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 - Introduction6:30 - How should investors approach risk going into 2022?11:15 - Tell us about the buffered outcome ETF series18:15 - 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?

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?

How To Manage Risk With Exchange Traded Funds

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 - Introduction4:00 - What's new with Proshares since we last spoke?6:45 - Discuss &amp; break down Smart Factories ETF, MAKX, 13:30 - Discuss &amp; break down Cleantech ETF, CTEX.18:30 - Discuss &amp; 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 economy30:30 - Anything else on the thematic horizon for the "next thing"?36:30 - How is the market reacting to the thematic ETF space?Learn more about your ad choices. Visit megaphone.fm/adchoices

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 &amp; break down Smart Factories ETF, MAKX,  13:30 - Discuss &amp; break down Cleantech ETF, CTEX. 18:30 - Discuss &amp; 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? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Thematic ETFs & The Ever Changing Market Landscape

On the latest Let's Talk ETFs podcast, Seeking Alpha has a conversation with Alex Pettee, President and Director of Research &amp; ETFs at Hoya Capital Real Estate. Together we break down the real estate market and how an investors can take on positions through the exchange traded fund marketplace.Tickers: RIET, HOMZShow Notes:2:15 - Personal and firm background information.4:15 - Tell us about new RIET ETF.9:20 - Play RIET and HOMZ jointly?14:45 - Discuss the overall stance of the housing market.20:00 - What weaknesses, if any, should investors be looking for in the housing market?29:15 - Would the housing market cool off if the Fed raises rates?34:45 - What sources of information can investors use to keep an eye the housing market?42:40 - Any information in terms of Covid being a factor on real estate?Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest Let's Talk ETFs podcast, Seeking Alpha has a conversation with Alex Pettee, President and Director of Research &amp; ETFs at Hoya Capital Real Estate. Together we break down the real estate market and how an investors can take on positions through the exchange traded fund marketplace. Tickers: RIET, HOMZ Show Notes: 2:15 - Personal and firm background information. 4:15 - Tell us about new RIET ETF. 9:20 - Play RIET and HOMZ jointly? 14:45 - Discuss the overall stance of the housing market. 20:00 - What weaknesses, if any, should investors be looking for in the housing market? 29:15 - Would the housing market cool off if the Fed raises rates? 34:45 - What sources of information can investors use to keep an eye the housing market? 42:40 - Any information in terms of Covid being a factor on real estate? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

How Investors Can Protect Their Portfolio With Real Estate & ETFs

On this episode of Let's Talk ETFs, Seeking Alpha speaks with Matthew Tuttle, CEO &amp; CIO of Tuttle Capital Management. Together we uncover information around the SPAC ETF market and how SPAC funds can be implemented into a traditional portfolio.Tickers: (SPX), (SPCX), (DSPC), and (SOGU).Show Notes: 2:00 - Information and background about Tuttle Capital Management4:45 - Overview of SPACs and the SPACs involved in the ETF market.8:30 - What future trends and outlooks are foreseen in the SPAC market?11:00 - What is the main objective behind SPCX? What separates it from the market?15:15 - Differentiate the various SPAC ETFs... SPCX, DSPC and SOGU.18:00 - Where do you see SPACS fitting into an investor's portfolio?20:00 - How have SPAC ETFs been received, what is the investor communities reaction?23:30 - Key takeaways about SPACS.Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Let's Talk ETFs, Seeking Alpha speaks with Matthew Tuttle, CEO &amp; CIO of Tuttle Capital Management. Together we uncover information around the SPAC ETF market and how SPAC funds can be implemented into a traditional portfolio. Tickers: (SPX), (SPCX), (DSPC), and (SOGU). Show Notes:  2:00 - Information and background about Tuttle Capital Management 4:45 - Overview of SPACs and the SPACs involved in the ETF market. 8:30 - What future trends and outlooks are foreseen in the SPAC market? 11:00 - What is the main objective behind SPCX? What separates it from the market? 15:15 - Differentiate the various SPAC ETFs... SPCX, DSPC and SOGU. 18:00 - Where do you see SPACS fitting into an investor's portfolio? 20:00 - How have SPAC ETFs been received, what is the investor communities reaction? 23:30 - Key takeaways about SPACS. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

SPAC ETFs & The Future Of The Market Landscape

In this Let's Talk ETFs podcast, Seeking Alpha speaks with Darren Schuringa, CEO ASYMmetric ETFs. Together we have a discussion on how risk can be monitored in an investment portfolio through the use of exchange traded funds.Tickers: (ASPY), (SPY)Show Notes:3:00 - Background on Asymmetric ETFs.4:30 - How are investors monitoring risk a this moment and how are you looking at risk right now?9:00 - What are the building blocks of the asymmetric ETF (ASPY)?13:30 - What is the breakdown difference between ASPY and SPY?19:00 - Where do you see ASPY fitting into a traditional portfolio?21:00 - How's the reception been for ASPY? Are you seeing any challenges at the moment?Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Let's Talk ETFs podcast, Seeking Alpha speaks with Darren Schuringa, CEO ASYMmetric ETFs. Together we have a discussion on how risk can be monitored in an investment portfolio through the use of exchange traded funds. Tickers: (ASPY), (SPY) Show Notes: 3:00 - Background on Asymmetric ETFs. 4:30 - How are investors monitoring risk a this moment and how are you looking at risk right now? 9:00 - What are the building blocks of the asymmetric ETF (ASPY)? 13:30 - What is the breakdown difference between ASPY and SPY? 19:00 - Where do you see ASPY fitting into a traditional portfolio? 21:00 - How's the reception been for ASPY? Are you seeing any challenges at the moment? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Risk Management And How It Intertwines With The ETF Landscape

In the latest Let's Talk ETFs podcast, Seeking Alpha sits down with Paul Kim, CEO of Simplify ETFs. to discuss how options-based ETFs can be a useful tool inside an investment portfolio.Tickers: (SPYC), (QQC), and (VFIN)Show Notes:2:45 - Tell us about yourself and Simplify ETFs7:45 - Elaborate on the reasoning and process of including options in ETFs.11:45 - How options ETFs can protect against volatility 16:14 - Are there any areas of the ETF market where options are underutilized?19:30 - Who are the right investors for this type of strategy?24:00 - How has the market reception been and what are the long term trends?Learn more about your ad choices. Visit megaphone.fm/adchoices

In the latest Let's Talk ETFs podcast, Seeking Alpha sits down with Paul Kim, CEO of Simplify ETFs. to discuss how options-based ETFs can be a useful tool inside an investment portfolio. Tickers: (SPYC), (QQC), and (VFIN) Show Notes: 2:45 - Tell us about yourself and Simplify ETFs 7:45 - Elaborate on the reasoning and process of including options in ETFs. 11:45 - How options ETFs can protect against volatility  16:14 - Are there any areas of the ETF market where options are underutilized? 19:30 - Who are the right investors for this type of strategy? 24:00 - How has the market reception been and what are the long term trends? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

How Options ETFs Can Be Utilized In An Investment Portfolio

In this Let's Talk ETFs podcast, Seeking Alpha speaks with Stephan Flagel, Chief Product Officer of Qontigo.to discuss how the ESG space is affecting exchange traded funds.,Show Notes:2:30 - Tell us about yourself and Qontigo6:00 - What is ESG, sustainable investing, all about?13:00 - What's your long term view of sustainable investing?19:00 - How do we standardize measurements to create a level playing field?24:30 - Can you highlight a specific ESG index that would stand out?28:00 - Why would a non-believer of ESG want to participate in this market?32:00 - What is driving the momentum in this market and what's holding it back?Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Let's Talk ETFs podcast, Seeking Alpha speaks with Stephan Flagel, Chief Product Officer of <a href="http://Qontigo.to" rel="nofollow" target="_blank">Qontigo.to</a> discuss how the ESG space is affecting exchange traded funds., Show Notes: 2:30 - Tell us about yourself and Qontigo 6:00 - What is ESG, sustainable investing, all about? 13:00 - What's your long term view of sustainable investing? 19:00 - How do we standardize measurements to create a level playing field? 24:30 - Can you highlight a specific ESG index that would stand out? 28:00 - Why would a non-believer of ESG want to participate in this market? 32:00 - What is driving the momentum in this market and what's holding it back? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Sustainable Investing & ESG ETFs

In the latest Let's Talk ETFs podcast, Seeking Alpha chats with speaks with Jay Hatfield, CEO at Infrastructure Capital Advisors to discuss how the current market is viewing inflation and its affect on the exchange traded fund markets.Tickers: AMZA, PFFR, PFFA, 2:45 - Introduction about yourself and ICA5:00 - What's ICA's take on inflation?12:00 - What type of ETFs can investors use to take advantage and deal with inflation? 15:30 - Financials and energy ETFs and how they react to inflation.17:00 - Deeper dive into commodities.19:30 - What are the key data indicators that people can look at that might drive inflation sentiment in either direction?24:10 - What can investors do today to position themselves for tomorrow?28:00 - Overview of the ETFs ICA provides: AMZA, PFFR, PFFA.Learn more about your ad choices. Visit megaphone.fm/adchoices

In the latest Let's Talk ETFs podcast, Seeking Alpha chats with speaks with Jay Hatfield, CEO at Infrastructure Capital Advisors to discuss how the current market is viewing inflation and its affect on the exchange traded fund markets. Tickers: AMZA, PFFR, PFFA,  2:45 - Introduction about yourself and ICA 5:00 - What's ICA's take on inflation? 12:00 - What type of ETFs can investors use to take advantage and deal with inflation?  15:30 - Financials and energy ETFs and how they react to inflation. 17:00 - Deeper dive into commodities. 19:30 - What are the key data indicators that people can look at that might drive inflation sentiment in either direction? 24:10 - What can investors do today to position themselves for tomorrow? 28:00 - Overview of the ETFs ICA provides: AMZA, PFFR, PFFA. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Monitoring Inflation & The ETF Markets

In this episode of Let's Talk ETFs, Seeking Alpha speaks with Robert Cantwell, Founder &amp; Chief Investment Officer of UPHOLDINGS to discuss the ramifications of the latest crackdowns in China and what that means for ETF investors.Tickers: (KNGS), (BABA), and (JD)2:30 - Introduction and background to Robert.6:00 - Principles behind KNGS, what's the ETF all about, what makes it unique?9:45 - How do you see fears of China's crackdown on tech affecting this market?17:30 - Stocks to buy and avoid in China?23:30 - What would you say to convince an investor regarding China that may not be a supporter?27:30 - Who are the ideal investors for the KNGS ETF?29:45 - Expand on the idea of the reinvesting/compounding and how its threaded in KNGS?Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Let's Talk ETFs, Seeking Alpha speaks with Robert Cantwell, Founder &amp; Chief Investment Officer of UPHOLDINGS to discuss the ramifications of the latest crackdowns in China and what that means for ETF investors. Tickers: (KNGS), (BABA), and (JD) 2:30 - Introduction and background to Robert. 6:00 - Principles behind KNGS, what's the ETF all about, what makes it unique? 9:45 - How do you see fears of China's crackdown on tech affecting this market? 17:30 - Stocks to buy and avoid in China? 23:30 - What would you say to convince an investor regarding China that may not be a supporter? 27:30 - Who are the ideal investors for the KNGS ETF? 29:45 - Expand on the idea of the reinvesting/compounding and how its threaded in KNGS? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

How Government Crackdowns In China Are Affecting ETFs

On the latest Let's Talk ETFs podcast Seeking Alpha sits down with JP Lee, Product Manager at VanEck, to discuss how the digital transformation landscape is molding the future of exchange traded funds and how crypto markets fit in as well.Tickers: (DAPP), (BTC-USD), (COIN), and (RIOT)Contents:2:15 - Background to JP Lee and where his role fits in with Van Eck?4;45 - What's your take on the future of the global digital economy?11:00 - What was the thought process around launching the VanEck Vectors Digital Transformation ETF (DAPP)?13:30 - What are the specifications and details around DAPP?22:00 - What would you say to an investor not familiar or not a believer in cryptocurrency?28:45 - Where do you see DAPP fitting into a classic portfolio?31:30 - Will we see a crypto-based ETF in 2021?Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest Let's Talk ETFs podcast Seeking Alpha sits down with JP Lee, Product Manager at VanEck, to discuss how the digital transformation landscape is molding the future of exchange traded funds and how crypto markets fit in as well. Tickers: (DAPP), (BTC-USD), (COIN), and (RIOT) Contents: 2:15 - Background to JP Lee and where his role fits in with Van Eck? 4;45 - What's your take on the future of the global digital economy? 11:00 - What was the thought process around launching the VanEck Vectors Digital Transformation ETF (DAPP)? 13:30 - What are the specifications and details around DAPP? 22:00 - What would you say to an investor not familiar or not a believer in cryptocurrency? 28:45 - Where do you see DAPP fitting into a classic portfolio? 31:30 - Will we see a crypto-based ETF in 2021? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Where Do Crypto Markets & Digital Transformation Fit Into The ETF Universe

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.

I subscribed to this not thinking I’d actually listen to it, but every episode has been superior, talking to someone important about the history of ETFs, and focusing on some really important ones for my own portfolio.

Definitely subscribe and listen!

A fantastic way to approach ETFs

I am excited to learn about how to best invest in ETFs

Cosygolf

Let's Talk ETFs

Larry Swedroe

In his nearly five decades as a professional investor, Buckingham's Larry Swedroe has seen every type of market, including roughly 20 different "panics" of varying scopes and magnitudes. Despite the fact that the coronavirus-induced sell-off was the fastest in history, with the Dow losing 37% in 23 days and no indication the bottom is in, he remains optimistic. On the latest episode of Let's Talk ETFs, Swedroe offers his accrued investing wisdom - borne out by real-world experience and supported by reams of academic work.Show Notes4:00 - Larry's unique perspective for the current panic9:00 - What's the situation like in St. Louis (where Larry lives)?12:15 - How should investors be reacting given the current situation?15:45 - Three different types of bear markets: 2000 vs. 2008 vs. today26:00 - Weighing the costs of an extended pandemic and subsequent social distancing on the U.S. and global economy36:30 - Understanding the differences between "risk" and "uncertainty"41:00 - Figuring out the right portfolio allocation strategy54:30 - The "Larry Portfolio": How could it have helped investors be in better shape for the current market panic?1:11:30 - Are classic valuation metrics still relevant given how modern companies operate?1:17:45 - Does the "momentum" factor work during violent market shocks? When does it work best? 1:28:30 - Why does the market sometimes have extreme moves on no news?Learn more about your ad choices. Visit megaphone.fm/adchoices

In his nearly five decades as a professional investor, Buckingham's Larry Swedroe has seen every type of market, including roughly 20 different "panics" of varying scopes and magnitudes. Despite the fact that the coronavirus-induced sell-off was the fastest in history, with the Dow losing 37% in 23 days and no indication the bottom is in, he remains optimistic. On the latest episode of Let's Talk ETFs, Swedroe offers his accrued investing wisdom - borne out by real-world experience and supported by reams of academic work. Show Notes 4:00 - Larry's unique perspective for the current panic 9:00 - What's the situation like in St. Louis (where Larry lives)? 12:15 - How should investors be reacting given the current situation? 15:45 - Three different types of bear markets: 2000 vs. 2008 vs. today 26:00 - Weighing the costs of an extended pandemic and subsequent social distancing on the U.S. and global economy 36:30 - Understanding the differences between "risk" and "uncertainty" 41:00 - Figuring out the right portfolio allocation strategy 54:30 - The "Larry Portfolio": How could it have helped investors be in better shape for the current market panic? 1:11:30 - Are classic valuation metrics still relevant given how modern companies operate? 1:17:45 - Does the "momentum" factor work during violent market shocks? When does it work best?  1:28:30 - Why does the market sometimes have extreme moves on no news? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Larry Swedroe's Timeless Investing Wisdom For This (And Every Other) Market Panic

When Fidelity rolled out its first semi-transparent active equity ETFs in June 2020, it was far from certain these new types of ETFs would resonate with investors. With $350M in assets between FBCV, FBCG and FMIL just seven months in, Fidelity's Greg Friedman has termed the initial interest in Fidelity's semi-transparent active equity ETFs "better than anticipated". Greg re-joins Let's Talk ETFs to discuss the famed asset manager's next steps in the semi-transparent active ETF space, including four ETFs going live this week.Show Notes3:00 - Half a year later: Checking in on Fidelity's first three semi-transparent active equity ETFs4:45 - Who has invested in these funds so far?6:45 - Has there been any cannibalization of Fidelity mutual funds by this new type of active equity ETF?9:00 - Fund basics: Trading liquidity and spreads?11:45 - Breaking down the performance so far13:00 - How does the licensing relationship work with outside firms such as Invesco and Goldman Sachs?16:45 - An overview of new semi-transparent active equity strategies Fidelity is bringing to market this weekLearn more about your ad choices. Visit megaphone.fm/adchoices

When Fidelity rolled out its first semi-transparent active equity ETFs in June 2020, it was far from certain these new types of ETFs would resonate with investors. With $350M in assets between FBCV, FBCG and FMIL just seven months in, Fidelity's Greg Friedman has termed the initial interest in Fidelity's semi-transparent active equity ETFs "better than anticipated". Greg re-joins Let's Talk ETFs to discuss the famed asset manager's next steps in the semi-transparent active ETF space, including four ETFs going live this week. Show Notes 3:00 - Half a year later: Checking in on Fidelity's first three semi-transparent active equity ETFs 4:45 - Who has invested in these funds so far? 6:45 - Has there been any cannibalization of Fidelity mutual funds by this new type of active equity ETF? 9:00 - Fund basics: Trading liquidity and spreads? 11:45 - Breaking down the performance so far 13:00 - How does the licensing relationship work with outside firms such as Invesco and Goldman Sachs? 16:45 - An overview of new semi-transparent active equity strategies Fidelity is bringing to market this week Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

With Fidelity At The Forefront, The Active Equity ETF Revolution Continues To Pick Up Steam

Gary Gordon isn't buying assurances from the FOMC that the recent string of interest rate cuts were nothing more than a "mid-cycle adjustment". Gary has already seen this movie before - notably in 2000 and 2008. He continues to believe that the end of the current economic expansion is closer than investors realize. He joins the latest episode of Let's Talk ETFs to offer support for his economic outlook - and a behind the scenes look at how he's carefully positioning clients in this environment.﻿Topics covered:2:30 - Continuing to doubt the Fed's narrative around the latest rate cuts being a "mid-cycle adjustment": This is how every economic expansion ends7:00 - What will lead to reduced consumer spending: The inevitable erosion of "The Wealth Effect"12:00 - The markets are very excited about very mediocre economic data and corporate earnings: Is it a good time to take some risk off the table?15:45 - Now that the yield curve has steepened, is the risk of a recession in the next year off the table?18:30 - 10-year Treasuries are likely to outperform stocks between now and the election (IEF) (TLT) 21:30 - REITs and dividend growers for 'relatively' safe income? (VNQ) (USRT) (SDY) (NOBL) 23:30 - Low vol and value strategies (SPLV) (USMV) (VTV) (XLU) 26:30 - Gold as a diversifier? (GLD) (IAU) (GLDM) (UUP) 31:30 - A football team trying to make its way out of a long-term recession: The NY GiantsLearn more about your ad choices. Visit megaphone.fm/adchoices

Gary Gordon isn't buying assurances from the FOMC that the recent string of interest rate cuts were nothing more than a "mid-cycle adjustment". Gary has already seen this movie before - notably in 2000 and 2008. He continues to believe that the end of the current economic expansion is closer than investors realize. He joins the latest episode of Let's Talk ETFs to offer support for his economic outlook - and a behind the scenes look at how he's carefully positioning clients in this environment. ﻿Topics covered: 2:30 - Continuing to doubt the Fed's narrative around the latest rate cuts being a "mid-cycle adjustment": This is how every economic expansion ends 7:00 - What will lead to reduced consumer spending: The inevitable erosion of "The Wealth Effect" 12:00 - The markets are very excited about very mediocre economic data and corporate earnings: Is it a good time to take some risk off the table? 15:45 - Now that the yield curve has steepened, is the risk of a recession in the next year off the table? 18:30 - 10-year Treasuries are likely to outperform stocks between now and the election (IEF) (TLT)  21:30 - REITs and dividend growers for 'relatively' safe income? (VNQ) (USRT) (SDY) (NOBL)  23:30 - Low vol and value strategies (SPLV) (USMV) (VTV) (XLU)  26:30 - Gold as a diversifier? (GLD) (IAU) (GLDM) (UUP)  31:30 - A football team trying to make its way out of a long-term recession: The NY Giants Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Recession Risk Isn't Off The Table: Adjusting ETF Portfolios Accordingly

On the latest episode of Let's Talk ETFs, we take a look at the Amplify Seymour Alternative Plant Economy ETF (CNBS). CNBS' manager, Tim Seymour, who also hosts CNBC Fast Money lays out the long-term bullish case for this sector while trying to make sense of its terrible performance YTD. We want to wish a Happy Thanksgiving to all of our listeners!Topics include:2:00 - Tim's backstory: What drew him to cannabis investing?13:00 - Launching the Amplify Seymour Cannabis ETF, and Tim's Fast Money platform.20:00 - After so much carnage in the space, are Cannabis sector valuations finally more reasonable?27:30 - What did prognosticators like Deloitte get wrong in the lead-up to legalization in Canada and California?37:30 - How does Tim get access to US markets via CNBS and when does he see investors being able to profit from markets beyond Canada?50:45 - How is CNBS structured and how does Tim value stocks in the space?1:01:00 - Effect of Bruce Linton firing on Canopy Growth Corporation (CGC).1:09:45 - Which companies are best positioned for global growth? (ACB)1:15:30 - Stock recommendation: MediPharm Labs (OTCQX:MEDIF) [TSE:LABS]1:17:30 - Concluding remarks: Where's the industry headed?Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of Let's Talk ETFs, we take a look at the Amplify Seymour Alternative Plant Economy ETF (CNBS). CNBS' manager, Tim Seymour, who also hosts CNBC Fast Money lays out the long-term bullish case for this sector while trying to make sense of its terrible performance YTD. We want to wish a Happy Thanksgiving to all of our listeners! Topics include: 2:00 - Tim's backstory: What drew him to cannabis investing? 13:00 - Launching the Amplify Seymour Cannabis ETF, and Tim's Fast Money platform. 20:00 - After so much carnage in the space, are Cannabis sector valuations finally more reasonable? 27:30 - What did prognosticators like Deloitte get wrong in the lead-up to legalization in Canada and California? 37:30 - How does Tim get access to US markets via CNBS and when does he see investors being able to profit from markets beyond Canada? 50:45 - How is CNBS structured and how does Tim value stocks in the space? 1:01:00 - Effect of Bruce Linton firing on Canopy Growth Corporation (CGC). 1:09:45 - Which companies are best positioned for global growth? (ACB) 1:15:30 - Stock recommendation: MediPharm Labs (OTCQX:MEDIF) [TSE:LABS] 1:17:30 - Concluding remarks: Where's the industry headed? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Too Early To The Cannabis ETF Party?

Long-time veteran of the ETF space and current Amplify ETFs CEO Christian Magoon joins Let's Talk ETFs to discuss 7 common mistakes ETF investors make.  Having been instrumental in launching more than 60 ETFs - at Claymore, Guggenheim and now Amplify- it's hard to imagine a better guest to help investors avoid these common pitfalls. During the second half of the podcast, we discuss some of Amplify's most interesting product launches including YYY, SWAN, BLOK, IBUY, XBUY and CNBS. Learn more about your ad choices. Visit megaphone.fm/adchoices

Long-time veteran of the ETF space and current Amplify ETFs CEO Christian Magoon joins Let's Talk ETFs to discuss 7 common mistakes ETF investors make.  Having been instrumental in launching more than 60 ETFs - at Claymore, Guggenheim and now Amplify- it's hard to imagine a better guest to help investors avoid these common pitfalls. During the second half of the podcast, we discuss some of Amplify's most interesting product launches including YYY, SWAN, BLOK, IBUY, XBUY and CNBS.  Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

7 Common Mistakes ETF Investors Make - And How To Avoid Them

Jonathan Krane knows China. In fact, the world's most populous country - and second largest economy - has been the focus of his career for more than 15 years now. In 2010 he founded KraneShares, the only U.S.-based ETF issuer to focus exclusively on Chinese capital markets. According to Krane, "China should now be viewed as its own asset class, much in the same way Japan started to be viewed [by U.S. investors] in the late eighties."Learn more about your ad choices. Visit megaphone.fm/adchoices

Jonathan Krane knows China. In fact, the world's most populous country - and second largest economy - has been the focus of his career for more than 15 years now. In 2010 he founded KraneShares, the only U.S.-based ETF issuer to focus exclusively on Chinese capital markets. According to Krane, "China should now be viewed as its own asset class, much in the same way Japan started to be viewed [by U.S. investors] in the late eighties." Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Taming The Golden Dragon: Choosing The Right China ETF

In the wide-ranging conversation that follows, Pacific Park Financial President Gary Gordon lays out his thoughts on where the U.S. and global economies are headed (hint: his outlook is not pretty) and explains how he's positioning clients - via ETFs - as a result.Learn more about your ad choices. Visit megaphone.fm/adchoices

In the wide-ranging conversation that follows, Pacific Park Financial President Gary Gordon lays out his thoughts on where the U.S. and global economies are headed (hint: his outlook is not pretty) and explains how he's positioning clients - via ETFs - as a result. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Building An ETF Portfolio For The End Of The Cycle

With markets in sell-off mode the world over and few asset classes spared - Oil is below $35/bbl while the S&amp;P 500 is down more than 6% on the day as I write this on Monday March 9, today's conversation with Macro specialist Eric Basmajian is hugely important. Eric is Head of Macro Research at Pervalle Global, a discretionary hedge fund specializing in global macro driven trades across all major asset classes. He first began contributing to Seeking Alpha in 2017, building up a following of more than 12,000 investors and becoming Seeking Alpha’s top contributor in the Economy vertical through his unparalleled analysis of key macro-economic trends - and his ability to turn this analysis into actionable, top-down portfolio advice.In addition to his role at Pervalle, Eric runs his own Seeking Alpha Marketplace service, EPB Macro Research. In addition to the steady stream of macro analysis subscribers to EPB Macro Research get, they also gain access to EPB’s Model Tactical Asset Allocation and Long-Only Asset Allocation portfolios - 2 low cost, all-ETF portfolios overseen directly by Eric. By combining an asset class mix that includes stocks, bonds, gold and commodities - tilting based on underlying macroeconomic conditions - Eric has created an all-weather portfolio which tamps down risk and volatility while attaining impressive longer term appreciation of capital. And while under normal market conditions that may seem like a less sexy approach, its performance in the current environment makes it all worthwhile. Eric joins Let's Talk ETFs to talk his book.Show Notes2:30 - How did you get into your "macro" approach?8:15 - The current state of the global economy11:00 - Is the fed funds rate in the right place now?17:45 - Where do you see the consumer in this economy?22:00 - Is the lack of corporate earnings recession a positive?28:00 - Thoughts on tech stocks34:00 - How do you deal a black swan event like the Coronavirus in portfolio management?39:15 - Specific take on the Coronavirus41:15 - How do we deal with underlying economic issues and break the debt cycle?49:15 - Household savings51:00 - Portfolio construction process, baseline allocation58:45 - Are you shifting equity allocations?1:07:45 - Fixed income... only treasuries?1:15:00 - What would it take for you to move to TIPS?1:21:30 - Gold as main commodity exposure1:26:30 - Any attempts to include other asset classes?Learn more about your ad choices. Visit megaphone.fm/adchoices

With markets in sell-off mode the world over and few asset classes spared - Oil is below $35/bbl while the S&amp;P 500 is down more than 6% on the day as I write this on Monday March 9, today's conversation with Macro specialist Eric Basmajian is hugely important. Eric is Head of Macro Research at Pervalle Global, a discretionary hedge fund specializing in global macro driven trades across all major asset classes. He first began contributing to Seeking Alpha in 2017, building up a following of more than 12,000 investors and becoming Seeking Alpha’s top contributor in the Economy vertical through his unparalleled analysis of key macro-economic trends - and his ability to turn this analysis into actionable, top-down portfolio advice. In addition to his role at Pervalle, Eric runs his own Seeking Alpha Marketplace service, EPB Macro Research. In addition to the steady stream of macro analysis subscribers to EPB Macro Research get, they also gain access to EPB’s Model Tactical Asset Allocation and Long-Only Asset Allocation portfolios - 2 low cost, all-ETF portfolios overseen directly by Eric. By combining an asset class mix that includes stocks, bonds, gold and commodities - tilting based on underlying macroeconomic conditions - Eric has created an all-weather portfolio which tamps down risk and volatility while attaining impressive longer term appreciation of capital. And while under normal market conditions that may seem like a less sexy approach, its performance in the current environment makes it all worthwhile.  Eric joins Let's Talk ETFs to talk his book. Show Notes 2:30 - How did you get into your "macro" approach? 8:15 - The current state of the global economy 11:00 - Is the fed funds rate in the right place now? 17:45 - Where do you see the consumer in this economy? 22:00 - Is the lack of corporate earnings recession a positive? 28:00 - Thoughts on tech stocks 34:00 - How do you deal a black swan event like the Coronavirus in portfolio management? 39:15 - Specific take on the Coronavirus 41:15 - How do we deal with underlying economic issues and break the debt cycle? 49:15 - Household savings 51:00 - Portfolio construction process, baseline allocation 58:45 - Are you shifting equity allocations? 1:07:45 - Fixed income... only treasuries? 1:15:00 - What would it take for you to move to TIPS? 1:21:30 - Gold as main commodity exposure 1:26:30 - Any attempts to include other asset classes? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

A Top Down, All Weather ETF Portfolio - Coronavirus Edition

Making sense of turbulent global markets in actionable ways can be challenging in any environment - and the current market environment is certainly no exception. As Director of Macro ETF Strategy at Invesco, Jason Bloom's job is to provide investors with a range of strategies for navigating any market. On the latest episode of Let's Talk ETFs, Jason wades through the current macro environment, before taking listeners on a tour of Invesco's vast product lineup with some practical implications.Learn more about your ad choices. Visit megaphone.fm/adchoices

Making sense of turbulent global markets in actionable ways can be challenging in any environment - and the current market environment is certainly no exception. As Director of Macro ETF Strategy at Invesco, Jason Bloom's job is to provide investors with a range of strategies for navigating any market. On the latest episode of Let's Talk ETFs, Jason wades through the current macro environment, before taking listeners on a tour of Invesco's vast product lineup with some practical implications. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

The Global Macro Picture Is Fraught With Risk: A Playbook For ETF Investors

One of the best things about exchange-traded funds is how compatible they are with a do-it-yourself ethos. Unlike with mutual funds, ETFs are fully transparent and easy to research meaning investors know exactly what they are getting with each fund they add to their portfolio. On the latest Let's Talk ETFs, host Jonathan Liss takes a break from the usual expert interview format to help his friend build her own ETF portfolio.Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the best things about exchange-traded funds is how compatible they are with a do-it-yourself ethos. Unlike with mutual funds, ETFs are fully transparent and easy to research meaning investors know exactly what they are getting with each fund they add to their portfolio. On the latest Let's Talk ETFs, host Jonathan Liss takes a break from the usual expert interview format to help his friend build her own ETF portfolio. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Building Your Own ETF Portfolio: A Case Study

iShares fixed income specialist Karen Schenone joins the latest episode of Let's Talk ETFs for an in-depth look at the inner workings of bond ETFs.Learn more about your ad choices. Visit megaphone.fm/adchoices

iShares fixed income specialist Karen Schenone joins the latest episode of Let's Talk ETFs for an in-depth look at the inner workings of bond ETFs. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Everything You Ever Wanted To Know About Bond ETFs But Were Afraid To Ask

TrimTabs portfolio manager Janet Flanders Johnston joins the latest episode of Let's Talk ETFs to discuss why her focus on free cash flow, balance sheet quality and reduced share float size has led to outperformance in the two funds she manages, the US All-Cap Free Cash Flow ETF (TTAC) and the International All-Cap Free Cash Flow ETF (TTAI).Topics covered:2:00 - Background: how did Janet first get into a career as a professional fund manager?4:45 - Understanding Trimtabs' approach to stock selection: It's all about free cash flow6:30 - Balance sheet quality, reduced share count as factors9:00 - How does active management overlay with TrimTabs' data-driven screening system?15:45 - Description of fund management process: The case of top holding Zoetis (ZTS)19:30 - Tax management with regard to the funds22:30 - Discussion of Netflix (NFLX): The perfect short opportunity?28:00 - Development of TTAI29:15 - Why is an ETF (EWY), vs. individual holdings in that ETF, a top holding of TTAI?31:00 - What's your approach to U.K. equities with regard to Brexit?33:45 - What is driving TTAI's outperformance this year?36:00 - Can Trimtabs approach be used as a predictor on a macroeconomic scale?37:00 - Assessment of the trend of smaller share floatsLearn more about your ad choices. Visit megaphone.fm/adchoices

TrimTabs portfolio manager Janet Flanders Johnston joins the latest episode of Let's Talk ETFs to discuss why her focus on free cash flow, balance sheet quality and reduced share float size has led to outperformance in the two funds she manages, the US All-Cap Free Cash Flow ETF (TTAC) and the International All-Cap Free Cash Flow ETF (TTAI). Topics covered: 2:00 - Background: how did Janet first get into a career as a professional fund manager? 4:45 - Understanding Trimtabs' approach to stock selection: It's all about free cash flow 6:30 - Balance sheet quality, reduced share count as factors 9:00 - How does active management overlay with TrimTabs' data-driven screening system? 15:45 - Description of fund management process: The case of top holding Zoetis (ZTS) 19:30 - Tax management with regard to the funds 22:30 - Discussion of Netflix (NFLX): The perfect short opportunity? 28:00 - Development of TTAI 29:15 - Why is an ETF (EWY), vs. individual holdings in that ETF, a top holding of TTAI? 31:00 - What's your approach to U.K. equities with regard to Brexit? 33:45 - What is driving TTAI's outperformance this year? 36:00 - Can Trimtabs approach be used as a predictor on a macroeconomic scale? 37:00 - Assessment of the trend of smaller share floats Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Free Cash Flow Is King: The TrimTabs ETF Approach

Artificial Intelligence, and the machine learning algorithms that underlie it, is showing up pretty much everywhere these days so it's no surprise that there's now an AI-powered ETF firm, EquBot. EquBot's founders, CEO Chida Khatua and COO Art Amador, join the latest episode of Let's Talk ETFs to explain the inner workings of their AI Powered Equity (AIEQ) and International Equity (AIIQ) ETFs. They believe placing artificial intelligence investing strategies into an ETF wrapper offers investors the best chance of obtaining persistent alpha. And while there are reasons for skepticism, the performance of AIEQ and AIEQ versus relevant index benchmarks makes this a story worth watching in the coming years.Topics Covered2:30 - Given your very different backgrounds in tech and finance, how did you end up starting this company together?4:15 - After years of smart beta indexes and academic approaches to investing, what does AI bring to the table that is new?8:45 - Welcome to the Machine: Zeroing in on the stock selection process for AIEQ and AIIQ14:30 - Why roll this out as a low cost ETF and not an 'over-priced' Hedge Fund?16:45 - Are capital markets too dynamic for AI and machine learning at this stage?21:00 - As AI strategies proliferate, will they not reach a point where they mimic the human investing experience, with some beating the market and others not?23:30 - How did Alphabet (GOOG) (GOOGL) and Toyota (TM) become the top holdings in your two funds?25:45 - Factoring in "Black Swan" risks to your models29:45 - How can you call an AI managed fund "actively managed"?33:15 - Is there a set number of holdings in these funds, or is it open ended?38:00 - What about things like annual turnover and tax management?41:45 - What has AIEQ gathered so much more in the way of assets than AIIQ? 45:00 - What does the future hold for EquBot?Learn more about your ad choices. Visit megaphone.fm/adchoices

Artificial Intelligence, and the machine learning algorithms that underlie it, is showing up pretty much everywhere these days so it's no surprise that there's now an AI-powered ETF firm, EquBot. EquBot's founders, CEO Chida Khatua and COO Art Amador, join the latest episode of Let's Talk ETFs to explain the inner workings of their AI Powered Equity (AIEQ) and International Equity (AIIQ) ETFs. They believe placing artificial intelligence investing strategies into an ETF wrapper offers investors the best chance of obtaining persistent alpha. And while there are reasons for skepticism, the performance of AIEQ and AIEQ versus relevant index benchmarks makes this a story worth watching in the coming years. Topics Covered 2:30 - Given your very different backgrounds in tech and finance, how did you end up starting this company together? 4:15 - After years of smart beta indexes and academic approaches to investing, what does AI bring to the table that is new? 8:45 - Welcome to the Machine: Zeroing in on the stock selection process for AIEQ and AIIQ 14:30 - Why roll this out as a low cost ETF and not an 'over-priced' Hedge Fund? 16:45 - Are capital markets too dynamic for AI and machine learning at this stage? 21:00 - As AI strategies proliferate, will they not reach a point where they mimic the human investing experience, with some beating the market and others not? 23:30 - How did Alphabet (GOOG) (GOOGL) and Toyota (TM) become the top holdings in your two funds? 25:45 - Factoring in "Black Swan" risks to your models 29:45 - How can you call an AI managed fund "actively managed"? 33:15 - Is there a set number of holdings in these funds, or is it open ended? 38:00 - What about things like annual turnover and tax management? 41:45 - What has AIEQ gathered so much more in the way of assets than AIIQ?  45:00 - What does the future hold for EquBot? Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Welcome To The Machine: The AI Revolution Comes To ETFs

Deborah Fuhr

Deborah Fuhr, Managing Partner and Founder of ETFGI, joins the latest episode of Let's Talk ETFs. Debbie is also a founding member of Women in ETFs, or “WE”, the first women’s group for the ETF industry. In the wide-ranging conversation that follows, we touch on everything from differences in the U.S. and European ETF markets, potential pitfalls currently facing ETFs' greater adoption globally, and burgeoning trends like smart beta, ESG, the proliferation of niche thematic funds, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Deborah Fuhr, Managing Partner and Founder of ETFGI, joins the latest episode of Let's Talk ETFs. Debbie is also a founding member of Women in ETFs, or “WE”, the first women’s group for the ETF industry. In the wide-ranging conversation that follows, we touch on everything from differences in the U.S. and European ETF markets, potential pitfalls currently facing ETFs' greater adoption globally, and burgeoning trends like smart beta, ESG, the proliferation of niche thematic funds, and much more.  Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Mapping The Global ETF Landscape With Deborah Fuhr (Podcast)

ExponentialETFs CEO Phil Bak rejoins the Let's Talk ETFs podcast to discuss his flagship fund, the American Consumer Satisfaction ETF (ACSI). At the core of his investment thesis is the idea that companies whose customers are satisfied will outperform their peers over the long term. We explore some of ACSI's specific holdings like Keurig Dr. Pepper (KDP) and T-Mobile (TMUS) to better understand what makes this fund tick.Learn more about your ad choices. Visit megaphone.fm/adchoices

ExponentialETFs CEO Phil Bak rejoins the Let's Talk ETFs podcast to discuss his flagship fund, the American Consumer Satisfaction ETF (ACSI). At the core of his investment thesis is the idea that companies whose customers are satisfied will outperform their peers over the long term. We explore some of ACSI's specific holdings like Keurig Dr. Pepper (KDP) and T-Mobile (TMUS) to better understand what makes this fund tick. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

The Customer Is Always Right: Consumer Sentiment As A Predictor Of Alpha

In the wide-ranging conversation that follows, we discuss Mak F.s.' top income ideas for the current macro environment, best practices in fund selection, his favorite thematic ETF and much more.Learn more about your ad choices. Visit megaphone.fm/adchoices

In the wide-ranging conversation that follows, we discuss Mak F.s.' top income ideas for the current macro environment, best practices in fund selection, his favorite thematic ETF and much more. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Under The Hood: Selecting Income And Thematic Funds For Today's Risk Environment

With both equity markets and fixed income going pretty much straight up for more than a decade, investors had reached a state of complacency by the time coronavirus hit. Liquid alternatives offer investors a third leg of diversification, helping to stabilize portfolio performance by tamping down overall volatility. IndexIQ has been at the forefront of rolling out liquid alts ETFs for more than a decade, with a range of strategies of interest to investors in the current environment. Its Managing Director and CIO, Sal Bruno, joins Let's Talk ETFs to explain why every portfolio needs some baseline exposure to liquid alts - and how IndexIQ's different ETFs achieve their objectives.Show Notes3:00 - Where does IndexIQ's focus on placing hedge fund style strategies into ETF wrappers come from?6:30 - The term "alternatives" means different things to different people. How does IndexIQ define it?9:30 - What are "liquid" alternatives?13:45 - Why should every properly diversified portfolio have some evergreen allocation to alternatives?16:30 - What percent of a typical portfolio should be in liquid alternatives?Strategy objectives of key IndexIQ ETFs21:00 - IQ Hedge Event-Driven Tracker Merger ETF (QED)23:00 - IQ Hedge Macro Tracker ETF? (MCRO)26:00 - IQ Hedge Long/Short Tracker ETF (QLS)?28:00 - How do you select the underlying ETFs that make up these funds?31:45 - Why are 50% currency-hedged equity ETFs a better mousetrap? (HFXI), (HFXE), (HFXJ)  36:30 - How is IndexIQ's approach to ESG unique? (IQSU), (IQSI) Learn more about your ad choices. Visit megaphone.fm/adchoices

With both equity markets and fixed income going pretty much straight up for more than a decade, investors had reached a state of complacency by the time coronavirus hit. Liquid alternatives offer investors a third leg of diversification, helping to stabilize portfolio performance by tamping down overall volatility. IndexIQ has been at the forefront of rolling out liquid alts ETFs for more than a decade, with a range of strategies of interest to investors in the current environment. Its Managing Director and CIO, Sal Bruno, joins Let's Talk ETFs to explain why every portfolio needs some baseline exposure to liquid alts - and how IndexIQ's different ETFs achieve their objectives. Show Notes 3:00 - Where does IndexIQ's focus on placing hedge fund style strategies into ETF wrappers come from? 6:30 - The term "alternatives" means different things to different people. How does IndexIQ define it? 9:30 - What are "liquid" alternatives? 13:45 - Why should every properly diversified portfolio have some evergreen allocation to alternatives? 16:30 - What percent of a typical portfolio should be in liquid alternatives? Strategy objectives of key IndexIQ ETFs 21:00 - IQ Hedge Event-Driven Tracker Merger ETF (QED) 23:00 - IQ Hedge Macro Tracker ETF? (MCRO) 26:00 - IQ Hedge Long/Short Tracker ETF (QLS)? 28:00 - How do you select the underlying ETFs that make up these funds? 31:45 - Why are 50% currency-hedged equity ETFs a better mousetrap? (HFXI), (HFXE), (HFXJ)   36:30 - How is IndexIQ's approach to ESG unique? (IQSU), (IQSI)  Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Liquid Alternative ETFs Are Ideally Suited For The Coronavirus Sell-Off

REITs were a popular choice for income seeking investors in 2019 with healthy inflows and strong performance for broad REIT ETFs like VNQ and SCHH. Net Lease REITs account for roughly 8-10% of broad REIT ETFs; investors that wanted greater exposure to the relative safety of this REIT sub-sector were required to buy individual names. That all changed with the launch of NETL - the first ETF to offer targeted exposure to an index comprised exclusively of the 23 U.S.-listed net lease REITs in March 2019. NETL's founders, Chris Burbach and Alexi Panagiotakopoulos, join the latest Let's Talk ETFs to explain why net lease REITs are at the sweet spot of a relatively safe and balanced total strategy.Show Notes2:45 - Chris and Alexi's backstories - Why a net lease REIT-focused ETF? 6:30 - What is a "triple net" lease?11:45 - Why do REITs generally hold just one type of property?12:30 - How many publicly traded net lease REITs are there in the US?18:15 - Are triple net leases a growing phenomenon?19:30 - Is this a U.S.-specific model, or are there international equivalents?22:00 - Why is the current 8-10% exposure to triple net lease REITs offered by broad ETFs like Vanguard Real Estate ETF (VNQ), iShares U.S. Real Estate ETF (IYR) and Schwab U.S. REIT ETF (SCHH) not nearly enough? 30:45 - Breaking down the index: Tiered cap-weighting strategy, single company limitations, geographical diversification 35:15 - NETL's top holding... STOR breakdown.42:45 - Is this a true total return strategy: Dividend income vs. capital appreciationLearn more about your ad choices. Visit megaphone.fm/adchoices

REITs were a popular choice for income seeking investors in 2019 with healthy inflows and strong performance for broad REIT ETFs like VNQ and SCHH. Net Lease REITs account for roughly 8-10% of broad REIT ETFs; investors that wanted greater exposure to the relative safety of this REIT sub-sector were required to buy individual names. That all changed with the launch of NETL - the first ETF to offer targeted exposure to an index comprised exclusively of the 23 U.S.-listed net lease REITs in March 2019. NETL's founders, Chris Burbach and Alexi Panagiotakopoulos, join the latest Let's Talk ETFs to explain why net lease REITs are at the sweet spot of a relatively safe and balanced total strategy. Show Notes 2:45 - Chris and Alexi's backstories - Why a net lease REIT-focused ETF?  6:30 - What is a "triple net" lease? 11:45 - Why do REITs generally hold just one type of property? 12:30 - How many publicly traded net lease REITs are there in the US? 18:15 - Are triple net leases a growing phenomenon? 19:30 - Is this a U.S.-specific model, or are there international equivalents? 22:00 - Why is the current 8-10% exposure to triple net lease REITs offered by broad ETFs like Vanguard Real Estate ETF (VNQ), iShares U.S. Real Estate ETF (IYR) and Schwab U.S. REIT ETF (SCHH) not nearly enough?  30:45 - Breaking down the index: Tiered cap-weighting strategy, single company limitations, geographical diversification  35:15 - NETL's top holding... STOR breakdown. 42:45 - Is this a true total return strategy: Dividend income vs. capital appreciation Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Net-Lease REITs: An Underappreciated Sector in a Crowded Market

Guests Jeffrey Baccash and Laurent Gauthier, from BNP Paribas, peel back the curtain in order to help investors understand the crucial processes that lie at the heart of ETF efficiency, transparency and low underlying costs.Learn more about your ad choices. Visit megaphone.fm/adchoices

Guests Jeffrey Baccash and Laurent Gauthier, from BNP Paribas, peel back the curtain in order to help investors understand the crucial processes that lie at the heart of ETF efficiency, transparency and low underlying costs. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Seeing How The ETF Sausage Is Made

On the heels of the Super Bowl, Let's Talk ETFs takes an in-depth look at the world of competitive gaming and the burgeoning entertainment complex sprouting up around it. Known collectively as "eSports", this growing phenomenon already has a huge following in China and South Korea - and has started to gain traction in the U.S. and Europe. Having launched the Roundhill BITKRAFT Esports &amp; Digital Entertainment ETF (NERD) in June, Roundhill Investments CEO Will Hershey joins the podcast to make the long case for eSports.Learn more about your ad choices. Visit megaphone.fm/adchoices

On the heels of the Super Bowl, Let's Talk ETFs takes an in-depth look at the world of competitive gaming and the burgeoning entertainment complex sprouting up around it. Known collectively as "eSports", this growing phenomenon already has a huge following in China and South Korea - and has started to gain traction in the U.S. and Europe. Having launched the Roundhill BITKRAFT Esports &amp; Digital Entertainment ETF (NERD) in June, Roundhill Investments CEO Will Hershey joins the podcast to make the long case for eSports. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Game On: The Case For Pure-Play eSports Exposure

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