Our conversation with Mark Noble, Executive Vice President at Horizons ETFs. We get deep into a discussion around the big investment themes, the pros and cons, and the ups and downs of adoption of actively managed thematic ETFs. We talk about the conflicting views on valuations ascribed to technology related themes, both broad and narrow, from the widely held thematics, like innovation to the not-so widely held, like Uranium.

We also dive into the conundrum of investors reaching for yield at what is shaping up to be an inopportune time to be doing so. Mark Noble shares some valuable insight about fixed income in our chat.

This all made for some remarkable takeaways. Tune in. Mark Noble is definitely one of the brightest lights in the investing profession today, with a profound treasure trove of strategic thought leadership to offer us all.

Toward the end of the discussion Mark reveals some new and interesting observations on the Marijuana sector.

Full Transcript: Coming soon

More:

Mark Noble on Linkedin

Horizons ETFs

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ReSolve Asset Management Blog

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