Podcasts about roundhill investments

Dave Mazza with Roundhill Investments talks about his firm's Humanoid Robotics ETF (HUMN). As he explains, "science fiction is becoming a lot closer to reality than people realize," and believes now is the time to invest in evolving technology. Companies included in the ETF include Tesla (TSLA), Hyundai, and Xpeng Inc. (XPEV) among other companies.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

On episode 386 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why Trump won, how the Dems fumbled the economic messaging, how this will impact recession spending moving forward, 30% gains in the stock market, credit spreads, the reflation trade, how many people understand tariffs, how Bitcoin won, tiny houses, Mighty Ducks, and much more! This episode is sponsored by Roundhill Investments and Fabric by Gerber Life. Today's show is brought to you by Roundhill Investments and the Magnificent Seven ETF, ticker symbol MAGS. Learn more at: https://roundhillinvestments.com/etf/mags Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at https://meetfabric.com/spirits. Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Subscribe to The Unlock newsletter: https://www.advisorunlock.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

► Download our FREE App (US & UK only): https://optothemes.page.link/appToday, we have the pleasure of welcoming Dave Mazza, Chief Strategy Officer at Roundhill Investments, back to the show. Dave delves into the growth trajectory of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, collectively dubbed the 'Magnificent Seven' stocks. With Meta's stock market value recently skyrocketing by $197 billion, questions arise about the driving forces behind this historic bullishness. Dave navigates through key topics including the exponential growth trends in tech and AI-related sectors, the concentration within the S&P 500, and concerns surrounding valuation and earnings, before exploring if this stellar share price performance aligns with underlying fundamentals, the potential for sustained profitability, and the significance of operating margins in investor decision-making. Enjoy!► Read the full story: https://optothemes.page.link/GRGx► Subscribe to our FREE newsletter: www.cmcmarkets.com/en/opto/newsletter►Check out Dave's report: https://blog.roundhillinvestments.com/the-big-picture-magnificent-7------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

My guest on this episode of the Mobile Dev Memo podcast is Matthew Kanterman, a respected gaming analyst who spent 8 years at Bloomberg covering companies in the interactive entertainment space, and who also spent time at Roundhill Investments covering the Metaverse. I invited Matthew onto the podcast to consider the prospects for mobile gaming in 2024. In the episode, among other things, Matt and I discuss: Alternative in-app and off-platform mobile gaming payments; Further consolidation in mobile gaming; Microsoft's mobile gaming ambitions; and Netflix's strategy concerning mobile games.

To close out the year, Yon welcomes back to the show former co-host Matthew Kanterman to recap everything that happened in the metaverse in 2023 and to look ahead at what intrigues and excites them the most about 2024 and beyond!  Long-time listeners will quickly recognize Matthew as he was here at the inception of the Into the Metaverse podcast back in 2021 as co-host for the first iteration of the show. Matthew is a former Bloomberg analyst who has spent the last few years in high level research roles for metaverse related companies, where he has continued to expand his knowledge and thoughts around the metaverse, AI, and all emerging technologies. Stick around to the end of today's show to hear some exciting news about Matthew's future work plans! During their conversation Yon and Matthew first build a consensus on what the metaverse has come to mean in 2023, then discuss the year that was and the year ahead for both Epic Games and Roblox, before finishing up with topics of AI, the market size of the metaverse, and what they are most excited for in the coming year. Chapters: Introduction (00:25) Defining the Metaverse and Its Core Building Blocks (02:15) Why Unification and Interoperability Matter (09:45) UEFN, LEGO on Fortnite, and How Epic Games Handled 2023 (12:55) UEFN Thoughts and Predictions for 2024 (21:50) Adding an Advertising Layer to the Roblox Economies (30:55) Real World Commerce Integration on Roblox in 2024 and Beyond (39:40) How AI Pushed the Metaverse Forward in 2023 (47:52) The Market Size Opportunity of a Real Time 3D Internet (53:45) What Matthew and Yon are Most Excited for in 2024 (56:57) Announcement About Matthew's New Role (01:07:45) Follow Matthew: LinkedIn | Twitter Learn more about Into the Metaverse and Yon by visiting the website. Follow Yon: LinkedIn | Twitter Learn more about Supersocial by visiting the website.

CNBC's Leslie Picker sat down with Dave Mazza, Chief Strategy Officer at Roundhill Investments – along with Global X CIO Jon Maier and Todd Rosenbluth, Head of Research at VettaFi. They dove into the world of dividend plays and broke down the latest big dividend ETF launch. They also discussed top thematic trends that have taken the investing world by storm this year – namely, AI in the wake of President Biden's new Executive Order, and crypto after Sam Bankman-Fried's trial last week. As bitcoin prices top $35,000 again today, there's no question the crypto bulls are out in full force. But what does the timeline look like for a spot crypto ETF?

This episode is sponsored by KraneShares's KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). New jobs added were more than double expectations in June, according to today's ADP jobs report. Dave Mazza, chief strategy officer at Roundhill Investments, joins Maggie Lake to discuss whether markets will be taking a “well-deserved breather” as we head into the third quarter of this year. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week Yon welcomes back to the show former co-host Matthew Kanterman to catch up on everything that is going on within the metaverse today and what has transpired over the past couple of years since they originally launched the podcast.  Long-time listeners will quickly recognize Matthew as he was here at the inception of the Into the Metaverse Podcast back in 2021 as co-host for the first iteration of the show. Matthew currently serves as the Director of Research for Roundhill Investments where he has continued to expand his knowledge and thoughts around the metaverse, AI, and all emerging technologies. During their conversation Yon and Matthew compare and contrast Apple and Meta's approaches to the metaverse, discuss how blockchain technology can be more relevant to common consumers, highlight key events in the industry between when they first started the podcast to now, dissect the role Nvidia and generative AI will play in the metaverse, and much more.  Chapters: Re-Introducing Matthew and Roundhill Investments (00:25) Defining the Metaverse Today and In the Future (01:25) Differing Approaches in Device, Terminology, and Developer Relations Between Apple and Meta (05:45) How Blockchain Can Be Relevant to Common Consumers (17:00) Key Events and Indicators That Show Where Metaverse is Headed (22:40) Nvidia and the Role of Generative AI (27:05) One Key Takeaway from the Episode (34:00) Learn more about Matthew and Roundhill Investments by visiting their website. Follow Matthew: LinkedIn | Twitter Learn more about Into the Metaverse and Yon by visiting the website. Follow Yon: LinkedIn | Twitter Learn more about Supersocial by visiting the website.

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.

On episode 88 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young to discuss building a career in finance, cooling inflation, the stages of a recession, whether the VIX still matters, commercial real estate, the credit crunch, and much more!Thanks to Roundhill Investments for sponsoring this episode. For more information on BIGB and BIGT, including a prospectus and full list of holdings,visit www.roundhillinvestments.com.Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information.

Compound248 is back to host another episode of Business Breakdowns. His most recent podcasts have focused on digital infrastructure and today we continue with that theme, but with a twist. Our guest is Wall Street Legend Jim Chanos, famed for bringing a skeptical eye to a credulous world. Together, we walked through his short thesis on the US Data Center REITs, his bear case for commercial real estate, and some broader wisdom on how management can thoughtfully respond to short sellers. Let's get started.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.    -----   This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors. I'm a longtime user and advocate of Tegus, a company that I've been so consistently impressed with that last fall my firm, Positive Sum, invested $20M to support Tegus' mission to expand its product ecosystem. Whether it's quantitative analysis, company disclosures, management presentations, earnings calls - Tegus has tools for every step of your investment research. They even have over 4000 fully driveable financial models. Tegus' maniacal focus on quality, as well as its depth, breadth and recency of content makes it the one-stop, end-to-end research platform for investors. Move faster, gather deep research to build conviction and surface high-quality, alpha-driving insights to find your differentiated edge with Tegus. As a listener, you can take the Tegus platform for a free test drive by visiting tegus.co/patrick.   -----   This episode is brought to you in partnership with Roundhill Investments, the advisor to the Roundhill IO Digital Infrastructure ETF – BYTE - which trades on the New York Stock Exchange under the ticker symbol BYTE. The fund tracks the BYTE Index, which measures the performance of 40 leading global digital infrastructure businesses, such as towers and mobile communications, fiber and fixed line connectivity, and data centers. For a prospectus and more information, please visit roundhillinvestments.com/etf/byte.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcooke   Show Notes (00:03:30) - (First question) - His counter-narrative thesis of shorting traditional data centers (00:09:34) - How data center hyperscalers have been shifting the industry since 2016 (00:12:14) - The size, margins, and depreciation profile of the data center industry (00:16:14) - The cash burn problem with digital REITs (00:18:30) - How he thinks about interest rates, liquidity, and leverage in the space (00:20:25) - More on why the value of these data centers is so elusive (00:21:57) - The extent to which macro tech slowdowns intersect with his thesis (00:23:13) - What investors see in these businesses that he discounts (00:26:59) - Risks for the short and the bull case for data centers (00:29:04) - Big concerns about the broader commercial real estate market (00:36:34) - The best way for operators to handle a short thesis about their company (00:39:49) - Critical mistakes he recommends managers avoid

Compound248 is back to host another episode of Business Breakdowns. His most recent podcasts have focused on digital infrastructure and today we continue with that theme, but with a twist. Our guest is Wall Street Legend Jim Chanos, famed for bringing a skeptical eye to a credulous world. Together, we walked through his short thesis on the US Data Center REITs, his bear case for commercial real estate, and some broader wisdom on how management can thoughtfully respond to short sellers. Let's get started. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.  ----- This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors. I'm a longtime user and advocate of Tegus, a company that I've been so consistently impressed with that last fall my firm, Positive Sum, invested $20M to support Tegus' mission to expand its product ecosystem. Whether it's quantitative analysis, company disclosures, management presentations, earnings calls - Tegus has tools for every step of your investment research. They even have over 4000 fully driveable financial models. Tegus' maniacal focus on quality, as well as its depth, breadth and recency of content makes it the one-stop, end-to-end research platform for investors. Move faster, gather deep research to build conviction and surface high-quality, alpha-driving insights to find your differentiated edge with Tegus. As a listener, you can take the Tegus platform for a free test drive by visiting tegus.co/patrick. ----- This episode is brought to you in partnership with Roundhill Investments, the advisor to the Roundhill IO Digital Infrastructure ETF – BYTE - which trades on the New York Stock Exchange under the ticker symbol BYTE. The fund tracks the BYTE Index, which measures the performance of 40 leading global digital infrastructure businesses, such as towers and mobile communications, fiber and fixed line connectivity, and data centers. For a prospectus and more information, please visit roundhillinvestments.com/etf/byte. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcooke Show Notes (00:03:30) - (First question) - His counter-narrative thesis of shorting traditional data centers (00:09:34) - How data center hyperscalers have been shifting the industry since 2016 (00:12:14) - The size, margins, and depreciation profile of the data center industry (00:16:14) - The cash burn problem with digital REITs (00:18:30) - How he thinks about interest rates, liquidity, and leverage in the space (00:20:25) - More on why the value of these data centers is so elusive (00:21:57) - The extent to which macro tech slowdowns intersect with his thesis (00:23:13) - What investors see in these businesses that he discounts (00:26:59) - Risks for the short and the bull case for data centers (00:29:04) - Big concerns about the broader commercial real estate market (00:36:34) - The best way for operators to handle a short thesis about their company (00:39:49) - Critical mistakes he recommends managers avoid

Julia Laulis, Chair of the Board, President & CEO of Cable One, Inc. (NYSE: CABO), joins Yet Another Value Podcast to discuss how the cable industry is positioned right now in 2023, and Cable One's focus moving forward. Cable One will also be at The Markel Corporation's 2023 shareholders meeting in Richmond, VA on May 17, 2023, where Andrew will also be in attendance. Chapters: 0:00 - Introduction + Episode sponsor: $BYTE 1:44 - Let's talk about the Cable business; why its an exciting and scary time in the space 4:04 - Does fixed wireless pose a risk to Cable One's focus on broadband for small cities, large towns strategy? 6:47 - The fear with fixed wireless 10:13 - Cable One's experience with fixed wireless 12:13 - Data usage 15:16 - What is it that ultimately turns a fixed wireless customer into a parking place for a future cable customer? 17:17 - Reliability of the network 19:07 - MD&O strategy 21:56 - Fiber overbuilding in general 27:49 - Customer ARPU 31:37 - Cable One's pricing 34:44 - Data throughputs 38:14 - Switching to IPTV and how does this improve the economics of the business 42:13 - Julia's thoughts on fiber vs. Docsis 4.0 for Cable One 46:57 - Is Julia starting to the M&A environment picking up? 48:51 - Share buybacks and capital allocation strategy 51:27 - Customer churn and macro perspective on new connects 1:00:16 - Cont'd. on customer low churn Today's episode is sponsored by: Roundhill IO Digital Infrastructure ETF – BYTE Investing in the real assets that underpin our digital world has never been easier. We are pleased to bring you this podcast in partnership with Roundhill Investments, the advisor to the Roundhill IO Digital Infrastructure ETF – BYTE - which trades on the New York Stock Exchange under the ticker symbol - “B” “Y” “T” “E”. The fund tracks the BYTE Index, which measures the performance of 40 leading global digital infrastructure businesses, such as towers and mobile communications, fiber and fixed line connectivity, and data centers. For a prospectus and more information, please visit roundhillinvestments.com/etf/byte - read carefully. Investing involves risk, including possible loss of principal. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing in BYTE. Distributor Foreside Fund Services, LLC: https://www.roundhillinvestments.com/etf/byte/

CNBC's Bob Pisani spoke with Dave Mazza, Chief Strategy Officer at Roundhill Investments, Greg Bassuk, CEO of AXS Investments and Todd Rosenbluth, Head of Research at VettaFi. Markets are still grappling with banking contagion fears and weighing the impact of the latest merger between UBS and Credit Suisse. But already new ETFs are springing forth to capitalize on the banking crisis and help investors navigate the confusion. Our panel broke down the benefits of concentrated sector bets and discuss other ripple effects from the fallout of SVB – beyond just the banks.In the “Markets 102” portion, Bob continued the conversation with Todd Rosenbluth from VettaFi.

Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Mutual Funds, joins the Yet Another Value Podcast for the first time to discuss DigitalBridge Group, Inc. (NYSE: DBRG), and why he finds there could be price dislocation in the global digital infrastructure firm. Chapters: 0:00 - Introduction + Episode sponsor: $BYTE 2:23 - Overview of DigitalBridge Group, Inc. (NYSE: DBRG) 8:10 - Chadd's thoughts betting on CEO, Marc Ganzi, + background 12:38 - First part of the valuation argument, Chadd's describes the sum of the parts 18:17 - DigitalBridge investment summary so far + second part of the valuation argument (asset pitch), and what the sell-side is missing when they look at the asset value side of the business 26:30 - Thinking through the income statement and cash flow 29:38 - Updated guidance for 2023 and 2025: how does Chadd think about valuation with respect to this information 32:14 - Operating leverage 33:44 - Two acquisitions on the asset management business and their affect on D/E multiple 37:47 - Opportunity cost: Why choose DigitalBridge over alternatives? 40:02 - Addressing pushback on DigitalBridge 45:45 - Outlook on fundraising & acquisition environments 48:47 - Value catalysts for 2023 49:49 - Thinking the the DBRG's scaling potential 50:59 - Does Chadd Garcia think DBRG eventually branches outside digital infrastructure? 52:36 - DBRG's capital allocation strategy 55:45 - Marc Ganzi's payout incentive and how that affects investor sentiment/thesis on DBRG 1:01:04 - Closing thoughts on DBRG For more information about Chadd Garcia and Schwartz Investment Counsel Inc. - Ave Maria Mutual Funds, please visit: https://www.schwartzinvest.com/investing-with-us/ave-maria-mutual-funds/ Today's episode is sponsored by: Roundhill IO Digital Infrastructure ETF – BYTE Investing in the real assets that underpin our digital world has never been easier. We are pleased to bring you this podcast in partnership with Roundhill Investments, the advisor to the Roundhill IO Digital Infrastructure ETF – BYTE - which trades on the New York Stock Exchange under the ticker symbol - “B” “Y” “T” “E”. The fund tracks the BYTE Index, which measures the performance of 40 leading global digital infrastructure businesses, such as towers and mobile communications, fiber and fixed line connectivity, and data centers. For a prospectus and more information, please visit roundhillinvestments.com/etf/byte - read carefully. Investing involves risk, including possible loss of principal. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing in BYTE. Distributor Foreside Fund Services, LLC: https://www.roundhillinvestments.com/etf/byte/

Welcome to episode 16 of This Week in the Metaverse, our weekly show in which Yon and a guest co-host provide commentary on three metaverse-related news items. Joining Yon today as guest co-host is Mario Stefanidis, Vice President of Research at Roundhill Investments, a thematic ETF sponsor who's behind the Metaverse ETF alongside Ball Metaverse Research Partners. Mario is responsible for Roundhill's research activities within the digital media and entertainment sector and serving on the firm's investment committee, helping oversee Roundhill's investment activities across all sponsored ETFs and other vehicles. Our three topics for the past week: First, Jensen Huang, CEO of Nvidia, was interviewed by Dean Takahashi from VentureBeat (who was a guest on our podcast a few months ago). What really captured our attention is Huang's bullishness on the industrial metaverse and the prospect of Nvidia's Omniverse to play a key role in realizing that vision. Then, we talk about the changes at Snap who's shutting down Snap Originals, an in-house production studio of scripted and documentary-style programming and double down on its core priorities, including augmented reality. And we finish with more news from Meta Platforms, as Meta's VP of Horizon is leaving the company, adding more uncertainty on where its metaverse project is heading.

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On the seventh episode of This Week in the Metaverse, Yon is on vacation so Matthew is joined by Mario Stefanidis, the Vice President of Research at Roundhill Investments and one of our esteemed season 1 guests. We broke down three news items that we thought were influential to the development of the metaverse and on which we believe we can provide unique expertise and analysis. First, we look at TF Securities' analyst Ming-Chi Kuo cutting his shipment forecast for Meta's VR headsets. Second, we discuss the rapid growth of Fortnite Creative mode and assess the competitive threat to Roblox. And last, we break down the news that Solana is launching a smartphone and a software stack to help build blockchain phones.+1780

I am @Compound248 and this is the next installment in our Business Breakdowns mini-series focused on Digital Infrastructure, where we are breaking down a handful of companies that are key players in the digital infrastructure asset class.    In this episode, we will talk about a company that delivers that airbourne experience, Gogo. Known for its eponymous inflight WiFi service, Gogo is frequently misunderstood, having undergone a transformation to focus purely on the business, or private, aviation industry. It sells equipment that gets installed on a private aviation airplane, and then, in infrastructure like fashion, monetizes that equipment with high margin service revenue for decades. We're fortunate to be joined by Oak Thorne, who has led Gogo for 20 years into the success it is today.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is presented by Visible Alpha. The team at Visible Alpha built a platform to analyze consensus data and financial metrics on over 6,000 publicly traded companies. Rather than having to dig through models one by one, Visible Alpha extracts data from every line item across sell-side models so you can better understand expectations on metrics beyond just revenue and earnings. Listeners are invited to try Visible Alpha for free by visiting visiblealpha.com/breakdowns   -----   This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database - Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Test Daloopa for free at daloopa.com/Patrick.   —--   This episode is brought to you in partnership with Roundhill Investments, the advisor to the Roundhill IO Digital Infrastructure ETF – BYTE - which trades on the New York Stock Exchange under the ticker symbol BYTE. The fund tracks the BYTE Index, which measures the performance of 40 leading global digital infrastructure businesses, such as towers and mobile communications, fiber and fixed line connectivity, and data centers. For a prospectus and more information, please visit roundhillinvestments.com/etf/byte.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:04:02] - [First question] - Gogo's history and how his history intersects with it [00:08:03] - His background and what lead him to joining Gogo  [00:10:01] - A primary focus on US airlines and high-end air travel specifically [00:11:37] - 30% market penetration of potential WiFi signal outfitted aircraft [00:12:33] - What the competitive landscape looks like today and how many planes they have [00:14:15] - Whether the formerly unaddressable planes will make their way into their fleet  [00:16:04] - Their product offerings today and the differences between them  [00:19:26] - Overview of their business economics and their digital infrastructure  [00:21:31] - Unit economics and labor and install costs [00:23:44] - How much more traffic their existing network could handle   [00:24:17] - CapEx, service revenue, and a projected 20% system growth  [00:25:55] - Cost structure margin on their recurring service revenue  [00:26:36] - Where they are in building out their 5G network [00:27:25] - Momentum of business growth year-over-year [00:28:29] - How the ATG network actually works and how the 5G connection improves it  [00:30:44] - What portion of their business comes from aftermarket installations [00:32:18] - Competitive nature of this sector and if someone could come after Gogo [00:35:23] - Speed differentials between their varying network offerings   [00:36:48] - Price differences with competitors and the strength of their dealer network  [00:38:19] - Expensive alternatives and the customer experience of GeoSatellite services  [00:40:42] - Describing the differences between GeoSatellite and Elon's Starlink [00:46:19] - Reasons why Starlink might become a competitor [00:48:56] - How Gogo's 5G and global broadband product are offensive and defensive  [00:51:24] - Portion of new US delivery aviation planes built with in-flight WiFi solutions [00:53:39] - Plans to become a free cash flow generating machine  [00:55:01] - How long he anticipates this growth runway to continue  [00:56:27] - Potential risks to Gogo from a legal and regulatory perspective  [00:57:33] - Legal allegations from SmartSky and using the unlicensed spectrum [00:59:50] - Cyclicality of their clients and suspended business periods   [01:02:18] - Their channels and customer concentration  [01:03:17] - Minority shareholders and their long term vision  [01:04:57] - Two key lessons for others attempting to build and lead a company 

I am Compound248 and today we are pleased to announce and kick-off a Business Breakdowns mini-series focused on Digital Infrastructure. Over the coming months, we will breakdown a handful of companies that are key players in the digital infrastructure asset class. An asset class that undergirds and powers all modern digitally connected experiences. Everything from streaming video to business collaboration tools, to crypto mining, to your everyday internet experience.Our hope with this mini series is to give you an understanding of the businesses that underpin our modern lives, giving us an almost magical, ubiquitous connected existence. How is it, for example, that Netflix, based in Seattle, is able to deliver a perfect streaming experience to your phone in the back seat of a New York City taxi cab? Digital Infrastructure powers that experience.    This inaugural episode of the Digital Infrastructure Business Breakdowns mini series will begin with one of the broadest, most important companies in the industry, DigitalBridge. A company that is part private equity firm, part asset owner, and part infrastructure operator of assets across the digital infrastructure spectrum.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus is the new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial.   -----   This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database, Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Try Daloopa for free at daloopa.com/Patrick.   -----   This episode is brought to you in partnership with Roundhill Investments, the advisor to the Roundhill IO Digital Infrastructure ETF – BYTE - which trades on the New York Stock Exchange under the ticker symbol BYTE. The fund tracks the BYTE Index, which measures the performance of 40 leading global digital infrastructure businesses, such as towers and mobile communications, fiber and fixed line connectivity, and data centers. For a prospectus and more information, please visit roundhillinvestments.com/etf/byte.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:04:22] - [First question] - What digital infrastructure means and how it came to be [00:09:58] - The nuance of digital infrastructure and how big the addressable opportunity set is [00:12:47] - How DigitalBridge became the company it is today  [00:19:06] - How he thinks about portioning the fee and value creation economics between shareholders and employees [00:23:15] - The differences between their earlier funds and current funds from how the economics split within the team and owners [00:25:53] - A look into their balance sheet today between funds and operating assets [00:28:39] - How big the digital infrastructure space could be in the future from an IM standpoint  [00:30:41] - Their US and non-US opportunity set and how towers and mobile infrastructure compare and contrast across their verticals [00:34:03] - How DigitalBridge professionals operate with portfolio companies and how they add value to them [00:38:47] - Changes in standard growth and the slow downs in the Hyperscale or Telco side of the business [00:40:37] - If Edge competes with their core assets and how it works across all of their portfolio companies [00:42:21] - Where we are on the 5G rollout and how it touches their businesses [00:43:39] - His view on building out Edge and data center capacity from a DigitalBridge standpoint [00:45:35] - How the competitive environment and risk and return profiles have shifted  [00:46:33] - How inflation affects the business and how he manages lease renewal [00:50:19] - If Elon Musk building Starlink is a threat or an opportunity  [00:52:12] - How DigitalBridge thinks about consumer facing digital infrastructure  [00:54:48] - What could happen to lead to their success and business evolution in the future  [00:56:28] - Two key lessons he'd give as advice to someone looking to build and lead a company

The burgeoning metaverse market is attracting tons of investment, accelerated by Facebook's name change to Meta Platforms and companies including Microsoft, Alphabet, Apple and Nvidia outlining their strategies while others including Epic Games, Roblox, Unity and Tencent push on with the development of their strategies. Mario Stefanidis, the Vice President of Research at Roundhill Investments, talks about taking the long-view for developing the metaverse, the potential impact of blockchain and NFT's on the industry and massive success of Roundhill's Ball Metaverse ETF. Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Mario Stefanidi:: https://www.linkedin.com/in/mario-stefanidis/ Check out Roundhill's ETF: https://www.roundhillinvestments.com/etf/meta/

In episode 373, we welcome our guest, Tim Maloney, co-founder and Chief Investment Officer for Roundhill Investments, an ETF sponsor focused on thematic and sector-specific investing. In today's episode, we're getting meta! Tim begins with an overview of Roundhill and the firms' unique strategy around distribution. Then we dive into some of their funds, most notably the fund focused on the metaverse with a ticker I bet Mr. Zuckerberg wish he had. We touch on funds that are focused on e-sports, sports betting and streaming, and even a couple of funds that were launched as a partnership with former podcast guests Tobias Carlisle and Chas Cocke! ----- 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 ----- 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. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

Facebook (NASDAQ:FB) CEO Mark Zuckerberg thrust the metaverse into the spotlight after renaming the parent company Meta Platforms Inc. For Facebook to make such a fundamental shift shows the large interest and reality of people’s idea of one day living in a virtual world, augmented reality […]

Liquid Avatar Announces First Age Verifiable Metaverse Components With Cannabis and Vegas Partnerships On Aftermath Islands. LA Comic Con "Surprises" Planned For 100,000 + Attendees The internet has evolved from Web 1.0 (dot-com read only) back in the 90's to Web 2.0 (read and write) over the last 15 years to the current emergence of Web3 … which I can best describe as entering the Matrix (for some older investors) OR Ready Player 1 for our younger investors. The technical term is the Metaverse. It's already a $30B market BUT we haven't seen anything yet based on the following: According to Strategy Analytics, the global metaverse market size is projected to increase ~ 1,000% to $280 billion by 2025 from $30.7 billion in 2021 SOURCE … but we think that's a very conservative estimate Bloomberg Intelligence believes the Metaverse can reach $800 billion by 2024. South Korea's biggest asset manager, Samsung Asset Management, recently launched a metaverse fund. IS THE METAVERSE HERE It was always coming but we just didn't know when because we needed two things to happen - the evolution of technology and acceptance. The technology is now here thanks to AR, VR, Blockchain and the rise of NFTs, which Liquid Avatar has been at the forefront of since Day 1. Acceptance was always a bit more of a wildcard because it is a pretty big shift - but the Covid-19 pandemic was the catalyst that drove the internet to the next stage of its evolution – the ‘Metaverse' where cyberspace becomes more of an interactive 3D space with commerce and networking alongside content, much like the worlds in popular games such as Fortnite and Roblox, Roundhill Investments, a major ETF sponsor focused on thematic and sector-specific investing stated “We Believe More Virtual Platforms Will Emerge … New virtual platforms will emerge, and they will likely exceed today's leaders” ENTER LIQUID AVATAR METAVERSE ENTRY WITH AFTERMATH ISLANDS Two weeks ago Liquid Avatar announced that it's Sale of Virtual Land NFTs in Aftermath Islands Metaverse Went Live . Though we don't have official numbers yet, we do know that all virtual land in "Musk Manor" and "Bitcoin Bay" sold out pretty fast, so it's safe to say that Aftermath Islands is off to great success. With that kind of success, it's no wonder $LQID is planning to showcase its Metaverse chops at what might be the biggest Comic Con of the year as we come out of COVID - LA Comic Con - where they were named as the Digital Innovation Partner back on October 26. Subsequently $LQID announced announced Hosting a Metaverse Mainstage Panel at Los Angeles Comic Con, Featuring Aftermath Islands ..where it will also has over 1,500 square feet of prime floor space that will showcase NFT subsidiary Oasis Studios, Aftermath Islands, comic and graphics art partner Apex Comics Group ... and as yet to be announced "surprises".

Today, we have a spirited discussion with two well-informed METAVERSE investors and ETF product creators. Sean Avory or Avory & Co and Will Hershey of Roundhill Investments join me to discuss the Metaverse, (META ETF via Roundhill) why it's being created and demands our attention and who likely benefits from its creation and evolution. We also talk about the video gamers and their role in the METAVERSE development as well as NFT's and crypto through blockchain development. For more information about Sean and his high conviction equity portfolio go to https://www.avory.xyz/ For more information about Roundhill and all their ETF's go to: https://www.roundhillinvestments.com/ For more information about the global brands portfolios I manage with my partners at Accuvest Global advisors go to: https://www.globalbrandsmatter.com/ For more information about the Dynamic Brands Fund we manage, go to: https://rationalmf.com/funds/rational-dynamic-brands-fund/

The internet has evolved from dot-com read-only back in the 90's to Web 2.0 read and engage over the last 15 years to the current emergence of Web3 … which I can best describe as entering the Matrix (for some older investors) OR Ready Player 1 for our younger investors. The technical term is the Metaverse. First coined in Neal Stephenson's 1992 sci-fi novel, Snow Crash, as a concept that blends digital and physical existence. It's already a $30B market BUT we haven't seen anything yet based on the following: According to Strategy Analytics, the global metaverse market size is projected to increase ~ 1,000% to $280 billion by 2025 from $30.7 billion in 2021 SOURCE … but we think that's a very conservative estimate Bloomberg Intelligence believes the Metaverse can reach $800 billion by 2024. South Korea's biggest asset manager, Samsung Asset Management, recently launched a metaverse fund. IS THE METAVERSE HERE? It was always coming but we just didn't know when because we needed two things to happen - the evolution of technology and acceptance. The technology is now here thanks to AR, VR, Blockchain and the rise of NFTs, which Liquid Avatar has been at the forefront of since Day 1. Acceptance was always a bit more of a wildcard because it is a pretty big shift - but the Covid-19 pandemic was the catalyst that drove the internet to the next stage of its evolution – the ‘Metaverse' where cyberspace becomes more of an interactive 3D space with commerce and networking alongside content, much like the worlds in popular games such as Fortnite and Roblox, Roundhill Investments, a major ETF sponsor focused on thematic and sector-specific investing stated “We Believe More Virtual Platforms Will Emerge … New virtual platforms will emerge, and they will likely exceed today's leaders”. ENTER LIQUID AVATAR METAVERSE ENTRY WITH AFTERMATH ISLANDS Last Week Liquid Avatar announced that it's Sale of Virtual Land NFTs in Aftermath Islands Metaverse Went Live . Though we don't have official numbers yet, we do know that all virtual land in "Musk Manor" sold out pretty damn fast, so its safe to say that Aftermath Islands is off to great success. With that kind of success, it's no wonder $LQID is planning to showcase its Metaverse chops at what might be the biggest Comic Con of the year as we come out of COVID - LA Comic Con - where they were named as the Digital Innovation Partner back on October 26. Today $LQID announced Liquid Avatar Technologies to Host All Things Metaverse Mainstage Panel at Los Angeles Comic Con Featuring Aftermath Islands ... where it will also has over 1,500 square feet of prime floor space that will showcase NFT subsidiary Oasis Studios, Aftermath Islands, comic and graphics art partner Apex Comics Group ... and as yet to be announced "surprises". $LQID subsidiary Oasis Studios will receive up to 30% of the revenue from all sales, including primary Virtual Land (“VL”) and items, a portion of land and item resales, property management fees, together...

The internet has evolved from dot-com read only back in the 90's to Web 2.0 read and engage over the last 15 years to the current emergence of Web3 … which I can best describe as entering the Matrix (for some older investors) OR Ready Player 1 for our younger investors. The technical term is the Metaverse. First coined in Neal Stephenson's 1992 sci-fi novel, Snow Crash, as a concept that blends digital and physical existence. It's already a $30B market BUT we haven't seen anything yet based on the following: ENTER LIQUID AVATAR METAVERSE ENTRY WITH AFTERMATH ISLANDSAccording to Strategy Analytics, the global metaverse market size is projected to increase ~ 1,000% to $280 billion by 2025 from $30.7 billion in 2021 SOURCE … but we think that's a very conservative estimate Bloomberg Intelligence believes the Metaverse can reach $800 billion by 2024. South Korea's biggest asset manager, Samsung Asset Management, recently launched a metaverse fund. IS THE METAVERSE HERE?It was always coming but we just didn't know when because we needed two things to happen - the evolution of technology and acceptance. The technology is now here thanks to AR, VR, Blockchain and the rise of NFTs, which Liquid Avatar has been at the forefront of since Day 1. Acceptance was always a bit more of a wildcard because it is a pretty big shift - but the Covid-19 pandemic was the catalyst that drove the internet to the next stage of its evolution – the ‘Metaverse' where cyberspace becomes more of an interactive 3D space with commerce and networking alongside content, much like the worlds in popular games such as Fortnite and Roblox,Roundhill Investments, a major ETF sponsor focused on thematic and sector-specific investing stated “We Believe More Virtual Platforms Will Emerge … New virtual platforms will emerge, and they will likely exceed today's leaders” This morning Liquid Avatar announced that it's NFT subsidiary Oasis Digital Studios Was Appointed Exclusive Agency for New Metaverse Aftermath Islands.. TThe Agreement includes becoming the exclusive agency for virtual land and items, NFTs, business development and promotion for a new, in-development metaverse, Aftermath Islands. Aftermath Islands will provide online users with theme-based first-person, Augmented Reality (AR) and Virtual Reality (VR) experiences, quests, games, and integrated eCommerce activities, creating a virtual world supported by users and brands. Oasis will receive up to 30% of the revenue from all sales, including primary Virtual Land (“VL”) and items, a portion of land and item resales, property management fees, together with a significant grant of VL and exercisable equity in the platform. If you're a small cap investor that wants exposure to the Web3 world of NFT's and The Metaverse, make sure to watch this great interview with CEO David Lucatch.

The provenance of video games was always the domain of the misunderstood misfits.  Old school coin-operated stand up terminals were located in smokey dive-bar back rooms or seedy shopping malls.  The early in-home entertainment consoles were first adopted by the propeller head and pocket protector set.  As those gaming systems became more advanced and realistic, the introverted and ostracized members of youth became the standard bearers of the online gaming communities. The Boomer establishment has a rich history of being at odds with the video game industry.   Early 1980s fears of Japanese manufacturing supremacy, placing societal violence's blame on gaming's cartoonish pistol play, inaccurately correlating health issues to screen time, as well as dismissing a dynamic and innovative sector as a passing fad.  You name it, Boomer's did everything but self-reflect.    What's more - just this week China's official news outlet — published a lengthy analysis that used terms such as "opium" and "electronic drug" to describe the harmful effects of gaming on children. "It turns out 'spiritual opium' has grown into a multi-billion dollar industry," the article read. "Insiders warn: watch out for the harm of online games."   As in so many other instances - the Boomers and Commies got it wrong. Again.    GenX knew very early that video games were none of the above, but rather a wild frontier of entertainment, education and camaraderie. The Millennials grabbed the baton and went sprinting farther down the path to take gaming to a place not even the most enthusiastic GenXer could dream possible.    One of those thought leaders is our guest on this episode of FBD.    Will Hershey (twitter: @maybebullish) is the visionary CEO and cofounder of Roundhill Investments with offices in NYC and SF. Roundhill believes that e-sports and video games are the future of live media, sports and entertainment. Will and the Buzzards swap old school video game stories, discuss investing in this sector of the economy is no longer a fringe frontier exercise, as well as the future of the metaverse and sports gambling.   So set the control paddle down, unplug the headset and kill the screen.   Roll up the dank and pour a drink.  You may just walk away ready to reposition your investment portfolio with some weighting to gaming!   After you spray the citrus, mind you...

Tim Maloney, Co-Founder and Chief Investment Officer of Roundhill Investments, is Wayne Kimmel's guest on this week's episode of the SeventySix Capital Leadership Series. Roundhill Investments is a thematic ETF (Exchange Traded Fund) sponsor. Maloney and his co-founder, Will Hershey, have created ETFs focused on sports betting (BETZ), esports (NERD), and Pro Sports, Media & Apparel (MVP). Tune in to hear Maloney's insights on the future of sports, esports, and sports betting!

Thematic ETF's have been developed to focus on particular themes of the investment marketplace.  Two of those themes are E-Sports and Gaming/Media Entertainment.  Listen to Mario discuss and explain two of Roundhill's ETF's focusing on these themes.  No question, these are avant-garde investment pursuits, now available to all investors thru a liquid investment vehicle, focused on a very new and evolving portion of the marketplace.  There is nothing ordinary about these ETF's and investors will find it very interesting.  

Tim Maloney, Co-Founder and CIO of https://www.roundhillinvestments.com/ (Roundhill Investments) shares his thoughts on all things gaming. From the metaverse and virtual reality to the shift to a gaming-as-a-service revenue model, we dive into the world of e-sports, streaming, and the gaming industry.  As we sip and share notes on two different bourbons, Tim provides insight into the current state of gaming and we look at what it could become in the future. [01:17] - Introduction  [03:10] – Tasting: Woodford Reserve Master Collection (1838 White Corn & High West American Prairie Bourbon) [08:33] – thematic investing with Roundhill Investments [12:20] – the massive size of the gaming business & impact of Covid-19 [15:10] – Free to play and the new gaming revenue model   [22:30] – global gaming – South Korea, China, and beyond  [25:00] – the Metaverse – what the heck is that?  [30:00] – is cloud gaming here? What happened to Google Stadia? [36:25] – Augmented Reality (AR) and Virtual Reality (VR) [41:12] – Game Engines and Democratizing Game Creation [45:15] – “because a path was beaten by many before you doesn't mean it's the right path for you”  Links: www.bullsbearsandbourbon.com www.vermillionprivatewealth.com www.roundhillinvestments.com Next Time: When a medical diagnosis impacted his life plans my guest turned to real estate investing to generate income and provide for his family. He shares his business model, why he chose real estate investing, and more in a very insightful conversation.  **The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional before making a final decision. Thanks for listening.

This week, Mario Stefanidis, Roundhill Investments vice president of research, who actively manages the firm's sports-themed MVP ETF, joined to talk about the investment side of the short-lived European Super League. Ali Wolf, chief economist at Zonda, a housing market research and real estate analytics firm, came on to talk about the U.S. housing market. Then New York Times columnist and Nobel Prize-winning economist Paul Krugman joined for a wide-ranging interview on his economic outlook, inflation and why he thinks trade policy has always been overrated.

Will Hershey of Roundhill Investments talks the recent executive orders going after China's Tencent and TikTok and how it will affect Riot Games' League of Legends and later reporter Joseph 'Volamel' Franco discusses the mass exodus of Overwatch League stars to Valorant and how it could force a change in design with Overwatch 2. Our Fan of the Week asks Dr. Disrespect's return to streaming on YouTube.

The gaming industry is a juggernaut, and the pandemic has been especially good for business. The thematic gaming ETFs, tickers $ESPO, $HERO, $GAMR and $NERD, are all up more than 35% so far this year. Living rooms, phones, Teslas, E-sports stadiums — gaming is everywhere now. And the most popular titles are more than just games anymore; they're platforms. Matthew Kanterman, a research analyst with Bloomberg Intelligence, and Will Hershey, the co-founder and CEO of Roundhill Investments, whose ETF NERD launched in June 2019, join Eric and Joel to discuss the economics of gaming, the evolving business models, the biggest international players, the latest chapter of the console wars, the push into cloud gaming, and more — including just how many hours one must devote to this demanding craft.See omnystudio.com/listener for privacy information.

Amid the pandemic, a lingering question remains: when will we see a full-scale return of professional sports? With pretty much every major American sports league on pause, billions of dollars are at stake in sponsorships, ticket sales, media rights, and more. Will Hershey, CEO and Co-Founder of Roundhill Investments, joined to discuss the strategy behind the firm's "BETZ" ETF, which is designed to track the performance of the sports betting and iGaming industry. We also spoke with Chad Millman, Chief Content Officer at The Action Network, about how the sports media company is navigating COVID-19, why the “RE”-cancellation of sports is the real concern, and the outlook for legalization across the country. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Reporter Steven Asarch joins the show to discuss how to process the flurry of disturbing sexual harassment and assault allegations that have come to light this past week and Will Hershey of Roundhill Investments breaks down the fall of Mixer.

On the podcast this week, we have Will Hershey, cofounder and CEO of Roundhill Investments, to help us breakdown Esports and the Gaming Industry. Will is responsible for the company's indexing, research, and product development efforts, in addition to firm-level partnerships and operations. Before founding Roundhill in 2018, Will served as the Head Trader with Yorkville Capital Management, and prior to that he was with Yorkville ETF Advisors, where he was instrumental in the creation and growth of two NYSE-listed ETFs. We dive into the latest trends in gaming, what we are looking forward to as new tech develops, and different business models between streaming platforms, both in the east and the west. Will gives us his perspective on cloud gaming and the introduction of VR. For an incredible look into the world of Esports, be sure not to miss out on today's episode!

In this episode, we welcome special guest Will Hershey, co-founder and CEO at Roundhill Investments, and creator of the NERDContinue Reading

This week I spoke with Will Hershey from Roundhill Investments. We had a great discussion about Will's involvement with the Esports ETF (labeled NERD: https://roundhillinvestments.com/nerd-index ). We broke down perspectives of who and what is driving investments as well as the current state of esports and some of the problems team, products and businesses are facing when getting into esports. Guest: Will Hershey https://twitter.com/maybebullish https://roundhillinvestments.com/ Musical Guest: Ampholyte Song: A Legend Echoes https://ampholyte.bandcamp.com https://twitter.com/Ampholyte9 --- Support this podcast: https://anchor.fm/thesummoninghour/support