ETF.com’s Sumit Roy offers perspective on the trade war, yield curve inversion, negative interest rates, gold, & more.
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.
Christian Magoon, CEO & Founder of Amplify ETFs, spotlights the BlackSwan Growth & Treasury Core ETF (SWAN).
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).
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 (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 [...]
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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 [...]
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 [...]
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 [...]
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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 [...]
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 […]
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 Tweets of the Week 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 […]
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 […]
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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 […]
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
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
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
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
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
New carbon-focused ETF targets ‘cleaner’ utility and energy companies.
SPDR had the largest net inflows of all ETF issuers on Tuesday, Aug. 20.
'SPY' led the inflows charge on Tuesday, Aug. 20.
AdvisorShares' prospective fund would use same derivative strategy as 'YOLO.'
Carson Group's Teri Shepherd discusses common advisor frustrations with and misconceptions about technology.
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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, 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 […]
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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. […]
The post WealthShield’s Sorenson Talks Outsourced CIOs and Custom Indexes appeared first on RIA Channel.