Podcasts about passive funds

Continuing our "Better with my Finance-Sis" Mini-Series, in part 2 we talk all about Funds! But not just the different types of investment funds, also the difference between Passive and Active Funds. Passive Funds vs Active Funds What is a passive fund? Passive funds usually have lower expense ratios, with a more simplified investment strategy and less involvement of fund managers (or they can also be managed by computers).  They do still follow a benchmark and aim to deliver returns with that benchmark, and are still subject to 2 important items we need to cover called: expense ratio and tracking error.  Tracking Error Defined:  Tracking error is a measure of how closely a portfolio follows the index to which it is benchmarked. Expense Ratio Defined: The expense ratio is how much of a fund's assets are used towards administrative and other operating expenses. Because an expense ratio reduces a fund's assets, it reduces the returns investors receive. What is an active fund? Active funds typically feature higher expense ratios, attributed to the fund manager's in-depth research, analysis, and management efforts. Funds We Discuss: Money Market Funds Mutual Funds Target Date Funds ETFs - Exchange Traded Funds Fixed Income Funds ✨ Follow Jacey Saige on ⁠⁠TikTok⁠⁠ and ⁠⁠Instagram⁠⁠ ✨ ✨ Follow Jess Inskip on TikTok and Instagram ✨ ✨ Follow Jessie DeNuit on TikTok and Instagram ✨ Still Have More Questions or a Comment? 

Mr. Raamdeo Agrawal is one personality who needs no introduction; a Stock Market veteran who has co-founded the Motilal Oswal group & author of the now very famous Wealth Creation Studies (27 of which are already published). A man whose qualified for a rags to riches story that needs to be told & re-told …

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). There weren't many new users to count over at X (formerly Twitter) last quarter, while most active funds have fallen short of beating the S&P 500 this year.Today's stories: New Users Were Few And Far Between At X (Formerly Twitter) Last QuarterSlow And Steady Is Paying Off, With Passive Funds Pulling Ahead This YearTry Finimize Premium 

Are passive funds gaining traction in India like they are in developed markets? In this episode, we chat with Sharwan Goyal, Fund Manager and Head of Passive, Arbitrage, and Quant Strategies at UTI AMC. He shares his expert insights on this trend and helps investors understand how to choose between ETFs and Index funds. Sharwan addresses the common concern of liquidity in ETFs and discusses how the industry can tackle this issue. He also highlights exciting emerging opportunities within passive funds and explains what UTI AMC is doing to popularize passive funds among distributors and investors. Join us for an easy-to-follow discussion on the future of passive investing in India.

In the U.S., passive investing has become more popular than active investing——what's next for the long-running trend? Today's Stocks & Topics: T - AT&T Inc., DIS - Walt Disney Co., Relative Strength, Corporate Governance, HIMS - Hims & Hers Health Inc., TDOC - Teladoc Health Inc., MSFT - Microsoft Corp., Reverse Repo Facility (RRP).Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The industry seems to be waking up to the risk of actively managed funds and the money is starting to back that up. Today, Evan brings a Morningstar article called, “It's Official: Passive Funds Overtake Active Funds” that explains an encouraging trend away from active trading in investment products. Ira wants investors to know the difference between these two kinds of funds and why a “passive” fund may be better but isn't free from management issues. Later in the episode, Evan talks about why younger investors seem to have lower confidence about retirement and aren't planning for it well. Listen along as the advisors talk about how you can get started. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

The US aviation regulator has blocked Boeing from expanding production of its most popular plane, the fight between Poland's Donald Tusk and Andrzej Duda heats up, a research group forecasts 56% of total US fund assets will be passively managed by 2027, the French government presses the UK to help fill a multibillion-pound hole in nuclear projects, and Israel is creating a buffer zone within Gaza. Mentioned in this podcast:Regulator blocks expanded production of Boeing's 737 MaxFeud between Poland's Donald Tusk and Andrzej Duda intensifies over presidential pardonRachman Review podcastPassive eclipses active in US fund market as assets swell to $13.3tnFrench government presses the UK to help fill multi billion-pound hole in nuclear projectsIsrael demolishes buildings to create buffer zone within GazaThe FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

In this 12th episode of our Prime Podcast, Vidya Bala is joined by Aarati Krishnan and a distinguished guest, K N Sivasubramanian, the former CIO of Franklin Templeton India for equities. With a rich history as one of the most successful and humble fund managers in the Indian financial industry, K N Sivasubramanian brings a wealth of insights to the discussion. The podcast explores various facets of the market, including the contrasting global and Indian market conditions, the role of interest rates, the viability of passive funds, and the potential sectors and themes that hold opportunities for investors. In this engaging episode, Aarati Krishnan and K N Sivasubramanian delve into the complexities of the financial world, offering a comprehensive view of market dynamics and investment strategies. Whether you are a novice or a seasoned investor, this podcast provides valuable insights and expert perspectives on navigating the ever-evolving financial landscape. Key segments in the podcast discussion: Navigating Market Signals: Analyzing the Divergence Between Global and Local Market Indicators. Cash Calls for Retail Investors: Exploring Whether Retail Investors Should Consider Cash Positions in Their Portfolio and the Implications. The Passive Approach: Examining the Role of Passive Funds in an Investor's Portfolio and Their Potential Benefits. Sector Selection Strategy: Identifying the Key Sectors and Themes with Investment Opportunities in the Current Market. Global Exposure: Assessing the Importance of Investing in the US Market and the Potential Advantages. Profit Maximization Dilemma: Deciding Between Booking Profits in High-Performing Stocks or Holding Steady. Positioning for Success: Insights into How Fund Managers Determine Position Sizes in Various Stocks. Fund Selection and Decision-Making: Understanding the Process of Choosing Funds and Making Informed Selling Decisions. Investment Insights: Exploring K N Sivasubramanian's Notable Hits and Misses in His Illustrious Career. Books mentioned in this episode: 101/2 Lessons from Experience: Perspectives on Fund Management What I Learned About Investing from Darwin PrimeInvestor Financial Research Private Limited is a SEBI Registered Research Analyst with Registration No.: INH200008653. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory. The securities quoted are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. ⁠⁠⁠⁠⁠⁠Disclosures & Disclaimers⁠⁠⁠⁠⁠.

If you thought investing was all about finding the best stocks, mutual funds and other trending assets to put your money in, it's time for a re-think. In a conversation with Moneycontrol, Pratik Oswal, Head, Passive Funds, Motilal Oswal AMC, says that in the long run, what is more important is how investors manage their behaviour in the market– both in good and bad times.

Feel free to use the link just here to learn more about Dentists Who Invest Academy: CLICK HERE———————————————————————Promising a wealth of knowledge in investment strategies, this episode unfolds the mysteries surrounding active and passive funds. We're excited to have Luke Hurley back on the show to help us dissect these concepts and illuminate the risks and rewards involved in each. Together, we delve into the challenges active fund managers face over longer time frames, emphasizing that short-term success does not necessarily translate into long-term gains.Turning the spotlight on the pros and cons of active and passive investing, we uncover the hidden impact of fees on both types of funds. We also touch on the added risk involved in the selection of active fund managers. We stray from standard norms and explore the potential benefits of having a mix of active and passive funds in your portfolio while laying emphasis on the crucial role of human behavior in successful investing. So gear up for an episode packed with evidence-based insights and strategies that can help you navigate the world of investing with increased confidence and effectiveness.

Dan Jones is joined by Mitchell Labiak to discuss housebuilder Crest Nicholson's results – how has the business been coping since the mini-Budget? It's then on to its competitor Bellway. What approach is it taking that makes it different from Crest Nicholson?Next up, Julian Hofmann talks small-cap financial services companies, with a particular focus on CMC Markets, Tatton and Ramsdens. Is there room for growth in this niche area?Last but not least, Dave Baxter unpacks this week's cover story on passive funds. Why is finding cheap funds important? And what are the cheapest funds out there?Dan Jones is joined by Mitchell Labiak, Julian Hofmann and Dave Baxter. Hosted on Acast. See acast.com/privacy for more information.

Our guest this week is Lubos Pastor. He is the Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business, where he's taught since 1999. Pastor is a leading researcher on financial markets and asset management, publishing numerous award-winning papers that have been widely cited in academic finance literature. His research spans a number of areas, including liquidity risk, return predictability, active fund performance, and more. Pastor serves as a director of the Center for Research in Security Prices and is a member of the board of the Fama-Miller Center for Research in Finance. He also holds various positions outside of the Booth School, including serving as a member of the bank board of the National Bank of Slovakia. He received his doctorate in finance from the Wharton School at the University of Pennsylvania.BackgroundBioResearchResearch and StocksThe Journal of FinanceJournal of Financial EconomicsThe Review of Financial StudiesThe Journal of Portfolio ManagementJournal of Investment ManagementFinancial Analysts JournalSocial Science Research Network“Are Stocks Really Less Volatile in the Long Run?” by Lubos Pastor and Robert F. Stambaugh, National Bureau of Economic Research, December 2011.ESG“Dissecting Green Returns,” by Lubos Pastor, Robert F. Stambaugh, and Lucian A. Taylor, SSRN, June 15, 2022.“Sustainable Investing in Equilibrium,” by Lubos Pastor, Robert F. Stambaugh, and Lucian A. Taylor, SSRN, Aug. 12, 2020.Myth-Busting“Mutual Fund Performance and Flows During the COVID-19 Crisis,” by Lubos Pastor and Blair Vorsatz, SSRN, Aug. 14, 2020.“Mutual Fund Performance: An Empirical Decomposition Into Stock-Picking Talent, Style, Transaction Costs, and Expenses: Discussion,” by Tobias Moskowitz, The Journal of Finance, 2000.“Scale and Skill in Active Management,” by Lubos Pastor, Robert F. Stambaugh, and Lucian A. Taylor, SSRN, Aug. 11, 2020.Factors and Liquidity“Liquidity Risk and Expected Stock Returns,” by Lubos Pastor and Robert F. Stambaugh, SSRN, Aug. 17, 2001.“Liquidity Risk After 20 Years,” by Lubos Pastor and Robert F. Stambaugh, SSRN, May 10, 2019.“Steering a Ship in Illiquid Waters: Active Management of Passive Funds,” by Naz Koont, Yiming Ma, Lubos Pastor, and Yao Zeng, SSRN, Feb. 2, 2023.Manager Selection“Judging Fund Managers by the Company They Keep,” by Randolph B. Cohen, Joshua D. Coval, and Lubos Pastor, SSRN, July 30, 2022.“How Long Can a Good Fund Underperform?” by Maciej Kowara and Paul Kaplan, Morningstar.com, Aug. 17, 2018.“Diseconomies of Scale in Active Management: Robust Evidence,” by Lubos Pastor, Robert F. Stambaugh, Lucian A. Taylor, and Min Zhu, SSRN, July 16, 2021.Other“Political Cycles and Stock Returns,” by Lubos Pastor and Pietro Veronesi, SSRN, May 28, 2019.“Fifty Shades of QE: Comparing Findings of Central Bankers and Academics,” by Brian Fabo, Martina Jancokova, Elisabeth Kempf, and Lubos Pastor, SSRN, April 8, 2021.

New Ep is up! Today we get to talk to Joe Wiggins, author of The Intelligent Fund Investor: Practical Steps for Better Results in Active and Passive Funds. Joe is also a senior portfolio manager, putting the tools he describes in the book to work every day. Joe and I agree that equity markets are not efficient, but that doesn't necessarily mean they are easy to beat for an active manager. I have also argued that I don't envy wealth managers trying to pick successful active funds and their managers, because of the absence of a systematic way to do so. Joe's book is a guide to doing just that. Beyond the book, we also talk about Cliff Asness and volatility laundering, Richard Thaler and myopic loss aversion, and Joe raises an interesting point about opportunities to create friction for the individual investor (is that a nudge or the opposite of a nudge, @R_Thaler ?) to treat the effects of loss aversion. I also share the story of how my mother the pre-school teacher was a much better investor than I was because of self-imposed illiquidity that lasted decades. Read Joe's blog, follow him on Twitter and LinkedIn, and buy his book here.

Investing in funds is not straightforward. We are faced with a countless range of options and constantly distracted by meaningless noise and turbulent markets. To make matters worse, our flawed beliefs and behavioural biases lead to repeated and costly mistakes, such as a damaging obsession with past performance and a dangerous attraction to thematic funds. There is a solution―a more intelligent way to invest in funds. In The Intelligent Fund Investor: Practical Steps for Better Results in Active and Passive Funds (Harriman House, 2022), experienced portfolio manager and behavioural finance expert Joe Wiggins brings simplicity and clarity to fund investing. Each chapter of this fascinating and highly readable book focuses on a vital element of investing in funds―exploring how and why investors can get it badly wrong, and providing direct, actionable steps for better results. Joe reveals: why we should avoid investing with star managers; how to decide between active and passive funds; why we should beware of smooth performance and captivating stories; why risk is far more than just volatility; the importance of a long time horizon; and much, much more. Using a combination of stories, empirical evidence and experience, Joe gives all fund investors―active and passive―what they need to reassess their beliefs, understand their biases, and make better investment decisions. John Emrich has worked for decades years in corporate finance, business valuation and fund management. He has a podcast about the investment space called Kick the Dogma. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Investing in funds is not straightforward. We are faced with a countless range of options and constantly distracted by meaningless noise and turbulent markets. To make matters worse, our flawed beliefs and behavioural biases lead to repeated and costly mistakes, such as a damaging obsession with past performance and a dangerous attraction to thematic funds. There is a solution―a more intelligent way to invest in funds. In The Intelligent Fund Investor: Practical Steps for Better Results in Active and Passive Funds (Harriman House, 2022), experienced portfolio manager and behavioural finance expert Joe Wiggins brings simplicity and clarity to fund investing. Each chapter of this fascinating and highly readable book focuses on a vital element of investing in funds―exploring how and why investors can get it badly wrong, and providing direct, actionable steps for better results. Joe reveals: why we should avoid investing with star managers; how to decide between active and passive funds; why we should beware of smooth performance and captivating stories; why risk is far more than just volatility; the importance of a long time horizon; and much, much more. Using a combination of stories, empirical evidence and experience, Joe gives all fund investors―active and passive―what they need to reassess their beliefs, understand their biases, and make better investment decisions. John Emrich has worked for decades years in corporate finance, business valuation and fund management. He has a podcast about the investment space called Kick the Dogma. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

Investing in funds is not straightforward. We are faced with a countless range of options and constantly distracted by meaningless noise and turbulent markets. To make matters worse, our flawed beliefs and behavioural biases lead to repeated and costly mistakes, such as a damaging obsession with past performance and a dangerous attraction to thematic funds. There is a solution―a more intelligent way to invest in funds. In The Intelligent Fund Investor: Practical Steps for Better Results in Active and Passive Funds (Harriman House, 2022), experienced portfolio manager and behavioural finance expert Joe Wiggins brings simplicity and clarity to fund investing. Each chapter of this fascinating and highly readable book focuses on a vital element of investing in funds―exploring how and why investors can get it badly wrong, and providing direct, actionable steps for better results. Joe reveals: why we should avoid investing with star managers; how to decide between active and passive funds; why we should beware of smooth performance and captivating stories; why risk is far more than just volatility; the importance of a long time horizon; and much, much more. Using a combination of stories, empirical evidence and experience, Joe gives all fund investors―active and passive―what they need to reassess their beliefs, understand their biases, and make better investment decisions. John Emrich has worked for decades years in corporate finance, business valuation and fund management. He has a podcast about the investment space called Kick the Dogma. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

Brian Levitt, global market strategist at Invesco, says that he expects 2023 to be when inflation and interest rates start coming down, which will not be comfortable to digest but he says he expects the stock market to get through it and finish the year higher, overcoming a brief mid-year recession -- and possibly giving up some late 2022 gains as a volatile market bottoms out -- to register a 'better than sub-par year.' Also on the show, Joe Wiggins, author of  'The Intelligent Fund Investor: Practical Steps for Better Results in Active and Passive Funds' and, in the Market Call, Noland Langford of Left Brain Wealth Management talks about where he is finding growth and how corporate bonds have a chance to replace fast-growing companies as a safer, more reasonable way to navigate current market conditions, at least until the market can navigate the current rate and inflation environment.

Tune in to hear:- How did Kurt grow TownSquare in a span of about 5 years and to what does he attribute this meteoric rise?- How does Kurt Brown believe that their OCIO function can help wire house advisors make the transition to independence?- When should investors look for passive vs. active exposure and how can we avoid paying extra for those who are being deceptive and marketing effectively passive management as active?- In the current market we are in, which is of course a little volatile, how would Kurt encourage people to think about active vs. passive management?- How can we better manage our tax alpha?https://www.townsquarecapital.com Compliance Code: 2049-OAS-10/28/2022 

Craig Lazzara, CFA, is a Managing Director in the Core Product Management group at S&P Dow Jones Indices (S&P DJI). His responsibilities focus on providing thought leadership and educational outreach. Our discussion focuses on two S&P DJI reports. SPIVA research measures actively managed funds against their relevant index benchmarks worldwide, and the Persistence Scorecard focuses on whether manager outperformance should be attributed to luck or skill. Craig holds a Chartered Financial Analyst charter and is a graduate of Princeton University and Harvard Business School.   This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

The ultimate goal of all investors is to make a decent to above average return on their capital. In pursuit of these returns and building a good corpus for our determined goals we take risks with our present capital. It pays well if one has enough time to study and invest in the ideas that fit their framework. However, for many finding time or having that much passion for investing is not a possibility. This is where the magic of mutual funds plays the trick. It requires discipline and perseverance as with “DIY” investing as well. The fruits of compounding are always back-ended, one needs to be patient and have a goal in mind. It is a boon for many retail investors who want to have the flavour of equity but don't have the time or find the research part tedious. We discuss in detail the Active & Passive Funds, an interesting bet of Warren Buffett, Basics of Mutual Funds, Categories, Expense Ratio, Direct vs Regular & Tax Saving that will save you crores via ELSS.

067 - Paul Sippil is a financial advisor who specializes in helping small businesses and individuals select the right 401(k) provider for their financial needs. He has websites and a YouTube channel with free educational information to help investors avoid unnecessary fees and maximize retirement savings.Timestamps:3:00 - Financial Advisors don't charge for the commensurate amount of work6:00 - History of 401k & Why Asset Based Fees are BS 10:30 - Guideline 401k price structure changes 15:00 - Basics of Retirement Savings and How to Save 21:00 - Budgeting - track your spending with simple “date - amount - description” format24:30 - Expense Ratios- Active vs Passive Funds 26:00 - How to pick a fund to invest in 29:30 - Buy Low / Sell High? 31:30 - True Diversification is outside of the US Market and understanding correlation 40:00 - The argument for a gold standard 47:00 - How do interest rates interact with inflation? 54:00 - I Bond 56:00 - Paul's Services for employer-sponsored retirement plans58:00 - Spark by seek discomfort game Thomas' Question: how would your life change if you had 1 year left to live? Paul's Question: what have you dreamed of doing for a long time and what is holding you back from doing it? References and Further Reading: 401kprovidersearch.com paulsippil.comPersonal Capital Budgeting App Dave Ramsey Every Dollar All Weather Fund - Permanent Portfolio I Bond Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In this episode of Why Not Mint Money, Mint's Namrata Patel talks to Medha Budhia, Aditya Birla Sun Life Mutual Fund, about passive funds and how to invest in ETFs and Index Funds.

In this episode, Mike and James look into why one of NZ's largest KiwiSaver conservative funds reported bigger losses than most growth funds. A deep dive into Simplicity and what you should be looking out for in a KiwiSaver provider. Hosted on Acast. See acast.com/privacy for more information.

Pratik Oswal, Head of Passive Funds at Motilal Oswal AMC and founder, Glide Invest, talks to Neil Borate about the low cost curated portfolios that Glide offers.

What's the report mutual funds don't want you to read? That's what I'm talking about on this episode of The Atomic Retirement Podcast.  Resources MentionedS&P Dow Jones Indices End of Year 2021 SPIVA U.S. Scorecard : Average Cost of Active & Passive Funds from Investopedia How Mutual Funds Mislead Investors Connect with Ryan KilkennyFollow Ryan on Twitter Get Ryan's Saturday Morning NewsletterSchedule a No Obligation Retirement Tax Assessment with RyanSubscribe to The Atomic Retirement Podcast on your preferred podcasting platform.

Warren Buffett vs Mutual Funds| Active vs Passive Funds

Our guest this week on the Absolutely Write podcast is Pratik Oswal, who is currently the CEO of Glide Invest, an online investment platform. He also heads Motilal Oswal Mutual Fund's passive funds business (ETFs + Index Funds). Before this, he was heading operations and finance at a Series A fintech startup in San Francisco, CA. The company was backed by prominent investors such as Y-Combinator, Khosla Ventures, Anthemis, Chicago Board of Exchange (CBoE), and many others. The company provided automated wealth solutions to investment advisors and managed over $400 million in assets. Apart from fintech, Pratik has experience working in Investment Banking, PE, and Hedge Funds. He studied math and economics at Emory University and has an MBA from LBS. Aditi analyses Pratik's handwriting and talks about his learnability and love for intellectual challenges. Pratik talks about his need for stimulation over success, why he thinks failure is the best teacher and shares some incredible insights and tips that will help us to invest better. Don't miss out on the power of compounding. Tune in!

In this episode, you will learn how passive mutual funds work. Book an investment consultation Listen to the podcast till the end. Follow me: Instagram: @anujv21 Fiverr: @anujvohra

Check out 'Concentration vs Diversification' on YouTube. Welcome to a special episode this week with Kristen Lunmen and Rupert Carlyon about Managed funds vs individual shares – which strategy is best?It would be far easier if there was just one way to invest, but there isn't. Sometimes it's an either or type thing, but with today, it's more about a spectrum: You may gravitate more towards managed funds if you prefer to put your faith in the compounding effect of the market, or you may gravitate towards shares, where you put your faith behind a specific company or small group of them I think investing in managed funds and individual shares to some degree, can make sense for many of us who aren't meant to be at the extreme ends of that spectrum. ___________________________________________________________The NZ Everyday Investor is brought to you in partnership with Hatch. Hatch, let's you become a shareholder in the world's biggest companies and funds. We're talking about Apple and Zoom, Vanguard and Blackrock.So, if you're listening in right now and have thought about investing in the US share markets, well, Hatch has given us a special offer just for you... they'll give you a $20 NZD top-up when you make an initial deposit into your Hatch account of $100NZD or more. Just go to https://hatch.as/NZEverydayInvestor to grab your top up. __________________________________________________________________Like what you've heard?You can really help with the success of the NZ Everyday Investor by doing the following:1- Follow the NZ Everyday Investor on Clubhouse.2- Write a review on Facebook, or your favourite podcast player3- Help support the mission of our show on Patreon by contributing here4- To catch the live episodes, please ensure you have subscribed to us on Youtube: 5- Sign up to our newsletter here6-Tell your friends!NZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person!Please ensure that you act independently from any of the content provided in these episodes - it should not be considered personalised financial advice for you. This means, you should either do your own research taking on board a broad range of opinions, or ideally, consult and engage a financial adviser to provide guidance around your specific goals and objectives.If you would like to enquire around working with Darcy (financial adviser), you can schedule in a free 15 min conversation just click on this link______________________________________________________________________

Emma Muhleman is a portfolio manager, strategist, Austrian economist and global macro expert.Topics discussed in this conversation include the risks to the free market, the rise of passive funds, inflation, MMT, and central bank digital currencies. 

Tom and Don explore how "investors" react to news and events and explain how your fiscal feelings can hurt you.We start with Elon Musk's recent appearance and the effect it had on the price of Dogecoin. Then we go on to look at variety of other behaviors that can harm you financially.A listener looks for advice and worries that Dave Ramsey's investing advice may not be the best idea.

Meme capitalIn the last few weeks some stocks went up a lot for weird reasons. People on Reddit liked them, there were short squeezes, there was buyin... I wrote at the time whose management very first time I was offering to write the prospectushere it is Tesla Inc. does tried to raise money last June wrote about Hertz yesterdaya good succinct summary of the situationraise moneyhere’s a postposted yesterday here’s a pitchclose to $200 billion discussed yesterdaywrong about Bitcoin the obvious catalyst to drive the price higherwhy notreport by the Financial Timesexplains I suggesteda SPAC parody rap videotweeted itHere’s yesterday’s Below 4%Wrongful-Death Lawsuit Lending Less and Less InsurersLawsuit Says Glove MakersPassive FundsWrong Robin Hoodcomplete his dissertationsubscribe at this linkheresays the SEC get internalized

On this episode of Money Matters with Shradha Sharma, we will take a deep-dive into the world of Investing for Millennials with Pratik Oswal, Head of Passive Funds at Motilal Oswal Asset Management Company.

In this podcast, we have interviewed Mr. Pratik Oswal, Head of Passive Funds at Motilal Oswal, sharing his views on investments in domestic and international passive funds. He has shared the risks and returns associated with Index funds from an Indian investor's perspective. For more interesting details please tune into this podcast. --- Send in a voice message: https://anchor.fm/harshal68/message

Michelle Martin speaks to Samuel Rhee, Chief Investment Officer at Endowus to find out what options are available for investors who want to take the passive investment route to grow their CPF. Samuel also discusses Endowus latest offering for investors who want better options keeping liquid and managing their cash in a low interest rate environment. 

On this week's episode of 'Paisa Vaisa', Host Anupam Gupta is joined by Pratik Oswal, Head of Passive Funds at Motilal Oswal AMC. They talk about Investing in World's Largest Index i.e, The S&P 500. He shares the Motilal Oswal AMC is coming up with New Fund Offer for S&P 500 Index. He explains the concept of Investing in the International Market, Specification of an Index fund, the difference between ETF and Index Funds and much more.Tune in to find out more about Motilal Oswal's NFO for the S&P 500 Index Fund.You can check Motilal Oswal AMC here: https://www.motilaloswalmf.com/You can get in touch with Pratik Oswal on LinkedIn: https://www.linkedin.com/in/pratik-oswal-031a70b1/You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.You can check out our website at http://www.ivmpodcasts.com/

One of the most prevalent yet ignored biases among investors is called the home country bias - the tendency of investors to invest all or most of their money in the country they live in. To give you some context, India is just 2% of the world marketcap - meaning a vast majority of the investment opportunities lie outside India. And old economy stocks dominate the Indian indices. We don't have the Indian listed equivalent of Apple, Google, Netflix, Amazon, Facebook etc, the biggest and most innovative tech companies in the world. We've all been taught that we should diversify our portfolios across asset classes such as stocks, bonds, gold, real estate, etc. But In this wide-ranging conversation, Pratik Oswal, Head of Passive Funds at Motilal Oswal AMC talks to Prateek Singh (Founder of LearnApp) about: What is global diversification and why it is needed The opportunities and risks of global diversification What does depreciation of rupee means and how it adds to returns How to allocate to global funds in a portfolio Comparing the S&P 500 and the Nasdaq 100 index funds And a whole lot more... Note: We had recorded this podcast with Pratik before Motilal Had received the approval for launching the Motilal Oswal S&P500 Index fund. We recorded an extended conversation specifically about the new fund from the 41: 50 mark. Please enjoy this conversation with Pratik Oswal of Motilal AMC. We've also launched a Zerodha Paathshala, a Hindi Podcast. You can check out the latest conversations here.

Bruno Kaiser, the Managing Director and Head of Metals & Mining, discusses the impact passive funds are having on equity financing and investments for junior exploration and mining. He discusses why this is not an industry specific phenomena and how companies must realize the rules of the industry have changed even though the goals are still the same. We'd like to thank our sponsors! Integra Resources trades on the TSX-V under ITR and the OTCQX under IRRZF. Integra Resource is advancing its past producing DeLamar (DeL - a - Marr ) Gold-Silver project in SW Idaho through aggressive drilling and exploration. The latest Resources Estimate released earlier this summer showed approximately 4 million Gold equivalent ounces in the measured and indicated category.The maiden PEA for the project established a net present value of C$473-million and an IRR of 43%. The management of Integra successfully sold its previous brownfields project for C$590 million in summer 2017. Read more about the company and its successful management team at integraresources.com. Pacific Empire Minerals Corp. is a junior exploration company focused on the discovery of gold-rich copper deposits in British Columbia, Canada. Pacific Empire trades on the TSX Venture Exchange under the symbol PEMC and on the OTCQB markets under the symbol PEMSF. The Company currently has a very tight share structure. Pacific Empires’ unique approach to the prospect generator business model incorporates the Company’s own reverse circulation drill to advance projects beyond that of typical prospect generators. More information on Pacific Empire can be found at pemcorp.ca. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 10 billion pounds of copper and 18 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. The Association for Mineral Exploration British Columbia. AME advocates for and promotes a healthy business environment for its members working in mineral exploration through advocacy and leadership. AME is proud to support Mining Stock Daily as the organization leads up to January's much-anticipated Roundup Conference taking place in Vancouver, BC January 20th through the 23rd. More information about AME and the Roundup Conference can be found online at amebc.ca. Mining Stock Daily is produced by: www.clearcreekdigital.com www.investmentresearchdynamics.com (Mining Stock Journal)

In episode 206 of Financially Simple, Justin compares Active and Passive Funds and ETFs. What are Active and Passive Funds, how do they work, and which is better? Justin looks at both Active and Passive Funds and ETFs, comparing the pros and cons of each. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________ Transcription & Additional Resources: https://financiallysimple.com/should-i-invest-in-active-or-passive-funds-etfs/ _________________ TIME INDEX: 01:24 - Should I Invest in Active or Passive Funds & ETFs? 01:38 - Active vs. Passive 03:30 - How Passive Funds Work 08:12 - Important Points About Passive Funds 12:49 - How Active Funds Work 15:32 - So Which is Better? 22:09 - Summary _________________   RESOURCES: Financially Simple Educational Website Financially Simple on YouTube Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9. Subscribe to the Financially Simple Newsletter NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

In this episode of Money Money Money, we de-mystify factor-based investing, the concept of smart-beta, single-factor, multi-factor funds and why passive funds should be an integral part of portfolios. Experts on the show are Akash Jain, Associate Director, Global Research & Design of S&P Dow Jones Indices and Anil Ghelani, Head of Passive Investments & Products of DSP Investment Managers.

The market’s going down, what do I do with my money now? Have you found yourself asking that question or wondering why you’re still having to pay taxes on investments that didn’t pan out a year ago? Plus, we take lots of your call at 855-935-TALK Actively managed mutual funds. What are they good for? Constructing your portfolio for lower taxes. Why index or passive type funds make more sense. The problem with payday loans and alternative lending. Alternative funds: no consistency and more expensive. One million dollars as a benchmark for a retirement fund. Should you do a 401(k) conversion to a Roth IRA? Talking Real Money Twitter — https://twitter.com/talkrealmoney Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557 Vestory — https://vestory.com/ NY Times — https://www.nytimes.com/2019/03/01/your-money/money-answers-man-jordan-goodman.html

Bloomberg makes a weak attempt to defend Wall Street's professional money managers. Don't they realize that active money management for the masses is on its last legs (or might even be dead)? Plus, Tom interrupts the show several times. We're out of calls, so we take an e-mail question about Paul Merriman. And that's pretty much it.

Listener Claire asks about how to tell if a fund is passive or active, when looking at a list of available funds in her workplace pension.

In this week's show Tim Crockford, manager of Hermes Impact Opportunities Equity Fund, explains what impact investing is and how he implements the strategy in his fund. The IC team also look at how certain trading strategies can boost the returns you get from passive funds, and which areas of the bond market still offer value. See acast.com/privacy for privacy and opt-out information.

Ian Morley, Chairman of Wentworth Hall Consultancy says the Active Funds vs. Passive Funds is a major debate, but at the same time it is a non-issue. Morley compares the two from different angles based on costs for the investor, past performance during different market conditions. Morley says as of now the market isn’t at healthy levels and is overvalued as per most fundamental metrics. Listen to the full segment for more info on Active and Passive funds and the next move in the markets. #ActiveFunds, #PassiveFunds, #investing, #trading, #markets, #fundamentals, #macro

Based on the investment strategy, it can make sense to use passive funds. Other times active funds make more sense. Here’s our take on Active vs. Passive funds.

This month we focus on how to invest using active and passive funds. Fans of passive investment often cite the cost of active management as a negative factor. But smart investors should consider more than just the price of a fund. Morningstar Editor Emma Wall speaks with Chris Traulsen, Head of Research for Morningstar on what else to look out for when choosing a fund other than its price. Predicting how much a fund investment costs – whether it is active or passive – is near impossible says Emma Wall. Should flat fees become an option for the future? With passive funds often performing just as well as actively managed funds at a fraction of the cost, why pay for active management? Active management is critically important for a functioning economy - as well as investors, says Mark Burgess from Columbia Threadneedle. Especially when stock markets are expected to move sideways. Passive funds are precise tools that asset allocators can use to get exposure to different markets - although they are not risk free. So what are the benefits of passive investing? Emma Wall and Chief investment officer for Nutmeg, Shaun Port discuss this next. Want to invest in UK equities? Once you have decided on the asset allocation, now it is time to choose which strategy is best to gain exposure. European Website Manager for Morningstar, Holly Cook, talks us through some options. A healthy level of scepticism is required before appointing any active fund manager, and you should have a high degree of confidence that that manager can outperform any fees. Is balancing active and passive funds the way forward? Chief Investment officer for Morningstar’s Investment Management, Daniel Needham talks about using Active and Passive Strategies within a retirement portfolio.