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

Published February 15, 2022

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

Published May 6, 2020

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:

Alpine Quantitative Management website: Alpine-Quant.com
Chad Glauser’s LinkedIn

Not intended as investment advice.

Season 2, Episode 13: Buy Individual Stocks or Bonds, Not ETFs

Published April 29, 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