PODCASTS

 
 

ETF.com’s Sumit Roy Discusses Recent Market Turmoil

ETF.com’s Sumit Roy offers perspective on the trade war, yield curve inversion, negative interest rates, gold, & more.

 

Cerulli’s Daniil Shapiro Goes In-Depth on Alternative Investments

Daniil Shapiro, Associate Director of Product Development at Cerulli Associates, discusses the latest research on alternative investments and provides an overview of the alternative ETF landscape.

 

Amplify ETFs’ Christian Magoon Spotlights “Black Swan” ETF

Christian Magoon, CEO & Founder of Amplify ETFs, spotlights the BlackSwan Growth & Treasury Core ETF (SWAN).

 

Is it Time to Consider Alternative ETFs?

ETF.com’s Sumit Roy discusses the trade war, yield curve inversion, gold, & more.  Cerulli Associates’ Daniil Shapiro offers perspective on the alternative investment landscape.  Amplify ETFs’ Christian Magoon spotlights the BlackSwan Growth & Treasury Core ETF (SWAN).

 

Live from Camp Kotok with ETF.com’s Dave Nadig

ETF.com’s Dave Nadig poses an important question to several Camp Kotok attendees: “What worries you the most that isn’t getting enough attention?”.

 

Beyond Meat Could Help Cultivate Consumer Tastes, Says Whole Foods CEO

Beyond Meat (NASDAQ: BYND) has had quite a year so far, up as much as nearly 9.5 times its IPO price, to its current value of roughly $152 a share. J.P. Morgan analyst Ken Goldman even upgraded BYND stock from its previous rating of “Neutral” to a new rating of “Overweight” in a recent note. But [...]

The post Beyond Meat Could Help Cultivate Consumer Tastes, Says Whole Foods CEO appeared first on ETF Trends.

 

6 Attractive U.S. Corporate Bond ETFs

While the rest of the world is seeing yields dip into negative territory, U.S. corporate bond exchange traded funds could find support from foreign investors seeking more attractive yields in the U.S. Various estimates of sovereign debt in the no yield category put the total in excess of $15 trillion, with numbers quickly rising in [...]

The post 6 Attractive U.S. Corporate Bond ETFs appeared first on ETF Trends.

 

Rising Risks Trigger Hefty China ETF Outflows

As fears over the global economy and tar war continue to contribute to market volatility, investors have yanked billions from ETFs that track China’s stock market. Over the past month, investors pulled $2.9 billion from China funds, the sharpest increase in outflows since the start of 2017, the Financial Times reports. According to EPFR Global [...]

The post Rising Risks Trigger Hefty China ETF Outflows appeared first on ETF Trends.

 

Astoria’s Investment Committee Views on the Bond Market, Yield Curve Inversions, and Recession Fears

Views from Astoria’s Investment Committee Liquidity is very poor in August so investors should keep in mind that the moves in both the stock and bond market tend to be exaggerated. However, the reality is that macro-economic data and earnings outlook have been deteriorating for several quarters. The old Wall Street adage lives on! “When [...]

The post Astoria’s Investment Committee Views on the Bond Market, Yield Curve Inversions, and Recession Fears appeared first on ETF Trends.

 

The Best Performing Sector In 2019 Is…

Technology continues to be the best performing sector of the S&P 500 this year, with the Technology Select Sector SPDR Fund (XLK) up 1.2% today, led by Apple, which is up 3% over the past week. Apple announced the full launch of its new iPhone-integrated credit card, a joint venture with Goldman Sachs, on its website Tuesday. Recently, a [...]

The post The Best Performing Sector In 2019 Is… 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.

 

Epsilon Theory: Part One (EP.47)

Ben Hunt Co-Founder and partner at Second Foundation Partners & Author at Epsilon Theory explains how pricing power has evolved in the financial services industry and explains how narratives are formed. This is the first part of a breathtaking conversation between Ben and Phil about how the financial markets are being turned into government

The post Epsilon Theory: Part One (EP.47) appeared first on Exponential ETFs.

 

The ETF Approval Process (EP.46)

Kathleen Moriarty, Partner at Chapman and Cutler, and the lawyer who spearheaded countless ETF innovations joins Phil to talk about the legal and regulatory process. Kathleen shares stories from her career and jumps into several of today’s most important legal and regulatory issues. The discussion includes: Launching SPY and early expectations of the fund

The post The ETF Approval Process (EP.46) appeared first on Exponential ETFs.

 

Amazon: When Earnings Miss for the Right Reasons

Amazon (AMZN) reported mixed quarterly results last week, posting a healthy top line beat of $37.95B vs FactSet's $37.2B consensus, while the bottom line EPS of $0.40 came in significantly lower than the Street's $1.41 expectation. In light of the sizable earnings miss, some familiar questions are being raised about a deceleration quarterly sales growth

The post Amazon: When Earnings Miss for the Right Reasons appeared first on Exponential ETFs.

 

Bps, Pieces and Wrestling (EP.45)

Phil heads to Huber Financial in Chicago to meet with their CIO, Phil Huber to talk about factor investing, blogging and more. They discuss: Providing client transparency through the blog Mixing active & passive strategies Having conviction in factors during cap weights run How the bps and pieces blog got started Why simple is

The post Bps, Pieces and Wrestling (EP.45) appeared first on Exponential ETFs.

 

Utility vs Entertainment (EP.44)

Oliver Renick from TD Ameritrade Network joins Phil to talk about how new media programming is shaking things up the financial media, and how TD Ameritrade Network is using digital tools to provide innovative content. They discuss: Digital media Utility of content Traditional media and the traditional television format Long form content versus quick

The post Utility vs Entertainment (EP.44) appeared first on Exponential ETFs.

 

Clean Energy ETF Twist; 5 iShares Closures

New carbon-focused ETF targets ‘cleaner’ utility and energy companies.

 

ETF League Table As Of Aug. 20, 2019

SPDR had the largest net inflows of all ETF issuers on Tuesday, Aug. 20.

 

Daily Inflows Total Nearly $5B

'SPY' led the inflows charge on Tuesday, Aug. 20.

 

1st US Focused Cannabis ETF Proposed

AdvisorShares' prospective fund would use same derivative strategy as 'YOLO.'

 

Why Advisors Should Own Their Data

Carson Group's Teri Shepherd discusses common advisor frustrations with and misconceptions about technology.

 

Fixed Income: The Domain of Active Management

Yes, I would like the “Fixed Income: The Domain of Active Management” from Wells Fargo Asset Management. By accessing this content, you are opting in to receive information from this sponsor.

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Asia High Yield Credit: A Distinctive Emerging Markets Story

Why we think Asia high yield credit can offer a distinctive opportunity. Yes, I would like the “Asia High Yield Credit: A Distinctive Emerging Markets Story” from Loomis, Sayles & Company. By accessing this content, you are opting in to receive information from this sponsor.

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Three Bell Capital’s Porter On Working With Entrepreneurs

Jon Porter, Chief Executive Officer, Three Bell Capital met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s startup mentality and approach to growth. Three Bell Capital, based in Silicon Valley, doesn’t want to be just another cookie cutter financial planning firm. Located just a stone’s throw away from tech giants like […]

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Jon Stein On Kettera’s Liquid Alternative Marketplace, Hydra

Jon Stein, Chief Executive Officer, Kettera Strategies met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s liquid alternative platform, Hydra. “We want to democratize access to hedge funds,” says Stein. Hydra aims to provide RIAs with direct access to boutique hedge fund managers at a lower fee, with more liquidity in […]

The post Jon Stein On Kettera’s Liquid Alternative Marketplace, Hydra appeared first on RIA Channel.

 

WealthShield’s Sorenson Talks Outsourced CIOs and Custom Indexes

Clint Sorenson, Co-Founder, WealthShield, met with Julie Cooling, Founder & CEO, RIA Channel to discuss how advisors can leverage an outsourced CIO. “We help advisors build an institutional quality asset management program,” says Sorenson. As an outsourced CIO, WealthShield handles the entire investment process from due diligence and manager selection to ongoing execution and management. […]

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