Matt Bartolini's guest appearances

Matt Bartolini

ETF Prime

Excess Returns 

Phil Huber

Rob Arnott

Wes Gray

Tadas Viskanta

Perth Tolle

Meb Faber

Jim Cramer

Charles Schwab

Lawrence Hamtil

Dave Nadig

Eric Balchunas

Mike Venuto

Jack Bogle

Jeremy Schwartz

Peter Lazaroff

OwlTail

Investors tend to either invest in passive funds or operate at the other extreme and use active strategies that select individual stocks. But there is a case to be made for a strategy in the middle of those two that focuses on sectors. Sector investing allows investors to make active bets without the idiosyncratic risk that comes with picking individual stocks.  In this episode, we cover sector investing in depth with Matt Bartolini, the Head of SPDR Americas Research at State Street. We cover the current sector landscape and how it has changed over time. We also review the research on sector rotation strategies and the pros and cons of the common approaches used to invest in sectors.  We hope you enjoy the discussion.  ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

Investors tend to either invest in passive funds or operate at the other extreme and use active strategies that select individual stocks. But there is a case to be made for a strategy in the middle of those two that focuses on sectors. Sector investing allows investors to make active bets without the idiosyncratic risk that comes with picking individual stocks.  In this episode, we cover sector investing in depth with Matt Bartolini, the Head of SPDR Americas Research at State Street. We cover the current sector landscape and how it has changed over time. We also review the research on sector rotation strategies and the pros and cons of the common approaches used to invest in sectors.  We hope you enjoy the discussion.  ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES <a href="https://www.validea.com/excess-returns-podcast" rel="nofollow" target="_blank">https://www.validea.com/excess-returns-podcast</a> FIND OUT MORE ABOUT VALIDEA <a href="https://www.validea.com/" rel="nofollow" target="_blank">https://www.validea.com</a> FOLLOW OUR BLOG <a href="https://blog.validea.com/" rel="nofollow" target="_blank">https://blog.validea.com</a> FIND OUT MORE ABOUT VALIDEA CAPITAL <a href="https://www.valideacapital.com/" rel="nofollow" target="_blank">https://www.valideacapital.com</a> FOLLOW JACK Twitter: <a href="https://twitter.com/practicalquant" rel="nofollow" target="_blank">https://twitter.com/practicalquant</a> LinkedIn: <a href="https://www.linkedin.com/in/jack-forehand-8015094" rel="nofollow" target="_blank">https://www.linkedin.com/in/jack-forehand-8015094</a> FOLLOW JUSTIN Twitter: <a href="https://twitter.com/jjcarbonneau" rel="nofollow" target="_blank">https://twitter.com/jjcarbonneau</a> LinkedIn: <a href="https://www.linkedin.com/in/jcarbonneau" rel="nofollow" target="_blank">https://www.linkedin.com/in/jcarbonneau</a>

A Deep Dive into Sector Investing with State Street's Matt Bartolini

State Street’s Matt Bartolini goes in-depth on what’s driving the divergence in sector ETF flows and performance.  ETF.com’s Drew Voros discusses what’s next for ARK ETFs, along with ETFs covering blockchain, SPACs, and marijuana.  Rayliant’s Jason Hsu spotlights their Quantamental China Equity ETF (RAYC) and outlines the investment case for China.

<a href="https://www.ssga.com/us/en/individual/etfs" rel="external noopener noreferrer nofollow" target="_blank">State Street’s</a> Matt Bartolini goes in-depth on what’s driving the divergence in sector ETF flows and performance.  <a href="https://www.etf.com/" rel="external noopener noreferrer nofollow" target="_blank">ETF.com’s</a> Drew Voros discusses what’s next for ARK ETFs, along with ETFs covering blockchain, SPACs, and marijuana.  <a href="https://funds.rayliant.com/" rel="external noopener noreferrer nofollow" target="_blank">Rayliant’s</a> Jason Hsu spotlights their Quantamental China Equity ETF (RAYC) and outlines the investment case for China.

State Street’s Matt Bartolini on Sector ETFs, Business Cycle