In this episode, the ReSolve team is joined by Eric Balchunas to discuss the current state of the ETF industry, the rise of active ETFs, and the impact of Bitcoin and crypto on the market. Eric shares his insights on the 'hot sauce' approach to investing, the role of psychology in investment decisions, and the future of the ETF market.

Topics Discussed

• Discussion on the concept of 'hot sauce' in investing, where investors allocate a small portion of their portfolio to high-risk, high-reward assets

• Insights into the psychology of investing and how it can sometimes overpower logical investment decisions

• Analysis of the rise of active ETFs and the factors contributing to their success

• Discussion on the role of traditional active managers in the ETF market

• Examination of the impact of Bitcoin and crypto on the ETF industry and the potential future of this market segment

• Insights into the concept of 'conversational alpha' and its role in investment decisions

• Discussion on the role of the Federal Reserve and its impact on the market

• Insights into the phenomenon of single stock ETFs and their place in the market

• Discussion on the potential for a bear market in the future and the factors that could contribute to this

• Insights into the concept of 'buffer ETFs' and their role in providing stability for investors

This episode is a must-listen for anyone interested in the ETF industry, active investing strategies, and the impact of Bitcoin and crypto on the market. Eric's insights provide valuable perspectives on the current state of the market and potential future trends.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.