Life’s short. You have to keep things simple - that’s what The Bangers Only Podcast is all about.
In this episode, I’m joined by Todd Sohn, ETF Strategist at Strategas Asset Management.
Todd and I discuss the current state of the market, investor sentiment, what YTD ETF flows are telling us, small-cap ETFs, international outperformance, China’s underperformance, the sustainability of single-stock ETFs and much more.
I have a few more episodes ready to publish that you will love. Be sure to like and subscribe.
Watch below or listen on the go: Spotify
Timestamps
Intro (0:00)
Macro Research at Strategas (0:45)
What Are ETF Flows Telling Us (1:52)
Lack of Demand for Risk-Seeking Equities (3:57)
Small-Caps Struggles (5:11)
Tracking Market Sentiment (6:40)
Following Fixed Income (9:20)
Options Overlay Strategies Are Booming (13:23)
International Is Back (15:00)
China (17:17)
The Exodus In Healthcare and Energy (18:10)
Gold + Digital Gold *Bitcoin* (20:32)
Are Single-Stock ETFs Sustainable? (22:00)
Is There Room For Active Managers? (24:47)
Weeding Out ETFs (27:20)
Is The ETF Industry In Good Shape? (28:26)
Charts
