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    Explore "etfs" with insightful episodes like "Part 2: 10 Popular ETFs in 2021", "Part 1: 10 Popular ETFs in 2021", "Office Hours: The Investing Episode", "TIP356: Investing Mastermind Q2 2021" and "You Asked For Shots, Tuna, Metal, and Money" from podcasts like ""Girls That Invest", "Girls That Invest", "The Prof G Pod with Scott Galloway", "We Study Billionaires - The Investor’s Podcast Network" and "Planet Money"" and more!

    Episodes (68)

    Part 2: 10 Popular ETFs in 2021

    Part 2: 10 Popular ETFs in 2021

    Hello & welcome back angels! In today's episode Sim & Sonya cover 5 popular ETF's (exchange traded funds):

    6. iShares MSCI USA Min Vol Factor ETF (USMV)
    7.  iShares Core High Dividend ETF (HDV)

    8. Vanguard FTSE All-World ex-US ETF (VEU)

    9. Vanguard FTSE Emerging Markets ETF (VWO)

    10. iShares MSCI KLD 400 Social ETF (DSI)

    This is part 2 of 2 episodes 

    For more of us:
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    - and leave a review on Apple Podcasts! We appreciate any and all feedback.

    Till next week team,
    Sim & Sonya xo


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    Part 1: 10 Popular ETFs in 2021

    Part 1: 10 Popular ETFs in 2021

    Hello & welcome back angels! In today's episode Sim & Sonya cover 5 popular ETF's (exchange traded funds):

    1. Standard & Poors 500 (S&P500)
    2. InvescoQQQ (QQQ)
    3. Ark Genomic Revolution ETF (ARKG)
    4. Vanguard Growth ETF (VUG)
    5. Schwab U.S. Small-Cap ETF (SCHA)

    This is part 1 of 2 episodes so stay tuned for next week's eppy where we cover the other 5 top ETF's of 2021! 

    For more of us:
    - follow us on insta
    - join our facebook group
    - and leave a review on Apple Podcasts! We appreciate any and all feedback.

    Till next week team,
    Sim & Sonya xo

    --- Send in a voice message: https://podcasters.spotify.com/pod/show/girls-that-invest/message

    Hosted on Acast. See acast.com/privacy for more information.


    TIP356: Investing Mastermind Q2 2021

    TIP356: Investing Mastermind Q2 2021
    For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community. IN THIS EPISODE, YOU'LL LEARN: (01:41) How to think about cycles in value investing (19:54) How to create your own free MBA (34:27) The tax advantages you get with ETF investing (43:52) Why Franklin Covey is vastly undervalued  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Millennial investing’s interview with Adam Mead  Our interview with Morgan Housel about the Psychology of Money  Franklin Covey’s investors' relations  NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices

    TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

    TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra
    In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets. They try and shoot holes in each other's stock picks and help each other as much as possible. It's a fun conversation that shows how they currently think about investing in these extraordinary times.  IN THIS EPISODE, YOU'LL LEARN: Whether equities can be a temporary placeholder for cash How to invest long/short in value stocks  Which return can you expect if you invest in Brookfield Asset Management?  Why ARK Fintech Innovation is still a buy despite a more year return above 100% BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Mastermind Discussion Q4 2020. Preston and Stig’s interview with Jeff Booth about his book, The Price of Tomorrow. Our interview with Cathie Wood. Ray Dalio’s argument of why stocks could be trading at 50x earnings. Wes Gray’s research on momentum and value performance. Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance. Preston and Stig’s FREE resource, Intrinsic Value Index. Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments. Tobias Carlisle’s podcast, The Acquirers Podcast. Tobias Carlisle’s ETF, ZIG. Tobias Carlisle’s ETF, Deep. Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book. Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com. Hari’s Blog: BitsBusiness.com Hari: Twitter Tobias: Twitter Stig: Twitter | LinkedIn Preston: Twitter | LinkedIn NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel HELP US OUT! What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback Learn more about your ad choices. Visit megaphone.fm/adchoices

    What David Barse Learned From Watching A Credit Fund Blow Up

    What David Barse Learned From Watching A Credit Fund Blow Up

    David Barse was the CEO of Third Avenue Management when one of its credit funds melted down in late 2015. The collapse of the fund touched off a significant debate about market structure, and the appropriate way to invest in illiquid, distressed securities. On this week's episode, we talk to Barse about what he learned from the experience, and how he's investing today.

    See omnystudio.com/listener for privacy information.

    How Wall Street Started Selling You Financial Products

    How Wall Street Started Selling You Financial Products

    Open any financial publication and you'll see ads for investment products: exchange-traded funds, mutual funds, and the like. Those ads can tell you a lot about what investors are currently thinking and feeling about the market. But did you ever wonder how Wall Street came to be advertising these prepackaged products? On this edition of the Odd Lots podcast, we speak with Eric Weiner, who leads ETF coverage at Bloomberg and also wrote a book on the history of Wall Street. We talk about the first ever modern advertisement for market investing, a 1948 ad in the New York Times, and how Charles Merrill applied grocery store economics to financial brokerages.

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    Eric Balchunas – The Past, Present & Future of ETFs - [Invest Like the Best, EP.93]

    Eric Balchunas – The Past, Present & Future of ETFs  - [Invest Like the Best, EP.93]
    My guest this week is Eric Balchunas, the senior ETF analyst for Bloomberg and the author of the Institutional ETF toolbox. This episode is intended for those in the asset or wealth management industry who have considered using ETFs in their portfolios, or for the individual investor who likes to stay up to date on trends in the market for asset management products. We cover all aspects of ETFs in some detail, and luckily in ways that have little overlap with a few other recent ETF-centric episodes on two of my favorite podcasts: the Meb Faber Show and Capital Allocators with Ted Seides with Matt Hougan and Tom Lydon respectively. We open with Eric’s favorite ETF tickers, discuss the pros and cons of ETFs versus other investment vehicles, and explore the largest areas of opportunities for new ETFs coming to market in the years to come. ETFs have become the vehicle of choice for many investors, so it was about time we covered them in depth in this forum. As you’ll hear, Eric is the right person to teach the world about ETFs, thanks to deep domain knowledge and unflagging enthusiasm. Please enjoy my conversation with Eric Balchunas on the past, present, and future of ETFs. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Books Referenced Quantitative Momentum: A Practitioner's Guide to Building a Momentum-Based Stock Selection System Links Referenced Chart – There Are Now More Indexes Than Stocks Show Notes 2:32 - (First Question) – Eric’s favorite ETF tickers 4:07 – How Eric got started into his career and how it led him into the ETF world 8:04 – An overview of the ETF landscape 10:10 – Active managed ETFs             12:17 – Chart – There Are Now More Indexes Than Stocks 13:32 – Key variables he thinks about when assessing a new ETF 15:18 – Evaluating shiny object ETFs 17:30 – The appeal of ETFs 20:18 – Future regulatory concern of the tax treatments of ETFs 22:10 – The liquidity advantage of ETFs and why that can actually be bad for investors 24:19 – What would Eric do to build the perfect ETF 26:03 – What are the future trends for new ETF’s launched 29:40 – Categories that work well in the ALT world of ETFs 31:32 – Most effective marketing strategy for ETFs 35:50 – Quantitative Momentum: A Practitioner's Guide to Building a Momentum-Based Stock Selection System 36:28 – How will the winning asset managers have done differently in this space 41:56 – How the next downturn could impact ETFs 46:17 – Do ETF’s create pricing distortions 50:33 – What trend is Eric most interested in right now 53:21 – Alpha through Beta 55:51 – Kindest thing anyone has done for Eric Learn More For more episodes go to InvestorFieldGuide.com/podcast.  Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

    How One Of The Most Profitable Trades Of The Last Few Years Blew Up In A Single Day

    How One Of The Most Profitable Trades Of The Last Few Years Blew Up In A Single Day

    In recent years, one of the easiest ways to make money in this market has been to bet on low volatility. Up until recently, markets have been exceptionally tranquil, and trades predicated on that tranquility continuing have made a fortune. But two of the most popular vehicles for making that trade, XIV and SVXY got obliterated in one day in early February. On this week's episode of the Odd Lots podcast, we speak to Pravit Chintawongvanich, the head of Derivatives Strategy at Macro Risk Advisors about the episode. He explains what the short volatility trade was, how specifically these funds operated, and how they ultimately became victims of their own success. 

    See omnystudio.com/listener for privacy information.

    Coming Soon: Trillions, a New Podcast

    Coming Soon: Trillions, a New Podcast

    Money goes where it's treated best. That simple truth is a big reason why more and more money—trillions, in fact—flows into a powerful, low-cost tool that's quietly transformed investing in recent years. Exchange-traded funds, or ETFs, let you invest in everything from the stock market to gold like never before. This podcast will demystify them—and delight you in the process.

    See omnystudio.com/listener for privacy information.

    ETFs Are Eating the Financial World and They're Not Done Yet

    ETFs Are Eating the Financial World and They're Not Done Yet

    By now, almost everyone in financial markets is familiar with ETFs (exchange-traded funds), and how they allow investors to move quickly in and out of a basket of stocks with a few clicks. But perhaps people don't realize quite how revolutionary they are, and how much of an impact they've had on the financial system. On this week's episode we talk to Eric Balchunas, an ETFs analyst at Bloomberg Intelligence and Joel Weber, the editor-in-chief of Bloomberg Markets magazine about how extraordinary ETFs are, how far they've come, and how they're about to evolve and get even more gigantic.

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    Danny Moses - The Big Short and Beyond - [Invest Like the Best, EP.34]

    Danny Moses - The Big Short and Beyond - [Invest Like the Best, EP.34]
    My guest this week is Danny Moses, who was directly in the middle of the biggest trades in market history, chronicled by Michael Lewis in his book the Big Short. Danny was the head trader on the Frontpoint team led by Steve Eisman, which was one of a small group of firms that figured out, in real time, the dire situation with mortgage-backed securities during the financial crisis, and how to build a portfolio to bet against the U.S. housing market. We cover his part in the Big Short story, but also lots of other interesting ground, including the state of sell-side research and financial markets. I love conversations with traders because they live and breathe market risk. You’ll be able to see why quickly in this great conversation with Danny Moses.   For comprehensive show notes on this episode go to http://investorfieldguide.com/danny For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag

    Humble Giants – Vanguard’s Gerry O’Reilly and Jim Rowley - [Invest Like the Best, EP.06]

    Humble Giants – Vanguard’s Gerry O’Reilly and Jim Rowley - [Invest Like the Best, EP.06]
    There is a good chance that this week’s guests manage your money. This episode is a rare and fascinating look into the world’s largest asset manager. My first guest is Gerry O’Reilly, who is the portfolio manager for the largest mutual fund in the world, and oversees more than $800 billion for Vanguard. My second guest is Jim Rowley, a Senior Investments Analyst with deep knowledge of indexing and ETF’s.  The two provide incredible insight into some of the particulars that make Vanguard and its funds tick.  Please enjoy!   For comprehensive show notes on this episode go to investorfieldguide.com/vanguard/ For more episodes go to InvestorFieldGuide.com/podcast.  Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

    Episode 18: The Obscure Report That Spawned the ETF Industry

    Episode 18: The Obscure Report That Spawned the ETF Industry

    In 1987, investors watched in horror as the Dow Jones Industrial Average plunged 22 percent in an event that became known as "Black Monday." Months later, the U.S. Securities and Exchange Commission published an 840-page report into the incident; in it was buried a seed that would eventually sprout into the $3 trillion market for exchange-traded funds. Eric Balchunas, ETF analyst for Bloomberg, has the story of the stock exchange executives who seized upon an idea to create what is now one of the world's most pervasive financial products - and the investors who passed them up.

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    Michael Lewis on Wall Street

    Michael Lewis on Wall Street
    With the 1st quarter of 2015 in the books, what should investors be watching in Q2?McDonald’s joins Wal-Mart and Target in increasing wages for workers. We analyze Amazon’s new “Dash Button”, GoDaddy’s hot IPO, and the latest questions in the Fool Mailbag. Plus, best-selling author Michael Lewis reflects on his first book “Liar’s Poker”, the current landscape on Wall Street, and what advice he has for college graduates.   Learn more about your ad choices. Visit megaphone.fm/adchoices