Inside ETFs

The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments — these are important topics for today’s investors. In this special episode of the Inside ETFs Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Brendan Ahern, chief investment officer at KraneShares, Simeon Hyman, global investment strategist with ProShares and Devon Drew, CEO of DFD Partners. They explore the evolving landscape of investment with insights into technology, AI and emerging asset classes, including cryptocurrency. Nabia, Brendan, Simeon and Devon discuss:  Why is leveraging deep learning, neural networks and computational data science important in investment decisions How can machine learning potentially improve traditional investment strategies What is the potential of new asset classes, particularly in the crypto market What are the challenges of reaching and engaging with clients in the financial industry Resources WealthManagement.com  Listen to the latest episodes of The Inside ETFs Podcast Connect with Nabia Jenkins-Johnston LinkedIn: Nabia Jenkins-Johnston LinkedIn: Informa LinkedIn: WealthManagement.com Connect with Brendan Ahern LinkedIn: Brendan Ahern KraneShares Connect with Simeon Hyman LinkedIn: Simeon Hyman ProShares Connect with Devon Drew LinkedIn: Devon Drew DFD Partners  

In this episode, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Shana Sissel, founder, president and chief executive officer of Banríon Capital Management. Shana shares her insight on the importance of alternative investments, the evolution of asset allocation and the potential of interval funds. She also discusses how her media appearances and presence helps with connecting with advisors and clients.  Nabia and Shana discuss:  The importance of alternative investments in portfolio planning How asset allocation has evolved The impact of new investment strategies on the use of alternative investments The importance of financial and investment education in the industry And more Resources WealthManagement.com  Listen to the latest episodes of The Inside ETFs Podcast Connect with Nabia Jenkins-Johnston LinkedIn: Nabia Jenkins-Johnston LinkedIn: Informa LinkedIn: WealthManagement.com Connect with Shana Sissel LinkedIn: Shana Sissel Banríon Capital Management

After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance.  Specifically, Mark and Brett discuss:  The outlook for equities, fixed income and key investment sectors How are advisors discussing the current market with clients How to guide younger investors through their first downmarket What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm Resources WealthManagement.com  Listen to the latest episodes of The Inside ETFs Podcast Connect With Mark Bruno: WealthManagement.com LinkedIn: WealthManagment.com LinkedIn: Mark Bruno Twitter: Mark Bruno LinkedIn: Informa Connect with Brett Orvieto LinkedIn: Brett Orvieto Dakota Wealth Management

As we close out 2022, a year of volatility across almost every asset class, how should a modern investor be positioning themselves for 2023? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Christian Magoon, CEO of Amplify ETFs and Founder of Magoon Capital, in discussing where the ETF market is moving and how the next generation of investors focus on investment strategies. Douglas and Christian discuss:  Amplify’s position in the ETF marketplace The long term trends within investment portfolios The biggest challenges investors face today Where advisors should look for future investment opportunities Resources WealthManagement.com  ETF Central  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa  Connect with Christian Magoon LinkedIn: Christian Magoon Amplify ETFs

When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (ticker: IVOL) and The Quadratic Deflation ETF (ticker: BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options. Douglas and Nancy discuss:  Her pioneering vision for the ETF industry The biggest challenges as 2022 closes, and how should investors be managing interest rate risk in the new year Where the IVOL ETF can fit within a model portfolio How should advisors consider IVOL across traditional investment planning Resources WealthManagement.com  IVOL ETF Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Nancy Davis LinkedIn: Nancy Davis Quadratic Capital Management

The markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Ed Lopez, Head Of Product Management at VanEck, on recent trends within the capital markets, and how those trends can become opportunities for growth. Douglas and Ed discuss:  Current product development trends in focus Future growth areas that can drive near term investment decisions How to utilize ETFs as part of a tax efficient portfolio Opportunities in the markets today Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Ed Lopez LinkedIn: Ed Lopez VanEck

Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the current markets, near term industry trends, and some opportunities for investors in the ETF marketplace. Douglas and Jon discuss:  Jon’s start in the ETF and model portfolio industry Current ETF product trends near term opportunities Future investment themes for portfolios Year end investment planning Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Jon Maier LinkedIn: Jon Maier Global X

ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year. Douglas and Will discuss:  How GraniteShares came to be and its role in the ETF industry What they focus on ETF product development for advisors Important year-end tax planning considerations for portfolios How can ETFs and tax planning can maximize opportunities in today’s market Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with William Rhind LinkedIn: William Rhind Granite Shares

The ETF industry has grown exponentially, with many companies moving to include launching ETFs as part of their business plan for growth. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Camille Clemons, Executive Director of Business Development at Cohen & Company, on her entry to the ETF industry, how her team supports new firms entering the marketplace, and her approach to supporting career growth across the industry. Douglas and Camille discuss:  Market needs and how Cohen & Co continues to evolve Key ETF trends for future growth Best practices for entering the ETF industry The impact of Women In ETFs Resources WealthManagement.com  ETF Central Women In ETFs Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Camille Clemons LinkedIn: Camille Clemons Cohen & Company

While markets have continued to remain volatile, ETFs have maintained their potential for growth. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Noel Archard, Global Head of ETF and Portfolio Solution at AllianceBernstein (AB), diving into the drive behind ETFs as an investment tool and how they fit within the current market environment.  Douglas and Noel discuss:  How and why Noel entered the ETF industry What drew AllianceBernstein to the ETF market  Why TAFI and YEAR ETFs strategies made the most sense during the recent period of volatility How AB ETFs fit within the opportunity available in the current market Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Noel Archard LinkedIn: Noel Archard AllianceBernstein

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jed Laskowitz, Global Head of Asset Management Solutions at JP Morgan, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions. Douglas and Jed discuss: The ways in which JP Morgan focuses on product development for ETFs Best practices for advisors when considering the impact of global market events on portfolios ETFs as a tool for executing tax strategies during market downturns Opportunities for investors in today’s capital markets Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® Connect with Jed Laskowitz Jed Laskowitz JP Morgan Connect with Informa LinkedIn: Informa

Predicting returns for specific investments with certainty is an impossible task. However, predicting where industries might be headed and choosing investments based on future impact to our lives can be a bit easier. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO and CIO of Defiance Investments, on how Defiance engages with investors in order to predict market and industry trends, with a focus on future growth, when selecting ETFs. Douglas and Sylvia discuss:  The growth of Defiance and their ETF business A review of high growth sectors  ETF selection across economic themes  Targeting high growth industries for the year ahead Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Sylvia Jablonski LinkedIn: Sylvia Jablonski Defiance Investments

Market volatility, inflation, increasing interest rates, how should an advisor be positioning portfolios? And what opportunities can investors take advantage of in a high-risk environment? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine focuses on changing market conditions in order to find opportunities in regardless of the capital market conditions. Douglas and Jeffrey discuss:  How DoubleLine differentiates itself from its competition  The research available through DoubleLine’s academics How DoubleLine’s positions its ETFs during volatile market  What to expect for the equity and fixed income markets for the remainder of the year Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Jeffrey Sherman LinkedIn: Jeffrey Sherman DoubleLine

Historically, overnight markets have demonstrated a tendency to outperform daytime trading sessions. This is called the “Night Effect.” NightShares’ ETFs help investors capture value from the Night Effect in US large cap and small cap equity. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, talks to Bruce Lavine, Founder and CEO of NightShares, about night trading sessions and their place as a unique option in an investment portfolio. Douglas and Bruce discuss:  Interesting findings from NightShares’ research about day and night trading How investing in night sessions can provide equal or greater investment opportunities compared to day sessions Who is the target audience for NightShares’ ETFs — NSPY and NIWM What’s next for NightShares Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Bruce Lavine LinkedIn: Bruce Lavine NightShares

ERShares has been running a range of award-winning investment solutions across SMAs, mutual funds, and ETFs. Its founder Dr. Joel Shulman has contributed to the formation of a proprietary investment model and the Entrepreneur Factor®. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Dr. Joel Shulman, Founder, CEO and CIO of ERShares, on ETF investment options for the modern investor. Douglas and Joel discuss:  Joel’s journey from entering the financial industry to launching two new ETFs The significance of the Entrepreneurial Factor® How ERShares’ ETFs differ from other investment solutions Opportunities within the current investment market (especially in light of high inflation) Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® LinkedIn: Informa Connect with Joel Shulman LinkedIn: Joel Shulman ERShares  

Though Simplify may be a young company, its leadership team brings decades of ETF experience and investment expertise through an advisor-focused platform. Simplify’s mission is clear: Build innovative portfolio building blocks, designed to directly solve today’s most pressing portfolio challenges.  In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Brian Kelleher, Chief Revenue Officer at Simplify Asset Management, to discuss Simplify’s ETF lineup, as well as the support and education available to advisors via their Advisor Hub platform. Douglas and Brian discuss:  The origins of Simplify The challenges faced by advisors in 2022 A new way to focus on the building blocks of a portfolio The biggest opportunities within the current ETF market Resources WealthManagement.com Connect with Douglas Yones Douglas Yones, ChFC® Connect with Brian Kelleher Brian Kelleher Simplify Asset Management  

Janus Henderson is a global asset manager with over 360 billion in assets under management. Today’s round table discussion with the team from Janus Henderson touches on different areas of the ETF market and how they have been impacted by recent inflation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by the leadership team of Janus Henderson: Nick Cherney, Head of Exchange Traded Products; John Kerschner, Portfolio Manager for JAAA CLO ETF; Greg Kuhl, Portfolio Manager for JRE US Real Estate ETF; and Tim Gerrard, Portfolio Manager for the Net Zero Transition Resources ETF JZRO. Douglas, Nick, John, Greg, and Tim discuss:  What should financial advisors focus on right now How to think about the role of bonds in an inflationary environment How adding real estate investments can benefit portfolios during inflationary markets The impact of inflation on net zero transition resource companies Resources WealthManagement.com  Connect with Douglas Yones Douglas Yones, ChFC® Connect with the Leadership Team of Janus Henderson Nick Cherney John Kerschner Greg Kuhl Tim Gerrard Janus Henderson

As advisors and investors continue to seek global investment opportunities, the DWS lineup of ETFs can help to reduce volatility from currency fluctuations. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group. Listen in as they discuss today’s market volatility, how to find opportunities for long term portfolios, and how ETFs can offer currency diversification alongside global investment capability.  Douglas and Arne discuss:  The evolution of DWS’s ETF line-up and its unique value proposition. Many of the biggest challenges for advisors in today’s markets. How international investments and foreign currency fluctuation can impact the risk of a portfolio. Current opportunities that advisors can seize today. Resources WealthManagement.com  Connect with Douglas Yones Douglas Yones, ChFC® Connect with Arne Noack Arne Noack DWS

There was a time when only institutional traders has access to sophisticated product strategies. The boom of ETFs democratized investing and created new opportunities for tactical traders. Today, Direxion provides opportunities for tactical trading alongside precise investment exposures for portfolios, all utilizing the ETF wrapper. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Mazza, Managing Director and Head of Product at Direxion, in discussing the capital markets and how Direxion provides a unique view of investment opportunities based on current and expected market volatility. Douglas and David discuss:  How Direxion aims to “democratize access” for all investors. How market trends and volatility can impact optimal product options. Best practices for utilizing ETFs (including a list of ETFs that are worth knowing about). Investment opportunities are presented by future market trends. Resources WealthManagement.com  Connect with Douglas Yones Douglas Yones, ChFC® Connect with David Mazza David Mazza Direxion

Many advisors utilize ETFs to follow investment trends alongside the reduction of risk in their portfolios. Understanding how world events can shift capital markets, while focusing on ETFs that cut across countries and investment risk profiles, allows advisors to provide greater opportunities for their clients in turbulent markets. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton. Dina shares how Franklin Templeton has grown, revealing their increased presence and focus on the ETF market while providing her best practices for advisors looking to invest in ETFs. Douglas and Dina discuss:  Pivotal career points and how Dina evolved both her career and Franklin Templeton’s ETF business.  ETF trends in the marketplace and how investment products are responding, including COVID, the Russian-Ukraine conflict and inflation. The key challenges for Advisors in today’s markets.  Opportunities on a global scale when using ETFs, as it relates to a given region or resource rich company. Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® Connect with Dina Ting LinkedIn: Dina Ting Franklin Templeton

Originally used as institutional trading communities, ETFs have evolved as a preferred investment vehicle, providing access to new asset classes and fund managers; and changing the way many advisors and wealth managers think about portfolio allocation. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors. Lisa shares her thoughts on ETFs through the multicultural viewpoint of Dimensional, revealing the role of technology in the expansion of ETFs as an investment class. She also discusses how Dimensional’s unique services across practice management, supports advisors and the growth of their business.   Douglas and Lisa discuss:  Lessons learned through acquisition and how she approaches her leadership role today. How the culture of Dimensional attracts new advisors to the business. The future of ETFs, portfolio allocations, and overall investment trends.  How advisors can best handle market volatility, alongside ways to engage with the investment content and thought leadership available from Dimensional. Resources WealthManagement.com  Connect with Douglas Yones LinkedIn: Douglas Yones, ChFC® Connect with Lisa Dallmer LinkedIn: Lisa Dallmer Dimensional Fund Advisors  

Given the backdrop of market volatility and geopolitical uncertainty, agriculture and energy commodities have moved to center stage as investors remain focused on inflationary pressure alongside price volatility. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sal Gilbertie, Chief Executive Officer and founder of Teucrium. Sal discusses the agricultural side of ETF investments, sharing how and why he decided to build an ETF franchise focused on the opportunities in commodities. Douglas and Sal discuss: The ETF commodities market How the commodities market has changed over time and the impact that change has had on investment access, cost and trading The case for considering agriculture products within a portfolio The difference between the spot versus future markets and investor considerations when building a portfolio Resources WealthManagement.com Connect with Douglas Yones Douglas Yones, ChFC® Connect with Sal Gilbertie Sal Gilbertie Teucrium

Throughout the substantial COVID-19 recession, and the equally aggressive bounceback, advisors have been forced to address market volatility and ensure prudent handling of clients’ portfolios.  In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Braun, Head of US Financial Institutions Portfolio Management and senior member of the portfolio management team at PIMCO. David shares how PIMCO provides information to investors and advisors, revealing how the market has evolved and the recession we experienced during COVID-19. Douglas and David discuss:  How PIMCO outperforms their benchmarks How PIMCO benefits financial advisors through their ETF expertise The impact of recent market volatility on ETFs and other diversified portfolios What lessons can be learned from past recessions The long-term impacts of core inflation on investors Resources WealthManagement.com Connect with Douglas Yones Douglas Yones, ChFC® Connect with David Braun David L. Braun PIMCO

Over the past several decades, technology has become increasingly present in all aspects of life. Investments and finance will be no different as technology continues to integrate our lives more each year. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David LaValle, the global head of ETFs at Grayscale Investments. David shares his knowledge of ETFs, starting from his first experience trading ETFs on the Floor of the Exchange, to his current role building ETFs for Grayscale Investments. He reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market, how technology and finance are becoming intertwined, and what the future of investments holds for advisors and their clients. Douglas and David discuss:  What drives to many investors into the world of ETFs How advisors should choose ETFs for their clients What the future holds for investors and advisors Why Grayscale entered the ETF market The integration of technology and finance for the future of investments Resources WealthManagement.com  Connect with Douglas Yones Douglas Yones, ChFC® Connect with David LaValle David LaValle Grayscale Investments  

2021 was a year to be attentive to market trends for many ETF investors. But what have investors learned as we approach 2022? Will trends change in the new year? In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors. Michael reveals how the pandemic has impacted the way investors and advisors are building their portfolios, and shares his opinions on enhancing your portfolio as new variants emerge. He shares his personal preferences for ETFs and inflation beneficiaries, discussing both positive and negative aspects of the investments. Michael discusses:  His recommendations for asset allocation as the new year approaches Lessons learned about ETF investing throughout the pandemic Strategies advisors can utilize with their clients after a year of volatility The truth about inflation beneficiaries How investors should be approaching international markets in 2022 Resources: WealthManagement.com | Douglas Yones, ChFC® | State Street Global Advisors | Michael Arone

In the early days of ETFs, investors focused solely on the headline indices, and some believed ETFs could be a fleeting trend. Today, you can barely open a newspaper without reading something about the growth and benefits of ETFs. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by John G. Feyerer III, CFA, Head, Innovation & Commercialization at Invesco. John shares his experience with ETFs and the growth his company predicted for the asset class back in 2007. John discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking towards in 2022. John discusses:  How ETFs have evolved beyond the S&P 500 Smart Beta: what it means and how it has become an accepted strategy How advisors are utilizing RSP/RSPE in investment portfolios What ESG solutions provided by Invesco in the form of ETFs What Invesco is doing in the crypto and digital asset space Resources: WealthManagement.com | Douglas Yones, ChFC® | John G. Feyerer | Invesco  

There are massive economies outside of the US that offer investors the opportunity to get involved utilizing ETFs alongside other investment products. The Chinese equity and fixed income markets have historically been under-allocated in American portfolios, but in recent years, this has changed significantly.  In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Joanthan Krane, Chief Executive Officer, KraneShares. Jonathan shares his knowledge of the Chinese investment market, why he started KraneShares, and his personal experience while living in China. Jonathan discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today. Jonathan discusses:  How his career transitioned from media companies to Chinese ETFs What should investors think about investing in China? Are the current headlines a warning sign or an investment opportunity? How advisors should prepare when allocating portfolios for 2022 His personal and investment experiences while living in China Jonathan Krane: Jonathan Krane is the founder and Chief Executive Officer of KraneShares, an asset management firm with over $15 billion in AUM, delivering China-focused exchange-traded funds to global investors listed on the NYSE. KraneShares focuses on providing expert access and products for investors to gain exposure to China’s capital markets. KraneShares sold a majority interest in the company to CICC, a leading investment bank in China. Jonathan has spent the last twenty years working with companies in China. He previously founded a leading media and entertainment company in China was sold to a publicly traded multi-national corporation. Jonathan received an MBA from Columbia Business School and a BA from Connecticut College.  Resources: WealthManagement.com | Douglas Yones, ChFC® | KraneShares | Jonathan Krane

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jan van Eck, Chief Executive Officer, VanEck. Jan shares his knowledge of global ETFs, including his current favorites, and the transformation this asset class has undergone and will continue to undergo as the current economy adapts to world events. Jan also discusses why VanEck created a Bitcoin-linked ETF and the potential role of cryptocurrency in investment portfolios.   Jan discusses:  How VanEck became so involved with ETFs Current financial growth opportunities across the global equity markets What it takes to be successful with ETFs How cryptocurrency has transformed from a joke to a lucrative reality The adaptability and innovation within the economy Resources: WealthManagement.com | Douglas Yones, ChFC® | Jan van Eck | VanEck  

In this episode, David Armstrong is joined by Chris Davis, CEO of Davis Advisors. Chris shares how Davis Advisors, long-time asset managers, were early pioneers in rolling out active ETFs, putting their trading strategies in the transparent wrapper without fear, and why a high-conviction active stock manager in a low-cost fund is a better option for many than simply buying the market through a cap-weighted index.  Chris discusses: Why asset managers with a high conviction stock portfolio should not fear the transparency of active ETFs How traditional, value-based portfolio construction fares in a market rife with speculative fervor The impact of the pandemic on the markets, and what the future holds Where he sees opportunity in the markets right now Resources: Wealth Management.com | David Armstrong | Davis Advisors