Let's Talk ETFs – Détails, épisodes et analyse

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Let's Talk ETFs

Seeking Alpha

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Fréquence : 1 épisode/9j. Total Éps: 100

Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.

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How To Manage Risk With Exchange Traded Funds

jeudi 9 décembre 2021 • Durée 38:51

On the latest Let's Talk ETFs podcast Seeking Alpha has the chance to catch up with Johan Grahn,Head of ETFs at Allianz Investment Management. Johan provided the investment community with knowledge about how to manage risk with ETFs.

Contents:
2:15 - Introduction
6:30 - How should investors approach risk going into 2022?
11:15 - Tell us about the buffered outcome ETF series
18:15 - How has the reception been to your products in the investment community?
23:45 - What's the holding period for these instruments?
29:30 - What's your broad view of the markets?

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Thematic ETFs & The Ever Changing Market Landscape

vendredi 22 octobre 2021 • Durée 45:05

On this week's episode of Let's Talk ETFs, we have a returning guest joining us. Scott Helfstein, Executive Director of Thematic Investing at ProShares sits back down with Seeking Alpha to discuss the updates and changes to the thematic exchange traded fund marketplace.

Tickers: (ONLN), (EMTY), (PAWZ), (MAKX), (CTEX), (DAT)

Show Notes:
2:45 - Introduction
4:00 - What's new with Proshares since we last spoke?
6:45 - Discuss & break down Smart Factories ETF, MAKX,
13:30 - Discuss & break down Cleantech ETF, CTEX.
18:30 - Discuss & break down Big Data ETF, DAT.
23:45 - ProShares three other funds set to list around nanotechnology, smart materials and on-demand.
28:00 - Proshares ETFs forward looking to changes in global economy
30:30 - Anything else on the thematic horizon for the "next thing"?
36:30 - How is the market reacting to the thematic ETF space?
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Investing Today in the Economies of Tomorrow, an Emerging Market Edition

vendredi 30 juillet 2021 • Durée 33:41

In this week's Let's Talk ETFs podcast we are speaking with Maurits Pot, Founder & CIO of Dawn Global. Maurits joins us to have detailed discussion around the topic of emerging and frontier market investing in the exchange traded fund space.

Tickers: (CUBS)

Show Notes:
2:00 - Introduction to Dawn Global
5:30 - How has the recent crackdown in Chinese tech space effect EM?
6:30 - What's the overall landscape for emerging markets?
9:30 - Tell us about the Asian Growth Cubs ETF (CUBS)
17:45 - Deeper dive into CUBS... holdings, expense ratios, and other specs..
22:00 - Where do you see CUBS fitting into a traditional portfolio?
24:00 - What are some of the biggest challenges for CUBS in the EM space today?
25:30 - What would you say to someone who's not a believer in EM?
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Robotics, Artificial Intelligence, Innovation & How the Technology Space is Evolving the ETF Marketplace

jeudi 8 juillet 2021 • Durée 34:56

In this week's Let's Talk ETFs podcast we have Lisa Chai, Senior Research Analyst at ROBO Global joining us to dive deep into the topic of robotics, artificial intelligence and innovation and the advancements in technology have affected the exchange traded marketplace.

Tickers: (ROBO), (HTEC), and (THNQ)

Show Notes:
2:00 - Introduction to Lisa Chai and ROBO Global.
5:00 - What do you feel the future holds for robotics, artificial intelligence and the technology space?
11:00 - Breakdown of ROBO Global's indexes: ROBO, HTEC and THNQ.
16:30 - Should ROBO Global's ETFs be wrapped into the general technology exposure market or are the ETFs provided more thematic in nature?
20:00 - How often does ROBO Global rebalance its exchange traded funds?
21:45 - What would you say to an investor who is concerned about rising rates but still wants exposure to the robotics and AI industry?
27:45 - What are some of the biggest opportunities and threats to the robotics, artificial intelligence and the technology industry?
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Interest Rates & Inflation and its effects on the ETF space with ProShares

jeudi 1 juillet 2021 • Durée 32:54

Joining us in this week's episode of Let's Talk ETFs is Simeon Hyman, Global Investment Strategist & Head of Investment Strategy Group at ProShares. Simeon walks us through the impacts of interest rates & inflation. and how it effects the exchange traded fund space.

Tickers: EQRR, IGHG, HYHG, RINF

Show Notes:
2:00 - Introduction and background to Simeon's work at ProShares..
3;30 - Transitory inflation... How does an investor make sense of it all?
7:00 - Is some inflation a good thing?
12:30 - For investors concerned about rising rates and inflation what are some good ways to play this from within ProShares lineup?
14:30 - ProShares Equities for Rising Rates ETF (EQRR).
15:30 - ProShares Investment Grade—Interest Rate Hedged (IGHG) & ProShares High Yield - Interest Rate Hedged ETF (HYHG).
18:15 - ProShares Inflation Expectations ETF (RINF).
20:30 - Are these ETFs meant to be invested all the time or are they time/market sensative?
25:00 - What are the best data indicators investors should be looking at to forecast rate hikes and inflation?
28:00 - What if inflation is not transitory?
29:00 - Closing and outro story.
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A Re-Opening Global Economy Featuring JETS

vendredi 25 juin 2021 • Durée 31:47

In this week's episode of Let's Talk ETFs, Frank Holmes, Chief Executive Officer at U.S. Global Investors discusses the re-opening global economy. Together we discuss the popular ETF: U.S. Global Jets ETF (JETS) and learn what impact it has on the travel space.
Show Notes:
2:15 - Opening background of Frank Holmes.
4:00 - What investment sectors do you see growing as we come out of Covid-19 pandemic?
9:30 - How do companies plan for all the variables involved in countries opening up?
15:00 - There are still many countries which are closed. How do you see the next wave of openings affecting the world economy?
17:00 - What about countries that are very dependent on tourism?
18:15 - Beyond the vaccine what other factors are important to focus on in a re-opening economy?
19:30 - Do you see Covid-19 mutations as a potential issue moving forward?
22:00 - Has the JETS ETF opened the door to other travel based ETFs?
26:00 - Is there any concern that the re-opening isn't happening fast enough?
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The Perception & Truth Behind ESG ETFs and Investing

jeudi 10 juin 2021 • Durée 34:43

In this week's episode, we sit down with Ari Polychronopoulos, Partner, Product Management & Head of ESG at Research Affiliates. Together we uncover and discuss the details and nuances of environmental, social, and governance investing within the exchange traded fund space.
Tickers: (SPY)
Show Notes:
2:30 - Introduction with Ari Polychronopoulos
4:00 - What is ESG and what is it all about?
8:00 - How can investors examine a an ESG score and see if it's appropriate for their portfolio?
10:30 - Is there a centralized rating system investors can go to when evaluating ESG funds?
16:45 - Do all ESG scores matter or is there a threshold to where they are impactful?
20:15 - Of the 3 ESG areas is there one that's more of a focus in the investment community?
21:45 - What would you say to an investor who doesn't care about ESG ratings?
26:15 - Do you see any future government mandates affecting ESGs?
29:10 - Where do you see ESG as part of an individual's portfolio?
31:30 - Outro
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The Universe of Thematic ETF Investing with ProShares' Scott Helfstein

jeudi 27 mai 2021 • Durée 43:13

Contents:
2:30 - Background of Scott Helfstein, Executive Director of Thematic Investing at ProShares.
3:30 - What is thematic investing, and what qualifies something as a thematic exchange traded fund.
7:00 - Does having to put the funds in an index tie an investor's hands?
10:45 - Breakdown of Proshares thematic ETFs that have developed the most investor traction.
19:45 - How important is thematic investing to the growth of Proshares business, and are there any future thematic ETFs that might come to market by ProShares?
27:00 - How do you avoid making a thematic ETFs theme too narrow where it is unlikely to resonate with investors?
32:15 - Where do thematic ETFs fit into an investor's portfolio, and how should exposure be looked at?
38:00 - What does the future hold for the thematic investing space?
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The ETF Space Race Heats Up: ARKX Versus UFO

jeudi 6 mai 2021 • Durée 40:05

The launch of the ARK Space Exploration ETF (ARKX) in late March was one of the most hyped ETF launches in recent memory. Of course there's the Cathie Wood component to the excitement, with the fund manager she runs, ARK, crushing markets and growing AUM eleven-fold in 2020. But there's something about space as a sector that has many investors particularly excited at this moment in time.
Cestrian Capital Research's Alex King has been following the space sector very closely for years now, He even enrolled at the Space University, completing his executive education there in 2018. The following year, he launched his Seeking Alpha Marketplace service, The Fundamentals, with a focus on space and cloud computing names. We cover the space sector from top to bottom in this episode of Let's Talk ETFs. Most importantly for investors considering investing in space via ETFs, Alex does a deep-dive head to head comparison of the two pure play space ETFs investors currently have a choice between: The ARK Space Exploration ETF (ARKX) and the Procure Space ETF (UFO).
Show Notes

3:00 - Alex's general approach to investing

7:45 - Why the space sector?

13:15 - Why is space a theme investors should be paying attention to at the current moment in time?

17:00 - Cathie Wood and ARK's investing style

22:00 - ARKX Under the Hood: Too much concentration in the top holdings?

24:30 - Analyzing top holding Trimble (TRMB)

28:45 - A head to head comparison: The ARK Space Exploration ETF (ARKX) vs. the Procure Space ETF (UFO)

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QQQJ May Just Be Invesco's Most Innovative ETF Yet

vendredi 23 avril 2021 • Durée 33:07

In this week's episode of Let's Talk ETFs, Ryan McCormack, Factor & Core Equity ETF Strategist at Invesco US joins new host Jason Capul and the Seeking Alpha team to discuss the early success of the Invesco NASDAQ Next Gen 100 ETF (QQQJ). QQQJ has been the most successful ETF launch of all-time by Invesco, gathering over one billion in assets under management in less than three months.
Tickers Covered: QQQ, QQQJ
Show Notes:

4:30 - What is the concept behind QQQJ?

9:30 - Where do you see QQQJ fitting into an investor's portfolio?

12:00 - What has been the Investor feedback on QQQJ?

14:45 - Weighting of QQQJ relative to QQQ.

16:00 - Is there a mechanism to unload QQQJs top performing holdings before they join QQQ?

19:00 - How can rising yields affect QQQJ?

23:15 - What separates QQQJ from other ETFs that focus on the mid-cap range?

25:15 - Why should market participants invest in this ETF?

29:00 -Are there any plans to roll out additional funds in the future?

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Let's Talk ETFs – Détails, épisodes et analyse

Détails du podcast

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Apple Podcasts

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Podcasts Similaires Basées sur le Contenu

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