Podcast Episodes

Small caps: new approaches to large challenges 10/14/24

As a group, small caps are supposed to outperform over the long run. But it’s a been a very long time since that’s happened. New active funds are loo…

1 year, 5 months ago

Rethinking investing in China 10/10/24

Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.          

Hoste…

1 year, 5 months ago

A second look at “preferred” stocks and MLPs 9/30/24

As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus.          

Hosted by …

1 year, 5 months ago

Taking on the “tokenization” of assets 9/23/24

What could new experiments in asset “tokenization” portend for an ETF industry that’s riding high? Plus, assessing post-fed market strengths here… an…

1 year, 5 months ago

48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24

We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We…

1 year, 6 months ago

Reassessing “thematic” ETFs 9/12/24

“Thematic” tech funds were big winners on the back of MAG 7 and Nvidia. But with recent market volatility, are they still the vehicle to stay in for …

1 year, 6 months ago

A volatile September could be prime time for ETFs 9/9/24

There are lots of indications that volatility may be here to stay this September. But that’s great for ETFs which have proven to thrive during times …

1 year, 6 months ago

Could recent volatility derail record ETF in-flows? 9/4/24

Volatility in the tech sector is rippling across the rest of the markets. On the other hand, the fed is also poised to cut rates again. ETFs have tak…

1 year, 6 months ago

Sussing out small caps and diving back into dividends 8/19/24

More investors are looking at small caps but 40% of the Russell 1000 are unprofitable. One fund seeks the best of the rest. Plus, with interest rates…

1 year, 6 months ago

“Buffered” funds & volatility 8/14/24

We put last week’s volatility spike into historical perspective. Plus, we discuss the option of employing so-call “buffered” funds that provide downs…

1 year, 7 months ago