エピソード

  • Small caps: new approaches to large challenges 10/14/24
    2024/10/14

    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.

    続きを読む 一部表示
    22 分
  • Rethinking investing in China 10/10/24
    2024/10/10

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

    続きを読む 一部表示
    31 分
  • A second look at “preferred” stocks and MLPs 9/30/24
    2024/09/30

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

    続きを読む 一部表示
    15 分
  • Taking on the “tokenization” of assets 9/23/24
    2024/09/23

    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.

    続きを読む 一部表示
    27 分
  • 48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24
    2024/09/16

    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.

    続きを読む 一部表示
    31 分
  • Reassessing “thematic” ETFs 9/12/24
    2024/09/12

    “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?

    続きを読む 一部表示
    27 分
  • A volatile September could be prime time for ETFs 9/9/24
    2024/09/09

    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.

    続きを読む 一部表示
    25 分
  • Could recent volatility derail record ETF in-flows? 9/4/24
    2024/09/04

    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?

    続きを読む 一部表示
    27 分