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Tag: market

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

For more information on the guest:

Not intended as investment advice.

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Season 1, Episode 17: The Coming ‘Melt Up’ in Markets, With David Hunter of Contrarian Macro Advisors

Published September 4, 2019

The market cycle has one final upleg, which will be followed by a historic crash

David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses the current state of the economic cycle and why risk assets have a final upleg left before the onset of the bear market. 

Content:
The Federal Reserve is behind the curve of the economy (2:00), the coming bust (5:00), predictions for bond prices (8:15), the final “melt up” and why it will be “parabolic” (12:29), echoes of 1982 (16:50), the 2020 bear market (19:34) and recovery, which will bring the first inflationary cycle since the 1970s (21:21), favorite places to be in terms of investments (26:45), $10 oil (30:00)

Not intended as investment advice.

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