Latest Etfs Podcast Episodes
Canadian ETFs - A Bull Market in the Making
Global Thinking - June 04, 2024 22:05 - 26 minutesCanadian ETF inflows continued at a brisk pace in May, bringing the year-to-date number to more than $24 billion (handily beating their mutual fund counterparts). Total assets now stand at more than $432 billion with 1407 ETFs to choose from. With all this selection, how do investors know which...
Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management
Advisor Success Series - June 04, 2024 17:23 - 29 minutes ★★★★ - 6 ratingsIn this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies ...
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Investing Insights - May 31, 2024 09:00 - 21 minutes ★★★★ - 379 ratingsJack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing ca...
How Utilities Stocks and ETFs Became the Hot AI Play
ETF Spotlight - May 28, 2024 17:36 - 30 minutes ★★★★★ - 66 ratingsUtilities will benefit from surging electricity demand fueled by the AI boom (1:00) - The Impact of AI On The Demand For Electricity (8:20) - Will Alternative Energy Play A Role In Supplying These Data Centers? (13:50) - Should You Be Adding Utility Stocks To Your Portfolio Right Now? (18:...
Maximize Credit Card Points for Better Trips and Rewards
Investing Insights - May 24, 2024 09:00 - 24 minutes ★★★★ - 379 ratingsDavid Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money. Credit Card Points How Do Travel Credit Cards Work? ...
Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend?
Opto Sessions – Invest in the Next Big Idea - May 23, 2024 08:00 - 42 minutes► Invest in top-performing biotech stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Over the past 25 years, the Nasdaq Biotechnology Index has outperformed the S&P500 by 467%. This growth, fueled by a tripling in FDA drug approvals since 2002, coincides with the UN's p...
Should You Play NVIDIA Earnings with Bullish ETFs?
ETF Spotlight - May 20, 2024 17:41 - 29 minutes ★★★★★ - 66 ratingsNVIDIA shares could see a big move as the AI chip giant reports its quarterly earnings. (1:30) - Why Are Nvidia’s GPU’s So Important To AI? (11:00) - What Price Target Should Investors Expect From Nvidia Going Forward? (14:50) - Nvidia’s Big Competition: Breaking Down AMD As It Helps With GP...
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Investing Insights - May 17, 2024 09:00 - 20 minutes ★★★★ - 379 ratingsDenise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is ...
Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024
Opto Sessions – Invest in the Next Big Idea - May 16, 2024 15:00 - 34 minutes► Discover stocks before they take off - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Welcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to inves...
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Investing Insights - May 10, 2024 09:00 - 16 minutes ★★★★ - 379 ratingsSarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know ab...
Matt Hougan - Stablecoins: Bigger Than Bitcoin ETFs?
Opto Sessions – Invest in the Next Big Idea - May 09, 2024 13:00 - 46 minutes► Discover top-performing spot bitcoin ETFs & blockchain stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Matt Hougan, Chief Investment Officer of Bitwise Asset Management, discusses the transformative impact of spot bitcoin ETFs and the future of stablecoins, includin...
2024’s Rotation Trade Continues
Global Thinking - May 07, 2024 15:51 - 22 minutesLooking back on the month of April, it was a tough time for many investors. Broadly, many stock market sectors broke their winning streak. Bonds didn’t fare any better as continued strong global economic data pressured long-term yields higher. As the macro regime continues to unfold, Fo...
Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors
Advisor Success Series - May 06, 2024 18:50 - 30 minutes ★★★★ - 6 ratingsIn this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of t...
Why Dividend ETFs Deserve a Place in Your Portfolio
ETF Spotlight - May 06, 2024 18:02 - 35 minutes ★★★★★ - 66 ratingsWe discuss dividend growth and high-income strategies. (1:30) - What Is The Reason Behind The Recent Underperformance of Dividend Paying Stocks? (8:15) - Should Investors Continue Buying Dividend Paying Stocks? (13:50) - ProShares S&P 500 Dividend Aristocrats ETF: NOBL (18:30) - Can You Fin...
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Investing Insights - May 03, 2024 09:00 - 17 minutes ★★★★ - 379 ratingsSarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Res...
What's Behind the Surge in Commodity Prices?
ETF Spotlight - April 30, 2024 18:20 - 35 minutes ★★★★★ - 66 ratingsWe discuss the investment case for commodities (1:15) - Should You Be Buying Commodity ETFs For Your Investment Portfolio? (11:20) - What Is Causing The Recent Gold Rally And Will It Continue? (15:10) - Should Investors Invest Into Bitcoin Like A Commodity? (21:15) - Oil Price Outlook: What...
Nick Percoco - Kraken CSO: Why Cybersecurity is Key for a Cryptocurrency Exchange
Opto Sessions – Invest in the Next Big Idea - April 30, 2024 17:00 - 51 minutes► Discover top-performing cybersecurity stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Nick Percoco, Chief Security Officer at cryptocurrency exchange Kraken, tells OPTO Sessions why he believes that artificial intelligence (AI) can play a pivotal role in the future ...
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Investing Insights - April 26, 2024 09:00 - 16 minutes ★★★★ - 379 ratingsNetflix’s Incredible First Quarter United Flew Just Above Morningstar’s Expectations An Investing Guide for Every Life Stage What is Life-Stage Investing? Early Career Accumulation When Would Roth Accounts Make Sense for an Investor? Why Mid-Career Accumulation Can Be More Complicated ...
Tim Bixby - Lemonade [LMND]: Disrupting Insurance with AI & Big Data
Opto Sessions – Invest in the Next Big Idea - April 25, 2024 14:00 - 40 minutes► Discover top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Digital insurer Lemonade [LMND] is shaking things up in the insurance sector. Today, Chief Financial Officer Tim Bixby discusses how the insurtech’s understanding of big data and AI is equipp...
Can the Record Rally in Japan ETFs Continue?
ETF Spotlight - April 22, 2024 18:39 - 26 minutes ★★★★★ - 66 ratingsWe discuss factors driving Japanese stocks higher. (1:15) - Japanese Stock Market Rally: The Psychological Effect (8:05) - What Impact Did Corporate Governance And Foreign Investors Have On The Japanese Stock Market Rally? (15:15) - Will This Rally Continue and For How Long? (18:00) - What...
Make These Investing Moves Now for a Better Tax Day in 2025
Investing Insights - April 19, 2024 09:00 - 20 minutes ★★★★ - 379 ratingsSheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including on...
Peter Beck - Rocket Lab CEO: Challenging Elon Musk in the New Space Age
Opto Sessions – Invest in the Next Big Idea - April 18, 2024 13:00 - 47 minutes► Discover top-performing Space stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Peter Beck, Founder & CEO of Rocket Lab, discusses his vision for Rocket Lab's future as it solidifies its position as one of the leading forces in the new space age. Beck explains ...
Fixed Income ETFs: Where Should You Invest Now?
ETF Spotlight - April 15, 2024 19:21 - 35 minutes ★★★★★ - 66 ratingsWe discuss bond market opportunities amid ‘higher for longer’ interest rates (1:45) - What Should Investors Expect From Interest Rates For The Rest of 2024? (8:00) - Is Now The Time To Step Away From Cash And Invest Into Stocks and Bonds? (12:15) - Where Are The Investment Opportunities With...
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
Investing Insights - April 12, 2024 09:00 - 16 minutes ★★★★ - 379 ratingsMatthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations. Netflix’s Dominance Disney, Fox, and Warner Bros. Discovery’s New...
Dr. Jeff Ross - Bitcoin Price To Drop 40% Post Halving?
Opto Sessions – Invest in the Next Big Idea - April 11, 2024 13:00 - 52 minutes► Invest in innovation with OPTO: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Dr. Jeff Ross, Founder and Managing Director of Vailshire Partners and Vailshire Capital Management, joins the show to discuss why he believes the bitcoin price could fall in the aftermath of the halving, befor...
Is US equity still the easiest asset allocation decision?
Global Thinking - April 09, 2024 13:12 - 29 minutesUS equities have taken center stage over the last few years and are touching all-time highs as consumers continue to show strength with healthy balance sheets and less sensitivity to higher interest rates. But is all this good news already priced in? What may be surprising is that returns ...
Healthcare ETFs for the Weight-Loss Drug Boom & Beyond
ETF Spotlight - April 08, 2024 18:02 - 45 minutes ★★★★★ - 66 ratingsWe discuss attractive investment opportunities within the healthcare industry. (1:15) - Learning The Background of Tema ETFs (3:30) - What Are GLP-1 Drugs and How Do They Work? (9:45) - Who Will Be Leaders In Developing These New Drugs? (15:00) - What Are The Most Promising Weight-loss Drug...
How to Find a Great Dividend Fund
Investing Insights - April 05, 2024 09:00 - 13 minutes ★★★★ - 379 ratingsDan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for. Dividend Income, Dividend Growth, and Dividend Income and Growth Dividend Fund...
Interest Rate Obsession
Global Thinking - March 29, 2024 19:14 - 30 minutesInterest Rate Obsession: Are Markets Missing the Bigger Picture? Markets have found a new obsession to dote upon: timing central bank rate cutes. Everywhere you look, interest rate expectations continue to dominate headlines and market narratives. Imminent recession fears have been replace...
The 4% Retirement Rule is Just a Starting Point
Investing Insights - March 29, 2024 09:00 - 15 minutes ★★★★ - 379 ratingsJohn Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending. Six Retirement Withdrawal Strategies that Stretch Savings What...
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