Shows
Klug anlegen - Der Podcast zur Geldanlage mit Karl Matthäus Schmidt.Folge 247: 25 Jahre ETFs – machen uns Indexfonds alle zu besseren Anlegern?Vor 25 Jahren begann in Deutschland eine kleine Revolution bei der Geldanlage – mit einem Anlageinstrument, das auf Einfachheit, Transparenz und Disziplin setzt: der Exchange Traded Fund (ETF). Wurde dieser von manchen zunächst belächelt wurde, erkannten andere früh sein Potenzial. Einer von Ihnen war Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digitalen Geldanlage quirion, der in dieser Podcast-Folge u. A. über die Geschichte hinter dem Aufstieg und die Lehren aus einem Vierteljahrhundert ETF-Erfahrung spricht.
Karl beantwortet folgende Fragen:
Warum haben Schmidt ETFs von Anfang an überzeugt? (1:25)
Warum ist das Interesse an ETFs zuletzt so stark...
2025-10-2418 minKlug anlegen - Der Podcast zur Geldanlage mit Karl Matthäus Schmidt.Folge 247: 25 Jahre ETFs – machen uns Indexfonds alle zu besseren Anlegern?Vor 25 Jahren begann in Deutschland eine kleine Revolution bei der Geldanlage – mit einem Anlageinstrument, das auf Einfachheit, Transparenz und Disziplin setzt: der Exchange Traded Fund (ETF). Wurde dieser von manchen zunächst belächelt wurde, erkannten andere früh sein Potenzial. Einer von Ihnen war Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digitalen Geldanlage quirion, der in dieser Podcast-Folge u. A. über die Geschichte hinter dem Aufstieg und die Lehren aus einem Vierteljahrhundert ETF-Erfahrung spricht.
Karl beantwortet folgende Fragen:
Warum haben Schmidt ETFs von Anfang an überzeugt? (1:25)
Warum ist das Interesse an ETFs zuletzt so stark...
2025-10-2418 min
Investing InsightsMarket Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices for driving interest in these ETFs. The lure of investing in gold ETFs can vary from wanting to diversify a portfolio, hedge against inflation risks, or simply bet on rising prices. Bryan Armour explains what you should know about this speculative asset. He’s the director of ETF and passive strategies research for North Am...
2025-08-0812 minInvesting InsightsCovered-Call ETFs Are Booming. But Not All Yield Is GoodDaniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards. On this episode:What are covered-call ETFs, and how do they work?Why are retirees and other income investors drawn to these ETFs? What’s making them so popular this year?Their yields look very high. What is driving them?What types of trade-offs are investors making?ETFs are known to be tax-efficient investments. What are the tax considerations for covered-call ETFs?Should you hold covered-call ETFs in a taxable or ta...
2025-07-2513 min
Norbert’s Wealth DomeBeginner’s Guide to ETFs: What They Are & How to Start Investing Today (2025)Ever wish you could own a piece of the entire stock market without buying thousands of individual stocks? ETFs (Exchange-Traded Funds) make that possible.In this blog post, I’ll break down everything you need to know about ETFs — what they are, how they work, the pros and cons, and how to choose your first one. This is your complete beginner guide to ETFs in 2025.🧺 What Is an ETF?An ETF (Exchange-Traded Fund) is like a basket holding different types of investments such as:* 📈 Stocks from various companies, industries, or countries* 💵 B...
2025-07-1411 min
Capitalmind with Deepak & ShrayExchange Traded Funda: How ETFs WorkETFs have taken over the world, or at least that's what you'd believe if you spent any time reading financial media in the US. Passive investing! Low costs! No fund manager egos! And of course, that looming prediction: "ETFs will destroy price discovery!" But in India? Crickets. While ETFs have become mainstream in the US, with trillions of dollars flowing into passive investing strategies, India's ETF story is still unfolding. Why haven't ETFs exploded in India despite our obsession with stocks? And more importantly, should you be investing in ETFs or mutual funds? In this...
2025-04-101h 15Klug anlegen - Der Podcast zur Geldanlage mit Karl Matthäus Schmidt.Folge 232: Skurrile ETFs im Check – echte Geldanlage oder doch nur Spielerei?Der anhaltende Erfolg von ETFs lockt immer neue Anbieter mit immer skurrileren Produktideen an – vom Haustier- über Raumfahrt- bis hin zum K-Pop-ETF. Was wirklich Sinn ergibt und was man getrost weglassen kann, erfahren Sie in dieser Podcast-Folge von Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digitalen Geldanlage quirion.
• Wie oft hat Schmidt angesichts der vielen ungewöhnlichen Produkte den Kopf geschüttelt und vielleicht sogar den Glauben an die ETF-Industrie verloren? (1:06)
• Ist ein Space-ETF, der in die Raumfahrt investiert, ein vielversprechendes Investment? (1:50)
• Wie bewertet der CEO die Sinnhaftigkeit von Raumfahrt-ETFs zur Depot-Beimischung? (2:39)
• Worum geht es bei einem Ha...
2025-03-2820 min
ETF TVRonald Landry, CIBC Mellon discusses the current trends in the ETFs industry in CanadaETF TV welcomes Ronald Landry of CIBC Mellon to discuss the current trends in the ETFs industry in CanadaETF TV, the premier source for insights into the world of exchange-traded funds (ETFs), issuers, and investments, is pleased to announce its latest episode featuring industry expert Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon, joins Deborah Fuhr on ETF TV to discuss the current trends in the ETFs industry in Canada.This interview highlights insights into the current state and trends of Exchange Traded Funds (ETFs) in Canada...
2025-03-0602 min
Harvest TalksHealthcare: Catalysts and Innovations | Harvest TalksHarvest ETFs CIO Paul MacDonald highlights the catalysts and innovations that are positioned to transform the healthcare sector.
2024-11-2106 min
Harvest TalksHealthcare: The Canadian Perspective and Long-Term Drivers | Harvest TalksHarvest ETFs CIO Paul MacDonald explores healthcare investing from a Canadian perspective, and highlights the long-term drivers in the healthcare sector right now.
2024-11-2105 min
Faith & FinanceExploring Faith-Based ETFs with Brian MumbertThere’s a great investing option out there, and chances are, it’s not in your portfolio.That option is Exchange-Traded Funds or ETFs, and they’re worth considering. Brian Mumbert joins us today to discuss the advantages of ETFs.Brian Mumbert is Vice President and Regional Sales Executive at Timothy Plan, an underwriter of Faith & Finance.What is an ETF?An Exchange-Traded Fund (ETF) is an investment option similar to a mutual fund but with distinct features. ETFs typically follow an index, such as the S&P 500 or NASDAQ, and are no...
2024-11-2124 min
Harvest TalksGlobal Utilities: A Market Opportunity | Harvest TalksHarvest ETFs Portfolio Manager Mike Dragosits discusses the market opportunity in global utilities today and why the Harvest Equal Weight Global Utilities Income ETF (HUTL:TSX) is worth consideration.
2024-10-2506 min
Harvest Talks5 in 5 Monthly Commentary - August 2024In this August edition of the Harvest 5 in 5, Harvest ETFs, CIO Paul MacDonald, discusses the market drivers and breadth, rate expectations, impact of lower rates and debunked another US election myth.
2024-09-1208 minKlug anlegen - Der Podcast zur Geldanlage mit Karl Matthäus Schmidt.Folge 215: Investition in Anleihen – welche Chancen und Risiken bieten Anleihen-ETFs?Anleihen-ETFs sollen dabei helfen, ein Portfolio zu diversifizieren. Die Fonds haben aber seit knapp zwei Jahren zum Teil deutliche Verluste angehäuft. Woran das liegt, erfahren Sie in dieser Podcast-Folge von Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digitalen Geldanlage quirion.
Karl beantwortet folgende Fragen:
• Ist Schmidt ein Fan von Anleihen-ETFs? (1:08)
• Wie funktionieren Anleihen-ETFs? Wie lässt sich ein Markt mit einem Anleihen-ETF möglichst korrekt und effizient abbilden? Macht man das mit allen Anleihen des jeweiligen Marktes so oder nur mit den größten Anleihen? (2:49)
• Warum wird ein internationales Anleihen-Portfolio an dem Marktwert der Schulden...
2024-08-1623 min
Harvest Talks5 in 5 Monthly Commentary - July 2024Harvest ETFs CIO Paul MacDonald joins the 5 in 5 to discuss sector performance, tech leadership, and US election myths.
2024-08-1308 min
Harvest TalksAI Power Demand Spurs Opportunity for Utilities | Harvest TalksHarvest ETFs Portfolio Manager Mike Dragosits explores peak interest rates, the relationship between AI and data center demand, and the importance of global diversification in the utilities sector. _______________________________________________________________ Unlock a resilient investment approach with a proven route to steady income and growth opportunities in the market. Subscribe to receive the Monthly Insights Newsletter from Harvest ETFs https://bit.ly/3Lblmaz. _______________________________________________________________ FOLLOW US ON SOCIAL MEDIA: LinkedIn: https://www.linkedin.com/company/harvest-portfolios-group YouTube: https://www.youtube.com/c/HarvestETFs TikTok: https://www.tiktok.com/@harvest_e...
2024-07-1906 min
Harvest TalksEpisode 28 | market movements for the month of June 2024 | Harvest TalksJoin Harvest ETFs CIO Paul MacDonald for the 5 in 5 - In this edition, Paul MacDonald provides his perspective on market movements for the month of June 2024. _______________________________________________________________ Unlock a resilient investment approach with a proven route to steady income and growth opportunities in the market. Subscribe to receive the Monthly Insights Newsletter from Harvest ETFs https://bit.ly/3Lblmaz. _______________________________________________________________ FOLLOW US ON SOCIAL MEDIA: LinkedIn: https://www.linkedin.com/company/harvest-portfolios-group YouTube: https://www.youtube.com/c/HarvestETFs TikTok: https://www.tiktok.com/@harvest_etfs Facebook...
2024-07-1608 minInvesting InsightsActive ETFs- What Investors Need to KnowMorningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.Active vs Passive ETFsWhat’s Driving the Growth of Active ETFs?Why Some Active ETFs Are More Successful Than OthersActive ETFs that Managers Have S...
2024-06-2826 min
extraETF Podcast – Erfolgreiche Geldanlage mit ETFs#205 Aktive vs. passive ETFs: Wie aktive ETFs den Index schlagen | extraETF TalkWarum setzen Vermögensverwalter zunehmend auf aktive ETFs?
In dieser Podcastfolge spreche ich mit Ivan Durdevic, Head of ETF Germany bei JP Morgan Asset Management, über die wachsende Beliebtheit aktiver ETFs und wie diese im Vergleich zu passiven ETFs funktionieren. Ivan teilt seine Einschätzung zur Nachfrage nach aktiven ETFs in Europa im Vergleich zu den USA und erklärt, warum Vermögensverwalter ihre Strategien zunehmend in Form von aktiven ETFs umsetzen.
Erfahre, welche Anlagestrategien JP Morgan verfolgt, wie sich diese von passiven ETFs unterscheiden und welche Rolle das Fondsmanagement spielt. Wir sprechen auch über die Herausforderungen und Ch...
2024-06-1931 min
UnchainedWhy Spot Ether ETFs Are Now Likely to Be Approved on ThursdayJust when everyone thought that spot Ether ETFs were going to be denied on Thursday, news broke Monday that they are now likely to be approved, with Bloomberg analysts tripling their odds to a 75% chance of approval. Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, and Matt Hougan, CIO at Bitwise Asset Management, say this reversal definitely has to do with politics, citing the fight of Staff Accounting Bulletin 121, a rule that was unfriendly to financial institutions wanting to engage with crypto. Plus, they delve into the reasons why Michael Sonnenshein stepped down as CEO of...
2024-05-2151 minUnchainedWhy Spot Ether ETFs Are Now Likely to Be Approved on ThursdayJust when everyone thought that spot Ether ETFs were going to be denied on Thursday, news broke Monday that they are now likely to be approved, with Bloomberg analysts tripling their odds to a 75% chance of approval. Eric Balchunas, senior ETF analyst at Bloomberg Intelligence, and Matt Hougan, CIO at Bitwise Asset Management, say this reversal definitely has to do with politics, citing the fight of Staff Accounting Bulletin 121, a rule that was unfriendly to financial institutions wanting to engage with crypto. Plus, they delve into the reasons why Michael Sonnenshein stepped down as CEO of...
2024-05-2151 min
UnchainedHow, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 YearsListen to the episode on Apple Podcasts, Spotify, Fountain, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.In this episode, Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, discussed the performance of Bitcoin ETFs since their launch two months ago. Balchunas noted that the ETFs' performance exceeded his expectations, with a faster and more intense "second wind" than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the "ETF effect" where the knowledge of incoming flows encourages non-ETF investors to buy. ...
2024-03-0857 minUnchainedHow, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 YearsListen to the episode on Apple Podcasts, Spotify, Fountain, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.In this episode, Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, discussed the performance of Bitcoin ETFs since their launch two months ago. Balchunas noted that the ETFs' performance exceeded his expectations, with a faster and more intense "second wind" than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the "ETF effect" where the knowledge of incoming flows encourages non-ETF investors to buy. ...
2024-03-0857 min
The Rational Reminder PodcastEric Balchunas: Spot Bitcoin ETFsAfter a year and a half hiatus from discussing Bitcoin, we felt compelled to explore the implications of the US Securities and Exchange Commission's approval of 10 spot Bitcoin ETFs for trading. In this episode, we dive into the recent news surrounding Bitcoin and its entry into the mainstream investment landscape through spot Bitcoin ETFs. To help us unpack this topic is Eric Balchunas, a seasoned ETF analyst at Bloomberg Intelligence and host of the Trillions Podcast. Eric brings a wealth of knowledge on ETFs and offers valuable insights into the intersection between traditional financial markets and the cryptocurrency space...
2024-02-2251 min
Stock Trading for BeginnersWhat Are ETFs? Quick Guide for Beginner Day TradersIn this episode we talk about Exchange-Traded Funds (ETFs), a crucial element for any aspiring day trader. As we continue studying the basics of the stock market, we explore the essence of ETFs, offering a beginner-friendly discussion supported by examples from the AI tool Grok. Note: This episode was originally released under the podcast name Day Trading for Beginners, now rebranded as Stock Trading for Beginners.Resources:Join our FREE Skool group: https://Skool.com/tradingDownload the 6 Month B...
2024-01-2212 minKlug anlegen - Der Podcast zur Geldanlage mit Karl Matthäus Schmidt.Folge 197: ETFs für Anfänger – wie gelingt der Börseneinstieg am besten?ETF – diese Abkürzung kennt mittlerweile fast jeder, der an den Kapitalmärkten aktiv ist. ETF steht für Exchange Traded Funds und diese bilden in der Regel einen Börsenindex wie den DAX oder den S&P 500 ab. Da die passiven Fonds recht einfach zu verstehen und simpel investierbar sind, werden diese immer häufiger auch von Börsenanfängerinnen und -anfängern genutzt. Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digitalen Geldanlage quirion, geht in dieser Podcast-Folge auf den Börsenstart mit ETFs ein. Seien Sie auf folgende Fragen gespannt:
• Wie ist Schmidt in das...
2024-01-0526 min
Cryptoticker.io - Der Podcast🇬🇧 Cryptoticker.io - Der Podcast #44 - Bitcoin ETFs - The Background - The History - The Outlook!Bitcoin ETFs are a hot topic in the world of cryptocurrencies. In this episode of 'Cryptoticker - Der Podcast,' we dive into the world of Bitcoin ETFs. We explain what ETFs are, how they work, and the different types of Bitcoin ETFs. We also look at the history and evolution of Bitcoin ETFs, especially the challenges and developments in the USA, as well as recent developments in the global market. Finally, we speculate about the future of these innovative financial instruments and their potential impact on the investment and cryptocurrency markets.
Bitcoin-ETFs sind...
2023-11-2218 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaBitcoin as a Portfolio AssetThe rapid development and adoption of an entirely new asset class was never going to be smooth. Are you ready to dive deeper into the world of Bitcoin and its untapped potential as a portfolio asset? This podcast is designed to explore this under-discussed topic. While Bitcoin’s technical aspects and macro concepts have received extensive coverage, we believe it’s time to move beyond the headlines and into the future.
We’ll take you on a journey into the future, fast-forwarding 12 months to a scenario where US Bitcoin ETFs have launched. Discover how this development could revolu...
2023-10-101h 06
Auf Geldreise - Female Finance mit AnjaGeldmarkt-ETFs: Sicherer Baustein in Deinem Depot?! (#142)Geldmarkt-ETFs gelten als sinnvolle Alternative zu Tagesgeld, die Schwankungen Deiner Aktien-ETFs im Portfolio abfedern können.
Du willst 2025 zu Deinem Finanzjahr machen? Dann geh mit uns Gemeinsam auf Geldreise – in unserem interaktiven 4-Wochen-Programm.
Wir begleiten Dich auf Deinem Weg in die finanzielle Unabhängigkeit mit Zwischenstopps bei Deiner inneren Einstellung zum Geld, der einfachen und übersichtlichen Organisation Deiner Finanzen, der Berechnung Deiner Rentenlücke und wir verraten Dir, wie Deine zukünftige finanzielle Altersvorfreude aussehen kann. 😉
Melde Dich direkt an. Die Plätze sind limitiert!
Welche Goodies noch auf Dich warten und weitere Infos findest Du hier.
2023-10-0531 minKlug anlegen - Der Podcast zur Geldanlage mit Karl Matthäus Schmidt.Folge 176: ETF-Auswahlkriterien – wie findet man die besten ETFs?ETFs sind kostengünstig, transparent und leicht über die Börse handelbar. Daneben verfolgen die Fonds einen passiven Ansatz und bilden fast immer einen Index ab, zum Beispiel den DAX oder den MSCI World. Damit sollten die ETFs für ein und denselben Index eigentlich die gleiche Performance haben. Ob das wirklich so ist und auf welche Kriterien man bei der ETF-Auswahl hinsichtlich der Renditeoptimierung achten sollte, erfahren Sie von Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digitalen Geldanlage quirion, in dieser Podcast-Folge. Dabei beantwortet er folgende Fragen:
• Es gibt bei passiven Fonds schon erheblic...
2023-08-1120 min
Harvest TalksLarge-cap Investing ExplainedSenior Portfolio Manager James Learmonth joins the podcast to unpack what market capitalization is, why it’s key to our equity ETFs at Harvest, and how the Harvest Brand Leaders Plus Income ETF (HBF:TSX) exemplifies our large-cap focus
2023-07-2717 min
Orion's The Weighing MachineBruce Bond of Innovator ETFs - Defined Outcome ETFsThe marketplace is no stranger to speculation and unpredictability, with investors often left to navigate the highs and lows of the financial rollercoaster. As more investors seek to balance risk and reward, defined outcome ETFs present an enticing solution that marries the quest for growth with the imperative for protection. In this episode, Rusty and Robyn talk with Bruce Bond, Co-Founder and CEO of Innovator ETFs. He also co-founded PowerShares Capital Management in 2003. In addition to being recognized for best-in-class products, Bruce has been named the ETF industry's most influential person on multiple occasions and has been q...
2023-07-2537 min
Finanzfluss Podcast#406 KI, Wasserstoff, Cannabis, Blockchain – Themen-ETFs im Vergleich!2021 gab es einen ETF, der besonders viel gehandelt wurde, den iShares Global Clean Energy. Wer aber Anfang 2021 investiert hätte, hätte das auch zum ziemlich höchsten Preis getan. Hierbei handelt es sich um einen Themen-ETF, weil er sich auf das Thema "saubere Energie" konzentriert und beschränkt.Um diese ETFs geht es in dieser Folge, denn wir haben eine interessante Studie gefunden, die sich mit Themen-ETFs und ihrer Performance beschäftigt. Wir schauen uns an, wie sie performt hätten und prüfen beispielhaft, was aus 10.000 Euro geworden wären, wenn wir sie in Themen-ETFs wie küns...
2023-07-0315 min
Harvest TalksEpisode 27 | Why Tech has led the market in 2023 (so far) | Harvest TalksSenior Portfolio Manager James Learmonth joins the podcast to break down tech’s performance drivers this year and in the long term, he explains why a tech + income strategy can help Canadian investors seeking growth and returns. (00:00) Intro (01:24) Why Tech has overperformed this year (03:28) Is this tech doing well or the rest of the market doing badly? (04:45) Subsector breakdown in tech (06:20) Risks of a few large players in tech (07:20) What’s the AI story and why has large-cap led? (12:30) What happened with Nvidia? (18:49) How...
2023-06-2626 minextraETF Podcast – Erfolgreiche Geldanlage mit ETFs#154 Geldmarkt-ETFs – Eine Alternative zum Tagesgeld? | extraETF WissenAlles was du über Geldmarkt-ETFs wissen musst
In den vergangenen Jahren waren Geldmarkt-ETFs aufgrund der anhaltend niedrigen Zinsen oft nicht die erste Wahl, wenn es um renditestarke Anlagen ging. Mit dem jüngsten Zinsanstieg sind Geldmarkt-ETFs jedoch wieder attraktiv geworden. Sie sind auch eine sinnvolle Ergänzung, um die Einlagen auf dem Tagesgeldkonto vor einer drohenden Bankenpleite zu schützen.
Doch was genau sind Geldmarkt-ETFs und wie funktionieren sie? In dieser Podcast-Episode erkläre ich dir, wie du Geldmarkt-ETFs für deine Geldanlage nutzen kannst. Viel Spaß beim Anhören!
+++ Tipp: Altersvorsorge nervt – nicht. Im neuen Extr...
2023-06-1410 min
Harvest TalksEpisode 26 | Why the Healthcare Sector should matter to investors now | Harvest TalksHarvest ETFs Chief Investment Officer and Portfolio Manager Paul MacDonald joins the podcast to talk about structural and shorter-term drivers for the US healthcare sector, and why investors may want to consider the sector now. Paul goes in depth about Canada’s largest Healthcare ETF – the Harvest Healthcare Leaders Income ETF (HHL:TSX) (00:24) – Long-term drivers for Healthcare (01:54) – Why Healthcare Now? (03:42) – Subsector and Style diversity in Healthcare & HHL (05:00) – Paul’s notable subsectors (08:06) – Why Healthcare has underperformed tech so far in 2023 (10:00) – What Styles are built into HHL
2023-05-0817 min
Harvest TalksEpisode 25 | CEO Unpacks Harvest’s Newest High Income ETFs | Harvest TalksHarvest ETFs President & CEO Michael Kovacs joins the podcast to discuss Harvest’s newest investment products offering high monthly income: The Harvest Diversified Equity Income ETF (HRIF:TSX) and the Harvest Travel & Leisure Income ETF (TRVI:TSX). The goal of TRVI (01:09). The tailwinds behind Travel (02:20). Why TRVI was launched with income (04:11). About HRIF and what makes it different from HDIF (06:12). Underlying holdings in HRIF (06:58). What no leverage means, and who this ETF could be suited to (08:48). Tailwinds & diversification delivered by HRIF (09:51). How...
2023-04-2514 min
Harvest TalksEpisode 24 | AI’s investor prospects with special guest ChatGPT | Harvest TalksTo unpack how the rapid rise of AI can benefit investors and potentially overhaul our whole economy, Harvest Talks brought on a unique expert for commentary: the AI-powered chatbot ChatGPT. Intro (00:00). The potential economic and business impacts of AI (01:48). The companies capturing value from AI (04:01). Drawbacks of AI for businesses (06:30). What could a post-AI economy look like? (09:10). How can investors capture the rise of AI? (12:45). What ChatGPT knows about ETFs and Harvest ETFs (15:10). Is HTA exposed to AI? (17:12). Is C...
2023-03-0332 min
Harvest TalksEpisode 23 | The more things change – a market outlook for 2023 | Harvest TalksHarvest ETFs CIO and Portfolio Manager Paul MacDonald joins the podcast to give his macro outlook for the markets in 2023 00:00 - Intro 01:30 - Why volatility has persisted 05:29 - How recessionary fears might play in the market 09:15 - Why the breadth of expectations is so wide 11:10 - Expectations for 2023 14:10 - How active management can give an advantage 16:15 - Summary Hosted by: Paul MacDonald, CFA Chief Investment Officer Harvest ETFs David Kitai Content Writer & Ed...
2023-02-0319 min
Harvest TalksEpisode 22 | A look at 2022 with President & CEO of Harvest ETFs Michael Kovacs | Harvest TalksAfter a challenging year for investors, Harvest ETFs President & CEO Michael Kovacs joined the Harvest Talks Podcast to discuss lessons learned, highlight successes, and share his thoughts on what the future may hold for investors. 00:00 - Intro 01:26 - What have investors learned from 2022? 02:56 - Other challenging moments Michael has witnessed 04:12 - Michael’s investing approach and its resilience in 2022 05:55 – Highlights for Harvest in 2022 07:38 – Profiling new Harvest ETFs 11:10 – Michael’s biggest lessons from 2022 13:18 – An outlook for 2023 Hosted by: Michael Kovac...
2022-12-2216 min
Harvest TalksEpisode 21 | What is a call option ETF? | Harvest TalksHarvest ETFs Chief Investment Officer & Portfolio Manager explains call option ETFs, ETF basics, and explores the mechanics of call options trading executed by the Harvest ETFs portfolio management team. Timestamps: 00:00 – Intro 01:10 – What is an ETF? 04:00 – What are the different uses of ETFs we see in the modern market? 06:37 – How can ETFs include more ‘institutional’ strategies? 08:52 – What is call option writing? 12:55 – Importance of active management 14:30 – The scale of options trading at Harvest ETFs 18:45 – Summarizing Harvest Call Option ETFs Hosted by: Pau...
2022-11-2121 min
Harvest TalksEpisode 20 | Real Estate assets in a rising rate environment | Harvest Talks Harvest ETFs Portfolio Manager Mike Dragosits joins the podcast to discuss the state of global real estate assets as central banks raise interest rates and the Harvest Global REIT Leaders Income ETF. Timestamps: 0:00 Intro 1:28 Snapshot of global real estate before 2022 3:23 Where have most Canadians invested? 4:30 Why HGR takes a global approach 6:40 What happened so far in 2022 8:52 Where have we seen winners? 10:30 What asset classes have been hit hardest? 11:50 What risks are Canadians exposed to? 14:10 What’s the playbook...
2022-10-2720 min
Build Wealth Canada PodcastBest ETFs in Canada - Featuring MoneySense and Ben FelixOne resource that I check out every year is MoneySense's "Best ETFs in Canada" guide. They bring on a panel of experts to find Canada's top ETFs for DIY index investors (like myself). I found this guide extremely helpful when I was first getting started in investing, and now, many years later, I still read it when it gets updated annually, just to be "in the know" of what's happening when it comes to index investing in Canada, and to stay up to date on any significant changes like the updated fees, new ETF offerings, and any...
2022-10-2558 minBuild Wealth Canada PodcastVanguard ETFs in Canada: Your Top Questions Answered, Right From the SourceIf you've done any sort of research on index investing and ETFs, then I'm almost certain you would have heard of Vanguard, as they are one of the pioneers in this space. They have a very impressive massive following in the US and have really established themselves in Canada as well, where they are the 3rd largest ETF provider. I always wanted to interview them because I'm sure, like you, as one invests, you begin to wonder about certain things when it comes to index investing, and ETFs in general. I've been accumulating...
2022-10-181h 00
Harvest TalksEpisode 19 | Tech is dead, long live Technology | Harvest TalksThree quarters into a rough year for tech stocks, Harvest ETFs Senior Portfolio Manager James Learmonth joins the Harvest Talks podcast to contextualize the sector’s recent struggles and address the question: are some tech stocks actually value investments? Timestamps: 0:00 – Intro 1:15 – James Learmonth & Historical Context 4:00 – Why were investors drawn to tech for a decade? 6:00 – What happened to tech after the onset of COVID 8:06 – Growth stocks drivers: sentiment vs. fundamentals 10:22 – What’s happened in 2022 so far 12:28 – Can some tech companies be seen as value stocks?
2022-09-2816 min
Harvest TalksEpisode 18 | Is the U.S. in a recession, or just a short recess? | Harvest TalksAfter two quarters of negative growth, debate is raging over whether the world’s most important economy is in a recession. Harvest Chief Investment Officer Paul MacDonald clarifies the picture and explains what this macroeconomic environment means for markets Timestamps: 00:00 Intro 00:55 Is the US in a recession? 02:10 Defining recessions 06:10 How bad could this be? 07:45 How did we get here and what does that mean for markets? 13:00 Signs of positivity 14:40 The investor’s playbook Hosted by: Paul MacDonald, CFA Chie...
2022-08-1618 min
El Dinero - Damit Dir Geldanlage nicht spanisch vorkommt!Folge 17: Spezial-ETFs plus Robo - die Renditechance für passive Anleger?Rize ETF und Vanguard sind die beiden Pole im ETF-Universum
In der heutigen El-Dinero-Folge begrüßen wir Florian Berberich von Rize ETF und Jesper Wahrendorf von Vanguard.
Vanguard kennt man, aber Rize ETF? Die haben acht ETFs im Angebot, unter anderem einen Hanf- und einen Haustier-ETF.
Deshalb haben wir Herrn Berberich erst einmal ausgehorcht
Was ist Rize ETF (kurz die Firmenhistorie skizzieren, wer sind die Gründer, wofür steht Rize) und wie sieht das Angebot aus?
Warum haben Sie nur 8 spezifische ETFs im Angebot?
Wodurch unterscheidet sich Rize im Vergleich zu anderen großen Anbietern?
Wo kann...
2022-08-011h 05
Harvest TalksEpisode 17 | Is it time for energy investors to look at large-cap with Mike Dragosits | Harvest TalksOil prices have swung extremely since the onset of the pandemic, from negative values to well over $100 per barrel. This podcast featuring portfolio manager Mike Dragosits unpacks what those swings mean for investors. Timestamps: 00:00 - Intro 01:45 - Why oil prices have swung so extremely? 04:03 - The likelihood of this roller coaster continuing 06:32 - Who have been the winners so far? 09:43 - The story of large-cap oil companies 12:18 - Other strategies for energy investors 15:14 - Compare and contrast: large cap vs small cap Hosted by: Mike...
2022-07-0518 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaEpisode 47 - Innovation, Infrastructure & AI with Amit MongaEpisode length: 26 min 49 sec
EPISODE #47 – Innovation, Infrastructure & AI with Amit Monga
In this episode of The Innovators Behind Disruption, we explore innovation, infrastructure and artificial intelligence with keynote speaker, Dr. Amit Monga.
TIMESTAMPS:
0:00 Opening remarks and introductions
2:04 Infrastructure evolving into smart infrastructure
4:25 Adoption of technology from pre-pandemic to post-pandemic
8:47 Sustainability and autonomous vehicles in Canada
15:41 The evolution of artificial intelligence (AI)
20:38 Applications of AI in the finance industry
23:28 Predictions on important technological developments over the next decade
26:05 Cl...
2022-06-3026 min
Harvest TalksEpisode 16 | Cashflow from a Volatile Market with Harvest CIO Paul MacDonald | Harvest TalksAs markets turn volatile and investors feel squeezed, Paul MacDonald—Chief Investment Officer and Portfolio Manager at Harvest ETFs—sat down for a podcast outlining why markets are broadly down, what investors should be looking at, and how certain strategies can turn some of this market volatility into cashflow. Hosted by: Paul MacDonald, CFA Chief Investment Officer & Portfolio ManagerHarvest ETFs David Kitai Content Writer & EditorHarvest ETFs https://harvestportfolios.com/ ________________________________________________________________ SUBSCRIBE TO OUR YOUTUBE CHANNEL https://www.youtube.com/c/HarvestETFs/?sub_confirmation=1 SUBSCRIBE TO OUR MONT...
2022-06-1724 minKlug anlegen - Der Podcast zur Geldanlage mit Karl Matthäus Schmidt.Folge 111: Anlegen mit ETFs - auf welche Fonds kann man verzichten?ETFs sind und bleiben gefragt – auch in turbulenten Börsenzeiten. Aber ist die schier unglaubliche Vielzahl an ETFs nicht uneingeschränkt positiv zu bewerten. Wie kritisch der ETF-Wildwuchs zu sehen ist, erfahren Sie in dieser Podcast-Folge. Schätzungen zufolge haben Investorinnen und Investoren weltweit mittlerweile rund 10 Billionen Dollar in die passiven Indexfonds angelegt. Doch mit dem Erfolg kommen auch Fragezeichen. Ein britischer Finanz-Journalist hat die Entwicklung jüngst so zusammengefasst: „Bei ETFs handelt es sich um eine brillante Idee, die nun ins Extreme ausufert.“
Wie der erklärte ETF-Enthusiast Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digi...
2022-05-2028 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaEpisode 46 – Empowering Female Investors with Julie Shipley-StricklandEpisode length: 17 min 53 sec
EPISODE #46 – Empowering Female Investors with Julie Shipley-Strickland
In this episode of The Innovators Behind Disruption, we explore female investors from the point of view of a female investment advisor, keynote speaker, Julie Shipley-Strickland.
TIMESTAMPS:
0:00 Opening remarks and introductions
0:50 About the practice, focusing on female business owners
3:30 Similarities & differences between male & female investors
5:25 Being educated in investments
7:22 How risk tolerance differs between males & females
8:49 Female empowerment and approach towards investing
10:37 Navigating the current market environment
...
2022-05-1917 min
Harvest TalksEpisode 15 | Why the Travel Industry Forecasts Strong Demand in 2022 with Kushal A & David K | Harvest TalksPortfolio Manager Kushal Agarwal joins content editor David Kitai to explain why the Travel & Leisure Industries have shown strength and high demand despite persistent tailwinds in 2022. https://harvestportfolios.com/etf/trvl/ ________________________________________________________________ SUBSCRIBE TO OUR YOUTUBE CHANNEL https://www.youtube.com/channel/UC5K0... SUBSCRIBE TO OUR MONTHLY NEWSLETTER https://harvestportfolios.com/subscribe/ ________________________________________________________________ The Harvest Travel & Leisure Index ETF (TRVL:TSX) provides investors access to a diversified portfolio of large capitalization companies that own or operate travel related businesses. Harvest believes that prior to the pandemic, global travel gr...
2022-05-0429 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaEpisode 45 – Cryptocurrency Investing with David AbnerEPISODE #45 – Cryptocurrency Investing with David Abner
In this episode of The Innovators Behind Disruption, we explore cryptocurrencies and investment opportunities in crypto with keynote speaker, David Abner.
TIMESTAMPS:
0:00 Opening remarks and introductions
1:36 About Gemini
6:18 ETFs and the beginnings of bitcoin ETFs
10:38 Why invest in bitcoin?
13:19 Bitcoin as a hedge to inflation
17:23 Cryptocurrency adoption
21:40 Regulation, volatility and other obstacles to crypto adoption
26:44 Growth drivers for cryptocurrencies in the coming years
31:16 Closing remarks
...
2022-04-0131 min
Harvest TalksEpisode 14 | Why the utilities sector deserves your attention with Mike Dragosits & David Kitai | Harvest TalksIn our latest Harvest Talks Podcast, Portfolio Manager Mike Dragosits explains why the Utilities sector is often glossed over by investors, and why a more nuanced approach can maximize this sector’s advantages. Hosted by: Mike Dragosits, CFA Portfolio Manager Harvest ETFs David Kitai Content Writer & Editor Harvest ETFs https://harvestportfolios.com/hcln About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products de...
2022-03-2321 min
Funds In FocusThe Storm of Inflation is Growing, Learn About Effective Ways to Address Your Client’s Concerns — With Christopher Huemmer (Ep. 15)The data is in and investors are seeing the clouds of inflation roll in which for many investors is something they may not have anticipated or ever experienced. This may be creating stress for you as you help them navigate this rising storm in their portfolios and day-to-day lives. Learning what tools are available and effective can help you address your client’s concerns with inflation and may drive engagement with your clients.
In this episode, David Partain and Christopher Huemmer sit down to talk about the impact that inflation is having on the markets and how ad...
2022-03-1626 min
Harvest TalksEpisode 13 | Healthcare’s position in the great rotation to quality w/ Paul MacDonald & David Kitai, Harvest ETFs | Harvest TalksInvestors are rotating from growth into quality during a volatile start to 2022. Learn how Paul MacDonald, CIO of Harvest and the Portfolio manager of Canada’s largest healthcare ETF $HHL sees the healthcare sector in this environment and why he believes healthcare is a ‘superior good.’Many investors are rotating from growth into quality during a volatile start to 2022. Learn how Paul MacDonald, CIO of Harvest and the Portfolio manager of Canada’s largest healthcare ETF $HHL sees the healthcare sector in this environment and why he believes healthcare is a ‘superior good.’ https://harvestportfolios.com/hhl Hosted...
2022-02-2824 min
Harvest TalksEpisode 12 | What are you doing for income with Michael Kovacs, Harvest ETFs | Harvest TalksMichael Kovacs, president and CEO of Harvest ETFs, shares insights on current income sources for Canadian investors, how inflation can impact savings strategies, and why income ETFs should be a consideration for all income-seekers. Hosted by: Michael Kovacs President & Chief Executive OfficerHarvest ETFs https://harvestportfolios.com/hbf About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and in...
2022-01-2002 minHarvest TalksEpisode 11 | Different approaches to ESG Investing in conversation with Ian Tam, Morningstar & Paul Macdonald and Mike Dragosits Harvest ETFs | Harvest TalksPaul MacDonald & Mike Dragosits from Harvest Portfolios sit down with ESG thought leader Ian Tam from Morningstar to discuss different lenses and applications being used in industry for ESG, SRI and Clean Energy. Guest Speaker: Ian Tam, CFA Director of Investment ResearchMornigstar Canada Hosted by: Paul MacDonald, CFA Chief Investment Officer & Portfolio ManagerHarvest ETFs Mike Dragosits, CFA Portfolio ManagerHarvest ETFs https://harvestportfolios.com/hcln About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a...
2021-11-0543 minHarvest TalksEpisode 10 | Key drivers of growth in the Healthcare sector, with Michael Kovacs and Paul MacDonald | Harvest TalksThe Healthcare Industry is a diverse, complex and global industry that spans across a large variety of sectors and specialty areas. In this podcast, Michael Kovacs, President & CEO and Paul MacDonald, CFA, Chief Investment Officer and Portfolio Manager of Harvest ETFs, highlight some of the key underlying growth dynamics of the sector. Hosted by: Michael Kovacs President & Chief Executive OfficerHarvest ETFs Paul MacDonald, CFA Chief Investment Officer & Portfolio ManagerHarvest ETFs https://harvestportfolios.com/hhl About Harvest Portfolios Group Inc. Founded in 2009, Harv...
2021-10-1419 min
NextstepinvestEP 8 - THREE best ETFs to buy NOW for long term investing! | ETFs to buy and hold.Are you looking for the best 3 ETFS? Well look no further. The three best ETFs right now for investing globally are VWO, SPDW, and VXUS. But you might be asking, what are these? What are their fees and should I really buy them right now? Well, I’m going to answer those questions for you. The global economy is expected to continue rising into 2022 and these three ETFs will probably put you in the best position to profit. I will note that these are all American ETFs. So for any Australian’s out there, don’t worry you can still...
2021-10-1409 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaEpisode 43 – Everything Crypto with Anthony “Pomp” PomplianoEPISODE #43 - Everything Crypto with Anthony “Pomp” Pompliano
In this episode of The Innovators Behind Disruption, we explore the current cryptocurrency landscape and what’s next for bitcoin and ether with Elliot Johnson and keynote speaker, Anthony “Pomp” Pompliano.
TIMESTAMPS:
0:00 Opening remarks
1:53 Key opportunities and challenges in bitcoin
7:25 Nation-state adoption of bitcoin & regulations
18:33 Bitcoin adoption in industries
19:35 US ETFs
22:53 Canadian cryptocurrency ETFs
27:40 Institutional adoption of cryptocurrency
33:26 Financial advisors & investing in cryptocurrency
41:24 Closing remarks
...
2021-10-0842 minHarvest TalksEpisode 9 | A look at the growth dynamics in the Healthcare Sector with Michael Kovacs | Harvest TalksThe Healthcare Industry is a diverse, complex and Global Industry. It spans across a large variety of sectors and specialty areas. In this podcast, Michael Kovacs, President & CEO of Harvest ETFs, highlights some of the key underlying growth dynamics of the sector. Hosted by: Michael Kovacs President & Chief Executive OfficerHarvest ETFs https://harvestportfolios.com/hhl About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed s...
2021-10-0611 minEl Dinero - Damit Dir Geldanlage nicht spanisch vorkommt!Folge 8: Siegen sich die ETFs zu Tode?Zeit auszusteigen, wenn alle in ETFs investieren?
2008 war das Konzept den breiten Markt zu kaufen und dann passiv rumzusitzen vollkommen obskur. Heute hat auch das Sonderheft "Laura - Haus & Garten" eine ETF-Ecke.
"Kauf einen ETF" ist heute das Äquivalent zu "nobody ever got fired for buying IBM". Mit einem ETF kann man nichts falsch machen. ETFs sind die sichere Bank. Der ETF-Sparplan ist das neue Bausparen.
Kann es sein, dass auch "zu viel des Guten" gibt?
Darüber haben wir mit Jan Altmann von JustETF gesprochen. Haben wir da nicht den Bock zum Gärtner gemacht? Wie...
2021-09-061h 17Harvest TalksEpisode 8 | Clean investing is on the rise – a closer look at renewable energy powerhouses with Michael Kovacs & Mike Dragosits | Harvest TalksIn the second part of this segment, we look at what opportunities lie ahead for investors interested in clean energy. We will talk a little bit about the companies involved in producing cleaner energy, current sentiment, near term phenomena, and hydrogen stocks as an emerging growth story. What are the multiples and expectations for growth – looking out, what actions in the near term may move the needle: US clean energy policy, COP26 climate change conference, growth runway for energy powerhouses and other emerging sectors like bio-mass, geo-thermal bio-fuels….Where are the investment dollars going? Hosted by:
2021-09-0221 minHarvest TalksEpisode 7 | Understanding ESG & Clean Energy with Michael Kovacs | Harvest TalksListen to Michael Kovacs, CEO, on how Clean Energy can possibly fit into an ESG strategy. Today, there is no top down standardized industry guidance to follow, therefore definitions can vary firm to firm. For this overview, we are talking about the (Environmental) Clean Energy component. A key element of focus is the reduction in carbon based energy. Why is this a long term growth area? What is driving growth – starting at a social desire to reduce emissions, growing political will, falling production costs, and expanding universe of clean energy companies to invest in among others. This episode will dis...
2021-09-0210 min
Harvest TalksEpisode 6 | Next phase of innovation in Space with Michael Kovacs, Paul MacDonald & Kushal Agarwal | Harvest TalksIn this session, you will find out that 4 and 5G communications are part of the space economy. Satellites are used for navigations systems, weather systems, TV, Broadband and other activities we consume on a daily basis. We look at the opportunities in this sector from launch vehicles to space craft technology, to space robotics, and imagery & ground observation to space tourism. Hosted by: Michael Kovacs President & Chief Executive OfficerHarvest ETFs Paul MacDonald, CFA Chief Investment Officer & Portfolio ManagerHarvest ETFs Kushal Agarwal, CFA Investment Associate
2021-09-0211 minHarvest TalksEpisode 5 | Insights on Space innovation with Michael Kovacs | Harvest TalksThe overall space economy was just under $400 billion in 2020 and is expected to pass $600 billion by 2030 and $1 trillion by 2040. Governments were the dominant players in the past but now private enterprise has taken a substantial position with launch, equipment and technological developments, these advancements have only helped governments get more efficient with their own programs. Hosted by: Michael Kovacs President & Chief Executive OfficerHarvest ETFs https://harvestportfolios.com/orbt About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an...
2021-09-0209 minHarvest TalksEpisode 4 | Road to recovery in global travel, with Michael Kovacs & Paul McDonald | Harvest TalksListen to the podcast to see what the data is saying in terms of trends, travel spending & expectations for recovery. What areas of the sector are seeing growth? Is travel a recovery trade or does the data point to a longer term trend? How do the global demographics factor into the opportunities in this sector? Hosted by: Michael Kovacs President & Chief Executive OfficerHarvest ETFs Paul MacDonald, CFA Chief Investment Officer & Portfolio ManagerHarvest ETFs https://harvestportfolios.com/trvl About Harvest Portfolios Group Inc. Founded...
2021-09-0213 minHarvest TalksEpisode 3 | The Travel Landscape “Before & After Covid” with Michael Kovacs | Harvest TalksIn this episode, we talk about the long term growth dynamics pre-pandemic, and the travel sectors that stand to be amongst most positively impacted on reopening. Michael explains the influence of technology on travel, the growth of travel over time, and what the experts are saying about the rebound in air travel, business travel, cruise lines, hotels & resorts. Hosted by: Michael Kovacs President & Chief Executive OfficerHarvest ETFs https://harvestportfolios.com/trvl About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an...
2021-09-0208 minHarvest TalksEpisode 2 | Making sense of Blockchain, in conversation with Michael Kovacs & Kushal Agarwal | Harvest TalksLearn more about the technology, its fundamentals, implications and opportunities. Who are some of the emerging companies in this space? Apart from Crypto, what applications are in use today – for example in financial services, supply chain and logistics and payments? We discuss IBM, Maersk, Walmart, Epam, Visa, and other companies implementing blockchain technologies today and how it is benefitting them. What about the energy usage? Harvest differentiates the energy usage between private and public blockchains. How fast is the universe of emerging blockchain including companies like Currencyworks and Quisitive Technology Solutions? Hosted by: Michael Kovacs
2021-09-0211 minHarvest TalksEpisode 1 | The Rise of Blockchain with Michael Kovacs | Harvest TalksWhat is the big difference between the Blockchain technological revolution and the Internet revolution? The Internet was about the digitization of information, while the Blockchain is the digitization of assets, property and identity. As the Blockchain matures, like the Internet, it will be the mainstream technology of B2B, B2P and P2P transactions. Michael Kovacs talks about launching the first Blockchain technologies ETF in Canada, the cycle of technology over time, understanding ho blockchain was developed for Bitcoin, and a look at real-world applications and the companies leading the way. Hosted by: Michael...
2021-09-0209 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaEpisode 42 – Midyear ETF Industry Update with Eric BalchunasEPISODE #42 - Midyear ETF Industry Update with Eric Balchunas
In this episode of The Innovators Behind Disruption, we chat with Bloomberg senior ETF analyst, Eric Balchunas on the ETF market thus far in 2021.
TIMESTAMPS:
0:00 Opening remarks
1:20 This year so far
3:30 How is growth spread between DIY and advisors?
6:50 What are the biggest trends that are being seen now?
12:05 Why ESG investing could be on the up
16:50 Bullish on Clean Energy ETFs
20:05 Overall thoughts on disruptive tech from Eric
22:00 Making sense of retail-driven purchases
30:00 Competing with the big boys of disruptive tech
32:30 Predictions of when...
2021-08-0650 minFunds In FocusEp 11: Natural Resources Are Hot — With Mark Carlson and Daniel PhillipsThere’s a shortage of supplies all across the global economy and prices continue to increase. Several factors are driving this crunch which has all eyes on inflation.
In this episode, Mark Carlson, senior investment strategist, and Daniel Phillips, director of asset allocation strategy at Northern Trust Asset Management (NTAM). They discuss the hot natural resource sector and how FlexShares Morningstar global natural resource index ETF, ticker symbol, GUNR could offer investors economical balance and efficient exposure to these natural resource markets.
Mark and Daniel discuss:
Why so many natural resource markets are running so h...
2021-05-2614 minFunds In FocusEp 10: Systematic Ways To Invest with Factors — With Chris HuemmerFactors can identify systematic ways to invest that have historically been tested and are tied to economic rationales. These can lead to statistically significant incremental returns over time.
In this episode, Christopher Huemmer, senior investment strategist at FlexShares discusses how factors have performed in the U.S market.
In this episode, you will learn:
How to identify factors that fluctuate ETFs
How to use different factors
Insight on what factors performed well from 2020 to the first quarter of 2021
Play this full episode to hear Chris discuss factor exposures on the market.
...
2021-04-2816 min
Girl on FIRE17: How to Invest in ETFs and Get Rich (the Simple Path to FIRE)🎙 How do you become a millionaire on autopilot? You invest in ETFs and hold on for the long haul. This is a super simple and effective way to build wealth, and reach FIRE. ETFs have been gaining in popularity over the past few decades - but what are they and how do you invest in them? 🤔 This episode discusses topics like: 🌟 Why ETFs are perfect for lazy investors and beginners just learning how to invest; 🌟 How ETFs can make you a millionaire without any extra work and effort on your part — even while you sleep; and...
2021-04-2520 min
Girl on FIRE17: How to Invest in ETFs and Get Rich (the Simple Path to FIRE)🎙 How do you become a millionaire on autopilot? You invest in ETFs and hold on for the long haul. This is a super simple and effective way to build wealth, and reach FIRE. ETFs have been gaining in popularity over the past few decades - but what are they and how do you invest in them? 🤔 This episode discusses topics like: 🌟 Why ETFs are perfect for lazy investors and beginners just learning how to invest; 🌟 How ETFs can make you a millionaire without any extra work and effort on your part — even while you sleep; and...
2021-04-2520 min
BMO ETFs: Views from the DeskE58 - Betting on Megatrends with Innovation ETFsFrom clean energy to automation and genomics, technological advancements are ushering in an era of unprecedented change across sectors. In this episode, Chris McHaney and Danielle Neziol offer a bird’s-eye view of the biggest Megatrends shaping investor opportunities, and explain why the time to invest in the future is now.
Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris McHaney, an ETF Specialist and Portfolio Manager specializing in equities and derivatives strategies.
ETFs mentioned in the podcast:
BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN)
BMO MSCI Inn...
2021-02-2322 minFunds In FocusEp 4: Zero Interest Rate Policy (ZIRP) – The Remake No Investor Really Wanted to See — With Mark CarlsonSome Investors have seen this movie before and therefore they may possess a better understanding of the needed investment actions in response to ZIRP the remake. In this episode Mark Carlson, Senior Investment Strategist for Northern Trust FlexShares ETFs review of the remake edition of ZIRP and discussions of ideas investors can pursue to address … Continue reading Ep 4: Zero Interest Rate Policy (ZIRP) – The Remake No Investor Really Wanted to See — With Mark Carlson →
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2020-09-2202 min
Conversations with Institutional Investors49: Blackrock's Stephen Laipply – Fixed Income ETFsIn Episode 49 of the [i3] Podcast, we speak with Stephen Laipply, US Head of iShares Fixed Income ETFs for BlackRock. We discuss how fixed income exchange traded funds (ETFs) fared during March and April of this year, when many bond markets froze due the global pandemic. We talk about price discovery in listed and OTC markets and the question whether we will ever see an institutional grade portfolio comprising solely ETFs. 1:00 My father bought me my first stock when I was a child and it happened to be Apple, but... 3:00 First encounter with ETFs 5:30 The changing use of ETFs by...
2020-08-0532 min
Finanz SorbetFolge 7 – Sind ETFs die besseren Fonds?
ETFs, vielleicht hast du das schon mal gehört. Aber was sind ETFs? Was ist der Unterschied zwischen ETFs und „normalen“ Fonds? Warum erfreuen sich ETFs einer so großen Beliebtheit? Und, wo kann ich sie kaufen?
All das werden wir in der heutigen Folge klären!
Also was sind eigentlich ETFs?
ETFs (Exchange Traded Funds) sind börsengehandelte (nur über die Börse handelbar, nicht über Fondsgesellschaft) Fonds die i.d.R. einen Index (Bspw. den DAX) abbilden. Abbilden heißt in diesem Zusammenhang, dass der ETF genau die Menge an Aktien von den Unter...
2020-07-2500 min
Hey Peoria! Let's Talk MoneyExplaining the 4 Types of ETFsThere are four main types of ETFs: passive, active, factor, and sector. In 2019—According to this article—there were 6,970 ETFs globally. With so many options to choose from, how do you determine which fits your investment mix? Or if you want to invest in an ETF at all? In this episode of Making Finance Fun, I explain the four different types of ETFs to give you the information you need to accomplish what you want with your investments. Outline of This Episode [1:28] The 4 main types of ETFS [2:06] Passive ETFs [5:38] Active ETFs [9:24] Single and multifactor ETFs [16:02] Sector ETFs...
2020-07-2100 minHey Peoria! Let's Talk MoneyChoosing Between Mutual Funds and ETFs [4 Key Differences]What is the difference between a mutual fund and an ETF? Which should you buy—a mutual fund or an ETF? What are the deciding factors? In this episode of Making Finance Fun, I take a deep dive into mutual funds and ETFs. I’ll define the two terms, talk about FOUR key differences, and even give you a glimpse into the book I wrote: Mutual Funds Are So 1999: How & Why ETFs Have Disrupted the Trillion Dollar Mutual Fund Industry.If you’ve thought about investing in mutual funds or ETFs, don’t miss this episode! ***Put Buttons...
2020-06-2300 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaMid-Year Recap: The North American ETF Market with Andres Rincon and James SeyffartEpisode Length: 32:58
Learn about:
· Overview of the Canadian and U.S. ETF markets
· Actively managed ETF strategies
· Smart beta strategies
· How the ETF market eclipsed the mutual fund market in Canada
· U.S. ETF market trends
· Why financial advisors use ETFs in Canada and the U.S.
· Views on whether or not the ETF market is overcrowded
· Growing interests in thematic ETFs
· Institutional investors and ESG
· Expectations on the growth of Canadian thematic ETFs
· Predictions on the future...
2019-08-0932 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaCybercrime: Industrial Security & the Internet of Things with Stew WolfeEpisode Length: 24:11
Learn about:
· Views on the recent Capital One data breach
· Canadian law on data breaches
· Global spending in the cybersecurity industry
· What CEOs are most concerned about regarding cybersecurity
· Outsourcing of cybersecurity services
· What banks are doing to protect themselves from security breaches
· The biggest shift in the types of cyber attacks
· Sectors that may need to increase cybersecurity spending and efforts
· How ransom requests are being dealt with
· The importance of industrial cybersecurity
· Top pred...
2019-07-3124 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaThe Canadian Cannabis LandscapeEpisode Length: 22:24
Learn about:
· How the Canadian cannabis market is changing
· The role of retail in the cannabis space
· Recent developments in the U.S. cannabis industry
· Insights on legalization in the U.S.
· How the U.S market is developing in comparison with the Canadian market
· The cannabis market in California
· Market projections for the Canadian and U.S. cannabis industry
· Latest company updates on MedMen
· Predictions on the top investment opportunities in the cannabis industry
...
2019-07-1322 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaThe Value of ETFs Within Client Portfolios with John De GoeyEpisode Length: 18:13
Learn about:
· The evolving role of the financial advisor
· Changes to the wealth management industry
· Rising popularity of ETFs
· Current investor trends and socially responsible investing mandates
· Current investment themes
· Views on how age may play a factor to investment decisions
· Predictions on the future of the Canadian ETF industry
· Helpful tips for investors
Keynote Speaker: John De Goey, Portfolio Manager, Wellington-Altus Private Wealth Inc.
John is a portfolio manager at Wellington-Altus Private Wealth Inc. He is a C...
2019-06-1418 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaEvolving Risks of Cybercrime with Matthew RosenquistEpisode Length: 33:48
Learn about:
· Growing systemic challenges in cybersecurity
· How the public sector can protect itself from cybercrime
· the NSA and its role in the recent Baltimore ransomware attack
· Opinions on Baltimore’s decision not to pay their cyber attackers
· CEOs recognizing cyber security as a major business risk
· Cybersecurity demand and spend
· Government concerns about cyber threats
· Advice on how to protect yourself from cyber attacks
Keynote Speaker: Matthew Rosenquist, Cybersecurity Strategist, Intel Corporation
About Key...
2019-06-0833 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaAI and Its Impact on Society with Nicolas ChapadosEpisode Length: 35:42
Learn about:
· Defining artificial intelligence (AI) and the importance of decision making
· Data processing and portfolio rebalancing through AI
· How AI affects investing and portfolio management
· The relationship between AI and cyber security
· Predictions on self-driving cars in Canada
· The role of data, aggregate data, and data privacy in AI
· Data privacy, data ownership, and data trust
· Montreal as a major hub of AI and deep learning research and development
· What to watch out for in AI development...
2019-05-2435 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaGrowth of the ETF Industry in North America with Tom Psarofagis & Cam GillListen to discussions about the overview of the 2018 Canadian and US ETF market, the importance of active management for fixed income, the role of ETFs in the current market environment, key differences in the way advisors use ETFs in Canada and the US, the effects of regulations in the US regarding launching active ETFs, pros and cons of the race to zero fees, competition in the ETF space, and thematic ETFs.
• Tom Psarofagis & Cam Gill •
Tom Psarofagis is an ETF analyst for Bloomberg Intelligence. Prior to joining Bloomberg, he held roles in ETF groups at both Oppenheimer Funds and IndexIQ. Previo...
2018-12-1242 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaBenefits of Responsible Investing with Dustyn LanzFind out how the terms ESG (environmental, social and governance) and SRI (socially responsible investing) are intertwined and different from each other, the business case for ESG, Millennial investing trends, the suitability of cannabis for responsible investing, especially with the upcoming legalization, the priority for ESG in the institutional space, ESG trends over the next few years from an investment perspective and more.
• About Dustyn Lanz •
Dustyn is CEO of Responsible Investment Association. Dustyn is quoted regularly in the national media as an expert on responsible investing and a frequent public speaker at some of Canada’s leading business schools and inv...
2018-08-0222 min
Finance & Fury PodcastETFs and the greater economy - their impact on financial crises and bubbles burstingThough banks bear much of the blame for previous financial crises, ordinary investors play a more central role than most people realise… …through greed, and fear. Ironically, it is likely to occur through a vehicle which has been created with just that in mind – exchange-traded funds, or ETFs Listed funds are passive by nature, designed to track the performance of an index of stocks, bonds, currencies or commodities, rather than to pick and choose among individual companies. The ETFs are very popular; The simplicity and low costs But they could be a t...
2018-07-0817 min
Invest Like the Best with Patrick O'ShaughnessyEric Balchunas – The Past, Present & Future of ETFsMy guest this week is Eric Balchunas, the senior ETF analyst for Bloomberg and the author of the Institutional ETF toolbox. This episode is intended for those in the asset or wealth management industry who have considered using ETFs in their portfolios, or for the individual investor who likes to stay up to date on trends in the market for asset management products. We cover all aspects of ETFs in some detail, and luckily in ways that have little overlap with a few other recent ETF-centric episodes on two of my favorite podcasts: the Meb Faber Show and Capital...
2018-06-261h 00
Evolve ETFs: The Innovators Behind Disruption with Raj LalaInvesting in ETFs with Mike NewtonLearn about the innovations taking place within wealth management, the changing investment decision-making process regarding ETFs, active vs. passive ETFs, Millennial investing trends, and ETF predictions for the next few years with Mike Newton, Portfolio Manager & Director at Scotia Wealth Management, and Raj Lala, President & CEO of Evolve ETFs.
• About Mike Newton •
Michael S. Newton, CIM®, FCSI® is Portfolio Manager & Director at Scotia Wealth Management.
Michael develops comprehensive financial plans to help his clients achieve their long-term goals, covering the investment, insurance, tax and estate planning aspects of their individual situations.
Michael began his career in the financial services industry in 199...
2018-06-1325 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaArtificial Intelligence (AI) with Stuart Sherman & Raj LalaDiscover how big data has changed over the last 10 years and why it matters, the differences between machine learning and artificial intelligence, what Watson aims to accomplish (an IBM supercomputer that combines AI and analytical software), and more with Stuart Sherman, CEO, IMC Inc., and Raj Lala, President & CEO of Evolve ETFs.
• About Stuart Sherman •
Stuart runs one of the most innovative AI companies in the world, pioneering two new classes of AI, “Behavioural AI”, an “Simulation AI”.
Having studied Managerial Sciences in university, specifically the aspects of Managerial Accounting relating to Behavioural Economics, and Organisational Behaviour. Stuart went on to start an...
2018-05-0822 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaCyber Security with Robert Hudyma (Ryerson Professor) & Raj LalaFind out how the government is tackling cyber threats, legislation for cyber security, gender diversity in STEM, cybercrime predictions and more with Robert Hudyma, Professor at Ryerson University in the Ted Rogers School of Management, and Raj Lala, President & CEO of Evolve ETFs.
• About Robert Hudyma •
Robert is a Professor at Ryerson University in the Ted Rogers School of Management, where he delivers courses in Business Technology Management. His research interests are in: Cryptography, Information Security, Wireless communications systems, and Deep Learning. Prior to coming to Ryerson Robert was a Vice-President of R&D for a large multinational corporation where he l...
2018-04-2416 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaCyber Security with Stew Wolfe (Cisco) & Raj LalaLearn more about how IoT is posing new cyber threats, how Fortune 500 companies are integrating cyber security into their firm, biggest threats & opportunities, and more with Stew Wolfe, Associate Principal, Cisco Global Security, and Raj Lala, President & CEO of Evolve ETFs.
• About Stew Wolfe •
Stew Wolfe serves as an Associate Director in Cisco's global security practice. In his current role, Stew is focused on cross-architecture plays for security including Data Center, Network and Cloud Cisco services offerings as well as the development of Anything as a Service model. Stew is a member of ISACA, ISC2 and is ITIL certified with 25 year...
2018-04-2417 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaETF Education with Eric Balchunas (Bloomberg) & Raj LalaBuild your ETF knowledge base. Learn the differences between ETFs and mutual funds, the growth potential of the ETF market, investor demographics, top ETF predictions, and more with Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence, and Raj Lala, President & CEO of Evolve ETFs.
• About Eric Balchunas •
Eric is Senior ETF Analyst for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, economics, government, credit, ETFs and litigation available on the Bloomberg Professional service at BI .
Eric also appears on and helped create the first-ever ETF TV show called “Bloomberg ETF IQ” as well as a weekly segment for Bloo...
2018-04-1627 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaCyber Security with Scott Schober (BVS) & Raj LalaDiscover how cybercrime is changing, the economic impact of cybercrime, the future of cyber security, and more with Scott N. Schober, President/CEO of Berkeley Varitronics Systems, Inc., and Raj Lala, President & CEO of Evolve ETFs.
• About Scott Schober •
Schober is the President and CEO of Berkeley Varitronics Systems (BVS), a forty-year-old New Jersey-based privately held company and leading provider of advanced, world-class wireless test and security solutions. Schober also invented BVS’s cell phone detection tools, used to enforce a “no cell phone policy” in prisons and secure government facilities. Scott is a highly sought-after subject expert on the topic of c...
2018-04-0622 min