PODCASTS

 
 

ETF.com’s Dave Nadig Talks ETF Flows, Performance, & Launches

ETF.com's Dave Nadig discusses year-to-date ETF flows, the best and worst performing ETFs of 2019, and several recent launches including SoFi's "free" ETFs and the Procure Space ETF.

 

Alpha Architect’s Wes Gray on Closet Indexing, Factor Investing

Wes Gray, CEO at Alpha Architect, explains the issue of closet indexing and offers perspective on how investors should approach factor-focused ETFs.

 

Trim Tabs’ Janet Johnston Spotlights Free Cash Flow ETF

Janet Johnston, Portfolio Manager at Trim Tabs Asset Management, spotlights their All Cap U.S. Free-Cash-Flow ETF (TTAC).

 

Alpha Architect’s Wes Gray on Closet Indexing, Factor Investing

Alpha Architect's Wes Gray explains the issue of closet indexing and offers perspective on how investors should approach factor-focused ETFs.  ETF.com's Dave Nadig discusses ETF flows, the best and worst performing ETFs, and recent ETF launches.  Trim Tabs' Janet Johnston spotlights their All Cap U.S. Free-Cash-Flow ETF (TTAC).

 

Debate Over How to Improve Financial Literacy

Niki Boyson, Professor of Finance at Northeastern University, discusses the opportunities and challenges with improving our country's financial literacy.  ETF.com's Cinthia Murphy offers a smart beta ETF "State of the Union".  Cambria's Meb Faber spotlights the Cambria Trinity ETF (TRTY).

 

S&P 500 Continues Massive Run Higher, But for How Long?

By Alexander Voigt via Iris.xyz The S&P 500 was very volatile last week and at one point even looked like it was going to break down rather significantly. By the time we headed into the weekend, however, it had fully recovered as shown by the S&P 500 E-mini futures markets in the attached chart. By [...]

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The Second Best Performing Asset Since 1999

By Frank Holmes via Iris.xyz Last week the world got its first look ever at a black hole, one of those cosmic bodies so supermassive and powerful that not even light can escape its pull. These things literally destroy all matter that comes within their reach, making them the trash compactors of the universe. Some [...]

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How to Understand the Fed Balance Sheet

By Alex Dryden via Iris.xyz In brief The U.S. Federal Reserve (the Fed) has called a halt to the balance sheet reduction program earlier, and at a higher terminal level, than investors first anticipated. Bond purchases grew the assets of the balance sheet; however, it is liabilities that are constraining the Fed’s normalization plan. Going [...]

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Trump May Regret His Fed Takeover Attempt

By Patrick Watson via Iris.xyz Some things are too important to leave to politicians. One such thing: the money supply. That’s why the Federal Reserve is an independent agency, at least in theory. Presidents like this arrangement because it lets them disclaim responsibility when the Fed does something unpopular. But that only works if the president [...]

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The (Trade-Weighted) U.S. Dollar is Headed to All-Time High

By Ivan Martchev via Iris.xyz A lot of investors are looking for the U.S. dollar to go down, with the Federal Reserve being more or less on the sidelines, but it just keeps staying very firm and refuses to decline. Most investors look at the U.S. Dollar Index, which frankly is outdated. The U.S. Dollar [...]

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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 […]

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Detroit Hustles Harder (EP.33)

Phil and Jason Raznick sit down in the middle of the Benzinga offices, in the middle of downtown Detroit as Jason welcomes Exponential ETFs to the neighborhood, having just moved offices from Ann Arbor to Detroit. Jason talks about how Benzinga got started and makes the pitch for businesses to come to Detroit. The

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Smashing ETF Misconceptions (EP.32)

Phil and Christian talk about ETF issuers supporting each other, and then attack the misconception that assets under management are a fair measure of ETF liquidity. They take turns drafting specific ETF misconceptions and explain why those misconceptions are wrong. The two end with an explosive rant about anti-competitive issues in the ETF industry

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Macro Headwinds & Mixed Signals (EP.31)

Phil and Josh are joined by Benjamin Lavine, CIO of 3D Asset Management, a TAMP platform and model portfolio provider. Ben shares his macro outlook in light of the recent yield curve inversion and global events and shows where how the global markets are showing mixed signals. After walking through the macro environment, Ben

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How Crypto Stole the ETF Mojo (EP.30)

Phil talks with Teddy Fusaro, COO of Bitwise Asset Management about Teddy’s transition from the ETF industry to being a CryptoCurrency innovator. Phil hits Teddy with some tough questions about the viability of crypto currency, and the two discuss innovation, the future of payments, and the Wisdom of Bitwise board member Naval Ravikant. The

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The Factor of Cap Weight (EP.29)

Phil and Josh get quanty with Patrick Gelshenen, Executive Director of TOBAM. They discuss quantitative portfolio factors, and whether market cap weighting is itself a factor. The three discuss when market cap weighting tends to perform well, and when it doesn’t. Patrick emphasizes his firm’s approach to diversification while Phil and Josh wonder if

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How To Approach Today’s Bond Market

Invesco's Tim Urbanowicz shares his insights on the fixed income market, including where he sees the biggest risks.

 

Where ETF Investors Putting Money To Work

We go under the hood on 2019 ETF asset flows and spot developing trends in investing. 

 

New Marijuana ETF Goes Live

The AdvisorShares Pure Cannabis ETF is the second—and cheapest—marijuana ETF on the market.

 

Strong Case For Consumer Discretionary ETFs

The labor market and ongoing U.S. economic growth are good news for this sector.

 

iShares Adds iBonds Muni ETF

Investors can now do a 10-year ladder with iShares’ iBonds muni products.

 

Davis Advisors’ Kittsley On International ETF, DINT

Dodd Kittsley, National Director, Davis Advisors met with Julie Cooling, Founder & CEO, RIA Channel to discuss what differentiates a good active manager and the firm’s international ETF, DINT. Davis Advisors, well known for its actively managed mutual funds and SMAs, now provides access to its strategies in an ETF wrapper. Since entering the space […]

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ProShares’ Hyman On The Value Of Dividend Aristocrats

Simeon Hyman, Global Investment Strategist, ProShares met with Julie Cooling, Founder & CEO, RIA Channel to discuss dividend growth ETF, NOBL. “Q4 was a very important proof point,” says Hyman on NOBL’s performance in spite of the tough markets. The Dividend Aristocrats ETF follows an index of companies that have grown their dividends for at […]

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SEIA’s West On Serving The Aging Client

Tom West, Partner, SEIA met with Julie Cooling, Founder & CEO, RIA Channel to discuss the comprehensive wealth firm and how advisors can best serve aging clients. The $8.4 billion RIA firm offers clients a variety of wealth services ranging from investment management to trust and estate planning. “We have a good sensitivity on the changing […]

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Farris On Nuveen’s Full Suite Of ESG ETFs

Jordan Farris, Managing Director, Head of ETF Product Development, Nuveen met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s suite of ESG products. Environmental, Social and Governance, or ESG investing has become an increasingly popular way for investors to express their values with their dollars. While some may associate the ESG […]

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April 2019 Investment Outlook

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