:30 - Some indexes Steven is particularly excited about right now


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e8864cd0-5889-11ea-8ff7-cf69727170d6Wed, 26 Feb 2020 11:45:00 +0000Seeking AlphaStarting out with a focus on indexing Israeli equities, BlueStar Indexes gained a deep understanding of key sectors driving the global tech revolution. BlueStar's Steven Schoenfeld applied his patented indexing approach, involving painstaking company...Show Notes

2:00 - Where does BlueStar's focus and unique approach to building thematic tech indexes come from?

7:00 - What differentiates your approach as an indexer?

10:15 - How do you handle indexing specific technologies that may only be a small portion of big tech companies' earnings?

14:15 - Why the partnership with Defiance as the issuer on most of your thematic ETFs?

17:45 - Going under the hood of the Defiance Next Gen Connectivity ETF (FIVG): How is it constructed and why has it had such a resonance with investors out of the gate?

22:15 - Will this index evolve over time?

25:45 - Going under the hood of the Defiance Quantum ETF (QTUM): How do you build a pure play index for something like quantum computing that doesn't really exist in product form yet?

32:30 - Under the hood of the Defiance NextGen Food & Agriculture ETF (DIET): How do you get ideas for creative indexes playing on global demographic trends like this?

38:15 - How do you deal with large conglomerates that find themselves on both sides of this issue?

44:30 - Why the focus on China and Asia tech?

48:15 - China weightings in emerging market funds are continuing to rise - A word of caution to investors

52:30 - Some indexes Steven is particularly excited about right now


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3604falsefullhttps://www.spreaker.com/episode/building-your-own-etf-portfolio-a-case-study--51972998Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d6997b0e-4d63-11ea-a52a-63cdaa5713d3Wed, 12 Feb 2020 09:48:32 +0000Seeking AlphaOne of the best things about exchange-traded funds is how compatible they are with a do-it-yourself ethos. Unlike with mutual funds, ETFs are fully transparent and easy to research meaning investors know exactly what they are getting with each fund...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2166falsefullhttps://www.spreaker.com/episode/game-on-the-case-for-pure-play-esports-exposure--51973257Learn more about your ad choices. Visit megaphone.fm/adchoices]]>adaab3f8-47ef-11ea-bf7e-e37a934e76b0Wed, 05 Feb 2020 10:30:00 +0000Seeking AlphaOn the heels of the Super Bowl, Let's Talk ETFs takes an in-depth look at the world of competitive gaming and the burgeoning entertainment complex sprouting up around it. Known collectively as "eSports", this growing phenomenon already has a huge...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3562falsefullhttps://www.spreaker.com/episode/emqq-will-the-next-internet-revolution-come-from-emerging-markets--51973234At first he recommended funds like the Columbia Emerging Markets Consumer ETF (ECON) to friends and colleagues believing it to be the best fund available to capture this growth. But then about 7 years ago, Carter had a second revelation: The best fund to capture emerging market internet growth doesn't yet exist. Teaming up with his friend Dr. Burton Malkiel of "A Random Walk Down Wall Street" fame, he decided to form an index committee to create a pure-play index and accompanying ETF, the Emerging Markets Internet & Ecommerce ETF (EMQQ). The fund launched in 2014, gathering more than $400M in AUM over the past 5-plus years. 
Show Notes

1:45 - How did you get started in investing generally and in ETFs specifically?  

14:00 - Why the pivot to emerging markets? 

25:45 - Changing habits of consumption in emerging markets

27:15 - Why is now the time to invest in emerging market technologies?

35:45 - How do address concerns of EMQQ's being too heavily weighted towards China?

40:30 - Why does EMQQ have an 8% weighting cap, and a limit to US listed companies and ADRs?

44:15 - Digging in EMQQ's holdings: Alibaba (BABA), Tencent (TCEHY), Pinduoduo (PDD), StoneCo (STNE), Yandex (YNDX), Jumia Technologies (JMIA)  

54:45 - Future plans for EMQQ


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>23482ea2-4268-11ea-9fba-b3fa7dfd373aWed, 29 Jan 2020 11:00:00 +0000Seeking AlphaStarting out as a classic value investor ala Graham and Buffett, EMQQfounder Kevin Carter had a revelation after the unwinding of the late 1990s tech bubble that emerging markets were going to be at the forefront of the next massive wave of internet...At first he recommended funds like the Columbia Emerging Markets Consumer ETF (ECON) to friends and colleagues believing it to be the best fund available to capture this growth. But then about 7 years ago, Carter had a second revelation: The best fund to capture emerging market internet growth doesn't yet exist. Teaming up with his friend Dr. Burton Malkiel of "A Random Walk Down Wall Street" fame, he decided to form an index committee to create a pure-play index and accompanying ETF, the Emerging Markets Internet & Ecommerce ETF (EMQQ). The fund launched in 2014, gathering more than $400M in AUM over the past 5-plus years. 
Show Notes

1:45 - How did you get started in investing generally and in ETFs specifically?  

14:00 - Why the pivot to emerging markets? 

25:45 - Changing habits of consumption in emerging markets

27:15 - Why is now the time to invest in emerging market technologies?

35:45 - How do address concerns of EMQQ's being too heavily weighted towards China?

40:30 - Why does EMQQ have an 8% weighting cap, and a limit to US listed companies and ADRs?

44:15 - Digging in EMQQ's holdings: Alibaba (BABA), Tencent (TCEHY), Pinduoduo (PDD), StoneCo (STNE), Yandex (YNDX), Jumia Technologies (JMIA)  

54:45 - Future plans for EMQQ


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3568falsefullhttps://www.spreaker.com/episode/net-lease-reits-an-underappreciated-sector-in-a-crowded-market--51973069Show Notes

2:45 - Chris and Alexi's backstories - Why a net lease REIT-focused ETF? 

6:30 - What is a "triple net" lease?

11:45 - Why do REITs generally hold just one type of property?

12:30 - How many publicly traded net lease REITs are there in the US?

18:15 - Are triple net leases a growing phenomenon?

19:30 - Is this a U.S.-specific model, or are there international equivalents?

22:00 - Why is the current 8-10% exposure to triple net lease REITs offered by broad ETFs like Vanguard Real Estate ETF (VNQ), iShares U.S. Real Estate ETF (IYR) and Schwab U.S. REIT ETF (SCHH) not nearly enough? 

30:45 - Breaking down the index: Tiered cap-weighting strategy, single company limitations, geographical diversification 

35:15 - NETL's top holding... STOR breakdown.

42:45 - Is this a true total return strategy: Dividend income vs. capital appreciation


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>7cb0ff6a-36e1-11ea-8b8c-f7885f791205Wed, 15 Jan 2020 10:19:50 +0000Seeking AlphaREITs were a popular choice for income seeking investors in 2019 with healthy inflows and strong performance for broad REIT ETFs like VNQ and SCHH. Net Lease REITs account for roughly 8-10% of broad REIT ETFs; investors that wanted greater exposure to...Show Notes

2:45 - Chris and Alexi's backstories - Why a net lease REIT-focused ETF? 

6:30 - What is a "triple net" lease?

11:45 - Why do REITs generally hold just one type of property?

12:30 - How many publicly traded net lease REITs are there in the US?

18:15 - Are triple net leases a growing phenomenon?

19:30 - Is this a U.S.-specific model, or are there international equivalents?

22:00 - Why is the current 8-10% exposure to triple net lease REITs offered by broad ETFs like Vanguard Real Estate ETF (VNQ), iShares U.S. Real Estate ETF (IYR) and Schwab U.S. REIT ETF (SCHH) not nearly enough? 

30:45 - Breaking down the index: Tiered cap-weighting strategy, single company limitations, geographical diversification 

35:15 - NETL's top holding... STOR breakdown.

42:45 - Is this a true total return strategy: Dividend income vs. capital appreciation


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3011falsefullhttps://www.spreaker.com/episode/welcome-to-the-machine-the-ai-revolution-comes-to-etfs--51973216Topics Covered

2:30 - Given your very different backgrounds in tech and finance, how did you end up starting this company together?

4:15 - After years of smart beta indexes and academic approaches to investing, what does AI bring to the table that is new?

8:45 - Welcome to the Machine: Zeroing in on the stock selection process for AIEQ and AIIQ

14:30 - Why roll this out as a low cost ETF and not an 'over-priced' Hedge Fund?

16:45 - Are capital markets too dynamic for AI and machine learning at this stage?

21:00 - As AI strategies proliferate, will they not reach a point where they mimic the human investing experience, with some beating the market and others not?

23:30 - How did Alphabet (GOOG) (GOOGL) and Toyota (TM) become the top holdings in your two funds?

25:45 - Factoring in "Black Swan" risks to your models

29:45 - How can you call an AI managed fund "actively managed"?

33:15 - Is there a set number of holdings in these funds, or is it open ended?

38:00 - What about things like annual turnover and tax management?

41:45 - What has AIEQ gathered so much more in the way of assets than AIIQ? 

45:00 - What does the future hold for EquBot?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>271c702a-3218-11ea-b4c9-f3c1bf1456faWed, 08 Jan 2020 13:18:07 +0000Seeking AlphaArtificial Intelligence, and the machine learning algorithms that underlie it, is showing up pretty much everywhere these days so it's no surprise that there's now an AI-powered ETF firm, EquBot. EquBot's founders, CEO Chida Khatua and COO Art Amador,...Topics Covered

2:30 - Given your very different backgrounds in tech and finance, how did you end up starting this company together?

4:15 - After years of smart beta indexes and academic approaches to investing, what does AI bring to the table that is new?

8:45 - Welcome to the Machine: Zeroing in on the stock selection process for AIEQ and AIIQ

14:30 - Why roll this out as a low cost ETF and not an 'over-priced' Hedge Fund?

16:45 - Are capital markets too dynamic for AI and machine learning at this stage?

21:00 - As AI strategies proliferate, will they not reach a point where they mimic the human investing experience, with some beating the market and others not?

23:30 - How did Alphabet (GOOG) (GOOGL) and Toyota (TM) become the top holdings in your two funds?

25:45 - Factoring in "Black Swan" risks to your models

29:45 - How can you call an AI managed fund "actively managed"?

33:15 - Is there a set number of holdings in these funds, or is it open ended?

38:00 - What about things like annual turnover and tax management?

41:45 - What has AIEQ gathered so much more in the way of assets than AIIQ? 

45:00 - What does the future hold for EquBot?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3164falsefullhttps://www.spreaker.com/episode/vaneck-staying-one-step-ahead-of-the-etf-innovation-curve--51973268Show Notes:

2:15 - What is it about the culture at VanEck that has allowed the firm to remain at the forefront of innovation?

7:45 - Process for deciding what/when to launch a new ETF

12:45 - Genesis of funds where similar types of funds already existed (OUNZ) (RTH) (ISRA) 

19:45 - Why hasn't VanEck jumped on the smart beta bandwagon?

26:30 - Was self indexing just about cost cutting? How do you decide when to self index and when to go with an outside firm?

29:30 - Naming process of ticker symbols

30:30 - What's the case for the gold miners to continue to outperform in the coming year? (GDX) (GDXJ)

34:00 - What is it about the "Fallen Angles" bond strategy that has proved so successful over time? (ANGL)

38:15 - A deep-dive into the Morningstar wide moat index (MOAT) (MOTI)

43:00 - One new fund (ESPO)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>47259ca2-27f0-11ea-9cfe-ebeabf6505b1Mon, 30 Dec 2019 10:00:00 +0000Seeking AlphaEd Lopez, Head of ETF Product at VanEck, joins Let's Talk ETFs for a special end-of-year episode - our final one of 2019. One of the ETF industry's brightest lights, Ed walks listeners through VanEck's unique innovation process - and how the firm has...Show Notes:

2:15 - What is it about the culture at VanEck that has allowed the firm to remain at the forefront of innovation?

7:45 - Process for deciding what/when to launch a new ETF

12:45 - Genesis of funds where similar types of funds already existed (OUNZ) (RTH) (ISRA) 

19:45 - Why hasn't VanEck jumped on the smart beta bandwagon?

26:30 - Was self indexing just about cost cutting? How do you decide when to self index and when to go with an outside firm?

29:30 - Naming process of ticker symbols

30:30 - What's the case for the gold miners to continue to outperform in the coming year? (GDX) (GDXJ)

34:00 - What is it about the "Fallen Angles" bond strategy that has proved so successful over time? (ANGL)

38:15 - A deep-dive into the Morningstar wide moat index (MOAT) (MOTI)

43:00 - One new fund (ESPO)


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3138falsefullhttps://www.spreaker.com/episode/the-end-of-a-decade-of-growth-is-value-s-time-finally-here--51973221Show Notes:

4:30 - Jeff's backstory: Why he's a top-down asset allocator

14:15 - What does the shift to value say about where we are in the current economic expansion cycle?

26:00 - How does WisdomTree define value (hint: it's not about book value) - and how does that play out in its fund construction? A look under the hood of the WisdomTree U.S. LargeCap ETF (EPS) and the WisdomTree U.S. LargeCap Dividend ETF (DLN)

35:30 - Growth stocks today vs. growth stocks in 1999: Apple (AAPL) and Microsoft (MSFT) as the top 2 holdings in both EPS (core/growth) and DLN (value)

52:30 - Current valuations for U.S. vs. international equities


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fc3187d4-216d-11ea-bad1-d37e51d7f665Wed, 18 Dec 2019 11:20:00 +0000Seeking AlphaAfter a decade of growth stocks leading the market higher, there are signs that value stocks are finally ready to take the baton and overtake growth - or are they? Unlike during the last growth-fueled rally - the dot-com bubble of the late 1990s, many...Show Notes:

4:30 - Jeff's backstory: Why he's a top-down asset allocator

14:15 - What does the shift to value say about where we are in the current economic expansion cycle?

26:00 - How does WisdomTree define value (hint: it's not about book value) - and how does that play out in its fund construction? A look under the hood of the WisdomTree U.S. LargeCap ETF (EPS) and the WisdomTree U.S. LargeCap Dividend ETF (DLN)

35:30 - Growth stocks today vs. growth stocks in 1999: Apple (AAPL) and Microsoft (MSFT) as the top 2 holdings in both EPS (core/growth) and DLN (value)

52:30 - Current valuations for U.S. vs. international equities


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3962falsefullhttps://www.spreaker.com/episode/indexing-freedom-a-better-way-to-play-emerging-markets--51973274Show Notes:

2:30 - Perth's backstory and how she came to found Life + Liberty Indexes

7:00 - How is Life + Liberty's approach different and what's your underlying thesis?

12:00 - Example of "freedom" metrics used for the index

14:45 - Discussion of data sourcing given the difficulty of getting accurate information from more closed societies

18:15 - Why specifically are China, Russia and Saudi Arabia to left out of the Freedom 100 Emerging Markets Index?

30:30 - Which countries are considered emerging? The specific cases of South Korea and Poland

35:00 - Weighting methodology

36:15 - Sector breakdown and (lack of) diversification: The seeming overlap between energy/materials and autocratic regimes

39:00 - The Freedom 100 Emerging Markets ETF (FRDM): What are appropriate benchmarks

43:00 - Is this an ESG fund?

47:30 - Differences and similarities between ESG investing and the approach taken here

52:00 - What's next for Life and Liberty Indexes?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e01822ee-1b58-11ea-94d6-dbb0aed8817aWed, 11 Dec 2019 10:00:00 +0000Seeking AlphaLife + Liberty Indexes founder Perth Tolle joins Let's Talk ETFs to discuss her firm's flagship Freedom 100 Emerging Markets Index and related ETF (FRDM). Unlike nearly all other emerging market products, which heavily weight some of the world's least...Show Notes:

2:30 - Perth's backstory and how she came to found Life + Liberty Indexes

7:00 - How is Life + Liberty's approach different and what's your underlying thesis?

12:00 - Example of "freedom" metrics used for the index

14:45 - Discussion of data sourcing given the difficulty of getting accurate information from more closed societies

18:15 - Why specifically are China, Russia and Saudi Arabia to left out of the Freedom 100 Emerging Markets Index?

30:30 - Which countries are considered emerging? The specific cases of South Korea and Poland

35:00 - Weighting methodology

36:15 - Sector breakdown and (lack of) diversification: The seeming overlap between energy/materials and autocratic regimes

39:00 - The Freedom 100 Emerging Markets ETF (FRDM): What are appropriate benchmarks

43:00 - Is this an ESG fund?

47:30 - Differences and similarities between ESG investing and the approach taken here

52:00 - What's next for Life and Liberty Indexes?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3474falsefullhttps://www.spreaker.com/episode/how-much-foreign-equity-exposure-do-investors-need--51973242In the aforementioned article, Victor lays out 10 different arguments investors often make in favor of "extreme home bias", and then debunks them one by one. During our conversation, we take a step back and start by evaluating the evidence for being properly "globally" diversified. We then get into some of the arguments Victor lays out against "extreme home bias", trying to stress test them where we can. Finally, we end with a discussion of the specific ETFs Victor and his partner James White use in constructing properly diversified portfolios - both for their clients and themselves.
Show Notes:

2:30 - Why do "long-form" research? You never learn anything as well as when you have to "teach" it

5:00 - Dynamic vs. static asset allocation: Establishing a baseline for global allocations

7:30 - How to allocate a portfolio globally: Getting specific

12:00 - Discussion of "Home Bias" issues

13:30 - How much should momentum be applied to country ownership allocations?

16:15 - How much should expected returns be applied to country ownership allocations?

21:30 - How does geopolitical risk factor in to allocations?

25:00 - Why isn't "invest in what you know" relevant for international investing (or possibly ever)?

31:30 - Breaking down the data: Historical returns from home biased vs. globally diversified portfolios

36:00 - Why shouldn't US investors limit themselves to just dollars? Currency hedged equity funds.

43:30 - 9 basis points: Expense ratios on international index funds are now negligible  

48:00 - Specific ETF suggestions for building low-cost, globally diversified portfolios: (VXUS), (VT), (VGK), (VPL), (VWO), (IEMG), (IEUR), (IPAC)

ETF to avoid: (EEM) and its 67 basis point expense ratio


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>7cc30a1c-15ed-11ea-aadf-5bcc5a3f6e26Wed, 04 Dec 2019 09:00:00 +0000Seeking AlphaToday's conversation was sparked by the excellent piece penned by today’s guest, Victor Haghani, back in November of this year: There's No Place Like Home: The Case For And Against Extreme Home Bias In Equity Investing. With U.S. equities...In the aforementioned article, Victor lays out 10 different arguments investors often make in favor of "extreme home bias", and then debunks them one by one. During our conversation, we take a step back and start by evaluating the evidence for being properly "globally" diversified. We then get into some of the arguments Victor lays out against "extreme home bias", trying to stress test them where we can. Finally, we end with a discussion of the specific ETFs Victor and his partner James White use in constructing properly diversified portfolios - both for their clients and themselves.
Show Notes:

2:30 - Why do "long-form" research? You never learn anything as well as when you have to "teach" it

5:00 - Dynamic vs. static asset allocation: Establishing a baseline for global allocations

7:30 - How to allocate a portfolio globally: Getting specific

12:00 - Discussion of "Home Bias" issues

13:30 - How much should momentum be applied to country ownership allocations?

16:15 - How much should expected returns be applied to country ownership allocations?

21:30 - How does geopolitical risk factor in to allocations?

25:00 - Why isn't "invest in what you know" relevant for international investing (or possibly ever)?

31:30 - Breaking down the data: Historical returns from home biased vs. globally diversified portfolios

36:00 - Why shouldn't US investors limit themselves to just dollars? Currency hedged equity funds.

43:30 - 9 basis points: Expense ratios on international index funds are now negligible  

48:00 - Specific ETF suggestions for building low-cost, globally diversified portfolios: (VXUS), (VT), (VGK), (VPL), (VWO), (IEMG), (IEUR), (IPAC)

ETF to avoid: (EEM) and its 67 basis point expense ratio


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3544falsefullhttps://www.spreaker.com/episode/too-early-to-the-cannabis-etf-party--51973277Topics include:

2:00 - Tim's backstory: What drew him to cannabis investing?

13:00 - Launching the Amplify Seymour Cannabis ETF, and Tim's Fast Money platform.

20:00 - After so much carnage in the space, are Cannabis sector valuations finally more reasonable?

27:30 - What did prognosticators like Deloitte get wrong in the lead-up to legalization in Canada and California?

37:30 - How does Tim get access to US markets via CNBS and when does he see investors being able to profit from markets beyond Canada?

50:45 - How is CNBS structured and how does Tim value stocks in the space?

1:01:00 - Effect of Bruce Linton firing on Canopy Growth Corporation (CGC).

1:09:45 - Which companies are best positioned for global growth? (ACB)

1:15:30 - Stock recommendation: MediPharm Labs (OTCQX:MEDIF) [TSE:LABS]

1:17:30 - Concluding remarks: Where's the industry headed?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>803d2db4-1109-11ea-87bc-87f8682b2411Wed, 27 Nov 2019 10:09:26 +0000Seeking AlphaOn the latest episode of Let's Talk ETFs, we take a look at the Amplify Seymour Alternative Plant Economy ETF (CNBS). CNBS' manager, Tim Seymour, who also hosts CNBC Fast Money lays out the long-term bullish case for this sector while trying to make...Topics include:

2:00 - Tim's backstory: What drew him to cannabis investing?

13:00 - Launching the Amplify Seymour Cannabis ETF, and Tim's Fast Money platform.

20:00 - After so much carnage in the space, are Cannabis sector valuations finally more reasonable?

27:30 - What did prognosticators like Deloitte get wrong in the lead-up to legalization in Canada and California?

37:30 - How does Tim get access to US markets via CNBS and when does he see investors being able to profit from markets beyond Canada?

50:45 - How is CNBS structured and how does Tim value stocks in the space?

1:01:00 - Effect of Bruce Linton firing on Canopy Growth Corporation (CGC).

1:09:45 - Which companies are best positioned for global growth? (ACB)

1:15:30 - Stock recommendation: MediPharm Labs (OTCQX:MEDIF) [TSE:LABS]

1:17:30 - Concluding remarks: Where's the industry headed?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5235falsefullhttps://www.spreaker.com/episode/recession-risk-isn-t-off-the-table-adjusting-etf-portfolios-accordingly--51973118Topics covered:

2:30 - Continuing to doubt the Fed's narrative around the latest rate cuts being a "mid-cycle adjustment": This is how every economic expansion ends

7:00 - What will lead to reduced consumer spending: The inevitable erosion of "The Wealth Effect"

12:00 - The markets are very excited about very mediocre economic data and corporate earnings: Is it a good time to take some risk off the table?

15:45 - Now that the yield curve has steepened, is the risk of a recession in the next year off the table?

18:30 - 10-year Treasuries are likely to outperform stocks between now and the election (IEF) (TLT) 

21:30 - REITs and dividend growers for 'relatively' safe income? (VNQ) (USRT) (SDY) (NOBL) 

23:30 - Low vol and value strategies (SPLV) (USMV) (VTV) (XLU) 

26:30 - Gold as a diversifier? (GLD) (IAU) (GLDM) (UUP) 

31:30 - A football team trying to make its way out of a long-term recession: The NY Giants


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>f3025aa4-0ae7-11ea-b03c-a387818719bfWed, 20 Nov 2019 10:00:00 +0000Seeking AlphaGary Gordon isn't buying assurances from the FOMC that the recent string of interest rate cuts were nothing more than a "mid-cycle adjustment". Gary has already seen this movie before - notably in 2000 and 2008. He continues to believe that the end of...Topics covered:

2:30 - Continuing to doubt the Fed's narrative around the latest rate cuts being a "mid-cycle adjustment": This is how every economic expansion ends

7:00 - What will lead to reduced consumer spending: The inevitable erosion of "The Wealth Effect"

12:00 - The markets are very excited about very mediocre economic data and corporate earnings: Is it a good time to take some risk off the table?

15:45 - Now that the yield curve has steepened, is the risk of a recession in the next year off the table?

18:30 - 10-year Treasuries are likely to outperform stocks between now and the election (IEF) (TLT) 

21:30 - REITs and dividend growers for 'relatively' safe income? (VNQ) (USRT) (SDY) (NOBL) 

23:30 - Low vol and value strategies (SPLV) (USMV) (VTV) (XLU) 

26:30 - Gold as a diversifier? (GLD) (IAU) (GLDM) (UUP) 

31:30 - A football team trying to make its way out of a long-term recession: The NY Giants


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2348falsefullhttps://www.spreaker.com/episode/not-all-indexes-are-passive-and-that-s-a-good-thing--51973073Topics covered:

2:15 - What drew Rick to go from an "active" shop like the CME to head up the Index Industry Association?

3:45 - How diverse is the index space?

7:00 - Volfefe: Fun/quirky indexes

9:30 - A brief look at the history of indexing

16:00 - Is the trend towards "self-indexing" by asset managers a positive development?

20:30 - Key take-aways from the recently released IIA survey


25:00 - Not all indexes are "passive"

28:00 - Concerns about "too much indexing"?

31:45 - Is the trend towards less publicly listed securities a headwind for the indexing industry?

38:15 - IIA plans for 2020


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>302dea9c-057a-11ea-839c-27d82143eb6fWed, 13 Nov 2019 10:00:00 +0000Seeking AlphaThe rapid growth in ETF assets has occurred in parallel with the widespread adoption of index-based approaches to investing - no mere coincidence. As per the recently released Indexing Industry Association (IIA) survey, there are nearly 3 million...Topics covered:

2:15 - What drew Rick to go from an "active" shop like the CME to head up the Index Industry Association?

3:45 - How diverse is the index space?

7:00 - Volfefe: Fun/quirky indexes

9:30 - A brief look at the history of indexing

16:00 - Is the trend towards "self-indexing" by asset managers a positive development?

20:30 - Key take-aways from the recently released IIA survey


25:00 - Not all indexes are "passive"

28:00 - Concerns about "too much indexing"?

31:45 - Is the trend towards less publicly listed securities a headwind for the indexing industry?

38:15 - IIA plans for 2020


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2579falsefullhttps://www.spreaker.com/episode/free-cash-flow-is-king-the-trimtabs-etf-approach--51973047Topics covered:
2:00 - Background: how did Janet first get into a career as a professional fund manager?
4:45 - Understanding Trimtabs' approach to stock selection: It's all about free cash flow
6:30 - Balance sheet quality, reduced share count as factors
9:00 - How does active management overlay with TrimTabs' data-driven screening system?
15:45 - Description of fund management process: The case of top holding Zoetis (ZTS)
19:30 - Tax management with regard to the funds
22:30 - Discussion of Netflix (NFLX): The perfect short opportunity?
28:00 - Development of TTAI
29:15 - Why is an ETF (EWY), vs. individual holdings in that ETF, a top holding of TTAI?
31:00 - What's your approach to U.K. equities with regard to Brexit?
33:45 - What is driving TTAI's outperformance this year?
36:00 - Can Trimtabs approach be used as a predictor on a macroeconomic scale?
37:00 - Assessment of the trend of smaller share floats
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>073ec2f6-0088-11ea-b982-abdaa2d39788Wed, 06 Nov 2019 11:36:31 +0000Seeking AlphaTrimTabs portfolio manager Janet Flanders Johnston joins the latest episode of Let's Talk ETFs to discuss why her focus on free cash flow, balance sheet quality and reduced share float size has led to outperformance in the two funds she manages, the...Topics covered:
2:00 - Background: how did Janet first get into a career as a professional fund manager?
4:45 - Understanding Trimtabs' approach to stock selection: It's all about free cash flow
6:30 - Balance sheet quality, reduced share count as factors
9:00 - How does active management overlay with TrimTabs' data-driven screening system?
15:45 - Description of fund management process: The case of top holding Zoetis (ZTS)
19:30 - Tax management with regard to the funds
22:30 - Discussion of Netflix (NFLX): The perfect short opportunity?
28:00 - Development of TTAI
29:15 - Why is an ETF (EWY), vs. individual holdings in that ETF, a top holding of TTAI?
31:00 - What's your approach to U.K. equities with regard to Brexit?
33:45 - What is driving TTAI's outperformance this year?
36:00 - Can Trimtabs approach be used as a predictor on a macroeconomic scale?
37:00 - Assessment of the trend of smaller share floats
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2660falsefullhttps://www.spreaker.com/episode/etf-strategies-for-beating-the-tax-man-this-april-15--51973275Topics covered

3:00 - Why do investors overlook the tax efficiency aspect of ETFs?

Understanding how investments are taxed: 

7:00 - Capital Gains

9:30 - Qualified vs. non-qualified dividends

11:30 - Tax-deferred vs. non-tax-deferred accounts

14:00 - What do we mean when we say ETFs are “tax efficient”? And why is this the case?

18:15 - Why are mutual funds much more likely to pay out capital gains than ETFs?

21:30 - 2018 was a record year for mutual fund capital gains payouts; ETFs remained significantly more tax efficient over the same period 

Beyond equities: Tax rules for other asset classes and fund structures:

27:00 - What does it mean when a bond fund is listed as being “tax-free”? Muni bond ETFs

28:30 - ETFs that hold physical commodities are generally taxed as collectibles (IAU) (GLD) (SLV) 

30:30 - Taxing futures-based ETFs: The 60/40 rule

32:00 - Limited partnership funds and the tax man: Schedule k-1 forms

Tax management strategies:

34:30 - Tax loss harvesting

36:00 - The Wash Sale rule (IVV) (SPY)

38:00 - Knowing which assets belong in tax-deferred vs. non-tax-deferred accounts

40:15 - In summation: Investors need to be more conscious of how taxes can affect their bottom line


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>98bab714-faff-11e9-9ab2-8b8b619df131Wed, 30 Oct 2019 10:30:00 +0000Seeking AlphaThe latest episode of Let's Talk ETFs sees iShares' Danny Prince rejoin the podcast to try and help investors save money on their tax bill. One of his key messages is that while ETFs are famously tax efficient relative to their cousins in the mutual...Topics covered

3:00 - Why do investors overlook the tax efficiency aspect of ETFs?

Understanding how investments are taxed: 

7:00 - Capital Gains

9:30 - Qualified vs. non-qualified dividends

11:30 - Tax-deferred vs. non-tax-deferred accounts

14:00 - What do we mean when we say ETFs are “tax efficient”? And why is this the case?

18:15 - Why are mutual funds much more likely to pay out capital gains than ETFs?

21:30 - 2018 was a record year for mutual fund capital gains payouts; ETFs remained significantly more tax efficient over the same period 

Beyond equities: Tax rules for other asset classes and fund structures:

27:00 - What does it mean when a bond fund is listed as being “tax-free”? Muni bond ETFs

28:30 - ETFs that hold physical commodities are generally taxed as collectibles (IAU) (GLD) (SLV) 

30:30 - Taxing futures-based ETFs: The 60/40 rule

32:00 - Limited partnership funds and the tax man: Schedule k-1 forms

Tax management strategies:

34:30 - Tax loss harvesting

36:00 - The Wash Sale rule (IVV) (SPY)

38:00 - Knowing which assets belong in tax-deferred vs. non-tax-deferred accounts

40:15 - In summation: Investors need to be more conscious of how taxes can affect their bottom line


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2646falsefullhttps://www.spreaker.com/episode/the-global-macro-picture-is-fraught-with-risk-a-playbook-for-etf-investors--51973265Learn more about your ad choices. Visit megaphone.fm/adchoices]]>89e4d4e6-f581-11e9-a5a5-3b42ec8dbc4eWed, 23 Oct 2019 10:50:00 +0000Seeking AlphaMaking sense of turbulent global markets in actionable ways can be challenging in any environment - and the current market environment is certainly no exception. As Director of Macro ETF Strategy at Invesco, Jason Bloom's job is to provide investors...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1586falsefullhttps://www.spreaker.com/episode/factor-investing-made-simple-with-ishares-bob-hum--51973203
After Victor Haghani and I did a bit of a take-down on Smart Beta back in early September, I thought it only fair to take a step back and properly articulate the case for utilizing factor investing strategies within well diversified portfolios. And who better to lead this endeavor than the Head of iShares Factor ETF Strategy for BlackRock’s U.S. Wealth Advisory iShares business, Bob Hum. In his role, Bob focuses on supporting iShares clients, generating content on Factors and how clients can implement them within their portfolios.
Bob has a unique way of explaining some of the more complex concepts underlying factor investing in simple, straightforward terms, without dumbing things down at all. The result is a far-reaching conversation that recognizes some of the limits of factor investing without throwing the baby out with the bathwater. Because warts and all, there's certainly a lot of benefits to be conferred by utilizing smart beta strategies within a low cost, tax efficient ETF wrapper. I hope you find this conversation as enlightening as I did.  
Topics covered:
2:30 - Bob's backstory: What drew him to financial markets and ETFs3:40 - Getting basic definitions in place: What is factor investing?6:00 - Smart Beta or Factor Investing?8:00 - What are the main types of factor investing?9:45 - Size10:20 - Style/Value11:35 - Low volatility12:45 - Momentum13:45 - Quality14:30 - What does the persistence of factors say about markets being efficient?16:00 - Why does factor investing work? Structural, behavioral and risk-based explanations18:15 - How should investors think about when different factors flash conflicting signals on the same stock?25:30 - Benchmarking factor performance: Selecting the correct index is crucial28:00 - Why have ETFs been so central to the growth of factor investing31:00 - A brief history of factor investing: Evaluating additional factors for inclusion in broad-based portfolio strategies37:10 - Beyond equity factors: Applying factor investing strategies to other asset classes40:00 - Constructing factor portfolios: Two approaches (LRGF) (USMV)42:30 - New approaches to factor investing in an ETF wrapper: BlackRock U.S. Equity Factor Rotation ETF (DYNF)
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3471d66e-e945-11e9-91c8-f7d931580460Wed, 16 Oct 2019 09:30:00 +0000Seeking AlphaBy Jonathan Liss After Victor Haghani and I did a bit of a take-down on Smart Beta back in early September, I thought it only fair to take a step back and properly articulate the case for utilizing factor investing strategies within well diversified...
After Victor Haghani and I did a bit of a take-down on Smart Beta back in early September, I thought it only fair to take a step back and properly articulate the case for utilizing factor investing strategies within well diversified portfolios. And who better to lead this endeavor than the Head of iShares Factor ETF Strategy for BlackRock’s U.S. Wealth Advisory iShares business, Bob Hum. In his role, Bob focuses on supporting iShares clients, generating content on Factors and how clients can implement them within their portfolios.
Bob has a unique way of explaining some of the more complex concepts underlying factor investing in simple, straightforward terms, without dumbing things down at all. The result is a far-reaching conversation that recognizes some of the limits of factor investing without throwing the baby out with the bathwater. Because warts and all, there's certainly a lot of benefits to be conferred by utilizing smart beta strategies within a low cost, tax efficient ETF wrapper. I hope you find this conversation as enlightening as I did.  
Topics covered:
2:30 - Bob's backstory: What drew him to financial markets and ETFs3:40 - Getting basic definitions in place: What is factor investing?6:00 - Smart Beta or Factor Investing?8:00 - What are the main types of factor investing?9:45 - Size10:20 - Style/Value11:35 - Low volatility12:45 - Momentum13:45 - Quality14:30 - What does the persistence of factors say about markets being efficient?16:00 - Why does factor investing work? Structural, behavioral and risk-based explanations18:15 - How should investors think about when different factors flash conflicting signals on the same stock?25:30 - Benchmarking factor performance: Selecting the correct index is crucial28:00 - Why have ETFs been so central to the growth of factor investing31:00 - A brief history of factor investing: Evaluating additional factors for inclusion in broad-based portfolio strategies37:10 - Beyond equity factors: Applying factor investing strategies to other asset classes40:00 - Constructing factor portfolios: Two approaches (LRGF) (USMV)42:30 - New approaches to factor investing in an ETF wrapper: BlackRock U.S. Equity Factor Rotation ETF (DYNF)
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2935falsefullhttps://www.spreaker.com/episode/the-entire-u-s-housing-market-in-a-single-etf-with-hoya-capital-real-estate--51973105Alex also goes by the moniker Hoya Capital Real Estate here at Seeking Alpha. He’s been a contributing author since 2015 - around the time he founded Hoya Capital - building up a following of more than 12,000 investors with his unparalleled analysis of the U.S. real estate market. Last month, he joined the team at the iREIT on Alphamarketplace service, run by Brad Thomas, to provide the macro side of the real estate investing equation.
In March of this year, Alex launched the Hoya Capital Housing ETF (HOMZ), which is really the first fund to offer exposure to the entire U.S. housing market in a single fund. Going beyond the homebuilders and mortgage REITs that are included in many housing ETFs, HOMZ includes the entirety of industries related to housing including home improvement and furnishing names, mortgage lenders, financing and technology companies in the portfolio, which tracks the Hoya Capital 100.
During a wide-ranging conversation, we cover the U.S. housing market from both a top-down and bottom-up perspective.
Topics covered:

3:00- Hoya Capital’s Backstory: How’d Alex become “obsessed” with real estate as an asset class and come to launch the Hoya Capital Housing ETF (HOMZ)5:45 - A year of firsts: Alex joins the the iREIT on Alpha Seeking Alpha Marketplace service as the “Macro real estate” specialist10:20 - Lower rates vs. recession concerns: Which trend has the upper hand in the U.S. housing market?18:15- When will the backlog of “deferred household formations” among Gens X and Y finally enter the housing market?22:15 - Viewing current homebuilder valuations in light of the massive run-up YTD (XHB) (ITB)24:40- Current dynamics in the rental market (REZ)29:55- HOMZ - The entire U.S. housing market in a single ETF33:00- Looking under the hood: Understanding sector caps and weighting’s within HOMZ37:30 - HOMZ: More of a capital appreciation or an income play?40:40 - Creating an ex-U.S. equivalent to HOMZ is harder than it seems43:45- In search of a higher quality higher yield real estate product45:45 - Maintaining a fair playing field in the ETF space
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>302d867a-e913-11e9-a345-2bec2e1644f9Wed, 09 Oct 2019 09:30:00 +0000Seeking AlphaToday's guest on Let's Talk ETFs is the Founder, President and Director of Research & ETFs at Hoya Capital Real Estate, Alex Pettee. Hoya Capital Real Estate is a Connecticut-based registered investment advisor that is working to make real estate...Alex also goes by the moniker Hoya Capital Real Estate here at Seeking Alpha. He’s been a contributing author since 2015 - around the time he founded Hoya Capital - building up a following of more than 12,000 investors with his unparalleled analysis of the U.S. real estate market. Last month, he joined the team at the iREIT on Alphamarketplace service, run by Brad Thomas, to provide the macro side of the real estate investing equation.
In March of this year, Alex launched the Hoya Capital Housing ETF (HOMZ), which is really the first fund to offer exposure to the entire U.S. housing market in a single fund. Going beyond the homebuilders and mortgage REITs that are included in many housing ETFs, HOMZ includes the entirety of industries related to housing including home improvement and furnishing names, mortgage lenders, financing and technology companies in the portfolio, which tracks the Hoya Capital 100.
During a wide-ranging conversation, we cover the U.S. housing market from both a top-down and bottom-up perspective.
Topics covered:

3:00- Hoya Capital’s Backstory: How’d Alex become “obsessed” with real estate as an asset class and come to launch the Hoya Capital Housing ETF (HOMZ)5:45 - A year of firsts: Alex joins the the iREIT on Alpha Seeking Alpha Marketplace service as the “Macro real estate” specialist10:20 - Lower rates vs. recession concerns: Which trend has the upper hand in the U.S. housing market?18:15- When will the backlog of “deferred household formations” among Gens X and Y finally enter the housing market?22:15 - Viewing current homebuilder valuations in light of the massive run-up YTD (XHB) (ITB)24:40- Current dynamics in the rental market (REZ)29:55- HOMZ - The entire U.S. housing market in a single ETF33:00- Looking under the hood: Understanding sector caps and weighting’s within HOMZ37:30 - HOMZ: More of a capital appreciation or an income play?40:40 - Creating an ex-U.S. equivalent to HOMZ is harder than it seems43:45- In search of a higher quality higher yield real estate product45:45 - Maintaining a fair playing field in the ETF space
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3169falsefullhttps://www.spreaker.com/episode/blockchain-technology-in-an-etf-wrapper-with-blockforce-capital-s-eric-ervin--51973211Learn more about your ad choices. Visit megaphone.fm/adchoices]]>60f4aa3bbd6f497e9b8d670f15e6b559Wed, 02 Oct 2019 10:45:45 +0000Seeking AlphaAccording to Blockforce Capital and Reality Shares founder and CEO Eric Ervin, with a new technology that has the potential to be as widely adopted and profitable as blockchain, "it's better to be early than late to the party". Learn more about your...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1523falsefullhttps://www.spreaker.com/episode/everything-you-ever-wanted-to-know-about-bond-etfs-but-were-afraid-to-ask--51973219Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e3fe056bee7640a5b3a0fdafd6cfa835Wed, 25 Sep 2019 10:00:00 +0000Seeking AlphaiShares fixed income specialist Karen Schenone joins the latest episode of Let's Talk ETFs for an in-depth look at the inner workings of bond ETFs. Learn more about your ad choices. Visit megaphone.fm/adchoicesLearn more about your ad choices. Visit megaphone.fm/adchoices]]>1520falsefullhttps://www.spreaker.com/episode/the-investing-edge-trailer-talking-scorpio-tankers-opportunity-and-netflix-s-big-challenge--51973206Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3a8f97cd191a41089e2cdf4bdf3153f2Mon, 23 Sep 2019 10:00:00 +0000Seeking AlphaThe Investing Edge is a podcast channel on Seeking Alpha that features shows from different Seeking Alpha authors, with a focus on their unique investing style. Authors will speak with CEOs and industry experts, break down key market stories and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>590falsefullhttps://www.spreaker.com/episode/mapping-the-global-etf-landscape-with-deborah-fuhr-podcast--51973245Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b07976684c5446a2a4435e0be883247aWed, 18 Sep 2019 10:45:10 +0000Seeking AlphaDeborah Fuhr, Managing Partner and Founder of ETFGI, joins the latest episode of Let's Talk ETFs. Debbie is also a founding member of Women in ETFs, or “WE”, the first women’s group for the ETF industry. In the wide-ranging conversation that follows,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3243falsefullhttps://www.spreaker.com/episode/under-the-hood-selecting-income-and-thematic-funds-for-today-s-risk-environment--51973236Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ba60965c3b7b41a297831d473b1d7be9Wed, 11 Sep 2019 09:25:53 +0000Seeking AlphaIn the wide-ranging conversation that follows, we discuss Mak F.s.' top income ideas for the current macro environment, best practices in fund selection, his favorite thematic ETF and much more. Learn more about your ad choices. Visit...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1552falsefullhttps://www.spreaker.com/episode/past-results-future-returns-a-smart-beta-skeptic-speaks--51972947Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b2b926cb6c024aa1acbeb87a31faa383Wed, 04 Sep 2019 09:00:00 +0000Seeking AlphaCan one of the most popular investing strategies of the last decade live up to the hype? Victor Haghani of Salomon Brothers and Long Term Capital Management fame joins the podcast as we pull back the curtain on smart beta and try to determine whether...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3051falsefullhttps://www.spreaker.com/episode/the-time-for-more-affordable-less-complicated-commodity-etfs-is-now--51973260Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fe63bb20daa54b37b35d63fd04eec140Wed, 28 Aug 2019 09:00:00 +0000Seeking AlphaToday's guest on Let's Talk ETFs is GraniteShares founder and CEO, Will Rhind. Not satisfied with the current state of commodities exchange traded products, Will channeled his passion into filling a gap he saw in the existing line-up of commodities...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2971falsefullhttps://www.spreaker.com/episode/indexing-israel-do-investors-have-enough-of-the-start-up-nation-in-their-portfolios--51973202Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3fc95fec8de64122b778439861575f04Wed, 21 Aug 2019 09:00:00 +0000Seeking AlphaIsraeli capital markets, underpinned by a fundamentally sound economy, have been remarkably resilient. Yet, the majority of investors remain significantly underweight exposure to the Start-Up Nation. That's the thesis of BlueStar Indexes founder...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4665falsefullhttps://www.spreaker.com/episode/7-common-mistakes-etf-investors-make-and-how-to-avoid-them--51973243Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b980529e6c524510827c763300ef3673Wed, 14 Aug 2019 09:00:00 +0000Seeking AlphaLong-time veteran of the ETF space and current Amplify ETFs CEO Christian Magoon joins Let's Talk ETFs to discuss 7 common mistakes ETF investors make.  Having been instrumental in launching more than 60 ETFs - at Claymore, Guggenheim and now Amplify-...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5349falsefullhttps://www.spreaker.com/episode/seeing-how-the-etf-sausage-is-made--51973028Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fc131e0a02b44ec4bd21d77581bd47feWed, 07 Aug 2019 08:00:00 +0000Seeking AlphaGuests Jeffrey Baccash and Laurent Gauthier, from BNP Paribas, peel back the curtain in order to help investors understand the crucial processes that lie at the heart of ETF efficiency, transparency and low underlying costs. Learn more about your ad...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2647falsefullhttps://www.spreaker.com/episode/winners-and-losers-in-the-passive-vs-active-debate--51973250Learn more about your ad choices. Visit megaphone.fm/adchoices]]>9a2d74e7d74b41d78531bd979638d5bcWed, 31 Jul 2019 08:00:00 +0000Seeking AlphaBlackRock iShares' Danny Prince joins the latest episode of Let's Talk ETFs and weighs in firmly on the side of passive indexing Learn more about your ad choices. Visit megaphone.fm/adchoicesLearn more about your ad choices. Visit megaphone.fm/adchoices]]>2307falsefullhttps://www.spreaker.com/episode/building-an-etf-portfolio-for-the-end-of-the-cycle--51973033Learn more about your ad choices. Visit megaphone.fm/adchoices]]>f2b43f33cc6d49d5aad67bbfed6b3d78Wed, 24 Jul 2019 08:00:00 +0000Seeking AlphaIn the wide-ranging conversation that follows, Pacific Park Financial President Gary Gordon lays out his thoughts on where the U.S. and global economies are headed (hint: his outlook is not pretty) and explains how he's positioning clients - via ETFs...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1615falsefullhttps://www.spreaker.com/episode/the-customer-is-always-right-consumer-sentiment-as-a-predictor-of-alpha--51973273Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a6938df7b3bc41a380fa6fd1d0f5553dWed, 17 Jul 2019 08:00:00 +0000Seeking AlphaExponentialETFs CEO Phil Bak rejoins the Let's Talk ETFs podcast to discuss his flagship fund, the American Consumer Satisfaction ETF (ACSI). At the core of his investment thesis is the idea that companies whose customers are satisfied will outperform...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2242falsefullhttps://www.spreaker.com/episode/taming-the-golden-dragon-choosing-the-right-china-etf--51973067Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b72ac3c1810d4c4d856d31c3db387452Wed, 10 Jul 2019 08:00:00 +0000Seeking AlphaJonathan Krane knows China. In fact, the world's most populous country - and second largest economy - has been the focus of his career for more than 15 years now. In 2010 he founded KraneShares, the only U.S.-based ETF issuer to focus exclusively on...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2554falsefullhttps://www.spreaker.com/episode/aha-etf-moments-with-exponentialetfs-phil-bak--51973012Learn more about your ad choices. Visit megaphone.fm/adchoices]]>273b98ae796f4279a3b124d45981c919Wed, 26 Jun 2019 08:00:00 +0000Seeking AlphaFor this special mini-episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>370falsefullhttps://www.spreaker.com/episode/let-s-talk-etfs-preview--51973256Learn more about your ad choices. Visit megaphone.fm/adchoices]]>bd0d2edba1ed4d2db798f52e3bc8b15dMon, 03 Jun 2019 16:25:19 +0000Seeking AlphaLet’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>120falsefull