ETF Prime
ETF Prime
Jan 26, 2021
New Launches, ETF Predictions, & Thematics
Play • 56 min

ETF.com’s Drew Voros discusses several recent ETF launches and filings, including Vanguard’s first active bond ETF and the Valkyrie Bitcoin ETF.  Franklin Templeton’s David Mann offers his 2021 ETF predictions.  ProShares’ Scott Helfstein spotlights their MSCI Transformational Changes ETF (ANEW) and explains the role of thematic ETFs in a portfolio.

Let's Talk ETFs
Let's Talk ETFs
Seeking Alpha
Riding The Blue Wave: Utilities For 2021 And Beyond With UTES' John Bartlett
Despite the S&P 500 being up an impressive 18% in 2020, the utilities sector did not take part in the rally finishing the year flat. Reaves' John Bartlett has spent nearly 30 years closely tracking Utilities names through every type of investing environment. Bartlett currently co-manages the firm's flagship Reaves Utility Income Fund (UTG), as closed-end fund with nearly $1.7B in AUM. He also co-manages Reaves' first exchange-traded fund, the Virtus Reaves Utilities ETF (UTES). With a blue wave sweeping the U.S., Bartlett believes utilities are well positioned to benefit from a likely rise in corporate tax rates and a broader societal move to clean energy. Show Notes 2:00 - John's background: When did you become interested in utilities? 5:00 - An overview of the utilities sector: Gas, Electricity and Water 7:45 - UTG: A "wider" view of the utilities sector 10:00 - What's the outlook for utilities given the underperformance in 2020? 18:00 - Utilities for 2021 and beyond 23:00 - Utility stocks and energy prices 25:30 - Riding the Blue Wave: Expectations regarding the regulatory environment under Biden and a democratic controlled congress? What about at the state level? 29:00 - The history and future of clean energy adoption. What does it mean for utility companies? 37:15 - Is the growing embrace of ESG investing a headwind or a tailwind for the sector? 41:00 - On managing UTES: Why go with active management? 42:30 - Quantitative vs. qualitative analysis 45:45 - How much portfolio turnover is there? 46:30 - How does the fund look from a tax management standpoint? 48:00 - Differences between UTES and XLU (NEE)  50:00 - Top pick for 2021: Atmos Energy Corp (ATO) Learn more about your ad choices. Visit megaphone.fm/adchoices
57 min
Invest Like the Best
Invest Like the Best
Patrick O'Shaughnessy
Jeremy Grantham - A Historic Market Bubble – [Invest Like the Best, EP.214]
My guest today is Jeremy Grantham. Jeremy is the Long-Term Investment Strategist and Co-Founder at GMO. Jeremy has an encyclopedic knowledge of the history of markets, which made it such a pleasure to have him back on the show. In this conversation, we discuss the three key signs of a bubble, why Jeremy believes we are in a bubble right now and how it’s being led by retail rather than institutional investors. We close with the important role that demographics and productivity will play over the next few decades across the world. Please enjoy my conversation with Jeremy Grantham. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Koyfin, one of the fastest-growing fintech startups. I discovered Koyfin earlier this year when I asked Twitter for the best Bloomberg alternative, and the overwhelming winner was an intriguing new product called Koyfin. Koyfin has tons of high-quality data, powerful functionality, and a nice clean interface. If you’re an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. Sign up for free at koyfin.com. ------ This episode is brought to you by MIT Investment Management Company. MITIMCO is the endowment office of MIT. New and small investment funds listen up. MITIMCO is looking to find investors starting funds today. MITIMCO is partnership-driven, long-term focused, and has an extensive history of backing investors early in their careers. These partners are key in delivering the outstanding investment returns required to support MIT's pursuit of world-class education, cutting-edge research, and groundbreaking innovation. MITIMCO is focused on finding and partnering with the best investors across the globe, no matter the market environment. No firm is too small, too young, or too non-institutional. If you or someone you know is currently in the process of starting a fund or recently launched, please email partner@mitimco.org or discover more on their website at mitimco.org/partner. ------ Invest Like the Best is a property of Colossus Inc. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes [00:03:03] - [First question] - His view on the markets today [00:03:07] - Jeremy Grantham’s Podcast Episode [00:08:00] - Proliferation of SPAC’s and how he views them as a potential bubble [00:10:20] - Could SPAC’s help to improve the IPO process [00:14:30] - How he viewed the Gamestop story through his historical context [00:18:24] - Is investor education possible [00:19:50] - How the increasing role of retail investors impacts bubbles [00:24:15] - Attitudes towards market bears in bubbles [00:28:52] - Long term view on the economy and the forces pushing it higher [00:41:50] - Returning to a hard money standard for the US economy [00:49:39] - Would a finite supply of money change market trajectory [00:51:02] - Best ways to improve the infrastructure of the economy and people’s willingness to work [00:53:52] - What should one do if they believe we are in a bubble [00:58:14] - What he is excited about in his green investments [01:02:28] - Advice to young investors
1 hr 5 min
Invest Like a Boss
Invest Like a Boss
Sam Marks & Johnny FD
172: Invest in Farmland with FarmTogether CEO Artem Milinchuk
Artem has over 11 years of finance experience in food, agriculture, and farmland. Prior to founding FarmTogether, Artem was employee #1 and CFO/VP of Operations at Full Harvest Technologies, a now post-Series A B2B platform for buying and selling produce. He previously worked at Ontario Teachers' Pension Plan, Sprott Resource Holdings, E&Y and PwC. Artem holds an MBA from The Wharton School, and a BA and MA in Economics from the Higher School of Economics. Listen to ILAB 172 on iTunes here or subscribe on your favorite podcast app. Where we are: * Johnny FD – Sri Lanka / IG @johnnyfdk * Sam Marks – Thailand / IG @imsammarks * Derek Spartz - Venice / IG @DerekRadio Sponsor: * FarmTogether * Support Invest Like a Boss: Join our Patreon Discussed: * FarmTogether Like these investments? Try them with these special ILAB links: * ArtofFX – Start with just a $10,000 account (reduced from $25,000) * Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK) * Betterment – Get up to 1 year managed free * Wealthfront – Get your first $15,000 managed free * PeerStreet – Get a 1% yield bump on your first loan *Johnny and Sam use all of the above services personally. Time Stamps: * 07:04 – What got you involved in farmland investing? * 09:22 – How does it differ to commercial and residential real estate? * 11:25 – How does it compare to traditional investing? * 14:15 – Does technology help in the challenge of making more food with less land? * 16:39 – Why are so few investors in this asset? * 20:38 – How can farmland help with an expected inflation in the economy? * 21:38 – With the population moving out of the city, is this affecting the availability of farmland? * 24:20 – How do you qualify to invest in FarmTogether? * 28:23 – What is someone actually buying when investing? * 30:54 – How are returns generated? * 32:34 – Which is the best crop to invest in? * 34:27 – Do the commodities vary in price? * 36:11 – Can you get out of the deal early? * 36:59 – How does FarmTogether profit from these deals? * 37:45 – Can you explain the option of sole proprietorship? * 38:41 – Are there any bonuses for investors? * 40:23 – What are some really good sources of education on farmland and farming? * 42:26 – Johnny and Derek review If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2021. All rights reserved. Read our disclaimer here.
58 min
The Razor's Edge
The Razor's Edge
Shortman Studios
Talking The Twitter Trade, Analyst Day, And The Big Picture
It's been a wild and, finally, fun ride for Twitter over the past 11 months. While everything feels like smooth sailing now for bulls, even as of our last episode on the stock post ex-President Trump ban in January, things weren't so clear. Despite that, the set-up was good enough for Akram's Razor to open an options trade into the earnings call (and for Daniel Shvartsman to open a small long position, which is a separate story). We break down what happened with Twitter but also more of the mechanics of the options trade; why that trade, why Q4 and not Q3, whether to hold it into the call itself, and what's left for Analyst Day this week. All of this happens within the context of the broader macro environment and what growth investors might start extrapolating as we (fingers crossed!) round our way out of the full COVID environment this year. So we bring a dollop of that context into the discussion as well. Topics Covered * 4:00 minute mark - How does event-driven trading of options fit into a broader portfolio strategy? * 12:00 - Reviewing our record on Twitter and how/when Akram's views flipped over 2020 - the importance of narrative shifts, product adoption/development, having a variant view, and understanding the other side of the trade * 22:30 - Twitter's setup going into the start of 2021 * 28:45 - Why not own the biggest growth stocks instead of a Twitter? * 34:30 - Market participants' tendency to extrapolate in the short-term, and the misuse of 'compounding' * 40:00 - Defining mania * 48:00 - The strum and drang around Twitter at the beginning of 2021 and the March options trade * 1:04:00 - The Q4 reaction and what's left for the analyst day * 1:11:00 - Twitter's differentiation in the subscription space * 1:22:00 - The importance of understanding the process * 1:27:00 - Peak screen time
1 hr 42 min
InvestED: The Rule #1 Investing Podcast
InvestED: The Rule #1 Investing Podcast
Phil Town & Danielle Town
305- The Role of Shorting in the Market
“There’s nothing evil, per se, about selling things short. Short sellers—the situations in which there have been huge short interests very often—very often have been later revealed to be frauds or semi-frauds.” — Warren Buffett Short selling, or shorting, plays an important role in public markets as it improves prices, rational capital allocation, prevents bubbles, and shines a light on fraud.   If investors think a stock's price is dropping, they can short the stock. They borrow shares and sell them with hopes of buying them back at lower prices. However, stocks can theoretically keep rising, which could cause losses. So the investors that short the stock will either have to put more money up to secure their position or close their positions.   Essentially, short selling exposes which companies' stock prices are too high. In their search for overvalued firms, short-sellers can discover inconsistencies or other questionable practices before the entire market does. Short sellers can almost be regarded as the “watchdogs” of the market.   A recent example of this is the Gamestop event which caused many investors to either gain or lose money, as shorting isn’t ideal for all investors. This is why it’s important to invest with your values—so you can invest with confidence and reduce your risk of making bad investing decisions.    When looking for companies to purchase, always consider the Four Ms: meaning, moat, management, and margin of safety. This is the first step you need to take when building your watchlist of companies you are interested in.   In today’s podcast, Phil and Danielle discuss the important role short sellers play in our market and why it’s important to invest with your values.   Learn about the Four Ms and how they can help you invest in the right businesses at the right time with this FREE guide I've created for you: http://bit.ly/3btAqhM Learn more about your ad choices. Visit megaphone.fm/adchoices
47 min
The Rational Reminder Podcast
The Rational Reminder Podcast
Benjamin Felix & Cameron Passmore
David Blanchett: Researching Retirement (EP.137)
Today’s extensive conversation with David Blanchett covers nearly all aspects of retirement planning. As the Head of Retirement Research for Morningstar, David has published extensively on the topic and speaks energetically about how you can best manage your retirement wealth. After a brief digression on Kentucky's Bourbon Chase Relay, we open the episode by discussing how an increase in your pre-retirement income can impact your plan. David shares his insights on what your plan should factor in, including earlier than anticipated retirement, inflation, healthcare costs, and whether you should invest in high-risk options to increase your retirement income. While reflecting on why success rate is a poor metric for weighing your strategy, we then chat about David’s view on flexible retirement spending. A controversial subject for some, we dive into the role of annuities and how different annuities cater to varying retirement scenarios. Later, we touch on how human capital affects portfolio allocation and why it’s challenging to evaluate real estate before hearing David’s take on why financial advice is about helping a client accomplish their goals — and not about beating the market. Tune in for an ever-relevant overview of top retirement planning considerations. Key Points From This Episode: * Introducing today’s guest, Morningstar Research Head David Blanchett. [0:00:03] * Swapping experiences of running the Bourbon Chase Relay. [0:02:34] * How rising pre-retirement income impacts your ability to retire comfortably. [0:04:19] * Rules of thumb in how you should approach salary increases. [0:05:21] * Why people end up retiring earlier than they expected to. [0:06:47] * What percentage of working income retirees should aim to replace. [0:08:06] * Whether your retirement plan should cover inflation and healthcare costs. [0:08:59] * Using worst-case scenarios to explain the consequences of risky investing. [0:11:52] * Why success rate can be a poor metric for retirement planning. [0:13:41] * Gauging your minimum and maximum levels of retirement comfort. [0:14:50] * David’s advice on implementing a flexible retirement spending strategy. [0:17:23] * Exploring the role that annuities play in a retirement portfolio. [0:18:32] * How the alpha of your portfolio can be equivalent to annuity benefits. [0:20:11] * Conflicts in how financial advisors help you allocate for your retirement. [0:23:06] * Further insights into the factors behind whether you should get an annuity. [0:24:47] * Why pension benefits have a higher value than most are aware of. [0:28:03] * Why bond ETFs can’t recreate the cash flow stream offered by annuities. [0:30:45] * Are you a stock or a bond? Revisiting the human capital question. [0:34:10] * How your profession might impact your portfolio allocation. [0:36:41] * The difficulty of accounting for the value of real estate. [0:38:11] * David’s view on how financial advisors can justify their fees. [00:42:09] * Evidence showing that those with financial planners have healthy finances. [00:47:18] * Hear how David defines success for himself. [00:51:13]
53 min
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