Episodes

  • How To Manage Risk With Exchange Traded Funds
    Dec 9 2021
    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 these instruments?
    29:30 - What's your broad view of the markets?
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    39 mins
  • Thematic ETFs & The Ever Changing Market Landscape
    Oct 22 2021
    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 & break down Cleantech ETF, CTEX.
    18:30 - Discuss & break down Big Data ETF, DAT.
    23:45 - ProShares three other funds set to list around nanotechnology, smart materials and on-demand.
    28:00 - Proshares ETFs forward looking to changes in global economy
    30:30 - Anything else on the thematic horizon for the "next thing"?
    36:30 - How is the market reacting to the thematic ETF space?
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    45 mins
  • How Investors Can Protect Their Portfolio With Real Estate & ETFs
    Oct 20 2021
    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 housing market.
    20:00 - What weaknesses, if any, should investors be looking for in the housing market?
    29:15 - Would the housing market cool off if the Fed raises rates?
    34:45 - What sources of information can investors use to keep an eye the housing market?
    42:40 - Any information in terms of Covid being a factor on real estate?
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    48 mins
  • SPAC ETFs & The Future Of The Market Landscape
    Oct 12 2021
    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 the SPAC market?
    11:00 - What is the main objective behind SPCX? What separates it from the market?
    15:15 - Differentiate the various SPAC ETFs... SPCX, DSPC and SOGU.
    18:00 - Where do you see SPACS fitting into an investor's portfolio?
    20:00 - How have SPAC ETFs been received, what is the investor communities reaction?
    23:30 - Key takeaways about SPACS.
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    28 mins
  • Risk Management And How It Intertwines With The ETF Landscape
    Sep 30 2021
    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 difference between ASPY and SPY?
    19:00 - Where do you see ASPY fitting into a traditional portfolio?
    21:00 - How's the reception been for ASPY? Are you seeing any challenges at the moment?
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    29 mins
  • How Options ETFs Can Be Utilized In An Investment Portfolio
    Sep 15 2021
    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 underutilized?
    19:30 - Who are the right investors for this type of strategy?
    24:00 - How has the market reception been and what are the long term trends?
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    32 mins
  • Sustainable Investing & ESG ETFs
    Sep 3 2021
    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 - Why would a non-believer of ESG want to participate in this market?
    32:00 - What is driving the momentum in this market and what's holding it back?
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    41 mins
  • Monitoring Inflation & The ETF Markets
    Aug 27 2021
    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 inflation.
    17:00 - Deeper dive into commodities.
    19:30 - What are the key data indicators that people can look at that might drive inflation sentiment in either direction?
    24:10 - What can investors do today to position themselves for tomorrow?
    28:00 - Overview of the ETFs ICA provides: AMZA, PFFR, PFFA.
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    43 mins