Eric Balchunas, Senior ETF Analyst at Bloomberg, recaps the year that was in ETFs and looks ahead to 2018. Phil Bak, CEO of Exponential ETFs, spotlights the Reverse Cap Weighted U.S. Large Cap ETF (RVRS). Nate & Jason discuss bitcoin’s wild ride.
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Dave Mazza, Head of ETF Investment Strategy at OppenheimerFunds, offers perspective on the growing smart beta ETF category, including highlighting Oppenheimer’s revenue weighted and factor-based approach to investing. Nate & Conor discuss Vanguard’s move into active ETFs and provide an update on the DOL fiduciary rule.
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Jack Tatar, Co-Author of Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond, goes in-depth on bitcoin including its history, naysayers, portfolio applications, and ETFs. Nate, Conor, & Jason discuss four key themes propelling bitcoin’s rise and provide an update on potential bitcoin and blockchain ETFs.
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Nate & Jason offer perspective on the solar energy landscape, including potential investment implications extending beyond the specific sector. Troy Helming, Founder & CEO of Pristine Sun, goes in-depth on solar power, explaining several real world applications and innovative technologies proliferating in the space. Bill Belden, Head of ETF Business Development at Guggenheim, spotlights the Guggenheim Solar ETF (TAN).
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The impact of taxes on investment returns is often overlooked. Nate & Conor explain key differences in the tax efficiency of ETFs versus mutual funds. Ethan Powell, Founder & President of Impact Shares, highlights the first ever non-profit ETF platform and offers his perspective on the current ESG ETF landscape.
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