On the latest Let's Talk ETFs podcast Seeking Alpha has the chance to catch up with Johan Grahn,Head of ETFs at Allianz Investment Management. Johan provided the investment community with knowledge about how to manage risk with ETFs. Contents: 2:15 - Introduction 6:30 - How should investors approach risk going into 2022? 11:15 - Tell us about the buffered outcome ETF series 18:15 - How has the reception been to your products in the investment community? 23:45 - What's the holding period for...

On this week's episode of Let's Talk ETFs, we have a returning guest joining us. Scott Helfstein, Executive Director of Thematic Investing at ProShares sits back down with Seeking Alpha to discuss the updates and changes to the thematic exchange traded fund marketplace. Tickers: (ONLN), (EMTY), (PAWZ), (MAKX), (CTEX), (DAT) Show Notes: 2:45 - Introduction 4:00 - What's new with Proshares since we last spoke? 6:45 - Discuss & break down Smart Factories ETF, MAKX,  13:30 - Discuss &...

On the latest Let's Talk ETFs podcast, Seeking Alpha has a conversation with Alex Pettee, President and Director of Research & ETFs at Hoya Capital Real Estate. Together we break down the real estate market and how an investors can take on positions through the exchange traded fund marketplace. Tickers: RIET, HOMZ Show Notes: 2:15 - Personal and firm background information. 4:15 - Tell us about new RIET ETF. 9:20 - Play RIET and HOMZ jointly? 14:45 - Discuss the overall stance of the...

On this episode of Let's Talk ETFs, Seeking Alpha speaks with Matthew Tuttle, CEO & CIO of Tuttle Capital Management. Together we uncover information around the SPAC ETF market and how SPAC funds can be implemented into a traditional portfolio. Tickers: (SPX), (SPCX), (DSPC), and (SOGU). Show Notes:  2:00 - Information and background about Tuttle Capital Management 4:45 - Overview of SPACs and the SPACs involved in the ETF market. 8:30 - What future trends and outlooks are foreseen in...

In this Let's Talk ETFs podcast, Seeking Alpha speaks with Darren Schuringa, CEO ASYMmetric ETFs. Together we have a discussion on how risk can be monitored in an investment portfolio through the use of exchange traded funds. Tickers: (ASPY), (SPY) Show Notes: 3:00 - Background on Asymmetric ETFs. 4:30 - How are investors monitoring risk a this moment and how are you looking at risk right now? 9:00 - What are the building blocks of the asymmetric ETF (ASPY)? 13:30 - What is the breakdown...

In the latest Let's Talk ETFs podcast, Seeking Alpha sits down with Paul Kim, CEO of Simplify ETFs. to discuss how options-based ETFs can be a useful tool inside an investment portfolio. Tickers: (SPYC), (QQC), and (VFIN) Show Notes: 2:45 - Tell us about yourself and Simplify ETFs 7:45 - Elaborate on the reasoning and process of including options in ETFs. 11:45 - How options ETFs can protect against volatility  16:14 - Are there any areas of the ETF market where options are...

In this Let's Talk ETFs podcast, Seeking Alpha speaks with Stephan Flagel, Chief Product Officer of Qontigo.to discuss how the ESG space is affecting exchange traded funds., Show Notes: 2:30 - Tell us about yourself and Qontigo 6:00 - What is ESG, sustainable investing, all about? 13:00 - What's your long term view of sustainable investing? 19:00 - How do we standardize measurements to create a level playing field? 24:30 - Can you highlight a specific ESG index that would stand out? 28:00 -...

In the latest Let's Talk ETFs podcast, Seeking Alpha chats with speaks with Jay Hatfield, CEO at Infrastructure Capital Advisors to discuss how the current market is viewing inflation and its affect on the exchange traded fund markets. Tickers: AMZA, PFFR, PFFA,  2:45 - Introduction about yourself and ICA 5:00 - What's ICA's take on inflation? 12:00 - What type of ETFs can investors use to take advantage and deal with inflation?  15:30 - Financials and energy ETFs and how they react to...

In this episode of Let's Talk ETFs, Seeking Alpha speaks with Robert Cantwell, Founder & Chief Investment Officer of UPHOLDINGS to discuss the ramifications of the latest crackdowns in China and what that means for ETF investors. Tickers: (KNGS), (BABA), and (JD) 2:30 - Introduction and background to Robert. 6:00 - Principles behind KNGS, what's the ETF all about, what makes it unique? 9:45 - How do you see fears of China's crackdown on tech affecting this market? 17:30 - Stocks to buy...

On the latest Let's Talk ETFs podcast Seeking Alpha sits down with JP Lee, Product Manager at VanEck, to discuss how the digital transformation landscape is molding the future of exchange traded funds and how crypto markets fit in as well. Tickers: (DAPP), (BTC-USD), (COIN), and (RIOT) Contents: 2:15 - Background to JP Lee and where his role fits in with Van Eck? 4;45 - What's your take on the future of the global digital economy? 11:00 - What was the thought process around launching the...

In this week's Let's Talk ETFs podcast we are speaking with Maurits Pot, Founder & CIO of Dawn Global. Maurits joins us to have detailed discussion around the topic of emerging and frontier market investing in the exchange traded fund space. Tickers: (CUBS) Show Notes: 2:00 - Introduction to Dawn Global 5:30 - How has the recent crackdown in Chinese tech space effect EM? 6:30 - What's the overall landscape for emerging markets? 9:30 - Tell us about the Asian Growth Cubs ETF (CUBS) 17:45...

In this week's Let's Talk ETFs podcast we have Lisa Chai, Senior Research Analyst at ROBO Global joining us to dive deep into the topic of robotics, artificial intelligence and innovation and the advancements in technology have affected the exchange traded marketplace. Tickers: (ROBO), (HTEC), and (THNQ) Show Notes: 2:00 - Introduction to Lisa Chai and ROBO Global. 5:00 - What do you feel the future holds for robotics, artificial intelligence and the technology space? 11:00 - Breakdown of...

Joining us in this week's episode of Let's Talk ETFs is Simeon Hyman, Global Investment Strategist & Head of Investment Strategy Group at ProShares. Simeon walks us through the impacts of interest rates & inflation. and how it effects the exchange traded fund space. Tickers: EQRR, IGHG, HYHG, RINF Show Notes: 2:00 - Introduction and background to Simeon's work at ProShares.. 3;30 - Transitory inflation... How does an investor make sense of it all? 7:00 - Is some inflation a good...

In this week's episode of Let's Talk ETFs, Frank Holmes, Chief Executive Officer at U.S. Global Investors discusses the re-opening global economy. Together we discuss the popular ETF: U.S. Global Jets ETF (JETS) and learn what impact it has on the travel space. Show Notes: 2:15 - Opening background of Frank Holmes. 4:00 - What investment sectors do you see growing as we come out of Covid-19 pandemic? 9:30 - How do companies plan for all the variables involved in countries opening up? 15:00 -...

In this week's episode, we sit down with Ari Polychronopoulos, Partner, Product Management & Head of ESG at Research Affiliates. Together we uncover and discuss the details and nuances of environmental, social, and governance investing within the exchange traded fund space. Tickers: (SPY) Show Notes: 2:30 - Introduction with Ari Polychronopoulos 4:00 - What is ESG and what is it all about? 8:00 - How can investors examine a an ESG score and see if it's appropriate for their...

Contents: 2:30 - Background of Scott Helfstein, Executive Director of Thematic Investing at ProShares. 3:30 - What is thematic investing, and what qualifies something as a thematic exchange traded fund. 7:00 - Does having to put the funds in an index tie an investor's hands? 10:45 - Breakdown of Proshares thematic ETFs that have developed the most investor traction. 19:45 - How important is thematic investing to the growth of Proshares business, and are there any future thematic ETFs that...

The launch of the ARK Space Exploration ETF (ARKX) in late March was one of the most hyped ETF launches in recent memory. Of course there's the Cathie Wood component to the excitement, with the fund manager she runs, ARK, crushing markets and growing AUM eleven-fold in 2020. But there's something about space as a sector that has many investors particularly excited at this moment in time. Cestrian Capital Research's Alex King has been following the space sector very closely for years now, He...

In this week's episode of Let's Talk ETFs, Ryan McCormack, Factor & Core Equity ETF Strategist at Invesco US joins new host Jason Capul and the Seeking Alpha team to discuss the early success of the Invesco NASDAQ Next Gen 100 ETF (QQQJ). QQQJ has been the most successful ETF launch of all-time by Invesco, gathering over one billion in assets under management in less than three months. Tickers Covered: QQQ, QQQJ Show Notes: 4:30 - What is the concept behind QQQJ? 9:30 - Where do you see...

2020 was the year of the SPAC, with money raised through "blank check" companies outpacing traditional IPOs for the first time. With so many SPACs listing, finding the right ones to invest in them can be an often-times confusing and overwhelming process. Sifting the World's Chris DeMuth Jr. has been investing in SPACs, through the hedge fund he founded, Rangeley Capital, for more than a decade. In the latest episode of Let's Talk ETFs, DeMuth and host Jonathan Liss take investors through the...

Cambria Funds co-founder, CEO and CIO Meb Faber joins Margin of Safety Investing's Kirk Spano to discuss his firm's tail risk and shareholder yield ETF suites. Funds covered include: TAIL, FAIL, SYLD, FYLD and EYLD. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors have been hearing prognostications of “runaway” inflation since the end of the global financial crisis, more than a decade ago. With central banks and governments around the world offering up unprecedented stimulus spending to combat pandemic-induced economic disruption, these inflation calls have now reached a fever pitch. Dynamic Beta's Andrew Beer joins Let's Talk ETFs to make the case for why his firm's hedge-fund replication ETFs are the perfect antidote for inflation's effects...

The rise in thematic ETFs in 2020 was remarkable, with assets increasing by 78% in Q4 alone to $104B in AUM. This meteoric growth has been powered by firms like Defiance ETFs, a relative newcomer to the ETF space that has already produced a $1B fund in FIVG. Founded in 2018 by a group of ETF professionals that came from more traditional issuers like Blackrock and Direxion, Defiance has focused exclusively on creating products that resonate with a younger, forward-looking generation of...

"Runaway inflation or continued deflation?" "Rising rates or rates dropping below the zero bound?" These are just some of the questions investors are starting to ponder as the economy re-opens. The current interest rate environment is particularly complex because there are so many competing forces and known unknowns on the horizon. Quadratic Capital's Nancy Davis rejoins the podcast to talk investors through the current uncertainty and explain how her firm's increasingly popular Quadratic...

In the decade-plus since the post-global financial crisis bull market rally began, the DJIA has been crushed by top U.S. index benchmark peers the S&P 500 and Nasdaq 100. The fact the Dow is "price weighted" has meant high-flying growth stocks have been left out of the index relative to value-oriented names in underperforming sectors like healthcare and financials. In today's episode of Let's Talk ETFs, WingCapital Investments' Vincent Yip and Seeking Alpha's Jonathan Liss discuss recent...