Today’s Talk Your Book is brought to you by VanEck: See here for more information on VanEcks Semiconductor ETFs On today’s show, we discuss: The US lead in technology Looking at NVDA vs its competition in 2024 Why NVDA has slowed down over the last 6mo How the SMH is constructed How advisors are looking … Read more
Posted December 16, 2024 by sean Today’s Talk Your Book is brought to you by KraneShares: See here for more information on KraneSahres suite of ETFs for China exposure On today’s show, we discuss: Why China does not represent a larger share of global market cap relative to GDP Where most Chinese citizens are investing … Read more
Posted December 9, 2024 by sean Today’s Talk Your Book is brought to you by Wasatch Global Investors See here for more information on the Wasatch Long/Short Alpha Fund On today’s show, we discuss: How the long/short portfolio is constructed Returns during bear and bull markets What stocks make a good short vs a good … Read more
Nearly four years ago now, I set out to write a book with Charlotte and RobIt was the stories behind the stories, the things that drove me to write my most important blog posts, and then the things that happened afterwards. It’s almost like a collection of meta posts, each one adding behind-the-scenes commentary that … Read more
Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management: See here and here for more information on J.P. Morgan Asset Management ETF research On today’s show, we discuss: Where the ETF flows are coming from The growth and decline of thematic ETF flows Why the AGG does not include a variety … Read more
