Roger Cohen, founder of Portable Beta is an investor, derivatives specialist and academic, and joins host Roy Zimmerhansl to discuss ETFs; geared, leveraged and bear funds; ESG and quantum theory.
You can follow Roger's work as follows:
Roger Cohen on LinkedIn: https://www.linkedin.com/in/portablebeta
Portable Beta: https://portablebeta.com.au/
Betashares (where Roger is an advisor): https://www.betashares.com.au/
Quantum Theory of Toilet Paper
Show timeline
03:10 ETFs
06:45 Synthetic vs Physical ETFs
13:28 Involvement with BetaShares
16:00 ETF themes - adding value or chasing trends?
18:51 Geared, leveraged, short, bear funds
22:48 ESG including short selling
27:45 Bear Funds
30:00 Shorting in futures and cash markets
32:40 A securities lending analogy
36:54 A 'tweak' to retirement finances
43:30 Australia, Academia and big things from our childhood
45:47 Quantum Theory of Toilet Paper and 2020
48:35 Resilience and adaptation in 2020
52:10 Roy's wrap up
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