Let's Talk ETFs

Seeking Alpha

Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and...

  • 38 minutes 51 seconds
    How To Manage Risk With Exchange Traded Funds
    On the latest Let's Talk ETFs podcast Seeking Alpha has the chance to catch up with Johan Grahn,Head of ETFs at Allianz Investment Management. Johan provided the investment community with knowledge about how to manage risk with ETFs.

    Contents:
    2:15 - Introduction
    6:30 - How should investors approach risk going into 2022?
    11:15 - Tell us about the buffered outcome ETF series
    18:15 - How has the reception been to your products in the investment community?
    23:45 - What's the holding period for these instruments?
    29:30 - What's your broad view of the markets?
    9 December 2021, 3:09 pm
  • 45 minutes 5 seconds
    Thematic ETFs & The Ever Changing Market Landscape
    On this week's episode of Let's Talk ETFs, we have a returning guest joining us. Scott Helfstein, Executive Director of Thematic Investing at ProShares sits back down with Seeking Alpha to discuss the updates and changes to the thematic exchange traded fund marketplace.

    Tickers: (ONLN), (EMTY), (PAWZ), (MAKX), (CTEX), (DAT)

    Show Notes:
    2:45 - Introduction
    4:00 - What's new with Proshares since we last spoke?
    6:45 - Discuss & break down Smart Factories ETF, MAKX, 
    13:30 - Discuss & break down Cleantech ETF, CTEX.
    18:30 - Discuss & break down Big Data ETF, DAT.
    23:45 - ProShares three other funds set to list around nanotechnology, smart materials and on-demand.
    28:00 - Proshares ETFs forward looking to changes in global economy
    30:30 - Anything else on the thematic horizon for the "next thing"?
    36:30 - How is the market reacting to the thematic ETF space?
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    22 October 2021, 12:50 pm
  • 48 minutes 21 seconds
    How Investors Can Protect Their Portfolio With Real Estate & ETFs
    On the latest Let's Talk ETFs podcast, Seeking Alpha has a conversation with Alex Pettee, President and Director of Research & ETFs at Hoya Capital Real Estate. Together we break down the real estate market and how an investors can take on positions through the exchange traded fund marketplace.

    Tickers: RIET, HOMZ

    Show Notes:
    2:15 - Personal and firm background information.
    4:15 - Tell us about new RIET ETF.
    9:20 - Play RIET and HOMZ jointly?
    14:45 - Discuss the overall stance of the housing market.
    20:00 - What weaknesses, if any, should investors be looking for in the housing market?
    29:15 - Would the housing market cool off if the Fed raises rates?
    34:45 - What sources of information can investors use to keep an eye the housing market?
    42:40 - Any information in terms of Covid being a factor on real estate?
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    20 October 2021, 1:04 pm
  • 28 minutes 9 seconds
    SPAC ETFs & The Future Of The Market Landscape
    On this episode of Let's Talk ETFs, Seeking Alpha speaks with Matthew Tuttle, CEO & CIO of Tuttle Capital Management. Together we uncover information around the SPAC ETF market and how SPAC funds can be implemented into a traditional portfolio.

    Tickers: (SPX), (SPCX), (DSPC), and (SOGU).

    Show Notes: 
    2:00 - Information and background about Tuttle Capital Management
    4:45 - Overview of SPACs and the SPACs involved in the ETF market.
    8:30 - What future trends and outlooks are foreseen in the SPAC market?
    11:00 - What is the main objective behind SPCX? What separates it from the market?
    15:15 - Differentiate the various SPAC ETFs... SPCX, DSPC and SOGU.
    18:00 - Where do you see SPACS fitting into an investor's portfolio?
    20:00 - How have SPAC ETFs been received, what is the investor communities reaction?
    23:30 - Key takeaways about SPACS.
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    12 October 2021, 12:27 pm
  • 28 minutes 43 seconds
    Risk Management And How It Intertwines With The ETF Landscape
    In this Let's Talk ETFs podcast, Seeking Alpha speaks with Darren Schuringa, CEO ASYMmetric ETFs. Together we have a discussion on how risk can be monitored in an investment portfolio through the use of exchange traded funds.
    Tickers: (ASPY), (SPY)
    Show Notes:
    3:00 - Background on Asymmetric ETFs.
    4:30 - How are investors monitoring risk a this moment and how are you looking at risk right now?
    9:00 - What are the building blocks of the asymmetric ETF (ASPY)?
    13:30 - What is the breakdown difference between ASPY and SPY?
    19:00 - Where do you see ASPY fitting into a traditional portfolio?
    21:00 - How's the reception been for ASPY? Are you seeing any challenges at the moment?
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    30 September 2021, 12:09 pm
  • 32 minutes 22 seconds
    How Options ETFs Can Be Utilized In An Investment Portfolio
    In the latest Let's Talk ETFs podcast, Seeking Alpha sits down with Paul Kim, CEO of Simplify ETFs. to discuss how options-based ETFs can be a useful tool inside an investment portfolio.
    Tickers: (SPYC), (QQC), and (VFIN)
    Show Notes:
    2:45 - Tell us about yourself and Simplify ETFs
    7:45 - Elaborate on the reasoning and process of including options in ETFs.
    11:45 - How options ETFs can protect against volatility 
    16:14 - Are there any areas of the ETF market where options are underutilized?
    19:30 - Who are the right investors for this type of strategy?
    24:00 - How has the market reception been and what are the long term trends?
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    15 September 2021, 8:09 pm
  • 40 minutes 32 seconds
    Sustainable Investing & ESG ETFs
    In this Let's Talk ETFs podcast, Seeking Alpha speaks with Stephan Flagel, Chief Product Officer of Qontigo.to discuss how the ESG space is affecting exchange traded funds.,

    Show Notes:
    2:30 - Tell us about yourself and Qontigo
    6:00 - What is ESG, sustainable investing, all about?
    13:00 - What's your long term view of sustainable investing?
    19:00 - How do we standardize measurements to create a level playing field?
    24:30 - Can you highlight a specific ESG index that would stand out?
    28:00 - Why would a non-believer of ESG want to participate in this market?
    32:00 - What is driving the momentum in this market and what's holding it back?
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    3 September 2021, 6:21 pm
  • 42 minutes 50 seconds
    Monitoring Inflation & The ETF Markets
    In the latest Let's Talk ETFs podcast, Seeking Alpha chats with speaks with Jay Hatfield, CEO at Infrastructure Capital Advisors to discuss how the current market is viewing inflation and its affect on the exchange traded fund markets.

    Tickers: AMZA, PFFR, PFFA, 

    2:45 - Introduction about yourself and ICA
    5:00 - What's ICA's take on inflation?
    12:00 - What type of ETFs can investors use to take advantage and deal with inflation? 
    15:30 - Financials and energy ETFs and how they react to inflation.
    17:00 - Deeper dive into commodities.
    19:30 - What are the key data indicators that people can look at that might drive inflation sentiment in either direction?
    24:10 - What can investors do today to position themselves for tomorrow?
    28:00 - Overview of the ETFs ICA provides: AMZA, PFFR, PFFA.
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    27 August 2021, 11:47 am
  • 37 minutes 43 seconds
    How Government Crackdowns In China Are Affecting ETFs
    In this episode of Let's Talk ETFs, Seeking Alpha speaks with Robert Cantwell, Founder & Chief Investment Officer of UPHOLDINGS to discuss the ramifications of the latest crackdowns in China and what that means for ETF investors.

    Tickers: (KNGS), (BABA), and (JD)

    2:30 - Introduction and background to Robert.
    6:00 - Principles behind KNGS, what's the ETF all about, what makes it unique?
    9:45 - How do you see fears of China's crackdown on tech affecting this market?
    17:30 - Stocks to buy and avoid in China?
    23:30 - What would you say to convince an investor regarding China that may not be a supporter?
    27:30 - Who are the ideal investors for the KNGS ETF?
    29:45 - Expand on the idea of the reinvesting/compounding and how its threaded in KNGS?
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    16 August 2021, 11:44 am
  • 38 minutes 18 seconds
    Where Do Crypto Markets & Digital Transformation Fit Into The ETF Universe
    On the latest Let's Talk ETFs podcast Seeking Alpha sits down with JP Lee, Product Manager at VanEck, to discuss how the digital transformation landscape is molding the future of exchange traded funds and how crypto markets fit in as well.

    Tickers: (DAPP), (BTC-USD), (COIN), and (RIOT)

    Contents:
    2:15 - Background to JP Lee and where his role fits in with Van Eck?
    4;45 - What's your take on the future of the global digital economy?
    11:00 - What was the thought process around launching the VanEck Vectors Digital Transformation ETF (DAPP)?
    13:30 - What are the specifications and details around DAPP?
    22:00 - What would you say to an investor not familiar or not a believer in cryptocurrency?
    28:45 - Where do you see DAPP fitting into a classic portfolio?
    31:30 - Will we see a crypto-based ETF in 2021?
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    6 August 2021, 11:00 am
  • 33 minutes 41 seconds
    Investing Today in the Economies of Tomorrow, an Emerging Market Edition
    In this week's Let's Talk ETFs podcast we are speaking with Maurits Pot, Founder & CIO of Dawn Global. Maurits joins us to have detailed discussion around the topic of emerging and frontier market investing in the exchange traded fund space.

    Tickers: (CUBS)

    Show Notes:
    2:00 - Introduction to Dawn Global
    5:30 - How has the recent crackdown in Chinese tech space effect EM?
    6:30 - What's the overall landscape for emerging markets?
    9:30 - Tell us about the Asian Growth Cubs ETF (CUBS)
    17:45 - Deeper dive into CUBS... holdings, expense ratios, and other specs..
    22:00 - Where do you see CUBS fitting into a traditional portfolio?
    24:00 - What are some of the biggest challenges for CUBS in the EM space today?
    25:30 - What would you say to someone who's not a believer in EM?
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    30 July 2021, 11:00 am
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