The Future of ETFs and Cryptocurrency with Grant Engelbart

In today’s episode, Rusty and Robyn talk to Grant Engelbart, Senior Portfolio Manager at Brinker Capital.
Grant has been in the industry for more than a decade. His focus is on trading and managing assets, including ETF mutual funds and single securities. Before working as a portfolio manager, Grant was part of the trading and investment research team at Orion Advisor Solutions.
Grant talks with Rusty and Robyn about ETF investment strategies, crypto as a new alternative asset class, and the non-financial skills needed in finance.
"One of the biggest issues we have in the advisor and investor world today is income generation. With cryptocurrencies, if done the right way, you can create pretty substantial income streams and uncorrelated income streams off of these products." ~ Grant Engelbart

Main Takeaways 

When choosing an ETF, the first step is to know the exposure you’ll gain from it. Other factors to consider are ETF concentration, maximum security weight, index ETF, and consistent growth.

Crypto can be a new alternative asset class. The possibilities with crypto are endless, especially with the creation of crypto ETFs and the growth of decentralized finance (DeFi).

Getting familiarized with programming languages, improving your writing, and maintaining positive client relationships are non-financial skills needed in finance.

Be disciplined and recognize the power of staying in the market long-term. Having a consistent yet adaptable process that is aligned with the client’s investment beliefs is important.

Links

Grant Engelbart on LinkedIn

Sirius by The Alan Parsons Project

Brinker Capital

Brinker Capital on Twitter

CLS Investments

Chartered Alternative Investment Analyst Association (CAIA)

Index Methodology

Morningstar ETFs

Davis ETFs

JP Morgan US Value Funds

Simplify ETFs

Matt Hogan

Dave Abner

Python

R

Animal Spirits Podcast

Corey Hoffstein’s Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants

Flirting With Models Podcast

Upside-Down Markets: Profits, Inflation, and Equity Valuation in Fiscal Policy Regimes By Jesse Livermore+ | O’Shaughnessy Asset Management

Long Vol: It’s Always Different by Dave Nadig

ETF Trends - ETF Strategist Channel - Brinker Capital

Nebraska Huskers

Connect with our hosts

Rusty Vanneman

Robyn Murray

Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts

2011-OAS-7/13/2021

In today’s episode, Rusty and Robyn talk to Grant Engelbart, Senior Portfolio Manager at Brinker Capital.

Grant has been in the industry for more than a decade. His focus is on trading and managing assets, including ETF mutual funds and single securities. Before working as a portfolio manager, Grant was part of the trading and investment research team at Orion Advisor Solutions.

Grant talks with Rusty and Robyn about ETF investment strategies, crypto as a new alternative asset class, and the non-financial skills needed in finance.

"One of the biggest issues we have in the advisor and investor world today is income generation. With cryptocurrencies, if done the right way, you can create pretty substantial income streams and uncorrelated income streams off of these products." ~ Grant Engelbart

Main Takeaways 

When choosing an ETF, the first step is to know the exposure you’ll gain from it. Other factors to consider are ETF concentration, maximum security weight, index ETF, and consistent growth.
Crypto can be a new alternative asset class. The possibilities with crypto are endless, especially with the creation of crypto ETFs and the growth of decentralized finance (DeFi).
Getting familiarized with programming languages, improving your writing, and maintaining positive client relationships are non-financial skills needed in finance.
Be disciplined and recognize the power of staying in the market long-term. Having a consistent yet adaptable process that is aligned with the client’s investment beliefs is important.

Links

Grant Engelbart on LinkedIn
Sirius by The Alan Parsons Project
Brinker Capital
Brinker Capital on Twitter
CLS Investments
Chartered Alternative Investment Analyst Association (CAIA)
Index Methodology
Morningstar ETFs
Davis ETFs
JP Morgan US Value Funds
Simplify ETFs
Matt Hogan
Dave Abner
Python
R
Animal Spirits Podcast
Corey Hoffstein’s Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants
Flirting With Models Podcast
Upside-Down Markets: Profits, Inflation, and Equity Valuation in Fiscal Policy Regimes By Jesse Livermore+ | O’Shaughnessy Asset Management
Long Vol: It’s Always Different by Dave Nadig
ETF Trends - ETF Strategist Channel - Brinker Capital
Nebraska Huskers

Connect with our hosts

Rusty Vanneman
Robyn Murray

Subscribe and stay in touch

Apple Podcasts
Spotify
Google Podcasts

2011-OAS-7/13/2021