Think Tank Exchange: Recent Episodes
ETF Think Tank
The Think Tank Exchange provides a forum discussion between investment managers and financial advisors. The concept is to translate financial thought leadership and practice management into actionable ideas in real world scenarios. Each conversation is moderated by portfolio managers and influencers from the ETF Think Tank. Any investor or advisors seeking to learn about the markets, trends, ETFs or other growth tactics will find candid, behind the scenes, genuine ideas discussed on the show. To join a LIVE Think Tank Exchange show, follow us on LinkedIn or @etfthinktank on Twitter. At the ETF think Tank, our value prop is to enhance yours.The views and opinions expressed during this Event are those of the Participants and do not necessarily reflect the views of the Sponsor/Organizer. Information set forth during this Event has been obtained or derived from sources believed by the Participants to be reliable. However, neither the Sponsor nor the Organizer make any representation or warranty, express or implied, as to the information's accuracy or completeness, nor does the Sponsor/Organizer recommend that the information shared during this Event serve as the basis of any investment decision and it has been provided to you solely for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such.
Embark on an intellectual expedition with Hari Krishnan, the maestro of macro volatility at SCT Capital Management, as we unveil the secrets of navigating market turbulence and the fertile grounds of commodity trading. Prepare to be enlightened on the esoteric concept of virtual storage strategies, a realm that mirrors the enigma of stockpiling the elusive VIX. Throughout our conversation, Hari's transformation from a quant wizard to a macroeconomic sage takes center stage, shedding light on commodities as a bullish haven in a world edged by de-globalization and a pivot towards green energy.
Our episode traverses the ever-evolving landscapes of volatility arbitrage and the fascinating emergence of zero-day to expiration options, a novel tool reshaping the art of risk management. As we dissect the volatile terrain, Hari imparts his knowledge on bespoke hedging techniques, tailored to combat both fleeting market anomalies and enduring downturns. His insights on AI's future role in finance, despite the daunting challenge of disentangling the market's signal from its noise, will leave you contemplating the fine line between the commodity market's virtual strategies and their tangible impacts.
Drawing this insightful session to a close, Hari's expertise in virtual storage and hedging strategies serves as a beacon for those navigating the tumultuous seas of finance. His willingness to guide through these complex issues extends beyond our conversation, as he opens the door for further engagement and knowledge sharing. As we wrap up, I extend a heartfelt thanks to Hari for his profound contributions, leaving our audience not only more informed but also inspired to apply these strategies in their own ventures into the financial wilderness.
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Chapter Markers:
0:00
11:34 Volatility Arbitrage Strategies and Market Dynamics
17:57 Options Trading Strategies and Macro Outlook
27:58 The Complex Dynamics of Economic Risk
36:46 AI and Macro Market Dynamics
49:18 Virtual Storage and Hedging Expert Interview
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Can the Federal Reserve manage another round of bailouts amidst significant market disruptions? Join us as we sit down with economic expert Peter St Onge to tackle this pressing question and more. We'll navigate the turbulent waters of rising inflation, federal debt, and the unsettling specter of stagflation, exploring the potential consequences of massive federal spending and money printing in response to COVID-19. Peter provides a historical context for our current economic woes, drawing parallels to the 1970s and examining the Federal Reserve's vacillating strategies of easy money and rate hikes.
Discover the erosion of the hard money ethos and its implications for today's financial landscape. Peter traces the decline back to pivotal moments such as FDR's abandonment of the gold standard and Nixon's policies. We dig into how the lack of hard money proponents in major central banks perpetuates inflation, and the impact of high interest rates on government budgets and economic growth. We also consider the potential benefits of reducing government employment to reallocate resources to the private sector, thereby stimulating broader economic growth.
The conversation takes a dynamic turn as we explore alternative financial assets like gold and Bitcoin, evaluating their potential to counteract governmental financial mismanagement. We delve into the real estate market trends and affordability crises plaguing global cities, and the role of automation and AI in reshaping the future job market. This episode provides a comprehensive look at the economic outlook, offering insights into the unique properties of Bitcoin, the potential shifts in the real estate market, and the profound effects of technological advances on employment and economic prosperity. Don't miss out on this in-depth and thought-provoking discussion!
Unlock the future of blockchain and Bitcoin mining with the insights of Adam Sullivan, CEO of Core Scientific, as he charts a course through the complexities of today’s digital mining landscape. From consultant to the helm of an industry giant, Adam shares his transition and sets a high bar for success with strategies that include a robust approach to the Bitcoin halving event and an ambitious cultural mindset. Get ready to grasp how Core Scientific's impressive revenue growth and innovative strategies are carving a path for a future where Bitcoin and AI converge.
Join us for an in-depth look at the operational gears of a Bitcoin mining titan, where software sophistication and strategic machine fleet management become Core Scientific's ace in the hole. Adam Sullivan expands on the vital role of hash rate leadership and the economics of mining operations, highlighting the company's distinctive capability to generate free cash flow in a volatile industry. Discover how Core Scientific’s proactive stance on energy procurement and equipment acquisition is not just keeping them ahead of the curve but setting a new industry standard for resilience and growth.
Peering over the horizon, we explore Core Scientific's vision for expansion within digital infrastructure and high-performance computing. Adam shares the company's strategic advantages, from low latency in major markets to high-voltage infrastructure, positioning them to capitalize on the significant demands of tomorrow's data centers. We wrap up by shedding light on how blockchain technology might redefine energy sourcing in an increasingly compute-intensive world and why staying on top of these transformations isn't just important—it's essential.
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Chapter Markers:
00:00
09:02 Bitcoin Mining Operations and Infrastructure
17:18 Bitcoin Mining Expansion Opportunities and Equipment
30:29 Future Opportunities in Digital Infrastructure
39:40 Future of Power Industry Transformation
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Prepare to navigate the complexities of the macroeconomic landscape with industry heavyweight George Goncalves, head of US Macro Strategy for MUFG. This episode promises to enhance your understanding of fixed income market strategy, the intricacies of central bank policies, and the effects of dollar funding on your investments. You'll gain a fresh perspective on everything from labor market discrepancies to inflationary pressures, ensuring that you're equipped to make informed financial decisions in these uncertain times.
Venture beyond the surface of economic data with us as we scrutinize the potential impacts of interest rates across various sectors, the sustainability of government debt, and the brewing storm in housing affordability. Discover how commodity price fluctuations, particularly oil, could shape consumer behavior and the broader economy. Our discussion strips back the layers of complexity to reveal the delicate threads of financial liquidity and the impending maturity challenges that could redefine the fixed income market. This episode is an essential compass for navigating the treacherous currents of economic trends and interest rate repercussions.
As this multifaceted dialogue concludes, we underscore the importance of networking and collaboration in understanding the seismic shifts within the macroeconomic environment. George Goncalves' open approach in sharing insights leaves listeners not just informed but inspired to engage with the unfolding economic narrative. Whether you're a small business owner grappling with interest rate changes or an investor strategizing for the next wave of financial events, this episode is a lighthouse guiding you through the fog of economic complexity.
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Chapter Markers:
00:00
12:42 Federal Reserve Unemployment Rate Analysis
18:03 Economic Data and Interest Rate Analysis
26:51 Implications of Housing and Economic Trends
36:14 Federal Reserve QT and Liquidity Concerns
40:32 Impact of Rates on Small Enterprises
53:47 Importance of Networking and Collaboration
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Unlock the hidden truths of the financial world with investment newsletter guru Porter Stansberry, whose knack for forecasting economic trends promises to arm you with knowledge that could alter your investment trajectory. From his early tech insights to his contrarian bet on American oil, Porter's journey is one of defying the status quo and reaping the rewards. Our discussion revisits his uncanny ability to spot corporate deception at GE and Fannie Mae/Freddie Mac, while also examining Boeing's pivot from aerospace to financial engineering, offering a sobering prediction of its potential downfall.
Step into the realm of AI, speculative excess, and the enigma of small-cap stock underperformance as Porter and I dissect the challenges and opportunities shaping today's market. We unpack the role of venture-funded startups in disrupting traditional industries and how AI might revolutionize sectors like oil, gas, and biotech. Furthermore, we reflect on the current tech industry's speculative bubble and contrast that with the untapped potential of the biotech sector, forecasting a future where AI could significantly amplify its impact.
Rounding out our chat, we scrutinize the recent market rally, pondering if it heralds the Fed's loosening grip on the economy. We probe the persistence of inflation despite substantial fiscal stimulus and the implications for various sectors. Our strategic discourse shifts to investment, where we spotlight the allure of free cash flow ETFs and the unheralded potential of small-cap stocks. Then, a pivot to the precarious world of office REITs amidst fluctuating interest rates, where we share a project aimed at deciphering the robustness of their debt structures. With Porter Stansberry in the hot seat, this episode is an indispensable guide for any investor seeking to navigate the tumultuous seas of the market with clarity and confidence.
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Chapter Markers:
00:00
14:47 Technology, Finance, and Speculative Excess
23:39 Bullish Outlook on Markets and Energy
38:00 Market Analysis and Investment Strategies
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Series: The Blockchain Interviews
Host: Dan Weiskopf
investing #stocks #trading
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Unlock the strategies behind thriving in the ever-changing world of business with Marcus Lemonis, a titan of entrepreneurship and innovation. Our discussion cuts through the noise, offering actionable insights into the transformation of Beyond and the decisions that are shaping its future. Marcus, known for his fearless approach to business and magnetic social media presence, lays bare the significance of aligning leadership compensation with company success, the risks he embraces, and his unwavering commitment to shared prosperity with investors.
Peek behind the curtain of high-stakes executive decision-making as we dissect the evolution of an asset-light e-commerce model, the inception of Supplier Oasis, and the bold moves in expanding Beyond's product categories. The episode is a treasure trove of wisdom on strategic hiring and resource allocation, demonstrating how industry cross-pollination and a dynamic management style can revolutionize a company's culture and output. You'll hear firsthand how Marcus's approach to business empowers a legacy of innovation, and get a hint of his exciting return to television to continue mentoring the backbone of America's economy—small businesses.
Concluding with a candid analysis of the competitive landscape, we explore the audacious revenue targets and acquisition strategies that set leaders apart from followers. The conversation wraps up with an optimistic outlook on blockchain technology and its role in Beyond's strategy. As a visionary at the helm, Marcus Lemonis reaffirms the importance of trust in the process, while I share enthusiasm for the tactical ingenuity that promises to carve new pathways to success in the digital era.
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Chapter Markers:
00:00
9:49 Business Strategy and Division Resource Allocation
17:12 CEO's Compensation Package and Business Strategy
29:28 GrainChain Founder's Innovative Business Approach
39:59 Setting Ambitious Revenue Goals and Acquisitions
48:26 Competitor Analysis and Blockchain Assets
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investing #stocks #trading
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Discover how investing can become a catalyst for social change and generate a ripple effect of empowerment for women and minorities. Join us as Ethan Powell of Impact Shares and Jill O'Donovan from the YWCA unveil the transformative power of ETFs designed with a conscience. In a groundbreaking conversation, Ethan illustrates the synergetic force of advocacy organizations and impact investing, while Jill shares her firsthand experience on how such financial tools help propel the YWCA's mission forward. This is a session where finance meets activism, and where every investment dollar works towards a more equitable society.
Embark on a journey through the evolving landscape of ESG investing, where the future holds promise for gender and minority equality, not just in ideals but in investment portfolios. We're tackling the complex narrative of how net advisory fees fuel education on women's empowerment in the corporate world and preview a pioneering catastrophic bond fund aimed at understanding the economic shocks of climate change. With the expertise of our guests and the partnership with Tidal, we're charting a course for the expansion of social justice. Prepare to be inspired by a vision of investing that goes beyond profit.
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Carefully consider the Funds’ investment objectives, risk factors, charges, and expenses before investing. This and additional information can be found in Impact Shares’ statutory and summary prospectus, which may be obtained by calling 844-448-3383, or by visiting www.impactetfs.org. Read the prospectuses carefully before investing.
Investing involves risk, including the possible loss of principal. Shares are bought and sold at market price (not NAV) and are not individually redeemed from the Funds. Brokerage commissions will reduce returns. Investment in commodities are subject to much higher volatility than more traditional investments. Narrowly focused investments and investments in smaller companies typically exhibit higher volatility. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. Mortgage-backed securities are subject to prepayment and extension risk and therefore react differently to changes in interest rates than other bonds. Small movements in interest rates may quickly and significantly reduce the value of certain mortgage-backed securities. The Funds may invest in derivatives, which are often more volatile than other investments and may magnify the Funds’ gains or losses. The Funds are non-diversified.
Shares of any ETF are bought and sold at market price (not NAV) may trade at a discount or premium to NAV and are not traditionally redeemed from the Fund. Brokerage commissions will reduce returns.
Shares of the Fund are not sponsored, endorsed or promoted by YWCA. YWCA makes no representation or warranty, express or implied, to the owners of the shares of the Fund or any member of the public regarding the ability of the Fund to track the total return performance of the Underlying Index or the ability of the Underlying Index to track stock market performance. YWCA has no obligation or liability in connection with the administration, marketing or trading of shares of the Fund. YWCA is not an investment adviser.
Tidal Investments LLC serves as the advisor to WOMN and NACP. Impact Shares Corp. serves as the subadvisor to WOMN and NACP.
WOMN and NACP are distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with Impact Shares Corp. or Tidal Investments LLC.
Chapter Markers:
00:00
05:12 Innovating Nonprofit Revenue With ETFs
16:58 The Future
investing #emergingmarkets #trading
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Join us for a compelling conversation with Jay McAndrew from Columbia Threadneedle as we navigate the ever-shifting currents of asset management. From the spirited origins of a boutique ETF provider to the helm of one of the nation's financial juggernauts, Jay's journey is a testament to the power of strategic innovation. We dissect the move to uncouple China from the larger emerging markets index, an astute call that has shaped investment strategies since the first ex-China ETF's inception in 2015. Not one to rest on laurels, Jay provides a behind-the-scenes glance at the professional camaraderie and insight that have bolstered our partnership over the years.
The episode takes a fascinating turn as we scrutinize the performance of the XEM fund, revealing how a focus on larger market cap names can streamline operations and curtail trade friction. The spotlight then shifts to the vibrant subcontinent with the INCO Indian consumer ETF, which banks on the demographic dividends of India's expanding middle class. As we contrast India's democratic vibrancy and tech-savvy youth against China's market mechanisms, the conversation underscores why India presents an enticing tableau for the discerning investor.
Wrapping up, we celebrate the success of MUST, the multi-sector muni ETF with a ticker as memorable as its strategic necessity, and DIAL, our diversified fixed income allocation ETF, designed to simplify investment portfolio management. In offering a heartfelt thank you to our audience, we emphasize the continued commitment to provide valuable insights and anticipate the opportunity to share robust projections in future talks. With an open invitation for direct engagement and guidance, we sign off, buoyed by the prospects of what lies ahead for our community of savvy investors.
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Chapter Markers:
00:00
18:32 Focused on Fund Performance and Demographics
36:58 ETF Tickers and Strategies
42:41 Investor Outreach and Collaboration Appreciation
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investing #oil #trading
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Experience a deep dive into the world of energy and finance with Dr. Ellen Wald, energy expert and author of "Saudi Inc.” Our conversation ventures into the evolving landscape of ESG investing, dissecting the true impact of these criteria on legacy energy companies and questioning the effectiveness of the current ESG model. We shed light on the balance between market performance and sustainable practices, stirring a dialogue on whether we're witnessing a genuine shift in the industry or merely a rebranding.
Navigating the treacherous waters of ethical investing and regulation, we examine the role of larger corporations in shaping policy to their advantage, particularly in the context of methane emissions in the oil industry. Dr. Wald provides thought-provoking insights into how intricate regulations and market strategies may inadvertently favor incumbents over smaller competitors, sparking a broader discussion on the future of energy transition and the complexities surrounding it. Our exploration is not just theoretical; it's grounded in real-world examples that emphasize the multifaceted challenges and potential pathways ahead.
Wrapping up with a focus on "Saudi Inc.," Dr. Wald connects the dots between the oil industry's past and its undeniable influence on global markets today. Our insightful dialogue brings to light how the decisions made by key players like Saudi Arabia ripple through our own industries, highlighting the entwined relationship between energy and finance. Join us for this eye-opening episode that promises to enrich your understanding of these critical, interconnected sectors shaping our world.
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Chapter Markers:
00:00
12:32 Driving the ESG Conversation
18:05 Impact Investing and ESG Trends
25:55 Challenges of Energy Transition
30:40 Renewable Energy and Regulation Challenges
35:10 Regulations, ESG, and Market Strategies
50:55 Industry Insights From Saudi Inc
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investing #Bitcoin #trading
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Unlock the mysteries of the Federal Reserve's balance sheet in a riveting dialogue with expert Andy Constan, as we dissect the economic engines that power markets and shape inflation. This episode takes you deep into the heart of the Fed's intricate programs, with acronyms like QE, QT, TGA, and the Reverse Repo Program no longer remaining enigmatic. Andy's insights illuminate how these mechanisms impact everything from corporate bonds to the burgeoning world of cryptocurrencies, while also unpacking the Treasury General Account's influence on fiscal policy and liquidity. As we navigate this financial labyrinth, gain clarity on how these levers of power affect your investments and the economy at large.
Prepare for a journey through the anticipated turbulence of Treasury bill issuance and its cascading effects on market liquidity and the Reverse Repurchase Agreement facility. We scrutinize the potential for a significant swell in the RRP balance and debate the future of quantitative tightening, suggesting that its persistence may surprise market watchers. With discussions on credit spreads and economic resilience in the face of inflation, this episode paints a comprehensive picture of the challenges and opportunities ahead. We also delve into the private sector's role in absorbing duration risk and forecast the delicate balancing act between inflation and growth, offering listeners a nuanced perspective on the financial road ahead.
Concluding with an exploration of investment strategies and market speculations, we challenge conventional financial wisdom and peer into the horizon of economic trends. From dissecting the mechanics of corporate debt repayment in a robust economy to weighing the probabilities of a 'soft landing' versus a 'crash landing,' this episode provides a nuanced analysis for the savvy investor. We confront my own bearish stance on current assets, debate the strategic role of cash, and critically assess the burgeoning role of cryptocurrency in investment portfolios. Join us for this masterclass in economics and strategy, where we chart the course through turbulent financial waters with expert navigation.
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Chapter Markers:
00:00
19:55 Implications of Treasury Issuance and RRP
25:00 Market Speculation on Economic Trends
41:25 Investing Principles and Strategies
50:57 Bearish Outlook, Cash Allocation, and Crypto
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Unlock the transformative crypto journey of Scott Melker, the Wolf of All Streets, as he guides us from his days as a profit-driven trader to a passionate crypto advocate in our latest episode. Absorb his insider's take on the surge of institutional investments reshaping the crypto landscape, and why Bitcoin's evolution from speculative frenzy to a stable investment vehicle reflects a maturing market. We break down the complexities of Bitcoin's market dynamics, including the impact of leveraged trading and ETFs like Blackrock's ETF, and delve into the mindset shift among traditional investors starting to acknowledge cryptocurrency's potential.
Scott Melker opens up about the intricate ballet between Bitcoin, the stock market, and macroeconomic forces. He illuminates the market's reaction to Federal Reserve decisions and how influential investors like Michael Saylor have used Bitcoin to pivot their companies into new dimensions of wealth generation. Our episode navigates through the effects of market corrections, Bitcoin's uncanny resilience, and the ethos behind Saylor's strategy that has not only bolstered MicroStrategy's portfolio but has also swayed industry titans like Elon Musk to embrace Bitcoin's promise.
As we round out our discussion, we pivot to the mechanics of Bitcoin mining, the strategic nuances of Ethereum investments, and how the Bitcoin halving shapes the mining ecosystem. We scrutinize the growing interest from financial advisors and institutions in diversifying portfolios with crypto, reflecting on the unexpected hesitance from RIAs post-Bitcoin ETF approvals. Weaving through the counterarguments of critics like Peter Schiff, this episode is an amalgam of stimulating narratives and expert insights tailored to both the investment-savvy and the crypto-curious aiming to navigate the ever-evolving digital asset sphere.
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Chapter Markers:
0:00
11:16 Bitcoin Investing and Market Speculation
14:29 Bitcoin and Stock Market Correlation
23:24 Michael Saylor's Bitcoin Investment Strategy
30:41 Bitcoin Mining, Ethereum Investment Strategies
39:36 Investment Strategies for Bitcoin and Ethereum
49:54 Bitcoin ETF Approval Impact on RIAs
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Unlock the secrets of market mastery with Katie Stockton, the esteemed founder of Fairlead Strategies, as we dissect the complexities of sector rotation and technical analysis in the financial realm. This episode promises to leave you with a wealth of knowledge on the Fairlead Tactical Sector ETF (TACK), a powerhouse in trend following and momentum that skillfully toggles between risk-on and risk-off assets, ensuring your investments can weather any storm. Katie's insights on cap weighting and the impact of market sentiment indicators like the VIX and Bitcoin provide a rare glimpse into the mechanics behind market shifts.
Our journey through the world of investing covers the strategies that ETFs employ to amplify the role of technical analysis, giving investors an edge in today's volatile markets. You'll glean expertise on why some traditional indicators remain relevant, and how innovation in combining these tools can enhance your portfolio. We navigate the Russell 2000's quirks and explore how ETFs like IWM shape market trends, offering a look into the future of investment through the lens of technical patterns and market breadth data.
As we champion the growing prominence of women in investment, Katie shares her inspiring journey, reflecting on the evolving landscape and how diversity is shaping the strategies of the financial industry. We also examine the revolutionary impact visual AI has on identifying technical patterns, and Katie's strategic approach to asset management, including her reasoning behind a notable swap from GLD to GLDM. This episode is not just an exploration of market strategies, but a celebration of progress and innovation in the world of finance.
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Chapter Markers:
00:00
11:42 Technical Analysis and ETFs Trends
19:08 Market Sentiment and Technical Analysis
26:41 Analyzing Market Trends and Themes
39:35 Women's Impact in Investing
44:08 Visual AI Impact on Technical Patterns
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Get ready to uncover the historical patterns that could give you an edge in navigating market trends and investment strategies, and learn why last year's roller coaster might just be setting us up for a prosperous ride with Sam Stovall of CFRA Research.
As we venture into the intricate dance of financials and technology, our conversation shines a spotlight on industry giants like American Express and NVIDIA, whose moves can set the rhythm for the entire market. Discover the transformative potential of AI and blockchain, and the currency that's sparking debate in every financial circle: Bitcoin. This episode is not just about the big names; it's a tour through the valuation labyrinth and a clarion call to prioritize due diligence over the fear of missing out.
Fasten your seatbelt for a strategic cruise through the stock market's changing tides. We dissect the metamorphosis of industry giants within the S&P 500 and speculate on the future of sectors that power our economy, from energy to healthcare. Plus, we're casting a light on the fiscal shadows of the U.S. deficit and debt, and sharing historical market trends that might just have you voting for the right portfolio ahead of the next election. Join us for a session where we arm you with the market insights and strategies you need to steer your investments into prosperity.
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Chapter Markers:
00:00
16:49 Financials, Technology, and Industry Trends
25:59 Stock Market Sector Analysis and Strategy
39:22 Investment Strategies and Market Insights
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Embark on a journey into the heart of investment strategy we sit down with Tony Arsta of Motley Fool Asset Management. We peel back the layers of Tony's transition from computer science into the realm of finance, revealing how this unique perspective has shaped the innovative strategies at Motley Fool. Our talk navigates through the curious marriage of active and passive fund strategies, particularly with the Fool 100 Index ETF (TMFC), and how this quarterly rebalancing reflects an active approach within a passive framework. Tony's insights promise to transform your understanding of being a business owner, not just a stock trader.
Step into the intricacies of portfolio management, where flexibility and wisdom dictate our recent shakeups, selling six positions in just half a year. We'll dissect key factors that propel such decisions, from corporate acquisitions to the ebb and flow of leadership within giants like PayPal. It's a candid glimpse into the rigorous process and keen analytical prowess that underpin our investment choices, with real-world cases like Nintendo and Medtronic offering a window into the global chess game of revenue exposure and diversification.
Conclude your experience with a deep dive into the competitive landscapes of various industries, from the game-changing shifts in video gaming to the strategic moves in pest control. Discover how companies like Rentokil and Comcast are navigating their domains, and why recurring revenue models are like beacons of opportunity in a sea of market volatility. Tony's profound knowledge, generously shared, is an invitation to explore further with PFMG funds. For investors seeking insights or simply curious minds, this episode is a treasure trove of strategies to steer through the dynamic tides of investing.
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Chapter Markers:
00:00
13:27 Investment Strategy and Portfolio Management
25:56 Global Portfolio Holdings and Revenue Exposure
33:26 Economics and Competitive Advantage in Business
47:37 Pest Control and Media Companies Analysis
58:46 Exploring PFMG Funds Learning Opportunity
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Embark on a journey with Doug Fincher of Ionic Capital as he unveils the sophisticated strategies He employs to help clients preserve assets from the relentless erosion of inflation. Our esteemed guest, a financial maestro with a track record of industry experience, shares his playbook for safeguarding assets under the looming shadow of potential economic upheaval. Ionic Capital, a vanguard in arbitrage and tail risk strategies, has been pioneering financial defenses since the turbulence of 2008, and today, these defenses are more vital than ever in our volatile post-pandemic economy.
In the ever-shifting sands of the investment landscape, we believe it's crucial to stand on firm ground. Discover the allure of short-dated bills and Doug's rationale for using Treasury Inflation-Protected Securities (TIPS). These strategies aren't just shields; we believe they're weapons for capital preservation in an environment where inflation and rising interest rates loom large. Doug's insights into constructing a comprehensive inflation protection plan will help arm you with the knowledge to navigate the stormy financial seas with confidence.
As we close, Doug Fincher offers a glimpse into the innovative financial products that are reshaping the market. Ionic Capital's blend of inflation swaps with interest rate options within an ETF framework through the Ionic Inflation Protection ETF (Ticker: CPII) represents a bold step forward, striving to achieve robust returns while helping hedge against market volatility. This conversation not only equips you with the tools to understand the liquidity of swaps and derivatives but also provides a deep dive into the real-world factors fueling inflation, arming you with the acumen to make informed investment decisions in these challenging times.
Learn more about CPII at https://www.cpiietf.com/.
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Chapter Markers:
00:00
18:36 Investment Strategies for Inflation Protection
23:56 Inflation and Interest Rate Swaps
35:31 Understanding Inflation and Market Dynamics
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Unlock the mysteries of the financial world with us, Dan Weiskopf and David Dziekanski, as we navigate the treacherous terrain of ignored risks alongside Michele Wucker, the mind behind the concept of 'gray rhinos.' Together, we dissect the cognitive blind spots that allow massive threats to charge at us, unnoticed. Dive into the ramifications of financial turmoil through historical cases like Argentina and Greece, and challenge the often-misplaced reliance on 'black swan' events. This dialogue promises to shift your perspective on market vulnerabilities and the vital need for proactive risk management.
Reflecting on Silicon Valley Bank's fall from grace, our conversation marks its first anniversary with a critical eye on the systemic oversights that spelled its doom. The 'gray rhino' that trampled SVB reminds us of the lurking dangers across sectors, from China's financial system to commercial real estate pitfalls. We address the impact on community banks and suggest innovative solutions such as adaptive reuse to strengthen economic resilience. And as Washington's pulse grows faint, our discussion turns to the urgent call for bipartisan reform and fiscal responsibility—thinking critically about tax cuts, AI's influence on the economy, and the importance of equitable taxation.
Finally, we navigate tax policy's role in economic innovation, considering how capital gains taxes can be fine-tuned to support real economic growth over speculative investments. We also explore the Boston Impact Initiative's unique model and the broader implications of think tank contributions to policy-making. Shifting gears, we assess global risks that threaten our stability, from financial fragilities to climate change, and the ethical conundrums of AI. And for a moment of respite, we delve into the world of sleep hygiene and digital detoxing, celebrating the efforts of a young advocate from Bangalore to tackle digital addiction head-on. Join us for a journey through the hidden perils and potential solutions in our complex world.
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Chapter Markers:
0:00
09:08 The Gray Rhino in Financial System
26:12 Reviving Washington
34:31 Tax Policy and Economic Innovation
50:47 Assessing Global Risks and Gray Rhinos
57:05 Digital Addiction and Sleep Hygiene
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Unlock the secrets to a bank's success with Chris Whalen, the financial savant from Whalen Global Advisors, as he provides a masterclass on what differentiates a thriving bank from the rest. This episode is a treasure trove of wisdom, revealing how consistent equity returns, strong operating leverage, and market performance are marks of a 'good bank'. Chris delves into his upcoming bank index focused on only the cream of the crop in banking performance. He also navigates us through the complexities faced by smaller banks in credit creation and the perennial debate around the 'too big to fail' doctrine. Be prepared for an eye-opening look at the banking industry's inner workings, and why operating efficiency isn't just a buzzword—it's the heartbeat of a bank's management and success.
The real estate market's turbulence has left an indelible mark on the banking sector, and this conversation with Chris Whalen gets to the heart of the issue. We explore the underbelly of property ownership restructuring and how banks are grappling with either divesting real estate assets or managing long-term losses. The episode paints a vivid picture of the challenges from small to large institutions as they face systemic commercial real estate problems. We also offer insights into how historical interventions like the Reconstruction Finance Corporation could serve as models to aid cities battling insolvency. The tapestry of banking and real estate intertwines with regulatory requirements and urban development, setting the stage for a nuanced discussion on the future of finance.
As we wrap up our dialogue with Chris Whalen, we peer into the future of commercial real estate and the potential for government-assisted restructuring in metropolitan areas. We discuss the paradigm shift in office space use and how politics in places like New York City could reshape the entire landscape of multi-family real estate. Additionally, we dissect the evolution of credit, pondering the influence of tokenization and blockchain on banking operations. This episode isn't just a conversation; it's an expedition through the minefield of financial regulation, market trading strategies, and the intricate dance of credit book management. Join us for a session that promises to leave you with a richer understanding of the financial world's currents and undercurrents.
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Chapter Markers:
00:00
10:23 Real Estate Issues and Reconstruction Finance
20:53 Restructuring Commercial Real Estate
30:08 Credit Risks in Tokenization and Regulation
44:22 Credit Book and Market Trading Feedback
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Unlock the secrets of the market's current trajectory with our esteemed guest, Michael Kantrowitz, Chief Investment Strategist at Piper Sandler. This episode is a treasure trove for investors seeking clarity in these unpredictable times. Michael unravels the market's recent shift from bearish to bullish sentiments, attributing it to a dovish Federal Reserve and softer economic data. His expert analysis promises to guide you through the complexities of stocks positively correlated to bond yields and the ones boasting strong earnings outlooks and balance sheets. Prepare for a masterclass in discerning the market floor amidst volatility, as Michael shares his conviction that the Fed's rate hikes have topped out and that a moderated earnings growth is on the horizon.
Navigate the intricacies of equity and bond market correlations with a focus on strategic investment decisions. We dissect the HOPE sequence—Housing, Orders, Profits, Employment—to distill the health of the market and provide a nuanced perspective on interpreting economic indicators. This isn't just theory; it's about providing you with actionable insights, particularly during earnings season, when company-specific news can be at odds with the broader economic narrative. We unravel the earnings growth projections for the S&P 500 and explain why a select few stocks can significantly influence these outcomes. Michael's analysis is a must-hear for investors looking to align their equity portfolios with the ebb and flow of bond market exposure.
Concluding our conversation, we're joined by Michael Kantrowitz of Piper Sandler, who weighs in on the vital role of IPOs and the need for a more robust roster of public companies. Whether you're an institutional analyst or a portfolio manager, this episode is packed with deep dives into market outlooks, risks, and the controversial nuances of equity buybacks—a truly comprehensive discussion that savvy investors won't want to miss.
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Chapter Markers:
00:00
09:09 Strategies for Playing the Bond Market
21:30 Interpreting Economic Indicators and Market Trends
26:27 Seasonality, QRA, and International Data Discussion
34:30 Market Outlook and Risks in 2023
45:24 Market Outlook and Buybacks in Equities
56:37 Importance of IPOs and Public Companies
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Embark on a thought-provoking expedition into the emotional hinterlands of trading with Denise Shull of the Rethink Group. Unravel the mysteries of human psychology that traditional finance tends to overlook – emotions are not just the heart of our decision-making process, they are the pulse. Denise's deep dive into neuroscience sheds light on the intricacies of perception, highlighting how emotions serve as a sophisticated form of intelligence, pivotal for making predictive judgments amidst the market's ebb and flow.
Fear can either freeze a trader in their tracks or fuel their fire. Our discussion cuts through the anxiety clouding the financial markets, dissecting the pressures investors face and the psychological toll exacted by potential losses. With an avalanche of data threatening to bury intuition, learn the art of distinguishing genuine insights from knee-jerk impulses. We furnish you with strategies that harmonize the dance between gut feelings and analytical rigor, enabling you to pirouette through the uncertainties of investing.
The final act of our conversation not only spotlights the practical application of emotional intelligence in finance but also takes an unexpected detour into the realm of legal drama within the TV series industry. Whether it's maneuvering through the complexities of hedge fund client relationships, measuring visceral intelligence, or standing up against the infringement in the cutthroat entertainment world, this episode is an amalgamation of the human psyche's role in high-stakes environments. Join us, with Denise Schull guiding the way, for an episode that marries the cerebral with the visceral, equipping you with the insights to harness both for success.
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Chapter Markers:
00:00
11:41 Intuition, Decision-Making, and Anxiety in Investing
21:52 Wearables, Trading Impulsivity, Visceral Intelligence
34:38 Hedge Fund Clients and Game Theory
39:59 Self-Reflection and Setting Productive Goals
52:43 Corruption in TV Series Industry
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Discover the secrets of building a global investment portfolio with the help of Mike Olson from Motley Fool Asset Management, who joins us for a captivating discussion that promises to transform your approach to investing. We start off by discussing Mike's unique journey to Motley Fool, emphasizing the company's celebrated culture, which prides itself on a long-term investment perspective. Further into the conversation, we delve into the burgeoning popularity of ETFs, unraveling the reasons investors are flocking to them for their tax efficiency and lower costs. Mike's infectious enthusiasm for the intellectual challenge of demystifying business puzzles is a highlight, offering insights into the transformative nature of smart investing.
As we traverse the international investment landscape, Mike dissects the art of pinpointing superior international businesses with the potential to surpass market expectations. We stress the need to broaden one's investment horizons beyond the U.S., taking into account aspects like profitability, margins, and return on equity. Sharing in Mike's expertise, we illuminate the cyclical nature of market performance across geographies and how a diverse, thoughtfully constructed global portfolio is vital for enduring investment triumphs. Furthermore, we delve into the factors that define a company's quality, including customer loyalty, pricing power, and management integrity, which are pivotal in forecasting a business's long-term prosperity.
In our final segment, we discuss the profound shifts in today's market, spotlighting the success of companies such as Mercado Paga and Universal Music, and comparing them to Amazon's strategy of prioritizing growth over immediate profit. The conversation also covers the transformation in internet infrastructure, looking at players like Equinix and American Tower, and their impact on the commercial real estate landscape. We wrap up by exploring the reasons behind the recent sale of certain holdings, underscoring the adaptive nature of investment decision-making in times of market uncertainty. Join us for this episode of Think Tank Exchange, where Mike Olson's insights will undoubtedly enrich your investment knowledge and strategy.
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Chapter Markers:
00:00
13:31 Investing in High Quality International Businesses
26:39 Amazon's Competitive Advantage
39:45 Equinix, American Tower, and Canadian National
52:18 Universal Music
58:59 Outsourcing Effects on Commercial Real Estate
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For more information on CGRO including risks and a prospectus, please visit https://www.cvafunds.com/cgro/.
Venture into the intricacies of Chinese private markets with Ben Harburg, the pioneering mind behind CoreValues Alpha and CGRO ETF. This episode peels back the layers of his hands-on approach to sifting through the vibrant sectors of technology and life sciences, unearthing opportunities amidst the ever-shifting landscape of Beijing. Ben's candid revelations illuminate the strategic thought process ingrained in CGRO, which deftly intertwines a keen eye for overcorrections within Chinese public markets with an investment screening that upholds American values and heed national security concerns.
Delving further into the complex world of Chinese investments, we uncover the tangible edge that comes with proximity to the epicenter of decision-making in China. Here, market intelligence is currency, and Ben explains how his direct presence facilitates swift and informed investment moves. Active management emerges as the heartbeat of success in this diverse economic environment, and we dissect the multifaceted implications of launching an ETF in America, juxtaposing the strategic timing with the intricate dance of navigating the Chinese investment terrain.
Wrapping up, we juxtapose the world of finance with the passionate pursuit of sports team ownership, drawing parallels that resonate with investors and fans alike. It's this blend of business acumen and emotional investment that shapes our conversation, celebrating Ben's recent ETF launch and the meticulous strategy that fuels his asset management philosophy. Join us to gain unique insights and discover how the worlds of finance and fandom can intersect in the most enthralling of ways.
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Chapter Markers:
0:00
9:32 Investing in China
15:42 Challenges and Opportunities in ETF Investing
23:52 Owning a Team, Investing in Company
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Unlock the mysteries of macro trading strategies and the profound impact of central bank decisions with the astute guidance of Julian Brigden, a seasoned financier with years of market wisdom. Our thought-provoking conversation ventures into how macroeconomic predictions can crystalize into profitable trades, while we debunk myths about interest rates and tackle the contentious debate between opportunistic and deliberate disinflation. Julian's insights shed light on the often-misunderstood relationship between market sentiment and the actual economic landscape, providing a treasure trove of knowledge for listeners looking to identify contrarian opportunities in a fluctuating macroeconomic climate.
Step into the complex nexus where financial markets meet the labor market, as we dissect how trends in equities can herald shifts within the labor landscape and, in turn, influence nominal GDP. Our discussion probes the quagmire of tempering GDP growth without sidelining employment, taking into account a hyper-financialized world where corporate actions are increasingly tied to stock performance. We scrutinize the curious dance between equity markets and interest rates in the post-2008 era and dissect the evolving control of liquidity, offering unique perspectives on consumer behavior and strategic market maneuvers.
Embark with us on a global journey where we scrutinize the bond market's current standing and ponder its valuation against the potential resurgence of the manufacturing sector. Julian articulates the delicate balance required by reserve providers like the U.S. to maintain global economic stability and casts a critical eye on the burgeoning realm of cryptocurrencies, fiscal policy dominance, and personal investment strategies amidst an unpredictable financial landscape. Listen in for an episode that seamlessly blends expertise with an exploration of fiscal dynamics, offering a wealth of insights for the savvy investor.
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Chapter Markers:
00:00
00:07 Macro Trading Strategies and Central Banks
13:55 Financial Markets and the Labor Market
21:03 Bond Market and International Investing Analysis
29:49 International Allocation and Unstable Equilibrium
41:22 Bond Yields, Market Mispricing, Geopolitics
53:50 Implications of Cryptocurrency and Fiscal Dominance
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Unlock the secrets of wealth with investment giant Rick Rule in our latest podcast episode. With a legacy shaped at Sprott and a new chapter unfolding post-retirement, Rick brings a wealth of knowledge on everything from community banking to natural resource investments. His co-founding of Everbank is a testament to innovation in the financial sector, offering insights on high-yield accounts and leveraging gold and silver assets to enhance your financial power. Whether you're a seasoned investor or just dipping your toes in the waters of wealth-building, Rick's expertise will shed light on strategies that could redefine your approach to personal finance.
Join us as we navigate the complex terrain of cyclical markets, particularly within the natural resource sectors. Rick, once a brash investor, has evolved into a value-oriented contrarian, fine-tuning his strategies to the rhythmic fluctuations of these markets. The heart of this episode beats to the drum of timing—knowing when to buy and when to sell, an art that Rick has mastered over his illustrious career. And if you've ever wondered how the role of company management and ETFs shape the valuation of gold miners, Rick's profound insights will demystify these critical factors.
Finally, we broaden the discussion to encompass industrial materials, precious metals, and the burgeoning crypto market. Rick offers a strategic analysis of commodity price cycles and their consequential behaviors in industry. You'll gain an understanding of how narratives drive the gold market and the impact on its more volatile sibling, silver. Diving into the crypto realm, Rick compares Bitcoin and Ethereum to traditional precious metals, providing perspective on their place in the investment landscape. As a special offering, listeners are invited to have their natural resource stocks rated by Rick himself at RuleInvestmentMedia.com, highlighting his commitment to sharing knowledge and empowering investors to succeed.
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Chapter Markers:
00:00
0:07 Interview With Rick Rule on Gold
14:25 Investing in Natural Resources, Managing Expectations
26:53 Investment Opportunities in Industrial Materials
39:56 Analysis of Precious Metals and Crypto
49:39 Ranking Natural Resource Stocks
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Join us for a riveting conversation with Seth Rosenthal, the financial virtuoso at the helm of Academy Asset Management. Today, we unlock the untold synergy between disciplined military prowess and the high-stakes world of asset management. Seth, a beacon of investment acumen, illustrates Academy's dedication to guiding veterans as they transition from the battlefield to the boardroom. We delve into how Academy's seasoned team, which boasts the strategic acumen of retired admirals and generals, becomes instrumental in forecasting market-shifting geopolitical events. Their foresight, such as predicting the market tremors following Russia's incursion into Ukraine, proves invaluable for anyone vested in the nuances of fixed income investing. This discussion is not just about financial strategies; it's a testament to the profound impact of our veterans' skills when applied to a new mission in the civilian sector.
In the next segment, we turn to the pioneering VETZ ETF, a financial product that does more than promise returns—it stands as a pillar of support for veteran entrepreneurs. I unravel the intricate journey of bringing the ETF to life, sharing the triumphs and tribulations from securing its ticker through to its launch day on Wall Street. This isn't just an ETF; it's a commitment to social impact, with a slice of its management fees aiding veteran-focused charities. The conversation also gazes forward, speculating on the allure of mortgage-backed securities and their potential role in diversifying fixed income portfolios, especially in a volatile economic landscape. Whether you're a finance aficionado or looking to make a difference through your investments, this episode is a salute to the innovative spirit of our veterans in the financial arena.
For fund disclosures, visit www. https://www.academyetfs.com/vetz/
Definitions:
The Agg - The Bloomberg Aggregate Bond Index or "the Agg" is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance.
MBS – Mortgage-backed securities (MBS) are variations of asset-backed securities that are formed by pooling together mortgages exclusively.
S&P 500 – The S&P 500 Index, or Standard & Poor's 500 Index, is a market-capitalization-weighted index of 500 leading publicly traded companies in the U.S.
Duration – Duration is a measure of the sensitivity of the price of a bond or other debt instrument to a change in interest rates.
MBF – A must be filled (MBF) order is a trade that must be executed due to expiring options or futures contracts on those exchanges.
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Chapter Markers:
00:00
08:44 Introduction to the VETZ ETF
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Imagine stepping into the world of investing with a guide who's been through the trenches, from the adrenaline of launching a hedge fund to the steady hand of managing a family office. Today's guest, Bryan Hinmon, unravels the threads of a career woven through the eye of the financial crisis storm and into the strategy-driven halls of Motley Fool Asset Management. With anecdotes of early influences and the pivot from crunching numbers to captivating stories, this episode is a tapestry of insight for anyone looking to navigate the markets with wisdom and wit.
Strap in as we traverse the dynamic landscape of investment strategy, where the battle of active versus passive management rages on. Our esteemed guest lays out the four foundational pillars that have shored up his investment approach, dissecting the essence of management, culture, and forward-looking trajectories. We chart the course of The Motley Fool's foray into ETFs, marrying the allure of active stock selection with the discipline of passive management, and we get the scoop on the recent strategic shifts that are shaping the future of mid-cap portfolio management.
As we round off our investment odyssey, we delve into the philosophy of portfolio management where the 'affectionate hostility' among team members sparks robust debate and better decision-making. Our guest recounts the tale of Bill Barker's transition and the benefits of a multi-manager system, painting a picture of a robust investment process that's more symphony than solo act. The conversation takes a turn to the critical sell discipline that governs focused portfolios, and we unwrap the enigma of asset-light companies, with Broadridge serving as a paragon of strategic intangible assets. Prepare to leave with a treasure trove of investment wisdom that could very well fortify your financial future.
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Chapter Markers:
00:00
0:06 Long-Term Investing and Focused Portfolios
13:06 Investment Strategy and Active Management
22:53 Portfolio Managers and Quality System Building
33:17 Cell Discipline and Selling Strategy
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Are you ready to unpack the intricacies of today's financial markets? Hop on board as we traverse a landscape marred by restrained small-cap growth, weakened bonds, and a volatile market that leaves even the veterans scratching their heads. We hitch a ride with Brent Johnson, our esteemed guest, who makes sense of the shape-shifting market trends, placing a firm emphasis on the protection of the principle rather than pursuing ambitious high returns.
Our journey takes us through the challenges of passive investment in an unpredictable market. We delve into the contours of investment strategies, portfolio allocation, and the performance of the US dollar in 2022. From the US dollar's potential as a risk-off hedge to the exposure of an ETF effectively hedging against the Japanese market - we unwrap it all.
A pit stop at the global economic outlook highlights the United States' economic dilemmas and their ripple effects worldwide. We forecast scenarios that the future might hold, the role of emerging technology, and the prospects of a global upheaval. We round off the episode with a hearty discourse on Bitcoin, its speculative potential, and the on-going debates around its viability as a global currency. Tune in to this insightful ride through the labyrinth of the financial markets, with Brent Johnson's analysis of the Dollar milkshake theory serving as the cherry on top. Buckle up and join the conversation!
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Chapter Markers:
00:00 Financial Markets in a Challenging Year
12:17 Passive Investing Challenges and Market Volatility
18:28 Investment Strategy and Portfolio Allocation
29:29 Monetary Policy's Impact on the Dollar
44:02 Global Economic Outlook and Investment Strategy
47:40 Interest Rates, T-Bills, Emerging Markets, Bitcoin
51:29 Government Opposition to Bitcoin
55:10 Dollar Milkshake Theory
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What if you could predict economic trends and stay a step ahead of the financial curve? Join us on a journey that takes you through the intricacies of macroeconomics and market cycles with Lakshman Achuthan, the co-founder of the Economic Cycle Research Institute, as our guide. We delve into the complexity of economic forecasting, highlighting the importance of a cyclical approach in understanding the ebb and flow of the economy. Lachman brings a wealth of knowledge and personal experience, even sharing his own encounter with the 1990 recession and the role of leading indicators in identifying market turning points.
Fasten your seatbelts as we navigate the impact of oil prices on the global industrial cycle. We shed light on the factors shaping the economy, such as China's recovery from lockdown, Europe's winter relief, and the US's YOLO summer. Understanding how these key elements interplay with economic cycles and inflation is paramount - and we leave no stone unturned in our exploration. From examining the reactions of politicians and central banks to economic shifts, we aim to provide a comprehensive understanding of these relationships.
Buckle up for a rollercoaster ride through coincidental data and its implications for the global economy. We probe the attention given to such data at both national and international levels, and it's potential in predicting economic trends. We also delve into the role of AI in boosting productivity growth, the potential economic competition between China and India, and the influence of fiscal stimulus in the wake of the COVID-19 pandemic. Come along for this enlightening exploration of global economic indicators, inflation concerns, and the future of economic growth.
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Chapter Markers:
0:00 Economic Cycles and Impact on Oil
12:27 Oil Price Action
27:22 Global Economic Indicators and Inflation Concerns
35:37 India's Rising Productivity Growth
46:58 Economists Discuss Fiscal Stimulus and Inflation
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Ready to disrupt your understanding of ETFs? We're joined by Jon Robinson, the dynamic co-founder of Blueprint Investment Partners and Blueprint Fund Management. Jon takes us on a journey from his beginnings in the CTA world to the creation of Blueprint, a company trailblazing the way with trend-following strategies in the RIA world. He sheds light on the challenges of diversification and shares Blueprint's innovative approach to minimizing distribution of outcomes for advisors. We dive into the fascinating realm of liquid alternatives, and follow a path of true diversification that necessitates acceptance of fluctuating strategies.
Ever pondered trend following in the investment world? We did, and the insights from Jon will have you rethinking your investment strategies. Price, as Jon elaborates, is the primary input and the key to being systematic and objective in decision-making. We navigate the world of a newly launched ETF, echoing this philosophy, offering unique diversification and a window into a 30-year track record strategy. With Jon’s expertise, we decode trend following and its translation to the public market.
From ETF attributes to benchmarking, Jon's knowledge and insight are transformative. Hear how using single stocks to express a larger equity allocation delivers more diversification and learn how to strike a balance in a client-driven business. Aspiring ETF entrepreneurs, take note of this episode. We delve into the lessons learned in launching an ETF, emphasizing the necessity of investing in education and content development. As a treat, Jon offers a preview of his new business venture - 'The Blueprint Chesapeake Friend Following Plus Nothing TFPN'. Strap in for a deep dive into ETFs and learn how effective marketing strategies are instrumental in achieving market traction.
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For fund disclosures, visit https://www.tfpnetf.com.
Definitions
Managed Futures: Managed Futures refers to an investment where a portfolio of futures contracts is actively managed by Commodity Trading Advisors (CTAs).
Moving Average: A technical indicator that market analysts and investors may use to determine the direction of a trend.
Short: The sale of a borrowed stock, bond, or asset.
S&P 500 Index: The S&P 500 Index, or Standard & Poor's 500 Index, is a market-capitalization-weighted index of 500 leading publicly traded companies in the U.S.
Chapter Markers:
00:00
11:31 Trend Following
23:38 Importance of ETF Attributes and Benchmarking
30:25 Content Development for Business Success
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Join us on an enlightening journey as we navigate the intricate landscape of capital flows and fixed income investments with our esteemed guest, Michael Howell, CEO of Cross Border Capital. Ever wondered about the dynamics soaring behind the recent bond returns surge or the pressures buffeting the bond markets? Well, you're in for a treat as Michael demystifies these concepts and delves into the critical role of credit rating agencies, shedding light on China's recent downgrade.
The discourse doesn't end there. We'll set sail into the tumultuous sea of US-China relations and the role central banks play in steering the ship of global liquidity. Michael, with his seasoned expertise, will guide us through the implications of President Xi's recent visit to the US and the aggressive easing of monetary policy by the PBOC. Our focus then shifts to the US economy, where we'll scrutinize the Fed's role in liquidity provision, the looming shadow of regional bank failures, and the potential aftershocks of Japan's inflation problem.
And just when you think we've landed, we soar again, this time exploring the US technology ban and its potential ripple effects on Chinese markets and gold prices. Ever wondered about the possibility of the Federal Reserve resuming the purchase of US government debt? Well, Michael's got you covered there too. And to wrap up this enlightening discourse, he shares his bullish outlook on the markets and the importance of seizing opportunities when economists are bearish. So strap in, because this episode is a whirlwind of invaluable insights into the current state and potential future of the global economy.
Join us live! Visit https://www.getthinktanked.com to register free.
Chapter Markers:
00:00
00:02 China's Credit Rating and Bond Market
9:24 US-China Relations and Central Bank Influence
15:40 US Liquidity and Japan's Inflation Problem
27:54 Gold, Bitcoin, and the US Dollar
44:10 China's Economy and Energy Supply
50:09 Positive Outlook on Markets and Wrap-Up
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investing #stocks #trading
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Curious about what lies beneath the fast-paced world of ETFs and disruptive tech? Prepare for an enlightening ride as we engage in a stimulating conversation with Christian Cooper, portfolio manager at Subversive ETFs. We take a deep dive into the trillion-dollar challenges they're addressing and how they're shaking up industries by investing in audacious and disruptive firms. Discover more about their unique ETFs that revolve around mental health, food security, energy transition, and even cannabis, and learn about their exciting new investment strategies inspired by Nancy Pelosi and Ted Cruz.
Christian enlightens us with his valuable lessons learned from his journey in the ETF industry, highlighting the importance of transparency and effective time management. He candidly shares the intricacies of striking a balance between long-term narratives and short-term market expectations. We also get a sneak peek into their upcoming AI-focused ETF and their strategic planning in launching new offerings. Towards the end, we venture into an interesting debate about the impact of China's restrictions on the AI market and the potential of shorting China AI securities. So, tune in for a fascinating exploration into this audacious world of ETFs and garner insights on how to thrive amidst disruption.
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Chapter Markers:
0:00
0:04 Interview With Christian Cooper, Portfolio Manager
18:12 Lessons Learned in the ETF Business
23:15 Debating Future Launches and Strategic Planning
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investing #stocks #women
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Can you envision a future where equal opportunities and fair pay for women become the norm? What if we told you that companies prioritizing women's empowerment not only make a profound social impact but also enjoy higher profits and lower turnover rates? This episode explores such intriguing ideas with our incredible guests Jill O'Donovan and Ethan Powell, key figures from Impact Shares and YWCA USA.
We explore the fascinating realm of impact investing and ESG, with a particular focus on women's empowerment in the post-COVID era. Engage with us as we examine critical issues like flexible work options, equity in hiring, and equal pay. We unpack the crucial role of transparency in fostering change within organizations and highlight the exciting partnership between the YWCA and Impact Shares. Discover how they evaluate companies to bridge the gender pay gap and regain trust in the ESG category.
We draw the curtain on the challenges of impact investing, navigating the murky waters of regulatory hurdles, and the role of intermediaries in hindering the adoption of ESG strategies. Listen in as we recount the success story of YWCA USA implementing their own ESG fund, despite initial resistance. We'll leave you hopeful for the future of the industry and the potential for real impact through ESG investments. Buckle up for an insightful ride into the world of impact investing and women's empowerment.
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PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENT RETURN AND PRINCIPAL VALUE OF AN INVESTMENT WILL FLUCTUATE SO THAT AN INVESTOR`S SHARES, WHEN REDEEMED OR SOLD, MAY BE WORTH MORE OR LESS THAN THE ORIGINAL COST. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE ORIGINAL COST. RETURNS FOR PERIODS OF LESS THAN ONE YEAR ARE NOT ANNUALIZED. MARKET RETURNS DOES NOT REPRESENT THE RETURNS YOU WOULD RECEIVE IF YOU TRADED SHARES AT OTHER TIMES. FOR PERFORMANCE DATA CURRENT TO THE MOST RECENT MONTH END, PLEASE CALL 844-448-3383.
To view standardized fund performance and a full list of holdings, visit
https://impactetfs.org/womn-etf/.
CAREFULLY CONSIDER THE FUNDS INVESTMENT OBJECTIVES, RISK FACTORS, CHARGES, AND EXPENSES BEFORE INVESTING. THIS AND ADDITIONAL INFORMATION CAN BE FOUND IN IMPACT SHARES’ STATUTORY AND SUMMARY PROSPECTUS, WHICH MAY BE OBTAINED BY CALLING 844-448-3383, OR BY VISITING WWW.IMPACTETFS.ORG. READ THE PROSPECTUSES CAREFULLY BEFORE INVESTING.
Investing involves risk, including the possible loss of principal. Shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Investment in commodities are subject to much higher volatility than more traditional investments. Narrowly focused investments and investment in smaller companies typically exhibit higher volatility. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. Mortgage-backed securities are subject to prepayment and extension risk and therefore react differently to changes in interest rates than other bonds. Small movements in interest rates may quickly and significantly reduce the value of certain mortgage-backed securities. OWNS as an actively managed Fund, does not seek to replicate a specified index. All the Funds are non-diversified.
Chapter Markers:
0:07 Impact Investing and ESG
16:58 Women's Empowerment and Equal Pay
23:31 Gender Equality Partnership and Impact Shares
39:47 Impact Investing and Regulatory Challenges
50:44 Challenges and Opportunities in ESG Invest
investing #stocks #trading
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Are you ready to dismantle the complexities of our emotions and how they shape our economic decisions? Peter Atwater, author of "The Confidence Map," joins us to unravel this intriguing and often misunderstood relationship. We explore the role of mood in decision-making, the psychological effects of potential layoffs and recessions, and the impact of housing unaffordability on economies. Dive into the disparities between economic indicators and consumer sentiment as we unfold how external factors such as the pandemic can rock our confidence.
But there's more. Ever wondered how your emotional state influences your stance as a bear or bull in the stock market? Let's talk about it. We also focus on how our fast-paced, technologically driven lives and our penchant for information that validates our beliefs can create a rollercoaster of confidence. Peter unveils an incredible concept from his book, illustrating how our confidence level can be visualized and predicted, offering an insightful perspective on decision-making and market movements. So, join us for this enlightening episode that not only reveals the predictability of human behavior but also underscores its profound influence on the economy.
Join us live! Visit https://www.getthinktanked.com to register free.
Chapter Markers:
00:00
00:02 Evaluating Confidence and Economic Factors
16:04 Mood's Influence on Market Confidence
32:31 Confidence's Impact on Decisions and Markets
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Ever pondered how a scientific background can shape one's approach to investing? We had an engrossing conversation with Charlie Travers from Motley Fool Asset Management who utilizes his scientific research background to uniquely scrutinize potential investments. Charly and his team prioritize a multifaceted assessment of businesses, focusing not only on economic indicators but also on management quality, company culture, and trajectory. But that's just the tip of the iceberg; they also venerate the notions of diversity and shareholder interests, clearly demonstrating that investing is not just a numbers game for them.
Our dialogue with Charly didn't just stop at his investment philosophy; it extended into an exploration of the art of communicating with company management teams, particularly in the small-cap space. We discussed how understanding a company’s long-term plans and key personnel plays a pivotal role in our decision-making process. Together, we dissected the composition of our portfolio, shedding light on our focus on healthcare, industrials, and technology sectors. Navigating an ocean of potential investments, Charly narrates how he strategically narrows down the selection to a manageable 30-40 companies.
To wrap up our engrossing session, we ventured into the volatile world of investing, specifically managing a small cap fund. Charly shared his insightful experiences during the rapid market growth and emphasized the crucial role of responsible diversification. We also unearthed the benefits of investing in health savings accounts, with a spotlight on Health Equity, a top holding. Moreover, we touched upon the much-debated topic of short selling and Charly’s humble approach towards it. From start to finish, this episode is a riveting journey into the world of investing and the artistry of managing a thriving fund.
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Chapter Markers:
00:00
00:06 Motley Fool Asset Management and ETF Investing Discussion
9:07 Conversations With Company Management and Portfolio Construction
18:51 Investment Strategies and Evaluating Companies
33:50 John Bean Technologies and Toast Discussion
44:05 Managing Winners and Short Interest
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investing #stocks #trading
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Are you ready to navigate the world of global investing and active management? In our latest episode, we had the pleasure of conversing with Tony Arsta, a portfolio manager from Motley Fool Asset Management. Tony brings a wealth of knowledge to the table, sharing intriguing insights about transitioning from a mutual fund to an ETF, the vital role of a portfolio manager, and the importance of high active share in portfolio construction. He gives us a peek into the work culture at Motley Fool, their unique approach towards investing, and their strategic focus on owning high-quality companies. We even break down the four pillars driving their quality assessment.
As we venture further, Tony shares Motley Fool's four pillars of investment strategy and the significance of targeting companies on strong trajectories. He introduces us to their diverse team, their varied expertise, and the unique perspectives they bring to the table. Drawing from his background in computer science, Tony enlightens us on how his journey has shaped his investing approach. He emphasizes on the significance of customer experience and sales in the success of a tech company, using their top holding, Icon plc, as an example.
And there's more! We deep dive into the realm of waste management, focusing on Waste Connections, the third-largest waste company in the US. Understand their competitive edge, their ownership and operation of landfills, and how they leverage technology for efficient waste hauling. We shift gears to discuss the Canadian National Railway, an asset-heavy business in their portfolio. Discover their unique assets, pricing power, and potential for operational improvement. We conclude with a discussion on how management changes, like those at PayPal, can impact investment decisions. This episode is truly a treasure trove of insights for those interested in the art of investing. Join us on this enlightening journey!
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Chapter Markers:
00:00
00:06 Global Investing With Tony Arsta
15:38 Investing Strategies and Portfolio Holdings
32:27 Waste Connections and Canadian National Railway
39:58 Managing Management Changes in Stock Investments
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For standardized performance, holdings, risks and more information, visit http://www.yieldmaxetfs.com.
The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Performance current to the most recent month-end can be obtained by calling (866) 864-3968.
For OARK prospectus, please visit https://www.yieldmaxetfs.com/wp-content/uploads/2023/08/oark_prospectus.pdf.
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Are you ready to unlock the secrets of options strategies and yield curves? We've got an episode designed to challenge your thinking, and reveal new pathways to financial success featuring options gurus Jay Pestrichelli, Sylvia Jablonski, and Meb Faber. Sylvia mesmerizes us with her innovative approach to zero DTEs and how it's intertwined with yield, while Jay illuminates the potential of options strategies to generate premium and alternative income. We delve into the implications of low-interest rates on portfolio returns and the peculiar phenomenon of earnings season being responsible for a significant portion of premiums.
Ever wondered how stocks, options, and fixed income coexist and correlate? That's precisely the mystery we unravel in this episode. We stress the importance of understanding implied volatility when trading options and discuss the potential upside of exploiting earnings schedules. With insights on the bond-stock correlation and how options strategies can provide a safety net in high-income environments, we also touch upon the unexpected surprises and steep drawdowns treasury bills have served investors.
Now, for those curious about yield curves and ETF strategies, we've got you covered. We decipher the complexities of yield curves and how they can be harnessed to predict different assets. We also delve into the implications of ETFs and liquid options strategies on performance. You won't want to miss our conversation on the benefits of reinvesting versus not reinvesting, and the circumstances when such a strategy will deviate from its monthly counterpart. So buckle up, because this episode is packed with expert insights and strategies that promise to expand your understanding of the options market.
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For more information, holdings, risks and prospectus for the YieldMax funds, please visithttp://www.yieldmaxetfs.com.
For more information, holdings, risks and prospectus for the Defiance ETFs, please visit http://www.defianceetfs.com.
Chapter Markers:
0:01 Options Strategies
11:26 Options Strategies and Inflation Hedge
18:34 Exploring Stocks, Options, and Fixed Income
26:23 Investing in Bonds and Market Spreads
31:11 Yield Curve Predictions and ETF Strategies
40:41 Exploring Objectives in Options Trading
47:21 Understanding Options and Harvesting Volatility
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Prepare to challenge your understanding of the financial world as we journey together with our special guest, Lawrence Lepard. His expertise in gold and bitcoin performance in the face of a robust dollar will certainly stir your curiosity. Lawrence, a zealous bitcoin advocate, builds a compelling case for believing that bitcoin is a stronger and more effective form of money than gold. We dive into the implications of a strong dollar on gold and Bitcoin performance and discuss the potential disruption that inflation or deflation could cause.
Is it possible that the current stock market is an eerie reflection of the 1929 market? Lawrence presents an eye-opening perspective, warning of a potential market downturn that could cut values in half. We dissect the consequences of a fractional reserve system and the financialization of the economy. We also scrutinize the Federal Reserve’s ability to rescue the situation and question the reliability of the government's inflation calculation.
Towards the end of our conversation, we explore a variety of subjects, including the 1987 market crash, technology stocks, the history of the banking system, and the potential for a sovereign debt crisis. Delving into the impact of the COVID-19 relief package on Treasury bonds and the government's bankruptcy, we take a look at this from an investor's perspective. This episode is set to revolutionize your understanding of the financial world, so buckle up.
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Chapter Markers:
00:00 - Intro
11:52 - Looming Stock Market Crash Perception
19:52 - Market Downturn and Inflation Predictions
26:25 - Financial Bubbles and Regulatory Risks
36:03 - Term Limits, Voting, and International Investing
48:32 - Investing and Sound Money Importance
53:39 - COVID Relief Package and Treasury Bonds
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Ever wondered, how can one craft the perfect portfolio? Ponder no more! Join us as we unravel the secrets of trading strategies with a man who's been mastering the craft since 1983 - Jerry Parker. A true trendsetter in the world of trading, Jerry's journey brings us to the launch of his unique ETF, a product that follows trends in both equities and commodities. We dive into his philosophy on the importance of trading in multiple markets and the quest for a fair market maker across an array of asset classes.
Our conversation takes a turn towards the systematic approach in creating and using trading systems. Jerry elaborates on the practice of letting profits run and how it's a game-changer in the long run. But that's not all, we dive deep into the world of blockchain and crypto. Jerry shares his wisdom on the need to wait for a trend to emerge and how this crucial step can make or break your strategy in this space.
Finally, we tackle the beast that is portfolio diversification. As we navigate through the complexities of stock trading, Jerry enlightens us on how to set the right risk parameters. Our discussion then veers towards the changing dynamics of remote work and how Jerry's team has adapted, keeping their operations resilient. As we wrap up, we examine the concept of risk-adjusted returns and how they can be deceptive. So sit back, relax, and soak up nuggets of wisdom from a true industry pioneer!
For a complete list of holdings, risks and a prospectus for TFPN, visit https://www.tfpnetf.com.
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Chapter Markers:
00:00 - Intro
0:07 - Trend Following Strategies With Jerry Parker
09:35 - Trend Following Strategies and Risk Management
17:02 - Stock Portfolio Diversification and Risk Analysis
21:27 - Trend Following and Blockchain Strategy
33:26 - Portfolio Strategy and Risk Management
41:05 - Trend Following Approach and Portfolio Fit
52:54 - Stock Trading Trends and Diversification
Imagine exploring the intriguing world of finance and technology, all through the lens of acclaimed author Lyn Alden. In today's fascinating discussion, we journey into her book 'Broken Money' - a testament not just to financial prowess, but also to grit, determination, and the power of the written word. Lyn’s book has become a captivating treasure trove of knowledge that satisfies every history, finance, and technology enthusiast.
Can aging demographics impact inflation? How did the fall of the Soviet Union and China's opening to the West influence financial markets? As we traverse these compelling questions, we find ourselves on the precipice of a more inflationary decade. We examine the integral roles of major fiscal deficits, AI, technology, and a tight energy market in this economic landscape. Together, we'll seek to unravel the intricate web of global finance, witnessing the steady fall and the impending rise of interest rates.
As if that isn't exhilarating enough, we dissect China's burgeoning auto exports, the economic unraveling, and the future of money. We delve into the disruption caused by stablecoins and Bitcoin, questioning the potential of open source protocols and the desirability of a different unit of account. So, join us for this exhilarating journey that promises to leave you with a wealth of insights on the world of finance and technology. This is more than just a podcast episode; it's a voyage into the heart of global financial systems. Buckle up; it's going to be a thrilling ride.
Navigate the complexity of tech's financial landscape with us as we draw on the expertise of Dan Niles to dissect the interplay between interest rates and technology. This episode promises to provide a historical context that will reshape your understanding of current economic trends, and suggests that the advancements in tech may indeed call for a new benchmark in yield curves. Engage with the intricacies of inflation, wage growth, and how the scarcity of cheap labor alongside eco-conscious production is stirring the global economic pot. Dan, alongside the ETF Think Tank team, delves into these topics, offering a profound analysis that could be crucial in re-evaluating long-term investment strategies.
Amidst the global tug-of-war for power, we dive into the geopolitical chess game impacting the dollar's hegemony and oil's price volatility. As Dan Niles shares his insights, we extend the discussion to the burgeoning field of biotech investments, unraveling how advances in healthcare could redefine our approach to longevity and its economic consequences. The conversation spans from real estate market dynamics to the semiconductor industry's ebb and flow, highlighting investment opportunities and the implications of geopolitical tensions on global supply chains. This episode is riddled with nuggets of wisdom for those interested in the real stakes of high-tech investments and the global economy's future.
Bringing the lens closer to individual strategy, we share personal experiences and techniques for navigating the erratic waters of the stock market, particularly within tech and biotech sectors. With Dan Niles' profound knowledge, learn how to adapt your investment approach in response to market shifts and the importance of risk management. Whether you're dabbling in Apple's stock or pondering the future of weight loss drugs, this episode serves as an invaluable guide to trading and managing a diverse portfolio amid the unpredictable twists of market sentiment. Join us for a session laden with actionable advice and expert perspectives that could profoundly impact your financial acumen.
The last three years have been loaded with unprecedented events up to and including right now. Massive stimulus packages, corporate bailouts and the most aggressive rate hiking cycle in history have changed the way that investors need to approach and analyze the markets. Michael Green, Portfolio Strategist with Simplify, is among those trying to interpret this environment. He joins the ETF Think Tank to talk about what he’s seeing and where he’s concerned.
Read more of our Distilled Summary here: https://etfthinktank.tidalfinancialgroup.com/2023/08/22/get-think-tanked-distilled-with-michael-green/
This is a replay of our August 17, 2023 show with Mike Greene. Join us live on Thursdays!
https://www.getthinktanked.com
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Our ETF Professor Dan Weiskopf and special guest Jay McAndrew discuss emerging markets, fixed income, recent market action, asset allocation, and trade ideas. We thank Columbia Threadneedle for sponsoring this episode!
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All disclosures included in video.
Powered by Toroso Investments.
Copyright © 2023 Toroso Investments, LLC. All rights reserved.
Our ETF Professor Dan Weiskopf and special guest Thomas Cole discuss emerging markets, fixed income, recent market action, asset allocation, and trade ideas. We thank Distillate Capital for sponsoring this episode!
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All disclosures included in video.
Powered by Toroso Investments.
Copyright © 2023 Toroso Investments, LLC. All rights reserved.
Mark Switow of UBS Private Wealth Advisors and Chris Davis of Davis Advisors join Michael Venuto and Dan Weiskopf of Toroso Investments to talk long-term investment decision making with Davis Advisors & Davis ETFs.
We thank Davis Advisors for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
This episode is sponsored by Davis Advisors
Sponsored By: Davis Advisors
How should advisors and investors look at gold in a portfolio allocation? Max Gold of State Street Global Advisors and Alex Shahadi of Evoke Advisors join the Think Tank Exchange to share their thoughts.
Learn more about RPAR: https://www.rparetf.com
Learn more about GLD: https://www.ssga.com/us/en/intermedia...
We thank State Street Global Advisors for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
This episode is sponsored by State Street Global Advisors
Sponsored By: State Street Global Advisors
Hear economic and market views from Matthew Bartolini, Managing Director at State Street Global Advisors and James Nickerson, Portfolio Manager at Cumberland Private Wealth Management. We’re providing this outlook to help you help your clients understand the market landscape and achieve their desired investment outcomes. We thank State Street Global Advisors for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Explore how social finance and the gig economy are shaping the investment space with Sam Nofzinger, Business lead with SoFi and Reginald Browne, Principal of Global Trading Services (GTS). We thank GTS for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Explore how our experts are helping change perceptions about the ESG space to attract more clients with Michael Lewis, Head of Sustainable Finance Research at DWS, Ed Butowsky, managing partner of Chapwood Investments, and Brian Maute, Divisional Director, DWS. Plus, Ed speaks about his involvement with the Dallas-based nonprofit, Minnie’s Food Pantry. We thank DWS for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
We’re discussing high-conviction opportunities in global markets, active share, and recent market action with Danton Goei, Portfolio Manager with Davis ETFs and John Lunt, CEO of Lunt Capital. Plus, John speaks about his involvement with the Leavitt Institute for International Development. We thank Davis ETFs for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Learn how to navigate and weather global Ag markets from Sal Gilbertie, CEO and Founder of Teucrium and Grant Engelbart, Senior Portfolio Manager at Brinker Capital. We thank Teucrium for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Learn about what’s moving the needle in muni bonds, where to look for opportunity for your clients and how active management factors in. Here to explain is Jay McAndrew, Head of Strategic Beta Sales & ETFs and Doug Rangel, Vice President and Client Portfolio Manager for fixed-income products from Columbia Threadneedle Investments. We thank Columbia Threadneedle for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Guillermo Trias, CEO of Toroso Investments and Jim Wiandt CEO of Spark Network join us to recap the 2020 ETF.com Awards. Plus, a panel of experts—a “crypto think tank”—discuss how they navigate the crypto investment space. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Learn how managing for risk in the markets can keep your investors invested from Karl Ashley the architect and portfolio manager of Euclid Investment Advisory’s actively managed tactical allocation strategy and John Creekmur, President & Sr. Wealth Advisor at Creekmur Wealth Advisors. We thank Euclid and Cboe for sponsoring this episode. Plus, John Creekmur plugs the charity New York City Relief. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Learn about the history, growth, portfolio management and risks for investing in cannabis from Timothy Seymour with Amplify ETFs and Paul Morse Managing Director of Wealth Management with Alliance Global Partners. We thank Amplify for sponsoring this episode. Plus, Paul Morse plugs the charity Disability Rights Fund. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Learn about the opportunity in emerging e-commerce from Kevin T. Carter, Founder & Chief Investment Officer of EMQQ and Corey Franco, Founder and Managing Partner of NobleBridge Wealth Management. We thank EMQQ for sponsoring this episode. Plus, Corey Franco plugs the charity Autism Speaks. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
A panel of experts—a “climate think tank”—discuss how they navigate the climate investment space. That’s the “E” in ESG Plus, Jim Wiandt CEO of Spark Network joins us for commentary and plugs the charity Coalition for Rainforest Nations. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Research, investment philosophy and signals are key to being prepared to be risk on/risk off in the markets. Michael Gayed, Portfolio Manager of the ATAC Funds with Toroso Investments and Clara Basile, Co-founder, CEO and Portfolio Manager with Avalon Capital Management explain. Plus, Clara Basile plugs the charity One Fair Wage. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Value investing requires a forward-thinking mindset. Are you forward-thinking? Tom Cole, CEO of Distillate Capital Partners and Roger Veome Managing Director of Investments with Alex Brown focus us on the future of value investing; assessing and accessing the markets, and, risk. Plus, Roger Veome plugs the James R. Jordan Foundation. We thank Tom and Distillate Capital Partners for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
ESG is no longer a satellite investment. It can be at the core of your client’s portfolio. Brie Williams, Head of Practice Management with State street Global Advisors and Bob Smith, President and CIO at Sage Advisory, discuss why ESG investing makes sense for investors. We thank State Street Global Advisors for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Bill DeRoche, Chief Investment Officer with AGF Investments LLC and Tony Manory, CIO, with Empire Asset Management, talk about why concentrating on correlation in client portfolios matters. We thank Bill and AGF for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Scott Helfstein, PhD, Executive Director, Thematic Investing with ProShares, and, David Carter, CFA®, Chief Investment Officer with Lenox Wealth Management address adding value to your client relationships by educating and elevating them by talking about themes in the new economy and other unique investment stories. We thank Scott and ProShares for sponsoring the LIVE ETF Think Tank Exchange and this Podcast. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Jay McAndrew Vice President, National Sales Manager at Columbia Threadneedle Investments, and, Jim Cox and Rich Ceffalio with Providence Private Wealth discuss active versus passive investing, finding yield and managing risk in fixed income. This podcast and the live Think Tank Exchange are sponsored by Columbia Threadneedle Investments. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
John van Moyland, Managing Director and Global Head of S&P Kensho Indices—John is a speaker on behalf of our sponsor State Street Global Advisors—and Samuel Rozzi, CFA, Manager of Due Diligence for American Portfolios Advisors discuss the thematic investing category in terms of how to evaluate themes and put them to use in a client’s portfolio. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Podcast hosted by: Michael Gayed and Dan Weiskopf
LIVE Show hosted by: David Dziekanski and Mike Venuto
Show Sponsored by: State Street Global Advisors
Description: Bill DeRoche, Chief Investment Officer with AGF Investments LLC, here on behalf of AFGiQ, AFG’s quantitative investment platform, and Rick Cross, Co-Founder of Right Financial Advisor and also registered investment advisor at American Portfolios join us to explain why investing in infrastructure makes sense. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools, and growth tactics.
Podcast hosted by: David Dziekanski and Mike Venuto.
LIVE Show hosted by: Michael Gayed and Dan Weiskopf.
Show Sponsored by: AGF.
Gold. It’s finite. Its lustrousness has captured the hearts of early humans and modern-day gold rushers. But what’s the value of gold? And what role does it play in a client’s portfolio? Maxwell Gold of State Street ETFs and Jason Mertz explain All Things Gold in this episode of the Think Tank Exchange podcast.
Regardless of political affiliation, investors vote with their confidence, and assets, when it comes to their financial advisor. We’re here to help you stay voted-in. At Toroso Investments, we like to say our value prop is to enhance yours. In this Think Tank Exchange we’re featuring Matthew Bartolini, Head of SPDR® Americas Research at State Street Global Advisors and Mike Chadwick President & Founder of Chadwick Financial Advisors to talk about the election, markets, and portfolio expectations. To join LIVE Think Tank Exchange shows, follow us on LinkedIn or @etfthinktank on Twitter.