Roger Cohen, Portable Beta - ETFs and more!
Pierpoint Perspective$
English - November 05, 2020 06:54 - 57 minutes - 39.3 MBInvesting Business investing securities lending finance Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Roger Cohen, founder of Portable Beta is an investor, derivatives specialist and academic, and joins host Roy Zimmerhansl to discuss ETFs; geared, leveraged and bear funds; ESG and quantum theory.
You can follow Roger's work as follows:
Roger Cohen on LinkedIn: https://www.linkedin.com/in/portablebeta
Portable Beta: https://portablebeta.com.au/
Betashares (where Roger is an advisor): https://www.betashares.com.au/
Quantum Theory of Toilet Paper
Show timeline
03:10 ETFs
06:45 Synthetic vs Physical ETFs
13:28 Involvement with BetaShares
16:00 ETF themes - adding value or chasing trends?
18:51 Geared, leveraged, short, bear funds
22:48 ESG including short selling
27:45 Bear Funds
30:00 Shorting in futures and cash markets
32:40 A securities lending analogy
36:54 A 'tweak' to retirement finances
43:30 Australia, Academia and big things from our childhood
45:47 Quantum Theory of Toilet Paper and 2020
48:35 Resilience and adaptation in 2020
52:10 Roy's wrap up
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