PODCASTS

 
 

ETF.com’s Lara Crigger Spotlights Grain ETPs

Disastrous weather and a heated trade war has recently provided a boost to grain ETPs like the Elements MLCX Grains Index-Total Return ETN (GRU) and the Teucrium Corn Fund (CORN).  ETF.com's Lara Crigger goes in-depth on an often overlooked corner of the ETF market.

 

Nuveen’s Jordan Farris Counters Common Objections to ESG Investing

Jordan Farris, Head of ETF Product Development at Nuveen, counters common investor objections to ESG or socially responsible investing and highlights Nuveen's ESG ETF lineup.

 

Blockforce Capital’s Eric Ervin Talks Blockchain, Cryptos, & ETFs

Eric Ervin, CEO of Blockforce Capital, discusses their forthcoming cryptocurrency investment platform, crypto naysayers, and blockchain & bitcoin ETFs.

 

Overcoming Common Objections to ESG Investing

Nuveen's Jordan Farris responds to common investor objections to ESG or socially responsible investing.  ETF.com's Lara Crigger spotlights the recent performance of grain ETPs.  Blockforce Capital's Eric Ervin discusses blockchain, cryptocurrencies, and ETFs.

 

ETF.com’s Lara Crigger: Comeback for Currency Hedged ETFs?

With the U.S. dollar surging over the past two years, ETF.com’s Lara Crigger discusses whether once popular currency hedged ETFs can stage a comeback and key considerations for investors when deciding to hedge currency exposure.

 

Why Blue-Chip Dividend Stocks Aren’t as Safe as You Think

By Robert Ross via Iris.xyz. A man pulled a gun on me last week. I was in the Ipanema neighborhood of Rio de Janeiro. Ipanema is one of the wealthiest areas of Rio. You get iconic views of the Brazilian shore line and white sand beaches. I was two blocks from Ipanema Beach when a [...]

The post Why Blue-Chip Dividend Stocks Aren’t as Safe as You Think appeared first on ETF Trends.

 

If You Invest in Dividend Stocks, Do This to Double Your Returns

By Robert Ross via Iris.xyz. If it seems too good to be true, it usually is. But when I say you can juice your investment returns with the click of a button, it’s the plain truth. I’m talking about reinvesting your dividends. t may seem like a minor thing. But if you’re not doing it, you’re [...]

The post If You Invest in Dividend Stocks, Do This to Double Your Returns appeared first on ETF Trends.

 

The Secure Act and Retirement Accounts

By Rick Kahler via Iris.xyz. A relatively radical bill moving through Congress will mostly eliminate passing on to heirs the benefits of tax-deferred and tax free IRAs. Why haven’t you heard anything about this money grab? Maybe because the bill has so much bipartisan support instead of political drama that the media is not paying [...]

The post The Secure Act and Retirement Accounts appeared first on ETF Trends.

 

This Trade War Will Start a Recession, or Worse …

By Patrick Watson via Iris.xyz. The logic of Donald Trump’s multi-front trade war, if there is any, is increasingly obscure. The tangled mix of policies isn’t accomplishing its stated goals and seems unlikely to ever do so. Meanwhile, it hurts the Americans it should supposedly help. Regardless, it’s happening, and it has consequences… none of them [...]

The post This Trade War Will Start a Recession, or Worse … appeared first on ETF Trends.

 

Please Don’t Buy the Dip in Nvidia or Other Chip Stocks

By Stephen McBride via Iris.xyz. What do an iPhone and Nike sneakers have in common? Both are made by iconic American companies. Both are also made in China. American goods used to be made in America. Then cheap labor transformed China into the “world’s factory.” Today we get 80% of our air conditioners, 70% of TVs, and 60% of [...]

The post Please Don’t Buy the Dip in Nvidia or Other Chip Stocks appeared first on ETF Trends.

 

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 […]

The post Episode #130: Eric Falkenstein, “I Think in the Long Run (Cryptocurrencies) Are Going to Work” appeared first on Meb Faber Research - Stock Market and Investing Blog.

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 […]

The post Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches appeared first on Meb Faber Research - Stock Market and Investing Blog.

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.

 

Single Factors: Diversification with Differentiation (EP.37)

Phil is joined by Sam Huszczo, founder of SGH Wealth Management. Sam talks about how he modernized SGH Wealth Management, and how using single factor ETFs were instrumental in that transition. They talk about Sam’s time as head of the CFA Society of Detroit, and what a local chapter head does. The two debate

The post Single Factors: Diversification with Differentiation (EP.37) appeared first on Exponential ETFs.

 

Five Takeaways from Inside Smart Beta & Active ETFs – Boston

I recently attended the Inside Smart Beta & Active ETFs conference in Boston, MA and here are five of the most pertinent takeaways: 1. For single factors, timing (and time-frame) is everything – Is the Value factor working? Is Growth? It is impossible to answer this question without referencing a timeframe. The below Value vs

The post Five Takeaways from Inside Smart Beta & Active ETFs – Boston appeared first on Exponential ETFs.

 

The Enigma Asset Manager (EP.36)

Ed Lopez, Head of ETF Product at Van Eck joins Phil. The two reminisce on their days working together at Rydex Investments and then talk about how marketing and product management are intertwined. They talk about alternative investments, including gold, bitcoin and inflation hedges, and about which products they love. Finally, they round out

The post The Enigma Asset Manager (EP.36) appeared first on Exponential ETFs.

 

Where Quant and ESG Collide (EP.35)

Linda introduces the new initiative from Women in ETFs: the Speaker’s Bureau program which connects conference organizers and media bookers with female leaders in the industry. Linda then shares her journey which began in China and continued in Canada and the US and ultimately had personal experiences that led her to focus on environmental

The post Where Quant and ESG Collide (EP.35) appeared first on Exponential ETFs.

 

Cheers to Three Years (EP.34)

Phil and Charles enjoy a Manhattan to reflect on three years of Exponential ETFs.

The post Cheers to Three Years (EP.34) appeared first on Exponential ETFs.

 

ETF Of The Week: Materials Fund Spiking

'XLB,' the largest materials ETF, has attracted nearly $1 billion in one week.

 

iShares Adds To Thematic Family

World’s biggest ETF issuer offers a new perspective with ‘megatrends.’

 

How To Access M&A Deals In ETFs

There are two ways to go about getting into this space.  

 

ETF League Table As Of June 13, 2019

State Street Global Advisors had the most inflows of any issuer, by far, on Thursday, June 13, 2019

 

ETFs See $2.5B Inflows On Thursday

U.S. equity ETFs saw most of the gains on Thursday, June 13, 2019.

 

Municipal Bonds: The Ideal Late Cycle Asset Class

 JB Golden, EVP and Portfolio Manager, AAM met with Julie Cooling, Founder & CEO, RIA Channel to discuss the late cycle benefits of municipal bonds. As portfolio manager of AAM’s Core Tax-Exempt Strategy, Golden leverages municipal bonds to generate tax-exempt income with a dual emphasis on capital preservation. The relatively low default rates and high […]

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Henry James’ O’Leary On The Opportunity In International Investing

Aidan O’Leary, Portfolio Manager, Henry James International met with Julie Cooling, Founder & CEO, RIA Channel to discuss the big opportunity in international investing. Henry James International is a boutique asset management firm focused on international and emerging market equity strategies. The active shop takes a “quantamental” approach to its investment selection process. After narrowing […]

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Jim McDonald Reviews Northern Trust’s Mid-Year Positions

Jim McDonald, Chief Investment Strategist, Northern Trust met with Julie Cooling, Founder & CEO, RIA Channel to discuss his mid-year market outlook. “2018 was the year of de-risking,” says McDonald on the massive Q4 selloff. Early into 2019, Northern Trust added back much of their exposure to U.S. equities, global real estate and emerging market […]

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Strategic Alpha: A Potential Complement to a Core Bond Allocation

Loomis Sayles Strategic Alpha is a benchmark-agnostic core bond alternative, offering the potential for greater diversification in a risk-aware framework Yes, I would like the “Strategic Alpha: A Potential Complement to a Core Bond Allocation” from Loomis, Sayles & Company. By accessing this content, you are opting in to receive information from this sponsor.

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Investing in Tomorrow – A Whitepaper on Thematic Investing

Yes, I would like the “Investing in Tomorrow – A Whitepaper on Thematic Investing” from Global X Funds. By accessing this content, you are opting in to receive information from this sponsor.

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