Meb Faber Research

NOVEMBER 1, 2023

Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill Guest: Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios.

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Advisor Perspectives

NOVEMBER 20, 2023

On this episode of the “ETF of the Week” podcast, Tom Lydon discussed the Global X SuperDividend ETF (SDIV) with Chuck Jaffe of “Money Life.” ” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.

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Wealth Management

MAY 25, 2023

AI replaced cryptocurrencies as the topic of the moment for the thousands of issuers, index providers and advisers who attended the Inside ETFs conference.

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Advisor Perspectives

MARCH 18, 2024

One topic that does merit advisors and investors of all kinds to stop and learn, however, is the mutual fund to ETF conversion process. With ETFs, especially of the active variety, coming on so strong in the last year, it’s an important process to understand.

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Advisor Perspectives

JULY 10, 2023

VettaFi’s Dave Nadig checks-in on some of the hottest ETF topics over the past several years. Cambria’s Meb Faber discusses the firm’s continued growth and spotlights the Cambria Shareholder Yield ETF (SYLD).

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Abnormal Returns

OCTOBER 10, 2022

awealthofcommonsense.com) Fund management Why it matters which value ETF you choose. newsletter.abnormalreturns.com) Mixed media Byrne Hobart, "A mailing list is essentially a way to get a cluster of people who are all on roughly the same page about whatever the topic is." ritholtz.com) How long will good news be bad news for stocks?

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The Big Picture

OCTOBER 20, 2023

I’ve mentioned this in the past , but I happened across the chart above, and it serves as a reminder to revisit this topic in greater detail. 1 in the Vanguard Total Stock Market ETF (VTI) with dividends reinvested grew 7.87% annualized; over that 24-year period, it would have grown to about $5.67. You get paid in dollars.

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Dear Mr. Market

NOVEMBER 17, 2023

While we don’t want to broad brush the topic, we’re going to get right into it and explain 100 reasons why you or your financial advisor should not be using mutual funds versus ETFs (Exchange Traded Funds). Costs/Expenses : ETFs typically have lower expense ratios compared to mutual funds.

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Discipline Funds

JANUARY 12, 2024

1) All things Bitcoin ETF. The SEC finally approved a Bitcoin ETF. The Winklevoss twins filed for the initial Bitcoin ETF in July of 2013 so it’s been 10 years coming. We’re obviously big fans of ETFs here so this is a nice development to see. 2) Is inflation flaring up again?

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Validea

APRIL 23, 2024

The livestream will run from 8AM to 8PM ET and will feature 24 half hour interviews with some amazing guests covering topics ranging from value investing to factor investing to macro and options. All proceeds will go to Susan G. To attend the livestream, click the link below and click notify me on the video page.

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Validea

OCTOBER 20, 2022

More and more strategies that have typically been deployed via hedge funds can now be accessed via liquid, lower fee vehicles like mutual funds and ETFs. We discuss the hedge fund industry and how it has changed over time and look at how hedge fund strategies can be replicated via liquid vehicles like ETFs.

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Random Roger's Retirement Planning

APRIL 16, 2024

For most of those ETFs you can add 100-125 basis points back in for dividends. The idea of avoiding or at least really minimizing exposure to intermediate and longer duration has been an evergreen topic for quite a while. For TLTW which is TLT with a covered call overlay you can add back about 300 basis points.

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Validea

NOVEMBER 29, 2022

In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. We discuss convexity and how investors can benefit from it in their investment strategies and also cover a wide range of other topics, including inflation, housing, Fed policy and a lot more.

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Advisor Perspectives

DECEMBER 21, 2022

As the world economy prepares for a true transition to decarbonization, interest in renewable energy has re-emerged as an important topic for investors. This interview features Rene Reyna, who is head of thematic and specialty product strategy for the ETFs and Indexed Strategies teams at Invesco.

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Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics.

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The Big Picture

DECEMBER 7, 2023

Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins Barry Ritholtz to discuss how fees can significantly impact your portfolio.

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Random Roger's Retirement Planning

NOVEMBER 21, 2023

This first little bit might be more for advisors but the topic is interesting. The webinar talked about the future of model portfolios transitioning from a combo of ETFs for passive and mutual funds for active to include more direct indexing to allow for "tax optimization." The TIP ETF when down in price as inflation went up.

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Random Roger's Retirement Planning

JANUARY 24, 2024

Simplicity is a favorite element of the topics we explore here. It's a funny symbol for the REX FANG & Innovation Equity Premium Income ETF. MAGS is a Magnificent Seven ETF and QYLD is a NASDAQ 100 covered call ETF. Building simple portfolio hedged with a little complexity.

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The Irrelevant Investor

OCTOBER 28, 2019

Topics discussed Eddy's blog The buy list The ETF The Elfenbein theory to explain the entire stock market Listen here Follow us on Facebook , Instagram , and YouTube. On today's Animal Spirits Talk Your Book, we talk with the great Eddy Elfenbein. Check out our t-shirts, stickers, coffee mugs, and other swag here.

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MarketWatch

FEBRUARY 21, 2023

“We are an early-stage clinical biopharmaceutical company focused on developing innovative therapies for precision dermatology using engineered proteins and live biotherapeutic products that can be applied topically to treat diseases of the skin,” it says in its filing documents.

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Brown Advisory

MAY 11, 2021

Please let us know if you have any questions about the publication or if you wish to speak to us further on the topics discussed. The publication is a comprehensive discussion of the sustainable investment risks and opportunities we see in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

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Brown Advisory

MAY 11, 2021

The piece covers a variety of timely topics, including: The ongoing sea change in energy production, from fossil fuels to renewables, and how that transformation is affecting markets. Please let us know if you have any questions about the publication or if you wish to speak to us further on the topics discussed.

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Random Roger's Retirement Planning

FEBRUARY 2, 2023

Some ETF stuff. Eric Balchunas Tweeted about the AI Powered ETF (AIEQ) which seems topical with all the hype around chatGPT in the last few weeks. Next item, the FT is not a fan of thematic ETFs. If there are ETFs or other funds, would you explore those? Maybe the best way is an individual stock but maybe not.

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Random Roger's Retirement Planning

NOVEMBER 26, 2022

There are a few topics that Barron's just loves to write about. That's not a knock, there are subjects I love to write about, I bet just about every blogger has topics that just love to write about. The standard bearer for convertible bonds is probably the SPDR Bloomberg Convertible Securities ETF (CWB) which has $4.4

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Validea

DECEMBER 1, 2022

And indeed, “attention to topics such as ‘recession’…could explain 25% of the variation in stock market returns,” according to an article in Yale Insights that details the study. That would indicate that an emphasis on the word recession gave analysts more forecasting ability, the article contends.

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Sara Grillo

AUGUST 15, 2022

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Scott and I discuss this in pod/blog on the topic, entitled, “ Direct indexing suck s.” A lot of the low cost ETFs contain large cap stocks like stock XYZ.”. So please subscribe!

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Clever Girl Finance

SEPTEMBER 11, 2023

The Fidelity Learning Center features insights on investing, retirement planning, and other financial topics. Topics can be as basic as “What Are Stocks?” Vanguard Vanguard is well known for its focus on low-cost index funds and ETFs. Here, you’ll find a series of short courses on stocks, funds, bonds, ETFs, and portfolio types.

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Good Financial Cents

DECEMBER 22, 2022

Invest in ETFs. Invest in ETFs. Invest in ETFs. The cheapest way to buy the index might be to invest in exchange-traded funds (ETFs). Like index mutual funds, ETFs are built to match the returns of an underlying index, and they often have lower fees or expense ratios (MERs). Index Funds . Real Estate Crowdfunding.

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Trade Brains

NOVEMBER 30, 2023

The topics covered are introduction to mutual funds, types of funds, advantages, platform to invest, tracking your mutual fund performance and how to research for mutual funds to invest. The mutual Funds investment is a beginner-level course with 6 hours of study divided into 3 sessions of 2 hours each.

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Validea

AUGUST 9, 2022

The underperformance of value funds has been a hotly debated topic over the last decade. For their part, seeing that the indices were driving investors away from value investing, Wellington and Keswin created an alternative index and an ETF to track it. They continue to invest in about 30 stocks using an active strategy. “We

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The Irrelevant Investor

NOVEMBER 17, 2020

ETFs saw their strongest flight from relative safety and into equities since January of 2017. Among the names that have tripled are Royal Caribbean, Halliburton, FedEx, Live Nation, and Chipotle. Another nearly 200 names have doubled since the low. They reacted. Does the excitement that we see after such a strong move matter?

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The Irrelevant Investor

FEBRUARY 27, 2020

Jason Zweig did some excellent debunking yesterday on this topic in the Wall Street Journal : “Institutions sell more than individuals when there is a large stock-market drop,” finance professors Patrick Dennis and Deon Strickland found in a 2002 study. Turns out this might not be the case after all.

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Validea

NOVEMBER 30, 2022

Harley is one of the most knowledgeable people we have talked to on a variety of topics, including convexity, fixed income, and what is going on in the macroeconomy. But some of my favorite lessons I have learned from our podcast have come from discussions we have had that focused on topics outside of the investing world.

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Fortune Financial

JUNE 21, 2022

Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned. Inflation drives up the correlation of long-duration financial instruments.

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Integrity Financial Planning

JUNE 16, 2022

Gold has become a topic of discussion recently due to surging inflation. You can also invest in gold through ETFs and can also purchase shares of companies that mine or produce gold and other precious metals. If you own gold or are thinking about buying it, know how it’s taxed.

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Investing Caffeine

MARCH 1, 2022

For example, what topics below would you select to grab the most attention? In choosing a winning topic, the saying goes, “what bleeds, leads.” Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web?

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Good Financial Cents

DECEMBER 26, 2022

Exchange-traded funds (ETFs) : ETFs are investment vehicles that hold a basket of assets, such as stocks or bonds, and trade like stocks on a stock exchange. IRS.gov – Retirement Topics Contribution Limits [link]. Bonds: You can invest in individual bonds or bond mutual funds that hold a diversified portfolio of bonds.

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