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Tag: ETFs

Exchange-traded funds

Stock Picks to Play the Coming Inflation Slowdown (Szn 4, Ep 9)

With Lukasz Tomicki, LRT Capital Management

Lukasz Tomicki of LRT Capital rejoins the podcast to argue his (highly contrarian) case that inflation is due to slow and to provide stock picks that allow investors to take advantage of current dislocations in markets.

Content Highlights

  • Inflation will peak around mid-year and return to historic norms shortly thereafter (2:43);
  • Russia’s invasion of Ukraine and its impact on supply chains have certainly contributed to higher prices for commodities, but markets will adapt (7:01);
  • Another contrarian take: The Fed will successfully manage a soft landing (8:55);
  • “Russia is basically a gas station with nuclear weapons.” The U.S. and Europe can deal without Russian imports so this shouldn’t be a point of concern (14:20);
  • Stocks of two Brazilian companies that have been beaten down but have started to rebound… (20:05);
  • A company that has been directly impacted by Russia’s invasion of Ukraine is an IT consulting firm with a large presence in Ukraine whose stock has predictably been beaten up but could offer huge returns (31:38);
  • The most likely outcome in Ukraine is for the military situation to grind to a stalemate (35:55);
  • A final idea: Buy the Polish stock market through the iShares MSCI Poland Capped ETF (EPOL) (39:50).

More Information on the Guest

Not intended as investment advice.

Video Highlights From Our YouTube Channel

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Szn 4, Ep 5: Opportunities Abound in Emerging Asia, with Herald van der Linde, HSBC

Herald van der Linde, head of Asia equity strategy for HSBC in Hong Kong, joins the podcast to discuss opportunities in emerging Asia.

Content Highlights

  • Emerging markets have under-performed developed markets, including in Asia — but this is not an entirely fair comparison (3:09);
  • What of the premise that much of emerging Asia are simply suppliers to China and therefore dependent on that country? This too is not so simple… (6:01);
  • Markets like Indonesia move independent of China and the U.S. With 250 million people, a growing middle class, and improved infrastructure, this is one area where there are opportunities (8:21);
  • Financial services still have ample room to grow in the region, with large numbers of under-banked individuals. The energy sector, meanwhile, is transitioning (12:45);
  • Background on the guest (19:26);
  • Consumers are a growing force throughout Asia, but individual countries have vastly different spending habits. An overview (24:38);
  • There is one country that nobody is really looking at in professional investing circles. The possibilities are enormous. That country is Bangladesh (31:55).
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Season 2, Episode 14: The Anti-Quant Quant, Beating Indexes With Three ETFs

With Chad Glauser, Alpine Quantitative Management

Chad Glauser of Denver-based Alpine Quantitative Management joins the podcast to discuss his fund’s strategy of using just three ETFs as a way to manage risk, gauge volatility, and produce returns.

The three ETFs track short-term Treasuries, long-term bonds, and the S&P 500. Alpine has been actively trading the strategy since late 2017 after an incubation period of about two years. The approach has worked, with the fund beating the hedge fund index for 22 straight months (and counting).

Content:
(Spotify users can click on the timestamp to link to the segment in question)

  • About the strategy: quick background and using volatility as an indicator (1:10)
  • The “real-world example” of what happened in January and February, and how the fund adopted (2:42)
  • How often, and quickly, the portfolio adjusts and why it is 100% allocated at all times (4:39)
  • The current view of markets (5:46)
  • Why Alpine views itself as the “anti-quant” quant (9:04)
  • Background on Chad Glauser (12:35)
  • How to get in touch (20:04)

Quick Video Highlight via Our YouTube Channel

For more information on the guest:

Not intended as investment advice.

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