Last updated on June 28, 2020
With Maya Joelson, Metapoint Advisors
Maya Joelson, founder and president of Metapoint Advisors, joins the podcast to discuss her view of exchange-traded funds.
These instruments are seen as efficient and cheap ways for investors, especially retail investors, to gain access to various asset classes. But this is misguided, especially when it comes to ETFs tracking bond markets. Even stock ETFs aren’t always a good idea. Investors are better served picking individual securities themselves (or hiring somebody to do it for them).
Content segments (with timestamp):
- A short history on the rise of ETFs in the U.S. (2:10)
- Why bond ETFs don’t make as much sense as equity ETFs (6:49)
- How long before investors get wise to this? (10:41)
- What about stock ETFs, how efficient are they? (15:20)
- Background on the guest (20:24)
- “Better Safe Than SARS-y”: Looking back on the call to derisk portfolios in early February and where we are now (25:43)
- Buy stocks that should do well in this environment: consumer staples, healthcare, Kraft Heinz, Chewy (29:53)
Highlights From Our YouTube Channel
For more information on the guest:
- Website: MetaPointAdvisors.com
- Twitter: @MMetapoint
- Link to research publications discussed on the podcast:
- Strategic Single Stock Investing: Now is the Time to Refine Your Portfolio
- Better Safe Than SARS-y: Understanding The Risks of Staying Invested
Not intended as investment advice.