Podcast appearances and mentions of john davi

In this Season 5 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested triple-header between the quality stock ETFs from Blackrock (GARP), Invesco (SPHQ) and ColumbiaThreadNeedle (RECS). Who wins the battle?Program judges Athanasios Psarofagis and John Davi examine this quality stock market ETF contest to see which is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Featuring: Chris Dolmetsch, Bloomberg US Legal Reporter, on Archegos founder Bill Hwang convicted of fraud, market manipulation stemming from his firm's 2021 collapse. Eddy Loh, CIO of Maybank Group Wealth Management on upcoming earnings, Powell's testimony John Davi, Founder/CEO/CIO at Astoria Portfolio Advisors, on markets Vlad Savov, Bloomberg Tech editor, on Apple, Samsung and TSMC. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to navigate between slowing growth and elevated inflation. Astoria studies economic and business cycles and emphasizes diversification across asset classes and investment styles but favors higher quality segments of the market as long as interest rates remain elevated.

In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header of small cap and micro cap equity ETFs between Invesco (DWAS), Blackrock (IWC) and First Trust (FDM). Which fund is the best way to invest in microcap and small cap stocks?Program judges John Davi and Athan Psarofagis examine this international equity ETF bout to see which is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header of international ETFs between Avantis (AVDE), Blackrock (IEFA) and Vanguard (VEA). Which fund is the best way to invest in international stocks?Program judges John Davi and Athan Psarofagis examine this international equity ETF bout to see which is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

The future of ETF model portfolios and factor investing appears promising. With the continued growth of the ETF industry and the increasing demand for diversified and risk-adjusted investment solutions, ETF model portfolios are likely to gain further traction. As investors navigate the challenges of a deglobalized world environment, the principles of factor investing and quality investing will continue to play a crucial role in achieving long-term financial goals. In this episode, Rusty and Robyn talk with John Davi, Founder, CEO, and CIO at Astoria Portfolio Advisors. John is an award-winning research strategist with over 20 years of experience across macro ETF strategy, quantitative research, and portfolio construction. Before starting Astoria, he was the head of Morgan Stanley's Institutional ETF Content and advised many of the world's largest hedge funds and asset managers on ETF portfolio construction. John published hundreds of reports in his research career across various topics, from ETFs, indices, and futures to structured products.  John talks to Rusty and Robyn about ETF model portfolios and factor investing. He emphasizes the importance of active management, diversification, and quality investing in the current market environment. Key Takeaways [03:14] - What inspired John to get into investment management. [04:29] - An overview of Astoria Portfolio Advisors and its services. [05:53] - John's journey in developing ETF Model Portfolios. [07:36] - What sets Astoria's ETF Model Portfolio apart from others? [09:09] - How boutique ETF strategists can compete against major ETF providers. [10:32] - The future growth of the ETF industry and ETF models. [11:39] - How factor investing works. [16:02] - Why quality is Astoria's true north. [17:40] - How real estate investing is similar to factor investing. [18:51] - John's view on the macroeconomic landscape. [20:34] - Investing in a deglobalized world. [23:03] - John's outlook for the next three quarters. [25:25] - Recommended strategic weight for non-U.S. equities. [26:50] - John's view of artificial intelligence in investment management. [28:05] - John's favorite investment idea. [29:26] - How John maintains his physical and mental energy to perform at his best. [30:51] - The people John is thankful for professionally. [31:58] - John's recommendations for content. Quotes [09:55] - "Diversifying our factors and using liquid alts can help you get higher up in the efficient frontier." ~ John Davi [15:21] - "It's very attractive to just own beta. But when you own a few factors, you get a smoother return." ~ John Davi [16:26] - "Quality is the most consistent of the factors. It's basically like buying good companies with good balance sheets. They pay dividends, they don't take on a lot of debt, and the consistency of their earnings and their earnings beats." ~ John Davi Links  John Davi on LinkedIn John Davi on Twitter Astoria Portfolio Advisors No Sleep Till Brooklyn by the Beastie Boys Merrill Lynch Vanguard Larry Swedroe Portfolio Visualizer Orangetheory The White Lotus Deep Work by Cal Newport Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion 2851-OPS-10/16/2023

Today's guest is John Davi, CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services.  In today's episode, John walks through his macro plus quant approach to the markets. We touch on his entrance into the ETF space with two tickers I love: PPI & ROE. We also talk about global diversification, opportunities in Europe and Japan, and why he focuses on after-tax after-inflation returns.  ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Vinovest is a wine and whiskey investing platform democratizing access to these 'liquid' assets. With more than 150,000 registered users, Vinovest has made it easier than ever to buy, sell, and store high-performing wine and whiskey.  Sponsor: Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

VettaFi's Dave Nadig covers the launch of the first ETF holding 0DTE options, along with IPOs in ETFs, flows, and stories to watch moving forward.  Astoria's John Davi spotlights their recently launched U.S. Quality Kings ETF (ROE) and discusses current model portfolio positioning.  Fort Washington Investment Advisors' Laura Mayfield explains the management process behind two […]

We’re back! This week John Davi, Founder of Astoria Portfolio Advisors,  joins us for an in-depth discussion about his life, his past career at Merrill Lynch and takes us through some of his thoughts on inflation which, he believes, isn’t what it’s all cracked up to be. Check out Astoria Portfolio Advisors: www.astoriaadvisors.com Follow John on X: @AstoriaAdvisors *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Astor Investment Management's, CIO John Eckstein along with John Davi, CEO Astoria Portfolio Advisors discuss the economic kaleidoscope! Listen now! Episode 125 MAS-M-403727-2023-07-17 The post Economic Kaleidoscope: Unveiling Super Insight into the Economy appeared first on Astor Investment Management.

John Davi, Founder, CEO, & CIO of Astoria Advisors with approximately $1.4 billion in AUM shared timeless lessons with the audience. Website: AstoriaAdvisors.com    John is an award-winning research strategist and has over 20 years of experience spanning across Macro ETF Strategy, Quantitative Research, and Portfolio Construction. Before starting Astoria, he was the head of Morgan Stanley's Institutional ETF Content and advised many of the world's largest hedge funds and asset managers on ETF portfolio construction. John published hundreds of reports in his research career across a variety of topics from ETFs, indices, futures, and structured products. Learn more on: Website: ⁠AstoriaAdvisors.com⁠  --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested contest between all market ETFs from Avantis (AVGE) and Vanguard (VT). Program judges Tom Psarofagis at Bloomberg Intelligence and John Davi at Astoria Portfolio Advisors examine this stock market showdown of global equity funds to see which ETF is the better choice. Which ETF is the better play for investing in global stocks?Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested contest between commodities focused ETFs from Blackrock iShares (COMT) and Invesco (PDBC). Program judges Tom Psarofagis at Bloomberg Intelligence and John Davi at Astoria Portfolio Advisors examine this commodities investing showdown to see which ETF is the better choice. Which ETF is the better play for investing in commodities? Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

BREAKING NEWS! Green Candle has a new sponsor: Pleb Lab down in Austin, Texas! Pleb Lab is a coworking space that has some of the brightest minds in Bitcoin show up daily and they want YOU to be apart of it. Even if you're not in Austin you can go to pleblab.com and purchase a Nomad pass which will give you access to all internal communications with access to everyone inside and associated with Pleb Lab, private events, and access to the space whenever you're in Austin! Sign up for a Nomad pass and network with some of the best in the biz. SHOUTOUT to my new sponsor Idaho Armored Vaults! Check them out at https://www.goldsilvervault.com/ where they provide the absolute lowest margins in the industry. Idaho Armored Vaults allows retail investors access to the precious metals market and provides the absolute best service in the industry. Bob Coleman is a registered investment advisor and will provide intelligent research, consulting, and portfolio management services to high-net worth individuals. Give them a call and tell them Green Candle sent ya! WHAT'S UP EVERYBODY! AS A REMINDER everything in this episode is strictly the opinion of myself and my guest and should NOT be taken as financial advice. NOT FINANCIAL ADVICE NOT FINANCIAL ADVICE. #ai #disruptivetech #recession In this episode I am joined by John Davi (AstoriaAdvisors on Twitter) who is the portfolio manager for Astoria Advisors who has $1.5 billion assets under management. We get into the current state of the economy, inflation, artificial intelligence, and much more! Tune in for another action packed episode! LIKE, SUBSCRIBE, AND SHARE THIS PODCAST Follow John on Twitter: https://twitter.com/AstoriaAdvisors Check out Astoria Advisors here: https://www.astoriaadvisors.com/ Follow me on Twitter @greencandleit https://twitter.com/Greencandleit Subscribe to my newsletter: greencandleinvestments.substack.com Subscribe to my YouTube: https://www.youtube.com/channel/UCdvC14iR8V7MedS7ArKHNCA --- Support this podcast: https://podcasters.spotify.com/pod/show/macroinsights/support

CNBC's Seema Mody spoke with Dave Mazza, Chief Strategy Officer at Roundhill Investments, and John Davi, Founder and CEO of Astoria Portfolio Advisors. They drilled down on the A-I craze and broke down the Roundhill's newly launched Generative A-I ETF (CHAT) – discussing who's riding the A-I hype train and whether it's here to stay. They also recapped a handful of May's big ETF winners and looked ahead to what investors can expect come June.

In this episode of ETF Battles, Ron DeLegge @etfguide referees an triple-header audience requested contest between factor ETFs from Invesco (OMFL), WisdomTree (USMF) and Vanguard (VFMF). Program judges James Seyffart at Bloomberg and John Davi at Astoria Portfolio Advisors analyze this factor investing rumble to see which ETFs are best built. Which ETF is the top choice for stock market factor focused investors?Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

CNBC's Bob Pisani spoke with Dan Draper, CEO of S&P Dow Jones Indices – along with John Davi, Founder & CEO of Astoria Portfolio Advisors. While markets are still suffering in the wake of Silicon Valley Bank's big blowup they drilled down into the impact the collapse is having on the broader banking business and regional bank ETFs – as well as what it could mean for the future of Fed rate hikes. They also broke down the results of the latest SPIVA survey and talk active versus passive with the man in charge of S&P Dow Jones Indices.In the “Markets 102” portion, Bob continued the conversation with Dan Draper from S&P Dow Jones Indices.

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested showdown between Nasdaq income funds from Nuveen (QQQX), JPMorgan (JEPQ) and Global X (QYLG). Which high income fund is the better choice for stock market investors? Program judges Shana Sissel from Banríon Capital Management and John Davi at Astoria Portfolio Advisors analyze this audience requested ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*******ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

CNBC's Bob Pisani spoke with Alex Morris, President and CIO of F-M Investments, and John Davi, founder and CIO of Astoria Portfolio Advisors. They took a closer look at the ripple effects of Europe's energy crisis and fluctuating demand in China. They discussed the advent of single-bond ETFs. As investors clamor for heftier yields and move from thinking “there is no alternative” to “there are reasonable alternatives,” more and more market participants are clamoring for exposure to targeted Treasuries like the 2-year Treasury note. Turns out, there's an ETF for that! In the Markets ‘102' portion of the podcast, Bob continues the conversation with John Davi from Astoria Portfolio Advisors.

 In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested duel between dividend stock ETFs from Charles Schwab (SCHD), Global X (SDIV) and Vanguard (VYM). Which dividend ETF is the better choice for investors? Program judges Dave Nadig with VettaFi and John Davi with Astoria Portfolio Advisors examine this audience requested ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*******ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @ETFguide referees a duel between equity ETFs from Global X (AGNG) and Hartford Funds (HLGE) that target the trend of an aging population.  Which demographic focused ETF is the better choice? Program judges Dave Nadig with VettaFi and John Davi with Astoria Portfolio Advisors examine this audience requested ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*******ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested triple-header contest between aerospace and defense ETFs from Blackrock iShares (ITA), Invesco (PPA) and State Street Global Advisors (XAR). Program judges James Seyffart at Bloomberg Intelligence and John Davi at Astoria Portfolio Advisors share their investing insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com *********CONTENT OF THIS VIDEO0:00 Show starts here0:48 Which ETF Battles do you wanna see?1:05 Visit our viewer resources section1:27 ETF Battle matchups2:18 Judges introduced2:39 Battle categories introduced3:05 ETF Cost comparison4:19 Exposure strategy analysis7:14 ETF Performance comparison9:10 Mystery category analysis10:36 Judges recap their ETF winner12:50 Final ETF Battle scorecard 14:00 Key takeaways14:35  Visit our viewer resources section14:50  Which ETF Battles do you wanna see?15:05 Show conclusion 

CNBC's Bob Pisani spoke with Matthew Tuttle, Managing Director of AXS Investments and CEO of Tuttle Capital Management, Ben Slavin, Global Head of ETFs at B-N-Y Mellon and John Davi, CIO of Astoria Portfolio Advisors. From the man who brought us an ETF that enables investors to go short Cathie Wood's ARK Innovation Fund, we now have an ETF that allows investors to go two times long Cathie Wood's ARKK fund. They discussed amplifying big bets on and against disruptive tech names like Tesla, Roku and Twilio. Plus, how is the dizzying volatility impacting the ETF world? In the ‘Markets 102' portion of the podcast, Bob continues the conversation with John Davi from Astoria Portfolio Advisors.

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested triple-header between food and beverage / consumer staple ETFs. Watch the Invesco Dynamic Food & Beverage ETF (PBJ), First Trust Nasdaq Food & Beverage ETF (FTXG) and Consumer Staples Select Sector SPDR ETF (XLP) go against each other.  Program judges John Davi with Astoria Portfolio Advisors and Mike Akins with ETF Action judge this bout, sharing their investing research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Show from 4/15/22Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more.Guests:John Davi - Founder, CIO at Astoria Portfolio Advisors LLCCheck out Astoria Advisors' website: https://www.astoriaadvisors.com/ Follow Astoria Advisors on Twitter: @AstoriaAdvisors Jeff Weniger – Head of Equity Strategy at WisdomTree Asset ManagementFollow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested contest between emerging markets ETFs from Charles Schwab (FNDE), Blackrock iShares (IEMG), WisdomTree (XSOE) and Vanguard (VWO). Program judges Mike Akins with ETF Action and John Davi with Astoria Portfolio Advisors judge the ETF match-up, sharing their investing research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested contest between the SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). Which ETF is best when interest rates are rising? Find out!Program judges Mike Akins with ETF Action and John Davi with Astoria Portfolio Advisors judge the ETF match-up, sharing their investing research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested contest between two heavyweights: the Fidelity Blue Chip Growth Stock Fund (FBGRX) and the Vanguard Mega Cap Growth Index ETF (MGK). Program judges Athanasios "Tom" Psarofagis with Bloomberg Intelligence and John Davi with Astoria Portfolio Advisors judge the ETF field, sharing their investing research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

When it comes to building an investment portfolio, it's important to have a diversified mix of assets in order to reduce risk. While there are a number of different options to choose from, Exchange-Traded Funds (ETFs) can be an attractive choice for investors looking to add some diversity.  How can ETFs be a low-risk option for diversifying portfolios and why might they be a good option for you? In this episode, Rusty and Robyn talk with John Davi, Founder, CEO, and Chief Investment Officer of Astoria Portfolio Advisors, an investment management firm that specializes in research-driven, cross-asset, ETF, and thematic equity portfolio construction. John Davi is an award-winning research strategist and has more than 20 years of experience in macro ETF strategy, quantitative research, and portfolio construction. Prior to founding Astoria, he was the head of Morgan Stanley's Institutional ETF Content and advised many of the world's largest hedge funds and asset managers on ETF portfolio construction. John is a regular contributor to CNBC, Bloomberg, and other media outlets. He was recognized by Bloomberg as an “ETF Master Chef”. John talks with Rusty and Robyn about what makes ETFs attractive as investment vehicles, how his company addresses inflation, and how he uses social media to engage with his audience. Key Takeaways [02:18] - The story behind John's walk-up song. [03:33] - What led John to start his own company. [05:04] - What makes ETFs attractive as investment vehicles. [09:16] - Why some people think direct indexing could kill ETFs. [11:31] - John's market outlook for 2022. [14:30] - The key differences to look for in 2022. [16:06] - How John and his team plan to tackle inflation. [19:08] - How ETF PPI came about. [22:13] - John's recommendation on how to allocate equity using PPI. [24:35] - John's perspective on traditional fixed income and how he uses it. [28:05] - How John uses social media platforms to reach his audience. [29:51] - What qualifies someone to become a member of John's team. [31:21] - What makes a good investment manager. [32:05] - What makes a good financial advisor. [34:10] - John's investment strategy for himself and for his family. [36:40] - What John does to stay at the top of his game. Quotes [05:26] - "Over time, ETFs proved that they're tax-efficient, they're liquid. You can build a portfolio and you can basically replicate any risk-return profile that you want." - John Davi [18:34] - "What we're seeing now in terms of inflation and all the crosscurrents between COVID is just something that we haven't seen in a long period of time. So, you want to have a strategy for inflation and then you want to embrace it. And you want to look for sectors that benefit from higher inflation. Don't be scared of it, try to embrace it and build a portfolio that can actually benefit from it." - John Davi [20:13] - "Different asset classes perform at different stages of the inflation cycle. So cyclical stocks tend to be early, commodities tend to be a little bit later. So, we think that there's value in all three of those asset classes, but you want to tilt more toward the four sectors - banks, energy, materials, and industrials." - John Davi  Links  John Davi on LinkedIn John Davi on Twitter Astoria Portfolio Advisors Sailing by Christopher Cross Morgan Stanley Merrill Lynch VanEck Matthew Santini State Street Global Advisors Access Investments CNBC Bloomberg Bob Pisani Bridgewater Vanguard Warren Buffet Orangetheory Fitness Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0244-OPS-2/8/2022

Grayscale's Dave LaValle goes in-depth on their efforts to bring a spot bitcoin ETF to market and also highlights the recently launched Future of Finance ETF (GFOF).  ETF Trends' Tom Hendrickson discusses the Bitwise/ETF Trends 2022 Benchmark Survey of Financial Advisor Attitudes Towards Crypto Assets.  Astoria's John Davi explains the investment case for the AXS […]

CNBC's Frank Holland spoke with Tom Lydon, CEO of ETF Trends, John Davi, Founder and CIO of Astoria Portfolio Advisors and Wendy Wong, Head of Sustainable Investment Partnerships at New York Life Investments. As investors brace for hotter inflation and fast and furious rate hikes from the Federal Reserve, the team discusses how to cope with added geopolitical tensions on top of all that. Plus, as the reopening story ramps up, will cyclicals finally have their time in the sun? And highlighting a new flavor of ESG investing – “healthy heart” investing – on this Valentine's Day.

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested contest between three real estate equity ETFs. With shaky stock prices thus far in '22, more investors are looking to boost their bottom line with dividend income from yield paying industry sectors like real estate.  In this particular ETF bout it's a triple-header between rival real estate ETFs from iShares (REET), Charles Schwab (SCHH) and Vanguard (VNQ). Program judges Athanasios "Tom" Psarofagis with Bloomberg Intelligence and John Davi with Astoria Portfolio Advisors judge the ETF field, sharing their investing research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Happy New Year! CNBC's Bob Pisani spoke with Tom Lydon, CEO of ETF Trends and John Davi, CEO and CIO of Astoria Portfolio Advisors. Coming off a record-breaking year for ETF flows, Bob kicks off 2022 with a deep dive into the most salient themes to watch for in the weeks and months ahead … everything from covid concerns and rising interest rates to rich-looking tech valuations, crypto, ESG and more. Plus, a brand-new ETF that aims to help investors not only protect against but also profit from rising inflation. In the ‘Markets 102' portion of the podcast, Bob continues conversation with Tom Lydon from ETF Trends.

In this episode of ETF Battles you'll watch a dividend income bout between the JPMorgan Equity Premium Income ETF (JEPI), Global X S&P 500 Covered Call ETF (XYLD) and Schwab US Dividend Equity ETF (SCHD). Ron DeLegge @ETFguide referees this triple-header contest between dividend income ETFs with guest judges Jessica Ferringer from ETF.com and John Davi with Astoria Portfolio Advisors sharing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!

ETF strategists are professional investors who create model portfolios that financial advisers can bring to their retail clients. You can think of them almost like chefs — experts who know how to combine the right ingredients into recipes that, if everything goes as planned, can achieve a desired outcome.On this episode — a special episode that coincides with the debut of their new Bloomberg Quicktake show, “Trillions Presents: ETF Master Chefs” — Eric and Joel host ETF strategists Shana Sissel, CIO of Spotlight Asset Group, John Davi, founder of Astoria Portfolio Advisors, Tushar Yadava, Investment Strategist at BlackRock and Ben Lavine, CIO of 3D Asset Management Group. The group discusses the investing process, portfolio construction, and, of course, everybody's favorite tickers.See omnystudio.com/listener for privacy information.

ETF strategists are professional investors who create model portfolios that financial advisers can bring to their retail clients. You can think of them almost like chefs — experts who know how to combine the right ingredients into recipes that, if everything goes as planned, can achieve a desired outcome. On this episode — a special episode that coincides with the debut of their new Bloomberg Quicktake show, “Trillions Presents: ETF Master Chefs” — Eric and Joel host ETF strategists Shana Sissel, CIO of Spotlight Asset Group, John Davi, founder of Astoria Portfolio Advisors, Tushar Yadava, Investment Strategist at BlackRock and Ben Lavine, CIO of 3D Asset Management Group. The group discusses the investing process, portfolio construction, and, of course, everybody's favorite tickers. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this episode of ETF Battles you'll watch an audience requested match between the ARK Fintech Innovation ETF (ARKF), Global X FinTech ETF (FINX) and the Ecofin Digital Payments Infrastructure Fund (TPAY). Fintech stocks have been on the move. The fintech marketplace includes companies involved with cryptocurrencies, digital payments, mobile banking, buy now pay later billing and other innovative technology that's upending the traditional financial services industry. Ron DeLegge @ETFguide referees this fixed income bout with guest judges Todd Rosenbluth at CFRA Research and John Davi at Astoria Portfolio Advisors providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com 

In this episode of ETF Battles you'll watch an audience requested match between the iShares Floating Rate Bond ETF (FLOT) and the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL).Bond investors want higher yield income, but are concerned about the negative impact of higher interest rates on the value of their bond portfolio. Which bond ETF strategy is better for a rising interest rates?Ron DeLegge @ETFguide referees this fixed income bout with guest judges Todd Rosenbluth at CFRA Research and John Davi at Astoria Portfolio Advisors providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com 

ON THIS EDITION OF THE LEGACY OF QUEENS, WILL LOOK AT ASTORIA NATIVE AND BIG FAN OF FRANK SINATRA, ROBERT JOHN DAVI: https://en.wikipedia.org/wiki/Robert_Davi PICTURE: By 9EkieraM1 - Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=46788479 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/thequeensnewyorker/message Support this podcast: https://anchor.fm/thequeensnewyorker/support

Are you looking for more dividend yield income? In this episode of ETF Battles you'll see dividend income ETF bout between the iShares Select Dividend ETF (DVY) vs. Vanguard Real Estate ETF (VNQ) vs. iShares 20+ Year Treasury Bond ETF (TLT). Which of these ETF heavyweights prevails?  Ron DeLegge @ETFguide referees this income yield matchup with guest judges John Davi at Astoria Portfolio Advisors and David Kreinces at ETFPM.com providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance & yield, and a mystery category. Find out who wins the battle!

Are you ready to go to rumble? In this episode of ETF Battles you'll see a classic heavy-weight bout between the ARK Innovation ETF (ARKK) vs. Invesco Nasdaq Trust (QQQ) vs. SPDR S&P 500 ETF (SPY). Together, these 3 ETFs manage almost $600 billion in assets. Which of these heavyweights prevails?  Ron DeLegge @ETFguide referees this audience requested matchup with guest judges John Davi at Astoria Portfolio Advisors and David Kreinces at ETFPM.com providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com 

CNBC's Bob Pisani spoke with Kevin Carter, Founder and CIO of EMQQ, Perth Tolle, Founder of Life and Liberty Indexes, and John Davi, Founder and CEO of Astoria Portfolio Advisors. They discussed the great China debate – with China doubling down on new rounds of regulation, should investors get in the game or go running for the hills? Plus, in the ‘Markets 102' portion of the podcast, Bob will continue the conversation with Kevin Carter from EMQQ.

Are you ready to go to rumble? In this episode of ETF Battles you'll see the iShares MSCI USA Momentum Factor ETF (MTUM) vs. the Invesco Nasdaq-100 ETF (QQQ). Both ETFs own some of the same type of high momentum, growth stocks but with some key strategy differences. Which ETF is the better growth play on stocks?Ron DeLegge @ETFguide referees this audience requested matchup with guest judges Todd Rosenbluth at CFRA Research and John Davi at Astoria Portfolio Advisors providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle! 

Are you ready to go to rumble? In this episode of ETF Battles you'll see the ARK Innovation ETF (ARKK) vs. the SPDR S&P Kensho New Economies Composite ETF (KOMP). Both ETFs own stocks tracking high growth trends like clean energy, genomics, and blockchain technology. Which ETF is the better growth play on stocks?Ron DeLegge @ETFguide referees this audience requested matchup with guest judges Todd Rosenbluth at CFRA Research and John Davi at Astoria Portfolio Advisors providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle! 

Are you ready to rumble? In this episode you'll see a 3-way battle South Korea ETFs from Direxion, iShares and Franklin Templeton. Who wins?   Ron DeLegge @ETFguide​  referees this audience requested matchup with guest judges Mike Akins at ETF Action and John Davi at Astoria Portfolio Advisors providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. The ETFs mentioned in this episode are KORU, FLKR, and EWY. Find out who wins the battle! 

Are you ready to rumble? In this episode you'll see a 4-way battle between a pair of small and midcap value ETFs from Invesco vs. Vanguard. Who wins?   Ron DeLegge @ETFguide​ referees this audience requested matchup with guest judges Mike Akins at ETF Action and John Davi at Astoria Portfolio Advisors providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. The ETFs mentioned in this episode are RSP, RZV, RFV, IVOV, VIOV and SPY. Find out who wins the battle! 

CNBC's Bob Pisani spoke with Stephen Laipply of BlackRock iShares, Isaac Braley of BTS Asset Management and John Davi of Astoria Portfolio Advisors. They discussed strategies for high-yield investments as interest rates rise and the latest bitcoin ETF filing. In the 'markets 102' portion of the podcast, Bob continues the conversation about high yields with Stephen Laipply of BlackRock iShares.

Show from 1/8/20Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Astoria Advisors, John Davi to talk about Tesla, inflation, a steepening yield curve, and the COVID-19 vaccine stocks. Here's to a year full of financial education and portfolio management!Guest: John Davi - Founder, CIO at Astoria Portfolio Advisors LLCCheck out Astoria Advisors' website: https://www.astoriaadvisors.com/Follow Astoria Advisors on Twitter: @AstoriaAdvisorsFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartzAsk Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com See acast.com/privacy for privacy and opt-out information.

CNBC’s Bob Pisani spoke with Kathleen Smith, chairman and co-founder of Renaissance Capital; John Davi, chief investment officer and founder of Astoria Portfolio Advisors; and Christian Magoon, CEO and founder of Amplify ETFs. They discussed what 2020 has in store for recent and upcoming initial public offerings, the risks and rewards of bond alternatives as investors hunt for yield, and the rise of the momentum trade. In the markets 102 section, Bob discusses investing in IPO's through ETFs.

CNBC’s Bob Pisani spoke with Dan Egan, managing director of behavioral finance and investing at Betterment, and John Davi, founder and chief investment officer of Astoria Portfolio Advisors. They discussed retail investors’ rush to the stock market, social media, and their top picks for the second half of 2020. In the 'Markets 102' section, Bob discusses the different types of ETF trades and how they generate returns.

In this episode, we welcome back John Davi, Founder and Chief Investment Officer at Astoria Advisors. We discuss Astoria’s market outlook, why it’s difficult to predict recessions, and how to position for the coming year.

Show from 10/25/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to a returning guest from Astoria Portfolio Advisors about topics such as low volatility, sector constraints, ETFs, emerging markets, and more.Guest:John Davi - Founder and Chief Investment Officer at Astoria Portfolio AdvisorsFollow him on Twitter: @AstoriaAdvisorsFind out more about Astoria Portfolio Advisors: https://www.astoriaadvisors.com/ See acast.com/privacy for privacy and opt-out information.

Show from 2/1/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to John Davi about market outlook, china, interest rates and much more. They get into everything from liquid asset classes, emerging market debt and equities to large cap growth stocks. Tune in and learn how to manage your portfolio!Guest:John Davi - Founder and Chief Investment Officer at Astoria Portfolio AdvisorsFollow him on Twitter @AstoriaAdvisorsFor more information visit this link: https://www.astoriaadvisors.com/ See acast.com/privacy for privacy and opt-out information.

In this episode, Ben Lavine is joined once again by John Davi, Founder and Chief Investment Officer at Astoria Advisors to discuss the market turmoil experienced throughout October and share our firms’ outlooks on some of the risks facing investors going forward.  

Trade tensions and tariffs are a new variable for investors. How should investors differentiate between noise and reality? Should they adjust their portfolio? What ETFs can be used? Joel and Eric are joined by reporter Sarah Ponczek and advisor John Davi to discuss.See omnystudio.com/listener for privacy information.

Trade tensions and tariffs are a new variable for investors. How should investors differentiate between noise and reality? Should they adjust their portfolio? What ETFs can be used? Joel and Eric are joined by reporter Sarah Ponczek and advisor John Davi to discuss.

In this episode, Ben Lavine is joined by John Davi, Founder and Chief Investment Officer at Astoria Advisors. They discuss John’s transition from sell-side ETF strategist with stints at Morgan Stanley and Merrill Lynch to buy-side ETF model builder.   In addition, they also discuss John’s views on the state of the current markets and why he believes we’ve entered into a new period for risk asset pricing.

Guests: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Bruce Lavine - Senior Strategy Advisor at Astoria Portfolio Advisors See acast.com/privacy for privacy and opt-out information.

Guest: John Davi - Founder, CIO at Astoria Portfolio Advisors LLC Pankaj Patel - Head of quantitative research, co-manager of investment advisory business at Cirrus Research See acast.com/privacy for privacy and opt-out information.