Podcasts about exchange traded funds etfs

Von vielen wird es heiß erwartet, nun ist es endlich so weit. Mit einer leichten Verzögerung gibt es nunmehr die traditionelle Halbjahresauswertung des ETF-Blitz-Depots, nach wie vor mein ältestes, öffentlich geführtes Echtgeldportfolio mit Fokus auf ausschüttungsstarken und marktbreiten Exchange Traded Funds (ETFs). Für alle, die zum ersten Mal auf die Beitragsserie stoßen: Der Name geht darauf zurück, dass sich das Portfolio inklusive Kontoeröffnung in zweimal zehn Minuten einrichten lässt. Das ETF-Blitz-Depot führe ich bei Trade Republic. Bei Deutschlands führendem Neobroker können tausende Aktien und ETFs sowie dutzende Kryptowährungen ab einem Euro je Ausführung kostenfrei bespart werden. Weitere Gebühren für Standardleistungen fallen auch nicht an, Guthaben werden in unbegrenzter Höhe mit aktuell 2,5 Prozent pro Jahr bei monatlicher Auszahlung verzinst. Und auf Wunsch gibt es eine kostenlose Visa-Debitkarte dazu (Werbelink):

Exchange Traded Funds (ETFs) are the real game-changers of financial products, whether you're just starting out or you've been playing the market for years. In our latest podcast episode, I sit down with Lawrence Carrel, a seasoned finance journalist and the author of ETFs for the Long Run. This episode is packed with golden nuggets for anyone looking to diversify their portfolio without breaking the bank on fees. Larry has had a distinguished career as a finance journalist. His stint at the Wall Street Journal during the dot-com bubble gave him an insider's view on how digital tech reshaped media and finance.Blog post available at: https://www.stocksforbeginners.net/blog/larry-etfs-beginnersPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 14 February 2025. The topic for this week is: How do use and select shares and Exchange Traded Funds (ETFs) in an investment portfolio?  There is quite a bit to consider when you think about it deeply and […]

In this episode I welcome Tom Wickenden, an investment strategist at BetaShares, to discuss the changing andscape of Exchange-Traded Funds (ETFs) in 2025. ETFs have become the fastest growing investment vehicle globally. With a staggering US$1.5 trillion inflow into ETFs last year, the Australian market alone saw record net inflows of AU$30 billion. This surge highlights the increasing awareness and adoption of ETFs among both retail and institutional investors.Blog post available at: https://www.sharesforbeginners.com/blog/wickenden-betasharesPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Are you tired of stressing over which individual stocks you should be adding to your Canadian investment portfolio? Wondering if there's a smarter, simpler way to invest without losing sleep over market swings?In this episode, we explore why Exchange Traded Funds (ETFs) have quickly revolutionized how Canadian investors—from beginners to seasoned pros—build wealth. Whether you're looking for a hands-off Canadian investment strategy or want to actively trade like a pro, ETFs offer unparalleled flexibility, diversification, and cost-effectiveness. You'll discover how these powerful investment tools can protect you from the pitfalls of single-stock investing and why they're a key component of a Canadian millionaire's long-term success.What you'll learn:Learn why ETFs are often a smarter, safer alternative to individual stocks.Discover how ETFs cater to both passive "set it and forget it" investors and those who love hands-on strategies.Get a clear, actionable roadmap for starting your self-directed, ETF investment journey today.Press play now and learn how to make ETFs a cornerstone of your wealth-building strategy—because smarter investing starts with informed decisions.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial independence retire early (FIRE) requires smart planning, especially when it comes to growing your net worth and generating passive income with a focus on the sequence of returns of your Canadian investment portfolio. In this episode, we focus on why Canadian investors are better diversified and protected using index Exchange Traded Funds (ETFs) instead of trying to pick the next best stock on the TSX, S&P500 or NASDAQ. For Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Exchange Traded Funds (ETFs) are the real game-changers of financial products, whether you're just starting out or you've been playing the market for years. In our latest podcast episode, I sit down with Lawrence Carrel, a seasoned finance journalist and the author of ETFs for the Long Run. This episode is packed with golden nuggets for anyone looking to diversify their portfolio without breaking the bank on fees. Larry has had a distinguished career as a finance journalist. His stint at the Wall Street Journal during the dot-com bubble gave him an insider's view on how digital tech reshaped media and finance. Blog post available at: https://www.sharesforbeginners.com/blog/larry-etfs-beginnersPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

In today's episode of Get Rich Slow Club, we explore the differences between Exchange Traded Funds (ETFs) and Managed Funds, addressing the common confusion surrounding these investment options. Are they the same? Which one is better for your goals? We break it all down, helping you understand when and why you might choose one over the other.We discuss what ETFs and Managed Funds are, outlining their management styles, trading processes, fees, and performance. You'll learn how ETFs are often passively managed and traded like stocks on the exchange, providing liquidity and lower fees, while Managed Funds involve active management aimed at outperforming benchmarks but often come with higher costs.This episode is packed with practical insights for investors at any level. Whether you're new to investing or refining your strategy, we'll help you take the guesswork out of deciding between ETFs and Managed Funds. Don't forget to follow us on Instagram for more tips and updates!@tashinvests@anakresina@getrichslowclub@pearlerhqGet Rich Slow ClubPearlerYouTubeHow To Not Work ForeverDisclaimerAny advice is general and does not consider your financial situation needs, or objectives, so consider whether it's appropriate for you. You should also consider seeking professional advice before making any financial decision.Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/linksPearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guideIf you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer's website before deciding. Hosted on Acast. See acast.com/privacy for more information.

In today's Jess breaks down the essentials of Exchange Traded Funds (ETFs) for both new and seasoned investors. She covers everything from what ETFs actually are (no, they're not EFTs!) to understanding types, risks, fees, and how they can fit into your financial goals. Get clear on why ETFs are popular, how to choose one, and ways to avoid common investing pitfalls. Whether you're starting your "freedom fund" or looking to simplify your portfolio, Jess has you covered with straightforward tips to help you invest in ETFs with confidence.To organise a clarity call chat with Jess, or to check out either The Evergreen Money Growing Club or The Greenhouse Money Growing Program, click here.We hate email spam so we don't create it! Sign up to the money money money newsletter to get only the valuable money, careers and property info you need.Have a question or topic for the show? Post it in our Facebook group.To get help click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.Jessica Brady is an authorised representative of Paragem Pty Ltd. Authorised Representative No. 1259972 | AFSL | 297276 ABN | 16 108 571 875 | Corporate Authorised Representative No. 1305567. Hosted on Acast. See acast.com/privacy for more information.

Send us a textYou've probably heard of Exchange Traded Funds (ETFs) before.  You may even own shares in some.  But do you actually know what they are?  How are they created?  How do they work?  Who maintains liquid markets in them?  Why would you invest in one in the first place?  And why has this marketplace exploded to a size of $11-12 trillion across 10,000+ funds?We are joined by longtime friend Brian Weinstein, head of global markets at MSIM, to understand the mechanics, philosophy, and inner workings of the world of ETFs.Brian Weinstein is head of Global Markets at Morgan Stanley Investment Management, overseeing counterparty management, ETFs, liquidity investment management, and the Global Markets Strategy Group, which designs and implements algorithmic portfolio management solutions. He is a member of the Morgan Stanley Investment Management Operating Committee. Previously, he was head of Fixed Income. Prior to joining Morgan Stanley in 2018, he was cofounder and chief investment officer of Blue Elephant Capital Management and before that was head of Fundamental Institutional Fixed Income at BlackRock. He has over 20 years of financial services experience. Brian has a BA in History from the University of Pennsylvania. https://www.morganstanley.com/im/en-us/individual-investor/product-and-performance/etfs.desktop.htmlTo get access to the $25 Masterclass click HEREJoin the waitlist for our flagship course on IB and PE fundamentals!https://the-wall-street-skinny.mykajabi.com/waitlist-opt-in-IBDOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

"If you just understand a couple of important details, you can outperform almost everybody in the investing world.”  What's the real cost of your investments? Have you ever wondered why your investment returns seem lower than expected? It could be the hidden fees and commissions that are eating away at your profits without you even noticing. Breaking down a million-dollar decision that every investor must make to ensure their money is working for them—not for financial advisors or mutual funds.   Robert Rolih is the author of The Million Dollar Decision. He shares simple, yet powerful strategies for cutting unnecessary fees and how to use Exchange-Traded Funds (ETFs) to maximize your investment returns. He also dives into the world of cryptocurrency and gives his take on where the market stands today and what opportunities may lie ahead. He also reveals how to beat the pros by making smart investment choices that lead to long-term growth.  Book: The Million Dollar Decision: Get Out of the Rigged Game of Investing and Add a Million to Your Net Worth  Visit Robert's website: robertrolih.com and sign up for his free webinar.  Raymond Aaron has shared his vision and wisdom on radio and television programs for over 40 years. He is the author of over 100 books, including Branding Small Business For Dummies, Double Your Income Doing What You Love, Canadian best-seller Chicken Soup for the Canadian Soul, and he co-authored the New York Times best-seller Chicken Soup for the Parent's Soul. Raymond's latest, co-authored book is The AI Millionaire's Path: Discover How ChatGPT‐Written Books Become Bestsellers and How They Can Make You a Millionaire Author!. www.Aaron.com

Discover more about the world of index investing in our video podcast. We dive into the history of index funds, starting with the creation of the S&P 500 and the revolutionary move by Vanguard in 1976. Learn the differences between major indexes like the Dow Jones and Russell 2000, and explore the rise of Exchange Traded Funds (ETFs), which offer tax efficiency, intraday trading, and accessibility for smaller investors. We also break down key index construction methods, such as market-cap-weighted vs. equal-weighted indexes, and discuss how different approaches impact portfolio performance. Additionally, gain insights into factor indexing strategies and how modern investing has evolved beyond passive approaches, utilizing factors like size, momentum, and quality to enhance returns. This video is for anyone wanting to understand: The history and benefits of index investing How ETFs differ from mutual funds Why factor-based strategies are gaining popularity. The key differences in index construction across major funds Whether you're a seasoned investor or just starting out, this comprehensive overview will help you navigate the ever-expanding world of index investing. Don't miss out—subscribe for more insights on personal finance and investment strategies! #IndexInvesting #ETF #S&P500 #MutualFunds #FactorInvesting #Vanguard #Russell2000 #InvestingBasics #FinancialEducation

Exchange Traded Funds (ETF) se staly jedním z nejoblíbenějších způsobů investování, a to nejen pro jednotlivé investory, ale i pro velké institucionální hráče na trzích. Co dělá ETF tak výjimečná? Jaký je jejich mechanismus fungování a proč jsou tak efektivní? V tomto videu si rozebereme klíčové aspekty ETF fondů, jejich výhody a nevýhody a vysvětlíme, jak vlastně fungují. Připojte se k nám a objevte svět ETF fondů jednoduše a srozumitelně!

Breene Murphy is the president of Carbon Collective, a climate investment advisor. They create low-fee investment portfolios for employer 401k plans and individuals that divest from fossil fuels and reinvest in climate solutions. They have launched two Exchange Traded Funds (ETFs): a climate solutions equity ETF (ticker: CCSO), and a green bond fund (ticker: CCSB).. Carbon Collective is an implementation partner of Project Drawdown, and a member of Rewiring America's CEOs for Electrification coalition. If you are responsible for your company's 401K plans, look to Carbon Collective's ETFs as a sustainable option to offer employees. In this episode, we discuss: ●     What an ETF is, and why Carbon Collective needed to create their own ●     How an investment portfolio is made ●     Why it's important to invest more funds into climate solutions companies Key Takeaways: ●     Investing: Simplify the Complex. Investing can feel like trying to decipher a foreign language. You're either lost in the weeds or barely skimming the surface. Here's my straightforward advice: First, if you're in the USA, start investing in your 401K as early as possible, and always contribute at least the maximum amount that your company matches. There is no fallback social system to rely on in retirement. Second, remember that your investments are your bets on the future. When you put your money into a company, you're saying, "I want this company to be part of tomorrow's world." So, invest with intention. Make sure your financial choices align with the future you want to live in. ●     Expanding Investment Choices. For markets to genuinely reflect individual choices, people need a full spectrum of options. Carbon Collective stepped in to fill a significant gap by creating new ETFs and 401K portfolios that exclude fossil fuel companies—something that was missing in the market. Considering that 401Ks are the primary retirement-saving vehicle for Americans, having no option to align those investments with personal values means the market can't truly reflect individual preferences. It's like having a dessert bar that only offers ice cream and then assuming everyone's favorite dessert is ice cream. True choice requires diverse options. ●     Helping: The Antidote to Helplessness. Before we started recording, Breene shared his eye-opening experience of joining the workforce and realizing that most adults are just figuring it out as they go, struggling along the way. This shattered the illusion that adults “have it figured out”. He talked about the impact helping those around him had on his career. It reminded me of the phrase "helping is the antidote to helplessness". No matter what, every life journey will have spots that feel helpless. This phrase is a nice reminder. Helpful acts not only lift others up but also pull us out of our own helpless ruts, reminding us that we have the power to make a difference. References: ●     Connect with Breene on LinkedIn ●     Carbon Collective ●     Project Drawdown ●     International Energy Agency ●     Rewiring America Connect & Share: If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than 60 seconds, and it really makes a difference in helping to convince hard-to-get guests. I also love reading them! If this episode resonated with you, I ask you to send it to a friend. Help bring even more visibility to these leaders that are using business as a force for good! Subscribe to the Purpose and Profit newsletter to make sure you don't miss future episodes. This podcast is for you, the listener. I'd love to hear what resonated with you, or if you have a suggestion on who would be a great guest for this show. Please send me a note at info@KathyVarol.com.

In this video, I discuss one of my favorite Exchange Traded Funds (ETFs) known as the 'Cash Cows ETF,' specifically focusing on the ETF with the ticker symbol G-Cow. The video explores the foundational principles behind this ETF, which prioritizes companies with high free cash flow yield and high dividend yield. I explain how these criteria help ensure that the ETF consists of companies capable of providing a continuous stream of income through dividends while also offering the potential for capital appreciation over time. I delve into the concept of free cash flow, emphasizing its importance as a metric for assessing a company's financial health. Free cash flow represents the cash remaining after a company has paid for its operating expenses, taxes, interest, and long-term investments. This residual cash is crucial as it forms the basis for dividend payments to shareholders, making it a key indicator of a company's ability to generate passive income. Furthermore, I highlight the strategic advantage of investing in companies that consistently generate free cash flow, as it demonstrates their capacity to pay dividends, signaling management's confidence in the long-term viability of the business. I also touch upon the ETF's approach to dynamically adjusting its portfolio by replacing companies with declining free cash flow with more promising candidates. This video serves as a detailed guide for those interested in investing for passive income through ETFs, particularly those looking for stability and potential growth in their investment portfolio.

Rückblick und Auswertung: Aller guten Dinge sind drei. Und so folgt nach den Blitz-Depots für Einzelaktien und Closed-end Funds (CEFs) mein ältestes, mit Exchange Traded Funds (ETFs) bestücktes Echtgeldportfolio. Die vorangestellte Namensbezeichnung bei den beiden Sammelanlagen-Depots kennzeichnet dabei die jeweilige Schwerpunktsetzung. Tatsächlich sind dem CEF-Portfolio einige aktiv gemanagte ETFs beigemischt und umgekehrt, worauf ich im Beitrag im Detail eingehe.

Our guest on the podcast today is Matt Hougan, one of the world's leading experts on crypto, exchange-traded funds, and financial technology. He's the chief investment officer for Bitwise Asset Management, which offers several cryptocurrency-related funds and ETFs. He was previously chief executive officer of ETF.com and Inside ETFs. Hougan is co-author of A Comprehensive Guide to Exchange-Traded Funds and “Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals” for the CFA Institute's Research Foundation. He graduated from Bowdoin College with a BA in philosophy.BackgroundBioA Comprehensive Guide to Exchange-Traded Funds (ETFs), by Matt Hougan“Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals,” by Matt Hougan and David Lawant, CFA Research Foundation Briefs, January 2021.The Beginning of Cryptocurrency“The Bitcoin White Paper Is Now Officially 15 Years Old,” by Pete Rizzo, Forbes.com, Oct. 31, 2023.“Bitcoin: A Peer-to-Peer Electronic Cash System,” by Satoshi NakamotoCrypto Scandals“What Was the Silk Road Online? History and Closure by the FBI,” by the Investopedia Team, Investopedia.com, June 29, 2024.“What Was Mt. Gox? Definition, History, Collapse, and Future,” by the Investopedia Team, Investopedia.com, April 23, 2024.“FTX Crash Is Eerily Similar to the Bernie Madoff Scandal, ex-regulator Sheila Blair Says,” by Matt Egan, cnn.com, Nov. 15, 2022.Crypto Performance“Crypto Market Review (Q2 2024),” by Matt Hougan, Juan Leon, Ryan Rasmussen, Alyssa Choo, Gayatri Choudhury, and Mallika Kolar, bitwiseinvestments.com, July 9, 2024.“Ether ETF Is One Step Away From Approval as Price of Bitcoin, Ethereum, BNB, XRP, Solana, Cardano, Shiba Inu, and Dogecoin Turn Mixed,” by Dan Runkevicius, forbes.com, June 26, 2024.“What Financial Advisors Don't Know About Bitcoin ETFs,” Big Picture in Practice podcast, Morningstar.com, June 6, 2024.“BlackRock's $20 Billion ETF Is Now the World's Largest Bitcoin Fund,” by Katie Greifeld and Sidhartha Shukla, Bloomberg.com, May 29, 2024.“Bitcoin's Role in a Traditional Portfolio,” by Matt Hougan and Gayatri Choudhury, bitwiseinvestments.com, Aug. 28, 2023.“The 60/30/10 Portfolio: How to Build a Diversified Crypto Sleeve,” by Matt Hougan, bitwiseinvestments.com, July 22, 2024.“Five Things to Expect by the Next Halving in 2028,” by Matt Hougan, bitwiseinvestments.com, April 23, 2024.“The Crypto Market Sell-Off: What Happened and Where We Go From Here,” by Matt Hougan, bitwiseinvestments.com, Aug. 5, 2024.“Ethereum ETPs and the Path to a New All-Time High,” by Matt Hougan, bitwiseinvestments.com, July 15, 2024.Other“Bitcoin Price Surges Above $30,500; But Warren Buffett Still Thinks It's a Gamble,” by Harrison Miller, investors.com, April 13, 2023.“SEC Approves Spot Ether ETFs,” by Kyle Torpey, Investopedia.com, July 23, 2024.“What Is Tokenization?” by Matt Hougan, bitwiseinvestments.com, April 17, 2025.SolanaCoinMarketCap

Tom welcomes back Alasdair Macleod, Head of Research at GoldMoney to discuss the current trends in the gold market. The conversation covers various aspects of the gold market, including the role of the dollar, increased demand for physical gold, particularly in China, and the impact on the COMEX market. Macleod explains that gold is hitting new highs due to the dollar's decline rather than an increase in gold prices per se. He attributes this trend to government policies that maintain large budget deficits. A Trump second term is likely to continue weakening the dollar. Chinese households are turning to physical gold as an alternative to stocks and property, leading to increased demand and potential drainage of physical liquidity from the West. In terms of the COMEX market, Alasdair points out that open interest has significantly increased, particularly due to neutral spread activity and arbitrage. He notes that this market could become more overbought and warns about potential mark-to-mark losses among the swaps, which may lead to further paper demand and a 'bear squeeze' on these institutions. Alasdair discusses the impacts of the Comex, London, and Shanghai exchanges on metals markets. There is a drainage of physical gold from Western markets, particularly London, due to arbitrage opportunities. Chinese banks are expected to increase their gold reserves, and there's also a resurgence in demand for Exchange-Traded Funds (ETFs). They discuss the risks associated with credit and the potential for a crisis in the financial system, particularly regarding the clearinghouse and shares. Alasdair advises protecting oneself by holding physical assets like gold and silver and ensuring sufficient supplies during the initial stages of a potential collapse. Lastly the effects of BRICS alliance is discussed and their plans to back their currencies with physical gold and silver. Although an attempt was made last year, it did not succeed due to opposition from China and India. Russia is expected to bring this issue up during the upcoming BRICS meeting in Astana in October, proposing that 40% of the new trade settlement currency would be backed by gold. Despite doubts about execution, having significant gold reserves and accumulating substantial quantities of gold for years could significantly impact the global economy if successful. Time Stamp References:0:00 - Introduction0:49 - Gold Market Shifts3:43 - Gold & Dollar Demand11:37 - Comex Open Interest16:25 - Categories at Comex21:53 - West Vs. East Arbitrage24:16 - ETF's & Other Demand28:32 - Producers & Margins30:25 - Interest Rates & Bank Risk37:00 - Trump Economic Implications40:12 - Political Solution Unlikely44:26 - G7 Nations & Debt Problems46:42 - Ownership & Debt Systems54:20 - BRICS Progression1:01:54 - Lessons & Wrap Up Talking Points From This Episode Gold prices are hitting new highs due to the dollar's decline, leading to increased demand for physical gold, particularly in China. The COMEX market is experiencing significant increase in open interest due to neutral spread activity and arbitrage opportunities, potentially leading to overbought conditions and mark-to-mark losses for swaps. Gold markets are witnessing a drainage of physical gold from Western markets, primarily London, as well as increased demand from Chinese banks and Exchange-Traded Funds (ETFs). Russia's may proposed in the BRICS alliance to back new trade settlement currencies with 40% gold. Guest Links:Twitter: https://twitter.com/MacleodFinanceWebsite: https://goldmoney.comResearch: https://www.goldmoney.com/research/ Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money thru demystifying finance and economics. His background includes being a stockbroker, banker, and economist. Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years,

The U.S. Securities and Exchange Commission is on the brink of approving multiple Exchange-Traded Funds (ETFs) tracking the spot price of ether (ETH), potentially as early as July 4th. This landmark decision follows extensive discussions between regulators and major asset managers, including BlackRock, VanEck, and Grayscale Investments.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:17 Sponsor Tangem00:55 Mt. Gox Dump?01:20 S&P vs Bitcoin02:22 Dems vs Biden03:13 Rep. Lloyd Doggett talks about Biden stepping aside05:00 ETH ETF tomorrow?05:36 James Seyfart - Wen ETF?06:32 Only thing stopping SOL ETF07:10 Matt Sigel - It all depends on the SEC chair08:20 Matt Sigel - Why he' so bullish on SOL09:55 Steve Kurz on crypto & regulation11:30 Justin Slaughter director at Paradigm- Chevron deference14:37 Chainlink x Fidelity15:30 Outro#Crypto #Bitcoin #etherum ~July 4th Crypto Rally?✨Weekend Outlook

Join me on this week's insightful episode of the podcast as we dive deep into the world of finance and leadership with the remarkable Samara Cohen, Chief Investment Officer of ETF and Index Investments at BlackRock. Managing over $6.6 trillion of assets, Samara offers a wealth of insights from her remarkable near three-decade career at the forefront of finance, highlighting the profound impact of mentorship and the interplay between resilience and success.Samara shares her journey through the worlds of finance, economics, and theater—a blend that has uniquely shaped her approach to leadership and problem-solving. From her challenging early days on Wall Street to her pivotal roles at Goldman Sachs and her strategic return to BlackRock, Samara offers us a behind-the-scenes look at her professional growth and the decisions that have marked her career.We dive deep into the evolution of Exchange Traded Funds (ETFs), discussing how they make investing accessible to everyone and the exciting role of artificial intelligence in shaping the future of finance. Samara also tackles the tough subject of work-life balance, reflecting on her own experiences in high-pressure jobs and sharing invaluable advice for young women who aspire to rise in the ranks of finance amidst rapid technological changes.Join us to gain insights into overcoming self-doubt, the importance of placing the right people in the right roles, and how continuous learning can drive success in the ever-shifting landscape of finance.#Finance #Leadership #Investment #BlackRock #GoldmanSachs #ETF #Innovation #CareerDevelopment #OperationalExcellence #BusinessInsights #MythOfTheOvernightSuccess #TheJonSchultzPodcast #NewEpisode #PodcastSamara On Socials: LinkedIn: https://www.linkedin.com/in/samara-epstein-cohen-9a661b76/ Instagram: samaraeco X: @Samaraepcohen YouTube:  @blackrock Jon on Socials: IG: @streetschultz FB: Jon Schultz LinkedIn: jonschultz1 www.jonschultz.com

Revolut, the financial app with more than 40 million customers worldwide and over 2.8 million in Ireland, has added bonds to its investment offering in Ireland. Its investment services in the EEA are provided by Revolut Securities Europe UAB (Revolut). Bonds emerge as a good starting point for those individuals who tend to be more risk-averse, normally offering stability and great portfolio diversification. Good credit ratings and protection against inflation further contribute to their appeal for investors seeking stability and potentially reliable returns. Both governments and corporations utilise bonds as a means to raise capital, offering investors the chance to effectively lend money in exchange for periodic interest payments and eventual repayment of the principal amount. Different bond types offer various risk and return profiles, and they should be assessed accordingly. Bonds' returns might also make them a good hedge in case of a wider economic downturn. Revolut currently allows trading of close to 40 corporate and government bonds and will expand the list in the upcoming months. The minimum amount to start investing in bonds is USD/EUR 100, with 0.25% fixed fee per trade (min. USD/EUR 1). Other fees may apply. This is yet another step in Revolut's mission to build an all-in-one investment platform that is multi-asset class, has coverage across EEA markets, and caters to both advanced and beginner users. With access to 2,800+ US and EU listed companies, and 500+ Exchange Traded Funds (ETFs), users can check the performance of their investments in real-time with live watchlists, trading charts, and market news - all within the Revolut app. Earlier this year, Revolut also removed the custody fees (0.12% of the annual market value of the assets held by the client) across all the financial instruments offered in the app to UK and EEA customers by Revolut Trading Ltd and Revolut Securities Europe UAB, respectively. Rolandas Juteika, Head of Wealth and Trading (EEA) at Revolut, said: "We continue expanding Revolut investment offering with bonds, a great way to diversify the investment portfolio, hedge against uncertainty, and generate fixed income. With higher potential returns and diversification benefits, bonds offer a compelling alternative for investors seeking to build wealth and preserve capital." Maurice Murphy, General Manager at Revolut Bank UAB - Ireland Branch, added: "Bonds trading is just another way in which we are solving all things money for our customers in Ireland, and we expect this to be a very useful addition for those wishing to grow their wealth. Along with our recently introduced Instant Access Savings product and our automated portfolio management tool Robo-Advisor, Revolut remains a frontrunner in helping Irish people to grow their finances more broadly." Revolut has recently introduced a wide array of investment options for its customers across the EEA, all available within the Revolut app: US, EEA stocks, ETFs and now bonds. The company has also introduced Trading Pro - a paid subscription that offers, among other benefits, access to pricing benefits (e.g. lower commission fees and higher order size limits) and additional analytics features. For those less experienced investors, Revolut offers its Robo-Advisor service, which is most advantageous for customers who have limited or no trading experience or simply don't have time to do extensive research and actively trade. Investment services in the EEA are provided by Revolut Securities Europe UAB ("Revolut"), which is an investment firm authorised and regulated by the Bank of Lithuania. As with all investments, capital is at risk. The value of investments can go up and down. Past performance, as well as a bond yield shown in gross, is not a reliable indicator of future performance and Revolut does not guarantee that your investment objectives will be achieved or that the portfolio will generate returns. You might lose your whole investment if t...

What are the current trends with ETFs? What's happening in the fixed-income market? How can investors tackle current challenges? Matthew Bartolini, CFA, CAIA—the head of ETF Research at State Street Global Advisors—joins me to dissect the ETF market and how investors can handle volatility.  Matthew believes the ETF market will only continue to grow and create opportunities for long-term wealth. He shares how to navigate the factors that impact the market—including Federal Reserve policy, elections, and general trends—in this episode of Retire with Ryan.  You will want to hear this episode if you are interested in... [1:30] Learn more about Matthew and State Street [2:27] The research on investing and election years [4:54] The current trends in Exchange-Traded Funds (ETFs) [9:20] What's happening in the bond market [11:21] Balancing risks while prioritizing diversification [13:52] Understanding volatility and yield curves  [15:37] Why not put all of your money into corporate bonds? [17:19] The uncertainty we're facing with the Fed [20:42] Build a strong foundation for your future Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Connect with Matthew Bartolini on LinkedIn ETF Costs and More with Matthew Bartolini Advanced ETF Concepts with Matthew Bartolini Elections and Equities: The Impact of the US Election on Sector Investing Get more information on trends at SSGA.com Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan

Tom Bodrovics welcomes back mining executive and metals analyst David Jensen. Together they revisit concerns around the London gold market's dominance, estimated to account for 91-92% of the global gold trade. This is thanks to the Bank of England's 'regulatory oversight' since 1986, permitting unallocated gold contracts instead of physical bars. The market trades $500 billion of gold daily and and 2.9 billion ounces of silver. However, only around 3.5% of London's vaulted gold is actual physical. They contrast the LBMA with the Shanghai gold market and point out the key differences. David argues that the London market functions as a price-setting mechanism rather than one of price discovery. They discuss Gibson's paradox, where interest rates follow price levels rather than inflation rate. Central banks benefit from this control scheme due to their control over monetary policy and debt levels using gold and silver as loose policy indicators. David delves deeper into the London Bullion Market Association (LBMA), which regulates through a voluntary code of conduct called NIPPS which is under Bank of England oversight. The metals market are dominated in London, with around 90% global cash trading occurring there. David raises concerns over the transparency and authenticity of silver holdings in Exchange-Traded Funds (ETFs), questioning claims against metal, sub-custodians, potential rehypothecation or selling. The actual amount of silver held and its implications for interest rates and the economy if pricing proves fictitious are discussed. Time Stamp References:0:00 - Introduction1:12 - Size of London Market7:07 - Paper Claims on Metals8:45 - Silver a Virtual Asset?9:50 - Opaque Market & Claims14:44 - Fractional Reserve Metals?15:57 - LBMA 'Code of Conduct'20:54 - Who Watches the Watchers22:09 - Settlement Definition24:29 - London Vs. New York25:35 - Futures & Cash Markets30:20 - ETFs & Bullion Banks33:08 - Honesty & Transparency?38:13 - Criticality Theory41:10 - Scales & Incentives42:18 - Wrap Up Talking Points From This Episode London gold market dominates, allowing unallocated contracts. Central banks benefit from opacity, influencing monetary policy. Questions about physical holdings vs. claims in London's vaults impacting interest rates and the economy. Transparency concerns regarding ETF silver holdings, potential rehypothecation or selling of metal claims. Guest Links:Substack: https://JensenDavid.substack.com/Gab: https://gab.com/DavidJensenReddit: https://www.reddit.com/user/j_stars/Jeff Currie Video: https://www.youtube.com/watch?v=ESxpDsUmQRE David Jensen, P.Eng., LL.B., MBA, is a Professional Engineer with a degree in Engineering from the University of Waterloo in Canada. He worked through 1993 on the F-5 Fighter Overhaul program and the Bombardier Regional Jet programs. Mr. Jensen then graduated with an LL.B. degree in corporate and commercial law from the University of Calgary and an MBA from Univ. of B.C., majoring in Logistics and Supply Chain Management. Returning first to aviation, then, after reading Austrian School Economics, Mr. Jensen transitioned to the mining industry in 2004. First through his mining industry consultancy, then as Vice President of Corporate Development for Western Copper Corp., and most recently as President and COO of Skyline Gold. Mr. Jensen currently serves as President and COO of a private mining company and provides strategic, operational, risk assessment, and precious metals consulting services through his consultancy, Jensen Strategic.

Ever wondered about the best time to switch from a traditional IRA to a Roth IRA? Or what are the advantages of having a Roth IRA during a market dip? Or how an inherited IRA works if you're living overseas? Join host Douglas Goldstein to discover:

‘China is very much on our radar,' US economy shows unexpected resilience - Mark Perchtold (OMBA) Mark Perchtold, the founding director of OMBA, a company specialising in using Exchange Traded Funds (ETFs), maintains a positive outlook on China despite geopolitical challenges. In an interview with BizNews, Perchtold attributes his outlook on China to various stimulatory measures, including significant reforms by the Chinese governments to boost China's property market. He believes that geopolitical risks are mitigated by China's extensive bilateral agreements with other regions. Perchtold also emphasised the importance of closely monitoring inflation and the Federal Reserve's response, as easier monetary policies and lower interest rates are crucial for boosting the US economy. He noted that the US economy has shown surprising resilience, with robust employment data despite rising interest rates. Regarding AI investments, Perchtold advises maintaining some exposure but warns against overcommitting

Hear why active ETFs are becoming more popular.   Synopsis: Every third Monday of the month, hosts Lee Su Shyan and Ven Sreenivasan - both senior columnists at The Straits Times - offer you an extra edge in managing your hard-earned money. In this episode, J.P. Morgan Asset Management's Apac head of ETF - Philippe El-Asmar - discusses the growth of ETFs in Asia. In particular, there is a growing focus on active ETFs. Being actively managed, they may offer better returns. However, what are the risks? Highlights (click/tap above):  2:05 Growth of the ETF market    5:20 Misconceptions that all ETFs are passive ones  6:25 ETFs are also used by institutional investors, not just retail investors    7:50 What are fixed income ETFs?  9:45 Advantages of investing in active ETFs  12:50 Risks to be aware of when investing active ETFs Produced by: Lee Su Shyan (sushyan@sph.com.sg), Ernest Luis, and Teo Tong Kai Edited by: Teo Tong Kai Follow ST's Your Money & Career Podcast channel here: Channel: https://str.sg/wB2m Apple Podcasts: https://str.sg/wuN3 Spotify: https://str.sg/wBr9 SPH Awedio app: https://www.awedio.sg/ Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Read Lee Su Shyan's articles: https://str.sg/wuQs Get business/career tips in ST's HeadSTart newsletter: https://str.sg/headstart-nl --- Discover more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 The Usual Place: https://str.sg/wEr7u In Your Opinion: https://str.sg/w7Qt COE Watch: https://str.sg/iTtE Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN Green Pulse: https://str.sg/JWaf Your Money & Career: https://str.sg/wB2m Hard Tackle: https://str.sg/JWRE #PopVultures: https://str.sg/JWad Music Lab: https://str.sg/w9TX --- ST Podcast website: http://str.sg/stpodcasts ST Podcasts YouTube: https://str.sg/4Vwsa --- Special edition series: True Crimes Of Asia (6 eps): https://str.sg/i44T The Unsolved Mysteries of South-east Asia (5 eps): https://str.sg/wuZ2 Invisible Asia (9 eps): https://str.sg/wuZn Stop Scams (10 eps): https://str.sg/wuZB Singapore's War On Covid (5 eps): https://str.sg/wuJa --- Get The Straits Times' app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties. #moneycareerSee omnystudio.com/listener for privacy information.

This week on the WealthTalk podcast, WealthBuilders Founder, Kevin and Wealth Coach, Manish Kataria, provide key insights into the world of investing.In this eye-opening episode, they address the pressing issue of hefty fees often encountered with traditional investing methods and highlight the critical role of diversification in reducing risk.From the intricacies of Independent Financial Advisers (IFAs) to the advantages of Exchange-Traded Funds (ETFs) and the dynamics of core-satellite investing strategies, Kevin and Manish provide a wealth of comprehensive insights you'll want to hear.Lastly, they explore effective tools for constructing portfolios that generate recurring income, offering practical strategies for the savvy investors of today.Don't miss out - Tune in and discover whether you can manage your money better than somebody else who may be taking considerable fees without adding considerable value. Resources Mentioned In This Episode:>> Manish Kataria [LinkedIn]>> Investment Academy [Website]>> Investment Insights: WealthBuilders London Networking Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Facebook Community>> Become a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

In this episode, we dive into the world of Exchange-Traded Funds (ETFs) and explore how they can simplify the process of building a better investment strategy. Discover why ETFs are considered a less risky option for investors, and learn how they can enhance your investing skills. Whether you're new to investing or looking to refine your stock portfolio, this episode will provide valuable insights into effectively utilizing ETFs to your advantage.Support the show

In der 235. Folge von „bto – beyond the obvious – der Ökonomie-Podcast mit Dr. Daniel Stelter“ fragen wir uns, wie begründet die Freude über die Fortschritte beim Klimaschutz ist und schauen auf ein „Geheimtreffen“ der produktiven Art zwischen Wirtschafts- und Finanzminister und Vertretern der Wirtschaft. Dass dringender Handlungsbedarf besteht, wenn wir die deutsche Wirtschaft wieder auf Kurs bringen wollen, haben die meisten wohl mittlerweile erkannt. Wie drastisch wir uns aber sanieren müssen, wird immer noch unterschätzt. Einen Eindruck von einer möglichen Agenda 2030 gibt Prof. Dr. Gunther Schnabl, Inhaber des Lehrstuhls für Wirtschaftspolitik und Internationale Wirtschaftsbeziehungen an der Universität Leipzig und Autor des Buches Deutschlands fette Jahre sind vorbei: Wie es dazu kam und wie wir ein neues Wirtschaftswunder schaffen können.HörerserviceNeue Analysen, Kommentare und Einschätzungen zur Wirtschafts- und Finanzlage finden Sie unter www.think-bto.com. Sie erreichen die Redaktion unter podcast@think-bto.com. Wir freuen uns über Ihre Meinungen, Anregungen und Kritik.Den monatlichen bto-Newsletter können Sie hier abonnieren!ShownotesHandelsblattEin exklusives Angebot für alle “bto – beyond the obvious – featured by Handelsblatt”-Hörer*innen: Testen Sie Handelsblatt Premium 4 Wochen lang für 1 Euro und bleiben Sie zur aktuellen Wirtschafts- und Finanzlage informiert. Mehr erfahren Sie unter: https://handelsblatt.com/mehrperspektiven Xtrackers, die ETF und ETC Produktpalette der DWS​, bietet seinen Anlegern ein breites Spektrum an effizienten und qualitativ hochwertigen Exchange Traded Funds (ETFs) und Exchange Traded Commodities (ETCs). Anleger erhalten durch unsere Xtrackers ETFs und ETCs einen Zugang zu breit gestreuten Indizes oder einzelnen Rohstoffen und verfügen damit über die Bausteine für eine effektive Allokation in einem Portfolio.Mehr Informationen zu Xtrackers finden Sie hier.Dierke & Houben – Der Führungs-PodcastIn ihrem Podcast sprechen die Vorstandsberater und Top-Management-Coaches Dr. Kai Dierke und Dr. Anke Houben über die Führungsfragen unserer Zeit, in Wirtschaft und Politik. Inspirierend, informativ, konkret – und immer anregend zum Weiterdenken. „Dierke & Houben. Der Führungs-Podcast“ ist der etwas andere Denkanstoß, um den Blick auf Führung zu schärfen – von einem Top-Berater-Duo mit 25 Jahren Insider-Erfahrung in den obersten Führungsetagen. Alle 14 Tage donnerstags und auf den bekannten Playern oder hier.Mehr erfahren Sie unter:https://dierkehouben.com/ Hosted on Acast. See acast.com/privacy for more information.

In der 234. Folge von „bto – beyond the obvious – der Ökonomie-Podcast mit Dr. Daniel Stelter“ geht es um die Bedeutung der Produktivität für Wohlstand und gesellschaftlichen Zusammenhalt. Seit Jahren fallen die EU und Deutschland beim Fortschritt der Produktivität gegenüber den USA deutlich zurück. Über die Ursachen herrscht keine Einigkeit, aber durchaus über die Ansätze zur Verbesserung der Produktivität in der Zukunft. Gerade Deutschland muss, mit Blick auf die demografische Entwicklung, die Steigerung der gesamtwirtschaftlichen Produktivität zum obersten Ziel der Wirtschaftspolitik machen.Eine Möglichkeit, die Produktivität zu steigern, ist eine schnellere Digitalisierung. Wie Unternehmen hier rascher Fortschritte erzielen können, erklärt Dr. Volker Stiehl. Er ist Professor für Wirtschaftsinformatik an der Technischen Hochschule Ingolstadt und forscht zur Entwicklung prozessgesteuerter Anwendungssysteme.HörerserviceDie Studie der OECD finden Sie hier.Die zitierte Studie von McKinsey finden Sie hier.Mehr Informationen zum Ansatz von Professor Stiehl finden Sie unter https://www.volkerstiehl.de.Sie erreichen die Redaktion unter podcast@think-bto.com. Wir freuen uns über Ihre Meinungen, Anregungen und Kritik.HandelsblattEin exklusives Angebot für alle “bto – beyond the obvious – featured by Handelsblatt”-Hörer*innen: Testen Sie Handelsblatt Premium 4 Wochen lang für 1 Euro und bleiben Sie zur aktuellen Wirtschafts- und Finanzlage informiert. Mehr erfahren Sie unter: https://handelsblatt.com/mehrperspektiven Xtrackers by DWS Xtrackers, die ETF und ETC Produktpalette der DWS​, bietet seinen Anlegern ein breites Spektrum an effizienten und qualitativ hochwertigen Exchange Traded Funds (ETFs) und Exchange Traded Commodities (ETCs). Anleger erhalten durch unsere Xtrackers ETFs und ETCs einen Zugang zu breit gestreuten Indizes oder einzelnen Rohstoffen und verfügen damit über die Bausteine für eine effektive Allokation in einem Portfolio. Mehr zu Xtrackers gibt es hier.WorkdayWorkday ist eine führende Enterprise-Plattform, die Unternehmen beim Management ihrer wichtigsten Assets unterstützt – der Mitarbeitenden und der Finanzen. Die Workday-Plattform gründet auf künstlicher Intelligenz und hilft damit Kunden, ihre Mitarbeitenden zu fördern, die Arbeit zu optimieren und ihr Unternehmen immer weiter voranzubringen. Für weitere Informationen besuchen Sie workday.com Hosted on Acast. See acast.com/privacy for more information.

Welcome to our comprehensive guide to acing the Series 66 and Series 65 exams! In this episode , we delve deep into the crucial topic of Investment Vehicle Characteristics, a cornerstone of your exam preparation. Join us as we dissect the intricacies of equity, bonds, mutual funds, ETFs, annuities, and life insurance.

In der 233. Folge von „bto – beyond the obvious – der Ökonomie-Podcast mit Dr. Daniel Stelter“ beginnen wir mit einigen Anmerkungen zum viel kritisierten Rentenpaket II der Bundesregierung. Schon jetzt ist klar, dass damit die Probleme der gesetzlichen Rentenversicherung nicht gelöst, dafür aber die Lasten weiter in die Zukunft geschoben und den jüngeren Generationen aufgebürdet werden. Im Schwerpunktthema der Episode gehen wir der Frage nach, ob Innovationen die Lösung für die Herausforderungen des Klimawandels sind. Die gute Nachricht: Genau diese Innovationen gibt es. Beispielhaft werden in dieser Folge zwei vorgestellt. Jürgen Fischer, Präsident von Danfoss Climate Solutions, erläutert die Potenziale aus der Nutzung von Abwärme.Werner Langbauer ist Vertreter des auf Solarthermie spezialisierten belgischen Unternehmens azteq in Süddeutschland und erläutert, wie Solarthermie einen wichtigen Beitrag zur Erzeugung von Prozesswärme in der Industrie leisten kann.Studie zur Abwärmenutzung hier Infos zur Solarthermie hierMcKinsey- Studie hier Mail: podcast@think-bto.comNewsletter-Abo: hierHandelsblattEin exklusives Angebot für alle bto-Hörer*innen: Testen Sie Handelsblatt Premium 4 Wochen lang für 1 Euro und bleiben Sie zur aktuellen Wirtschafts- und Finanzlage informiert. Mehr erfahren Sie unter: https://handelsblatt.com/mehrperspektiven Xtrackers by DWS Xtrackers, die ETF und ETC Produktpalette der DWS​, bietet seinen Anlegern ein breites Spektrum an effizienten und qualitativ hochwertigen Exchange Traded Funds (ETFs) und Exchange Traded Commodities (ETCs). Anleger erhalten durch unsere Xtrackers ETFs und ETCs einen Zugang zu breit gestreuten Indizes oder einzelnen Rohstoffen und verfügen damit über die Bausteine für eine effektive Allokation in einem Portfolio.Mehr Informationen zu Xtrackers finden Sie hier.WorkdayWorkday ist eine führende Enterprise-Plattform, die Unternehmen beim Management ihrer wichtigsten Assets unterstützt – der Mitarbeitenden und der Finanzen. Die Workday-Plattform gründet auf künstlicher Intelligenz und hilft damit Kunden, ihre Mitarbeitenden zu fördern, die Arbeit zu optimieren und ihr Unternehmen immer weiter voranzubringen. Für weitere Informationen besuchen Sie workday.com Hosted on Acast. See acast.com/privacy for more information.

In der 232. Folge von „bto – beyond the obvious – der Ökonomie-Podcast mit Dr. Daniel Stelter“ blicken wir auf einen Meilenstein der ökonomischen und gesellschaftlichen Geschichte. Vor 80 Jahren erschien „Der Weg in die Knechtschaft“. Das erfolgreichste und wirkungsvollste Werk des österreichischen Ökonomen und späteren Nobelpreisträgers Friedrich August von Hayek. In dem Buch argumentierte Hayek für eine wettbewerbsorientierte, allein durch die Kräfte des Marktes gesteuerte Wirtschaft, als Gegenentwurf zu den Thesen John Maynard Keynes. Dessen Forderung nach staatlicher Intervention in das Wirtschaftsgeschehen und einer zentral gelenkten Geld- und Beschäftigungspolitik stand nach den Erfahrungen von Wirtschaftskrise und Krieg bei den Politikern hoch im Kurs. Wohl auch deshalb widmete Hayek sein Buch „Den Sozialisten in allen Parteien“. Auch heute könnte er das Buch in Deutschland allen Parteien widmen. Hayek zeigt nicht nur auf, wie die Eingriffe des Staates zwangsläufig immer weitergehen müssen, sondern auch, dass dies unausweichlich mit einer zunehmenden Beschränkung der individuellen Freiheit einhergehen muss. Dabei spielt es keine Rolle, mit welcher Begründung der Staat eingreift – mit dem Ziel einer „gerechteren“ Gesellschaft oder der Rettung des Weltklimas. Im Expertengespräch: Professor Dr. Stefan Kooths, Vorsitzender der Friedrich A. von Hayek-Gesellschaftund Direktor des Prognosezentrums am Kieler Institut für Weltwirtschaft IfW. Neue Analysen, Kommentare und Einschätzungen zur Wirtschafts- und Finanzlage finden Sie unter www.think-bto.com. Sie erreichen die Redaktion unter podcast@think-bto.com. Wir freuen uns über Ihre Meinungen, Anregungen und Kritik. Shownotes HandelsblattEin exklusives Angebot für alle “bto – beyond the obvious – featured by Handelsblatt”-Hörer*innen: Testen Sie Handelsblatt Premium 4 Wochen lang für 1 Euro und bleiben Sie zur aktuellen Wirtschafts- und Finanzlage informiert. Mehr erfahren Sie unter: https://handelsblatt.com/mehrperspektiven Xtrackers by DWSXtrackers, die ETF und ETC Produktpalette der DWS​, bietet seinen Anlegern ein breites Spektrum an effizienten und qualitativ hochwertigen Exchange Traded Funds (ETFs) und Exchange Traded Commodities (ETCs). Anleger erhalten durch unsere Xtrackers ETFs und ETCs einen Zugang zu breit gestreuten Indizes oder einzelnen Rohstoffen und verfügen damit über die Bausteine für eine effektive Allokation in einem Portfolio.Mehr Informationen zu Xtrackers finden Sie hier. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Rusty Vanneman and Robyn Murray are joined by Fritz Folts from 3EDGE Asset Management. Fritz has over 20 years of experience at the investment committee level in the investment management industry. He was one of the co-founders of 3EDGE Asset Management, where he serves as the Chief Investment Strategist and Member of the Investment Committee.Prior to 3EDGE, Fritz was one of the first team members at Windward Investment Management, a pioneer in constructing globally diversified portfolios utilizing index Exchange Traded Funds (ETFs). After the acquisition of Windward by Charles Schwab in 2010, the name of the firm was changed to Windhaven Investment Management. Fritz became responsible for distribution of Windhaven's investment solutions throughout the entire Charles Schwab nationwide retail branch network. He and his team raised over $15 billion in new assets under management. Later, Fritz was named Chief Investment Strategist at Windhaven. He began his career at The Boston Company, where he ultimately served as Vice President, and Director of Global Funding for the then-newly-formed Boston Safe Deposit & Trust Co. (U.K.) Ltd., in London, England.Fritz received his B.A. with a major in Political Science from Connecticut College and his MBA from IESE (Instituto Estudios Superiores de la Empresa), a bilingual Spanish - English MBA program in Barcelona, Spain. He is the former Chair of the Board of Trustees at Connecticut College and now serves as an Emeritus Trustee. In addition, Fritz currently serves on the Investment Committee for the Connecticut College endowment fund and the Investment Committee for the Umbrella Center for the Arts in Concord, MA.Fritz and his wife Cathy live in Concord, Massachusetts.Key Takeaways[03:06] - Fritz's professional background and what drove him to 3EDGE.[04:25] - The 3EDGE model is “human plus machine,” which powers their investment research process. How did they decide on this model and what really sets them apart as a firm?[08:30] - For advisors and clients looking at their year end reports, how should investors consider their portfolio performance considering the state of the  2023 market?[09:31] - What is 3EDGE's baseline scenario, bull case and bear case for 2024?[15:05] - Is it reasonable for investors to focus so much on The Federal Reserve and how much does 3EDGE factor this into their decision making process?[17:30] - How should investors be thinking about the upcoming presidential election and how can they prepare for it, if at all?[21:05] - What might it take for international stocks to outperform and how should investors be allocating to non-US equities?[27:25] - Tips on how to size the positions of diversifying asset classes, such as  alts and real assets.[31:26] - What is currently Fritz's favorite investment idea for 2024?Quotes[07:45] - "I do think that investors were probably disappointed in the performance of their portfolios, because we had a market that was driven by…these Magnificent 7 mega cap technology funds, and you are not going to keep up with that when that is driving the entire market. If I look at investors, I would say…‘it's okay, that's not normal…you just have to realize, it wouldn't be realistic to keep up with an index where 7 stocks are driving the majority of the performance.'” ~ Fritz Folts[21:56] - "I think the best chance for the non-US equities to take a leadership position, for an extended period of time, will only be after there is a material correction in the US market.” ~ Fritz FoltsLinksFritz Folts on LinkedIn“Everything's Coming Our Way” by Santana3EDGE Asset ManagementConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0280-OPS-2/6/2024Disclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

In der 231. Folge von „bto – beyond the obvious – der Ökonomie-Podcast mit Dr. Daniel Stelter“ gehen wir der Frage nach, welche Folgen eine Degrowth-Strategie für Wohlstand und Klima hätte. Ließe sich der CO2-Ausstoß wirksam und nennenswert senken, wie die Befürworter einer Verzichtstrategie behaupten und was wären die Auswirkungen auf die anderen Nachhaltigkeitsziele der menschlichen Entwicklung, die die UNO verfolgt? Oder liegt die Rettung doch in der Verfolgung einer Strategie des grünen Wachstums? Diese These vertritt Dr. Hans-Jörg Naumer, Direktor Global Capital Markets & Thematic Research bei Allianz Global Investors im Gespräch mit Daniel Stelter.Hörerservice:Die zitierte Studie zu den Chancen neuer Technologien findet sich hier.Die zitierte Studie zu den Folgen von Degrowth-Strategien finden Sie hier.Neue Analysen, Kommentare und Einschätzungen zur Wirtschafts- und Finanzlage finden Sie unter www.think-bto.com. Sie erreichen die Redaktion unter podcast@think-bto.com. Wir freuen uns über Ihre Meinungen, Anregungen und Kritik.ShownotesHandelsblattEin exklusives Angebot für alle “bto – beyond the obvious – featured by Handelsblatt”-Hörer*innen: Testen Sie Handelsblatt Premium 4 Wochen lang für 1 Euro und bleiben Sie zur aktuellen Wirtschafts- und Finanzlage informiert. Mehr erfahren Sie unter: https://handelsblatt.com/mehrperspektiven Xtrackers by DWS Xtrackers, die ETF und ETC Produktpalette der DWS​, bietet seinen Anlegern ein breites Spektrum an effizienten und qualitativ hochwertigen Exchange Traded Funds (ETFs) und Exchange Traded Commodities (ETCs). Anleger erhalten durch unsere Xtrackers ETFs und ETCs einen Zugang zu breit gestreuten Indizes oder einzelnen Rohstoffen und verfügen damit über die Bausteine für eine effektive Allokation in einem Portfolio.Mehr Informationen zu Xtrackers finden Sie hier.Dierke & Houben – Der Führungs-PodcastIn ihrem Podcast sprechen die Vorstandsberater und Top-Management-Coaches Dr. Kai Dierke und Dr. Anke Houben über die Führungsfragen unserer Zeit, in Wirtschaft und Politik. Inspirierend, informativ, konkret – und immer anregend zum Weiterdenken. „Dierke & Houben. Der Führungs-Podcast“ ist der etwas andere Denkanstoß, um den Blick auf Führung zu schärfen – von einem Top-Berater-Duo mit 25 Jahren Insider-Erfahrung in den obersten Führungsetagen. Alle 14 Tage donnerstags und auf den bekannten Playern oder hier.Mehr erfahren Sie unter:https://dierkehouben.com/ Hosted on Acast. See acast.com/privacy for more information.

In der 230. Folge von „bto – beyond the obvious – der Ökonomie-Podcast mit Dr. Daniel Stelter“ schauen wir nach Argentinien. Worin liegen die Ursachen für den Absturz eines Landes, das vor 100 Jahren noch eins der reichsten der Welt war? Welche Lehren für Deutschland und Europa ergeben sich aus dieser Erfahrung? Blickt man auf die argentinische Geschichte, kommt man nicht umhin, einige Parallelen zu entdecken. Der frisch gewählte argentinische Präsident Javier Milei hat diese in einer vielbeachteten Rede beim Weltwirtschaftsforum in Davos aufgezeigt. Wohlstand – so viel wird deutlich – kann man durch eigene Politikfehler leicht verspielen. Präsident Milei will mit einer Radikalkur den seit Jahrzehnten anhaltenden Niedergang des Landes stoppen. Kann das gelingen? Dazu im Gespräch, der Volkswirt Dr. Philipp Bagus, Professor an der Universität Rey Juan Carlos in Madrid, der im direkten Austausch mit dem argentinischen Präsidenten steht. Hörerservice:Die Studie des Ökonomen Rok Spruk finden Sie hier.Neue Analysen, Kommentare und Einschätzungen zur Wirtschafts- und Finanzlage finden Sie unter www.think-bto.com. Sie erreichen die Redaktion unter podcast@think-bto.com. Wir freuen uns über Ihre Meinungen, Anregungen und Kritik.HandelsblattEin exklusives Angebot für alle “bto – beyond the obvious – featured by Handelsblatt”-Hörer*innen: Testen Sie Handelsblatt Premium 4 Wochen lang für 1 Euro und bleiben Sie zur aktuellen Wirtschafts- und Finanzlage informiert. Mehr erfahren Sie unter: https://handelsblatt.com/mehrperspektiven AveaAvea ist eine Schweizer Marke, die sich auf die Entwicklung innovativer Nahrungsergänzungsmittel für Langlebigkeit und optimale Gesundheit spezialisiert hat. Ziel von Avea ist es, den Alterungsprozess zu verlangsamen und das allgemeine Wohlbefinden zu fördern. Der Stabiliser ist von Avea Life speziell entwickelt worden, um den Blutzuckerspiegel auf natürliche Weise zu nivellieren. Er fördert ein allgemeines Wohlbefinden und ist ideal für Personen, die ihren Blutzucker kontrollieren und gleichzeitig ihr Gewichtsmanagement unterstützen möchten.Mit dem bto-Code bekommen bto-Hörerinnen und -Hörer den Stabiliser mit 15% Rabatt auf die Erstbestellung. Das Beste daran: Avea bietet eine 90 Tage Geldzurückgarantie an. Somit können Sie das Produkt risikofrei testen und sich selbst überzeugen.Zur Bestellung nutzen Sie den Link https://avea-life.com/btoDer Code lautet: BTOMehr Informationen zu Avea finden sie auf der Avea WebsiteXtrackers by DWS Xtrackers, die ETF und ETC Produktpalette der DWS​, bietet seinen Anlegern ein breites Spektrum an effizienten und qualitativ hochwertigen Exchange Traded Funds (ETFs) und Exchange Traded Commodities (ETCs). Anleger erhalten durch unsere Xtrackers ETFs und ETCs einen Zugang zu breit gestreuten Indizes oder einzelnen Rohstoffen und verfügen damit über die Bausteine für eine effektive Allokation in einem Portfolio.Mehr Informationen zu Xtrackers finden Sie hier. Hosted on Acast. See acast.com/privacy for more information.

Dr. Burton Malkiel, author of the influential book, "A Random Walk Down Wall Street," which revolutionized how people approach investing, joined Julia La Roche on episode 142. Link: https://www.amazon.com/Random-Walk-Down-Wall-Street/dp/1324051132 0:00 Intro and welcome Dr. Burton Malkiel  1:30 Writing ‘A Random Walk Down Wall Street'  4:30 Reaction to ‘A Random Walk'  5:30 90% of active managers do worse than the index  8:14 Investing in the first index fund, and its returns  12:48 This is the way to invest 19:30 Exchange Traded Funds (ETFs) 22:29 Bitcoin spot ETF, bubbles  27:18 Debunking that ETFs distort financial markets, fuel a passive investing bubble  33:40 Efficient Market Hypothesis and what the media gets wrong 38:20 View of the markets, macroeconomics   43:50 Retirement crisis ahead? 48:48 Background 50:38 Parting thoughts

Dive deep into the complex world of Exchange Traded Funds (ETFs) with Ken from Capital Advantage Tutoring. Explore the foundational premises and workings of ETFs, a type of pooled investment vehicle, as regulated by the Investment Company Act of 1940. Understand the correlation between the value of an ETF and the securities it owns, and simplify the processes involved in buying and selling ETF shares. Get clarity on how ETFs differ from mutual funds in terms of management, taxable income, and their amazing flexibility to track indices, commodities and various securities. Understand why ETFs are known as passive investments and how their quarter-end rebalancing activities contribute to this categorisation. Ken dissects the impacts of expense ratios and tracking errors on ETF performance compared to the tracked index. Learn about the multiple types of ETFs, their characteristics, and risks involved when investing in leveraged and inverse ETFs and Exchange Traded Notes (ETNs). This episode also starkly highlights the difference between ETFs and ETNs, shedding light on the debt-nature of ETNs and why they may be less appealing to investors due to default risk. Walk through real-life scenarios to better understand market fluctuations and their effects on the value of your investment. If you're seeking to understand ETFs and ETNs in the current investment landscape, this podcast is for you.

Andrew Lom, Global Head of Private Wealth and Head of Financial Services in our New York office, and Rachel Browndorf, Senior Associate based in Denver, join host Patrick Dolan to explore the latest developments across the crypto space including bitcoin Exchange-Traded Funds (ETFs).We discuss the latest SEC-approved changes that permit the creation of bitcoin ETFs. We compare a spot bitcoin ETF with a bitcoin futures ETF, examine the price correlation between the ETFs and the actual bitcoin and look at the current state of trading activity. In addition, we discuss what a spot bitcoin ETF means for investors.Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app.

In this episode we talk about Exchange-Traded Funds (ETFs), a crucial element for any aspiring day trader. As we continue studying the basics of the stock market, we explore the essence of ETFs, offering a beginner-friendly discussion supported by examples from the AI tool Grok.Update: Download the 6 month blueprint I'm following as a beginner day trader:https://stokestrades.com/blueprintWhat We Cover in This Episode:Introduction to ETFs:Understanding ETFs as a blend of stocks and mutual funds.The concept of ETFs as diversified investment portfolios that trade like stocks.The Swiss Army Knife of Investing:Discussing the versatility of ETFs in offering benefits like diversification, lower fees, and tax efficiency.An engaging analogy comparing ETFs to a box of chocolates filled with various securities.Types of ETFs:Exploring different ETF categories, including stock ETFs, bond ETFs, sector-specific ETFs, commodity ETFs, and international ETFs.Distinguishing between passive and active ETFs, with examples like SPY and ARK Invest.Trading ETFs:Simple steps to start trading ETFs through a brokerage account.Emphasis on research and aligning ETF choices with investment goals.Key Insights and Recap:Summarizing the unique aspects of ETFs and their trading flexibility.Highlighting the benefits and diverse options available within the ETF market.Looking Ahead:A glimpse into future episodes focusing on further stock market basics and the specifics of day trading.Resources & Links:Grok AI tool for financial examples and insights.Read the full article and watch the video podcast here.In this episode, we've unraveled the complexities of ETFs, providing a clear understanding for beginners. As I progress in my day trading journey, stay tuned for more episodes that break down the basics of the stock market, paving the way to becoming skilled day traders. Website and Other Social Accounts:https://stokestrades.com/https://www.youtube.com/@StokesTrades

Exchange Traded Funds (ETF's) are a great way to go about your investing goals. They can offer you a great amount of diversity all within a single ticker symbol. The simplicity of these investment vehicles is why they've become so popular. With that being said, the convenience they provide is not free of charge. All ETF's have fees associated with them that take away from any profits they generate. This may not seem like a huge deal; however, if you look at it from a big picture point of view over a longer period of time (which is what investing is all about), these fees can begin to add up against you. What if I told you there was a way to get these fees paid for you? Let me walk you through a simple consideration you can make that will allow you to get these ETF fees paid for you and allow your money to grow as efficiently as possible!

Investing is a strange thing: the less you pay, the more you get. And for physician investors, keeping more of what you earn means paying less taxes on your investments. For the past three decades Exchange Traded Funds (ETFs) have made it easy for all investors to own a balanced, diversified, low cost, tax efficient portfolio. But what are ETFs and how can you use them? Listen in as Ben and Nate discuss some ETFs basics and explain why physicians should own them today.   ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE? To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go   GOT A QUESTION? Write to us at podcast@physicianfamily.com.   NOTICE Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Dive deep into the foundations of investing with our "Investing 101" episode, where we break down the basics and help you grasp the fundamental principles that drive financial markets. From understanding the power of compound interest to mastering the art of portfolio diversification, we've got your investment initiation covered. Ever heard of margin investing but weren't quite sure how it works? Tune in to our in-depth discussions on margin investing, where we unravel the intricacies and guide you on how to effectively use leverage to magnify your returns responsibly. Curious about where to park your hard-earned money? We've got you covered with our expert insights on what to invest in. From traditional stocks and bonds to the revolutionary world of cryptocurrencies, we explore the vast array of investment options available to you and help you make informed decisions. Discover the potential of Exchange-Traded Funds (ETFs) and how they can bolster your portfolio. We'll take you on a journey to explore these versatile investment vehicles, offering exposure to a variety of assets while optimizing your investment strategy. Are you ready to invest in yourself? Join us. Psychology of Money: https://youtu.be/ibBKBlTnLys?si=AbhsK1aL9_o49O-j Follow: @EddieTheHustler on all platforms PSA: this isn't financial advice always talk to your accountant or CPA If you need a good CPA we recommend GGCPAs https://instagram.com/ggcpas?igshid=MzRlODBiNWFlZA== Learn more about your ad choices. Visit megaphone.fm/adchoices

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 109. In this episode, DiMartino Booth argues that the U.S. economy would already be in recession if it weren't for the government's spending. A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015.  She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.  Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Links: QI Research: https://quillintelligence.com/subscriptions/ Twitter/X: https://twitter.com/dimartinobooth Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655 The Julia La Roche Show is produced by Marlinski Media: https://www.marlinskimedia.com/ Timestamps:  00:00 - Welcome Danielle DiMartino Booth to the show  1:06 - Macro outlook on the economy, discussion on job market and revisions 3:56 U.S. economy is clearly in a recession if it weren't for government spending  6:30 - Discussion on the Federal Reserve and the higher for longer regime 9:20 An about-face for equity investors   11:46 - Conundrum for RIAs 15:22 - Biggest risk is in middle portion of commercial real estate and corporate debt 17:30 - Exchange Traded Funds (ETFs) and a passive investing bubble?  18:27 - Discussion on Federal Reserve's zero bound interest rate policy 22:30 - Geopolitical risks following an attack in Israel 24:30 - US deficit at wartime levels, fiscal responsibility and potential long-term consequences 26:30 - Conclusion

In this episode, we dissect the intricate relationship between tech giant Apple and the ever-changing landscape of China's regulatory and geopolitical challenges. We highlight why this complex dynamic holds significant implications for investors. Discover the power of Exchange-Traded Funds (ETFs) as a strategic tool for diversifying your investment portfolio amidst this storm.

Our team of experts delve into the world of Exchange-Traded Funds (ETFs) and discusses the findings of the comprehensive report by Oliver Wyman commissioned by Waystone, titled "The Renaissance of ETFs."The panel examines the growth trends of the ETF industry as well as the factors driving its rapid expansion.

For nearly 25 years, Exchange Traded Funds (ETFs) have been a popular passive investment vehicle for both household and professional investors due to their low transaction costs and high liquidity. But what are the pros and cons? How can you diversify your portfolio to avoid volatility? Today, we are joined by Professor Itzhak Ben-David, one of the world's foremost academic experts on ETFs, the Neil Klatskin Chair in Finance and Real Estate at The Ohio State University (OSU) Fisher College of Business, and the Academic Director of the OSU Center for Real Estate. In this episode, we look at the current ETF market and the impact that ETFs have on underlying securities and investor outcomes. We discuss Morningstar ratings, the change that happened in 2002, and some mind-blowing data regarding hedge fund fees. We also dive into the correlation between miscalibrated CFOs and overconfidence; the unnecessary mental accounting people do when it comes to tax refunds, and so much more. This conversation makes for an incredibly diversified overview of a variety of topics that are relevant to financial decision-making at the household level. Finance experts will certainly find value here, too! Regardless of your level of experience, tune in today to learn more.   Key Points From This Episode:   (0:03:27) Professor Ben-David's take on the current state of the ETF market.  (0:07:37) Ways that investors are affected by a broader variety of ETF options.  (0:16:46) Advice for investors who have been lured in by a sector or thematic ETF.  (0:17:53) Mutual or hedge funds versus ETFs and their impact on underlying securities.  (0:26:38) Reflections on the behaviour of mutual fund investors (learning versus luck).  (0:33:01) How we can learn what investors care about from mutual fund flows.  (0:37:15) Why investors typically put their money where the Morningstar ratings are.  (0:38:46) Morningstar's rewiring of the “star” system in 2002 and its repercussions.  (0:48:54) The effect of Morningstar ratings on mutual fund flow and momentum.  (0:52:40) Hedge fund investor behaviour versus mutual fund and ETF investors.  (0:54:46) The “two-and-20" hedge fund fee that sets it apart from mutual funds.  (1:00:53) What happens after investors pull their money from a hedge fund after a loss.   (1:02:19) How hedge fund incentive fees correlate with hedge fund performance. (1:04:09) Key lessons for investors who might be considering allocating to hedge funds.  (1:07:15) How people treat tax refunds differently from other income and expenses  (1:13:20) Defining miscalibration and the behavioural bias that overconfidence presents.  (1:19:26) How CFO miscalibration responds to rising market uncertainty (and how to avoid it).  (1:22:58) Professor Ben-David's definition of success in relation to failure.    Links From Today's Episode:   Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Shop Merch — https://shop.rationalreminder.ca/ Join the Community — https://community.rationalreminder.ca/ Follow us on X — https://twitter.com/RationalRemind Follow us on Instagram — @rationalreminder Benjamin on X — https://twitter.com/benjaminwfelix Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Itzhak Ben-David — https://u.osu.edu/ben-david.1/ Itzhak Ben-David on LinkedIn — https://www.linkedin.com/in/ibendavi/  Financial Markets and Human Behavior - https://bpb-us-w2.wpmucdn.com/u.osu.edu/dist/d/7877/files/2023/08/202308_Rational_Reminder_podcast.pdf ‘Do ETFs Increase Volatility?' – http://ssrn.com/abstract=1967599 ‘Mutual Fund Flows and Performance in Rational Markets' – https://ssrn.com/abstract=383061 ‘The Performance of Hedge Fund Performance Fees' – https://ssrn.com/abstract=3630723 ‘Paper on how people treat their tax refunds' — https://doi.org/10.1111/j.1540-6261.2007.01232.x ‘Managerial Miscalibration' — http://ssrn.com/abstract=1640552 ‘The Persistence of Miscalibration' — https://ssrn.com/abstract=3462107  

Investing has become a delicate balance between opportunity and risk. The potential for substantial gains is undoubtedly enticing, but the inherent volatility and unpredictability can be unnerving. Furthermore, the emotional rollercoaster that accompanies market volatility is another challenge.  In this episode, Rusty and Robyn talk with DeFred "Fritz" Folts. Fritz has over 40 years of experience in the investment management industry. He was one of the co-founders of 3EDGE Asset Management, serving as the Chief Investment Strategist and member of the Investment Committee. Before 3EDGE, Fritz was one of the first team members at Windward Investment Management, a pioneer in constructing globally diversified portfolios utilizing index Exchange Traded Funds (ETFs).  As an ETF strategist, Fritz talks to Rusty and Robyn about multi-asset investing and how to do it well. He also speaks about managing investment risk and his market outlook for multiple asset classes. Key Takeaways [03:06] - The experience Fritz has in managing investments. [04:43] - 3EDGE Asset Management's investment approach and philosophy. [07:14] - How 3EDGE incorporates investor psychology into their model. [09:03] - How advisors use the 3EDGE strategies on behalf of their clients. [11:41] - What 3EDGE's tactical multi-asset approach looks like. [14:40] - Why 3EDGE focuses so much on managing investment risk. [17:01] - Differences between total return and ESG strategies. [19:55] - 3EDGE's market outlook for all asset classes, including crypto. [28:01] - Fritz's take on how artificial intelligence could impact investment management. [30:10] - Fritz's favorite investment idea. [31:44] - How Fritz remains physically and mentally healthy to perform well. [35:13] - The people for whom Fritz is professionally grateful. [36:52] - Fritz's recommendations for content. Quotes [05:54] - "Markets are not completely random. They're driven by the cause-and-effect relationships that impact equities, bonds, commodities, and currencies across the globe. And these relationships are interrelated." ~ DeFred "Fritz" Folts [06:37] - "There's more risk out there than people understand. So, our approach to managing that risk is to be tactical, meaning we make changes to the portfolio when our investment outlook changes and are always globally diversified." ~ DeFred "Fritz" Folts [15:40] - "It's really difficult to hang in there as an investor when you're watching your portfolio and your net worth decline. Having to live through that is hard." ~ DeFred "Fritz" Folts Links  DeFred "Fritz" Folts on LinkedIn Fritz Folts on Twitter 3EDGE Asset Management 3EDGE Asset Management on YouTube 3EDGE Orion Spotlight Paper Fritz Folts' Recommended Reads Your Saving Grace by Steve Miller Band Stephen Cucchiaro Windhaven Investment Management Charles Schwab The Origin of Wealth by Eric Beinhocker The Fed Unbound by Lev Menand The Price of Time: The Real Story of Interest Meditations by Marcus Aurelius The Obstacle Is the Way by Ryan Holiday The Artist Behind Fritz's Cow Painting Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1640-OPS-6/15/2023

Harold Bradley, a long-time investment manager and chief investment officer, joins Julia La Roche on episode 77 to discuss why Exchange Traded Funds (ETFs) have distorted the role of equities markets in capital formation while posing systemic risks. Bradley has broad and deep experience in mutual funds, foundations and endowments, exchanges, and private equity partnerships, including venture capital and hedge funds. His experience also encompasses investments in farmland, metals and mining, futures and options, and a track record of successful engagement with venture-backed technology and FinTech companies, including W.R. Hambrecht's OpenIPO, Euronet Worldwide, StarMine Corp (sold to Reuters) and Archipelago, LLC (IPO). In 1982, Bradley introduced first of a kind cash-settled stock index futures contract in the Value Line Composite Index while at the Kansas City Board Trade before purchasing a membership and trading for five years on the floor. In 1988, he was hired at Twentieth Century, now American Century, as the first equity trader, and built a globally recognized trading operation over the next ten years. He was the lead portfolio manager of small-cap growth funds from 2003 to 2007. He was later appointed Chief Investment Officer of aggressive growth strategies before being named President of American Century Ventures in 1999, which invested $63 million in businesses likely to disrupt the mutual fund industry. From 2003 to 2007, he managed American Century Tomorrow and a team of software engineers and developers who used artificial intelligence, fuzzy logic, inference engines, and pattern recognition to develop manager compliance systems and quantitative investment strategies for American Century growth mutual funds managing $10B. The American Century trading desk received global recognition as an innovator of electronic trading techniques and protocols, including the Financial Information Exchange (FIX) Protocol steering committee that created open source standards for order, trade and settlement instructions between investment firms, brokers and exchanges in global equities and foreign exchange trading. Throughout his career, Bradley delivered Congressional testimony on stock market regulation, electronic trading, soft dollars, decimalization of stock prices, and ETFs. As Chief Investment Officer of the Kauffman Foundation from 2007 to 2012, he co-authored a vital research paper with Robert Litan highlighting risks to market stability from lax regulation of ETFs. He also co-authored widely-cited papers on subpar venture capital fund returns, with recommended best practices. He's been interviewed by CNBC, Wall Street Journal, New York Times, and others. Read Harold Bradley's October 2011 testimony on ETFs here: https://www.etf.com/docs/Bradley_Testimony_10-19-11_SII.pdf 0:00 Open 1:21 Harold Bradley 2:15 Accidental investor 3:00 Agricultural commodities reporter 5:43 A major structural shift 6:45 Pace of change 7:50 Wheat pit to stocks 10:29 1987 crash 13:04 Black Monday blamed on portfolio insurance. ETFs 'a form of portfolio insurance' 13:45 20 Building trading operation 16:30 Electronic trading 21:15 Fees 22:40 Flawed system was a bug, not a feature 23:01 Soft dollars 28:59 Testified before Congress six times 30:10 Risk in ETFs 32:00 Drawback to mutual funds 35:12 Why did ETFs start 38:22 Decimalization 40:30 How D.C. works 43:00 ETFs are presented as a passive investment, but they're not 48:30 KRE 53:29 ETFs have instant liquidity, but the component securities within an ETF aren't immediately liquid 57:00 Gold/silver ETFs 1:00:45 Margin lending 1:03:18 How are ETFs distorting markets and the systemic risk they pose 1:06:00 Undermining price discovery 1:10:38 Bubbles 1:11:50 AI next ETF craze 1:13:00 Punishing good management 1:17:00 Investing today 1:20:00 Investing challenges 1:22:54 Why market won't go down? 1:27:00 Fragile markets 1:28:00 ETF risk likely won't go away 1:34:00 Markets today

There has been a growing interest in sustainable investing over the last few years as investors seek to invest in companies and initiatives prioritizing environmental, social, and governance factors. Along with this trend, alternative investments have become popular for non-traditional investment opportunities. Meanwhile, ETFs have provided investors with a convenient way to invest in a diversified portfolio of stocks, bonds, and other assets. But what potential lies in the intersection of sustainable investing, alternative investments, and ETFs? In this episode, Rusty talks with Eric Mueller, Managing Director, Model Portfolio Strategist at BlackRock. For over 15 years at BlackRock, Eric worked closely with investment teams and portfolio managers to help clients reach and achieve their objectives. Today, Eric focuses on model portfolio business in the U.S., working closely with financial advisors and their clients. Live at the Orion Ascent Conference, Eric talks with Rusty about Exchange-Traded Funds (ETFs) and ETF portfolios. They also speak about the market outlook, sustainable investing, and the role of alternative investments. Key Takeaways [01:46] - Eric's career history and his role at BlackRock. [02:25] - The elevator pitch for BlackRock ETF strategies. [03:52] - The strategies that would complement BlackRock's ETF strategies. [05:08] - What the future holds for ETFs. [06:13] - The growth rate of ETFs in the years ahead. [07:33] - The fastest-growing part of the ETF industry. [09:32] - How investors can make their portfolios more tax-efficient. [10:59] - How BlackRock defines sustainable investing. [13:09] - How BlackRock incorporates ESG investing into its portfolio. [15:11] - Eric defines alternative investments and how investors should use them. [17:51] - BlackRock's outlook for stocks, bonds, real assets, and alternative investments. [20:23] - Eric's favorite investment strategy. [21:13] - What Eric does to maintain his ability to perform at a high level. [22:12] - The people Eric is professionally thankful for. [23:32] - Eric's recommendation for content. Quotes [05:33] - "We're still in the early innings of investors truly recognizing ETFs' power as building blocks in a portfolio, whether it's the cost-effectiveness, liquidity, transparency, or specificity you can get as a model portfolio manager or asset allocator." ~ Eric Mueller [08:15] - "The trend of model managers, asset managers, wealth managers, and building portfolios with ETFs are some of the most significant trends we will continue to see over the coming years." ~ Eric Mueller [09:17] - "As you look at the market environment around us that is so dynamic and ever-changing, ETFs are a great way to make changes to the portfolio without incurring substantial costs along the way." ~ Eric Mueller Links  Eric Mueller on LinkedIn BlackRock Sirius by The Alan Parsons Project iShares Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0675-OPS-3/7/2023

Fixed income market legend Harley Bassman (@convexitymaven), known as “The Convexity Maven,” joins Julia La Roche on episode 24 for a wide-ranging conversation on the bond market, volatility, housing, demographics, and more. Bassman is currently a managing partner at Simplify Asset Management, a fast-growing Exchange Traded Funds (ETFs) provider. At the recording date, the Simplify Interest Rate Hedge ETF (PFIX), which aims to hedge interest rate movements arising from rising long-term interest rates and to benefit from market stress when fixed income volatility increases, is up 100% year-to-date. Bassman is also the creator of the MOVE Index, a standard measure of interest rate volatility similar to the VIX. He clarifies how investors should think about the index and why levels near 50 and 150 are the “wrong number.” In the conversation, Bassman discusses the implications of the Federal Reserve's monetary policy and why there needs to be a repricing of all assets for reality. 0:00 Intro 0:31 Harley's background 1:42 Convexity explained 3:22 Macro views 5:17 Inflation isn't coming down quickly 8:30 The Fed is doing the job 11:17 Demographics is the iceberg 14:17 Boomers have robbed the Millennials 15:14 Public policy mistake with housing 18:14 People trying to buy a house right now are ‘unfortunate' 20:40 Not going to be a housing crisis 22:19 The MOVE Index 30:27 Yield Curve single best predictor of a recession 34:58 MOVE and the VIX 37:19 Stocks will likely go down in an orderly fashion 40:25 The world's not broken 43:47 Repricing for reality 46:34 Recession outlook 49:55 Learn to write, expand your mind 53:12 The Maven Mantra