ETF Action: Research

6.21.2021

This Week's Topics:

• Winners & Losers: Growth Not Dead Yet
• Follow the Flows: Dash to Inflation-Protection (TIPS)
• Thematic Spotlight: Clean Energy Resilience
• Weekly Rant: Buffering Away Returns

5.10.2021

This Week's Topics:

• Winners & Losers: Factor Update
• Follow the Flows: Themes Turn Negative
• Thematic Spotlight: Cybersecurity "In the News"
• Weekly Rant: There's Nothing to Hide (ARKK)

5.4.2021

This Week's Topics Include:

• Winners & Losers: Risk-On Under the Surface
• Follow the Flows: Investors Embrace New & Different
• Thematic Spotlight: Watershed Moment
• Weekly Rant: Defi'ng Logic

Note: Due to internet issues video is lost between 13:30 - 16:30 minute marks.

5.2.2021

This week's topics included:

• Winners & Losers: Earnings Take Center Stage
• Follow the Flows: Chasing Returns
• Thematic Spotlight: Expanding Clean Energy (ICLN)
• Weekly Rant: Actively Managed Passive

4.19.2021

This week's topics include:

• Winners & Losers: Banks Blowout Earnings
• Follow the Flows: ESG Tidal Wave
• Thematic Spotlight: Exploring the Great Unknown (kind of)
• Weekly Rant: ESG & Big Banks

3.29.2021

This week's topics include:

• Winners & Losers: Let the Great Tug of War Begin
• Follow the Flows: Diamond Hands
• Thematic Spotlight: Wanna Get $AWAY?
• Weekly Rant: Gamified!

3.26.2021

This week's topics include:

• Winners & Losers: QQQ's Roller Coaster
• Follow the Flows: Massive Rebalance Trade
• Under the Radar: Screening for Yield
• Weekly Rant: SPACs & The Jetsons!
• Questions & Answers?

3.17.2021

ETF Action's Director of Content Lara Crigger and special guest Brian Kelleher, Chief Revenue Officer for Simplify Asset Management, discuss the how and why of options-based ETFs, including:

* Why are so many ETFs using options now?
* How options-based ETFs can fit into model portfolios when options can't
* How options can provide exposure to the tails without excessive risk

3.10.2021

This Week's Topic Included:

• Winners & Losers: Return of Equal Weight ETFs
• Follow the Flows: Factor Fatigue
• Under the Radar: Smart Infrastructure
• The Weekly Rant: ESG Wizardry
• Questions & Answers?