PODCASTS

 
 

ETF.com’s Lara Crigger Talks Latest Buzz Surrounding Pot ETFs

ETF.com’s Lara Crigger offers the latest surrounding marijuana ETFs, including the recently launched Innovation Shares Cannabis ETF (THCX).

 

Toroso’s Michael Venuto Discusses SoFi ETFs, Fields Rapid Fire Questions

Michael Venuto, Co-Founder & CIO at Toroso Investments, highlights partnerships with SoFi and Amplify ETFs, and also fields rapid-fire ETF questions.

 

ProcureAM’s Andrew Chanin Spotlights Space ETF (UFO)

Andrew Chanin, CEO of ProcureAM, spotlights the Procure Space ETF (UFO) and goes in-depth on the investment case for space.

 

From Pot to UFOs, Thematic ETFs in Focus

ETF.com’s Lara Crigger offers the latest surrounding marijuana ETFs, including the recently launched Innovation Shares Cannabis ETF (THCX).  Toroso Investments’ Michael Venuto highlights partnerships with SoFi and Amplify ETFs, and also fields rapid-fire ETF questions.  ProcureAM’s Andrew Chanin goes in-depth on the Procure Space ETF (UFO) and the case for investing in space.

 

ETF.com’s Dave Nadig Talks Facebook’s Libra, ETFs

ETF.com's Dave Nadig explains the striking similarities between Facebook's proposed Libra coin and the ETF structure, along with what the future of ETFs might look like.

 

Big Investing Opportunities in 5G, Cloud Computing and E-Commerce

With the evolution of 5G, cloud computing and e-commerce growing rapidly, trillions of dollars will be spent in the next few years to facilitate the massive build out of infrastructure and technology to support these disruptive industries. On the recent webcast, 5G, Cloud Computing and E-commerce: How to Capture the Growth in ETF Strategies, Sean [...]

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Gold Gets The Thumbs Up From Ray Dalio

Ray Dalio, the founder and CEO of Bridgewater, the world’s largest hedge fund company by assets under management, sees gold as a key asset as central banks get more hawkish with policies that devalue currencies and are likely to cause a “paradigm shift” in investing. The Bridgewater CEO believes that investors have been driven into stocks [...]

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July 2019 Equities Outlook in 5 Charts

By Sage Advisory 1. Manufacturing activity, which is a leading indicator for economic growth, has slowed down in nearly every major economy, especially Europe and Japan. The U.S. remains relatively healthy, but how much will the slowdown overseas seep into the U.S. economy? Source: Bloomberg 2. Slowing U.S. data and risks abroad, particularly trade, give the [...]

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Chinese Demand For Real Estate Sours

After strong prior interest in U.S. home purchases, foreign demand for U.S. residences dropped dramatically due to challenging conditions in the U.S. housing market  as well as tighter currency controls by the Chinese government. The price of homes purchased by foreign buyers from April 2018 through March 2019 plummeted 36% from the previous year, due [...]

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Get Prepared For Aerospace and Defense Earnings

This week, investors are primarily focusing on second-quarter earnings reports from the financial services sector, but some other sectors soon will step into the earnings confessional, including aerospace and defense. That group has a few reports this week followed by a deluge of earnings updates from marquee members next, potentially bringing the iShares U.S. Aerospace [...]

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Episode #131: David Rosenberg, “If Next Year is Not a Recession, It’s Going to Feel Like It”

 

Episode #131: “If Next Year is Not a Recession, It’s Going to Feel Like It”           Guest: David Rosenberg. David is Gluskin Sheff + Associates Inc.’s Chief Economist and Strategist with a focus on providing a top-down perspective to the Firm’s investment process and Asset Mix Committee. Prior to joining Gluskin […]

The post Episode #131: David Rosenberg, “If Next Year is Not a Recession, It’s Going to Feel Like It” appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #130: Eric Falkenstein, “I Think in the Long Run (Cryptocurrencies) Are Going to Work”

 

Episode #130: “I Think in the Long Run (Cryptocurrencies) Are Going to Work”             Guest: Eric Falkenstein. Eric was a TA for Hyman Minsky, which motivated him to be a macroeconomist. After grad school, he worked at KeyCorp bank in Cleveland, first as an economist, then he set up their […]

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Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches

 

Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches Guest: Episode #129 has no guest. It’s a “just Meb” show. Date Recorded: 11/12/18 Sponsor: EquityZen     Run-Time: 1:06:34 To listen to Episode #129 on iTunes, click here To listen to Episode #129 on Stitcher, click here To listen to Episode […]

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Episode #128: Claude Lamoureux, When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better

 

Episode #128: When You Have to Make A Decision, Always Make the One That Will Let You Sleep Better, Not Eat Better         Guest: Claude Lamoureux. Claude is an actuary by training, and from 1990 to 2007, he was President and Chief Executive Officer of the Ontario Teachers Pension Plan. Prior to […]

Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A

 

Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A Guest: Episode #127 has no guest but is co-hosted by Jeff Remsburg. Date Recorded:10/22/18 Run-Time: 1:02:21 To listen to Episode #127 on iTunes, click here To listen to Episode #127 on Stitcher, click here To listen to Episode […]

The post Episode #127: Radio Show: Meb and Elon Musk Talk Shorting… Conflicting U.S. Valuation Indicators… and Listener Q&A appeared first on Meb Faber Research - Stock Market and Investing Blog.

Episode #126: Karen Finerman, ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing

 

Episode #126: ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing             Guest: Karen Finerman. Karen began her career as a trader at First City Capital, a risk arbitrage fund. She later joined Donaldson, Lufkin and Jenrette where she became Lead Research Analyst for the Risk Arbitrage department. In 1992, she […]

The post Episode #126: Karen Finerman, ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing appeared first on Meb Faber Research - Stock Market and Investing Blog.

 

Random Roger (EP.42)

Phil heads to the Arizona forest to talk to “Random Roger” Nusbaum about ETFs, blogging and being a fire chief. The discussion includes: Discovering ETFs early on The sweet spot for thematic ETF investing Correlations in up/down markets How active and passive can coexist in portfolios Buying closed end funds Incorporating bitcoin into broad

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Conviction (EP.41)

Catherine Wood and Tom Staudt from Ark Invest join Phil to talk about the early days of Ark Invest and how they built their business. Cathie tells the story of her eureka moment when she had the idea for disrupting the asset management industry and how she battle-tested the idea. Tom tells us how

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Indicize (EP.40)

Craig Lazzara from S&P joins Phil to talk about the growth in factor investing. Craig shares highlights from the latest factor research from S&P which leads to a discussion about chasing factors, the crowding effect, and whether choosing factors is different than actively choosing stocks. Craig then explains why S&P constituents are chosen by

The post Indicize (EP.40) appeared first on Exponential ETFs.

 

Everything you have missed on the ETF Experience Podcast!

As we head into the second half of 2019 I am very excited about what we have coming up for the ETF Experience Podcast – over the next few weeks we’ll be rolling out episodes with Catherine Wood of Ark, Craig Lazzara at S&P, “Random” Roger Nusbaum, and a few surprise guests that are going

The post Everything you have missed on the ETF Experience Podcast! appeared first on Exponential ETFs.

 

Credibility and a Tough Industry (EP.39)

Drew Voros joins Phil to reflect on over 25 years in journalism and the state of the news industry. Phil draws parallels to the financial services industry in recent years. Drew emphasizes the importance of building credibility and how that remains the key focus at etf.com. Drew explains how financial journalism is distinguished from the

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ETF Investors Embrace ESG 'Lifestyle'

Flows data suggests socially responsible investors want to build asset allocations, not capture hot trends.

 

High Quality, Low Vol ETFs Debut

Newest smart beta ETFs mix two big factors in search of a smoother ride.

 

ETF League Table As Of July 16, 2019

iShares had the largest inflows of all ETF issuers on Tuesday, July 16.

 

Inflows Of $280M For 'MBB'

The MBS ETF was No. 3 on the daily inflows list for Tuesday, July 16.

 

Most Interesting ETF Launches This Year

ETF.com’s Sumit Roy discusses which of the 100+ new funds of 2019 look the most interesting to him.

 

July 2019 Investment Outlook: Can the Rally Continue?

We expect modest total returns through year-end, as long as corporate earnings and the global economy continue to expand. Yes, I would like the “July 2019 Investment Outlook: Can the Rally Continue?” from Loomis, Sayles & Company. By accessing this content, you are opting in to receive information from this sponsor.

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Pacer ETFs: $4 billion In 4 Years

Sean O’Hara, President, Pacer ETFs Distributors met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s Cash Cows and Trendpilot ETF Series. In just four years, Pacer ETFs has gathered over $4 billion in assets and launched 20 ETFs. The rules-based ETF provider offers a variety of strategies focused around downside protection […]

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The CFA Institute’s Kovarsky Talks Advisor Resources

Paul Kovarsky, Director, Institutional Relationships, CFA Institute met with Julie Cooling, Founder & CEO, RIA Channel to discuss the institute’s resources and designations for the advisor community. The CFA Institute, well known for its Chartered Financial Analyst (CFA) designation, also supports the advisor community through a variety of thought leadership pieces, local networking events, and […]

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Ameritas’ Fink Talks Insurance Integrations & Advisor Services

 Thomas Fink, VP RIA Business Development, Ameritas met with Julie Cooling, Founder & CEO, RIA Channel to discuss how insurance fits into the advisory marketplace. Ameritas, a 130 year old insurance company, began primarily with life insurance and annuity solutions. Today, as more and more agents become advisors and vise versa, Ameritas aims to […]

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Uncovering fixed-income inefficiencies to deliver alpha

Find out how inefficiencies in the fixed-income markets can be turned into an advantage–if you know where to look. Yes, I would like the “Uncovering fixed-income inefficiencies to deliver alpha” from Wells Fargo Asset Management. By accessing this content, you are opting in to receive information from this sponsor.

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