With volatility up and yields down, what should you be doing with the fixed income portion of your portfolio now? We dive into that. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 18, 2025•23 min
For those looking to add down-side protection to their portfolios, a slew of new products can make it easier than ever. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 12, 2025•28 min
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 03, 2025•25 min•Ep. 1
Leverage, inverse and single-stock funds have exploded in popularity. But, could a turn in the market leave some investors imploding? What to know before you buy into this trend. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 24, 2025•24 min
In general, international markets are surging ahead of U.S indices. However, finding quality opportunities overseas can be tricky. Find out how one fund is setting itself apart by reassessing investing “freedoms”. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 19, 2025•31 min
A founder of the index investing movement and author of “Winning the Losers Game”, Charles Ellis offers his new take on the markets. Fifty years on, find out what’s changed radically… and what likely never will. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 10, 2025•33 min
From tariff turmoil to concentration risk, the margin for error in portfolios is getting ever smaller… and it seems most investors are perhaps not as prepared as they should be. We’ll look at ways to fix that. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 03, 2025•16 min
China’s DeepSeek AI throws U.S. tech stocks into a tailspin just as the NASDAQ 100 – home to many of those names – celebrates its 40th anniversary. What will the next 40 years look like for that index and what could the next big tech leader be? We’ll find out. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 27, 2025•25 min
The first structured-protection Bitcoin ETF is here. How do you get up to 100% protection to the downside and, importantly, what do you give up for it? We’ll explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 21, 2025•29 min
It’s hard to believe Spot Bitcoin ETFs are only now turning 1 year old. Will 2025 witness more maturity… or a case of the “terrible twos”? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 13, 2025•30 min
Since single-stock ETFs debuted in 2022, the category has exploded. Global interest in U.S. tech stocks is poised to push growth even further in 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 06, 2025•31 min
Emerging market performance has been lack-luster in 2024 with one big exception: India. Find out what’s driving explosive growth there. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 18, 2024•26 min
Bitcoin funds pass a key milestone in terms of assets. Plus, the equity concentration and credit conundrums investors will face in 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 09, 2024•28 min
As investors look to broaden market exposure, could thematic ETFs come back into the spotlight? Here are some new ways to play. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 02, 2024•27 min
The ETF industry is about to wrap up another recording setting year. But 2025 will be a whole new ballgame. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 25, 2024•13 min
It’s been 20 years since the first gold ETF, the GLD, revolutionized commodity investing. It return on investment since then has been nothing short of “brilliant” but what could the next 20 years hold? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 18, 2024•25 min
The ETF industry saw massive inflows immediately after Trump won the Presidency. But will the first winners be the longest-term winners? Or, are there still unrecognized opportunities… and risks? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 11, 2024•29 min
More than 500 new ETFS have come to market this year with yet more in the works. Among them: repackaging of good old-fashioned “pair trades”. Which will be the big winners by year’s end? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 04, 2024•25 min
The investing consensus pendulum is swinging from super concentration back to diversification. Now, new funds are looking to hold on to Mag 7 dominance but spread the love – and risk – out a bit more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 28, 2024•22 min
Worried about portfolio overconcentration in tech? What about the other 493 stocks in the S&P 500? Now, there’s a new ETF for that, too. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 25, 2024•22 min
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 looking to weed out the winners. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 14, 2024•22 min
Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 10, 2024•31 min
As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 30, 2024•15 min
What could new experiments in asset “tokenization” portend for an ETF industry that’s riding high? Plus, assessing post-fed market strengths here… and abroad. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 23, 2024•27 min
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’ll look at the latest odds and what it means for investors. Plus, Brown Harris Stevens CEO Bess Freedman joins us ahead of the decision with what it will mean for the housing market. And the Dean of Valuation, NYU Professor Aswath Damodaran, is here with his take on Apple and the three companies facing life cycle challenges. Hosted by Simplecast, a...
Sep 16, 2024•31 min
“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 the rest of the year? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 12, 2024•27 min
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 of market upheaval. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 09, 2024•25 min
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 taken in record amounts of new money year-to-date but will they be able to log another full-year record? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 04, 2024•27 min
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 lower, interest in dividends is higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 19, 2024•26 min
We put last week’s volatility spike into historical perspective. Plus, we discuss the option of employing so-call “buffered” funds that provide downside protection… but at a price. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 14, 2024•19 min