Discussion on Berkshire Hathaway earnings, market trends, Amazon's profitability, ETF investing strategies, antitrust reviews on Capital One, and cognitive biases in financial decisions. Insightful conversations on industry mergers, regulatory considerations, and global market opportunities.
ETF investors diversify with tech, value, and small cap assets.
PASER ETFs prioritize unique strategies for competitive edge.
Focus on interest rates and earnings crucial for ETF investors in shifting markets.
Deep dives
Flows in ETFs Remain Diverse and Spread Out Across Various Sectors
ETF flows are diverse, with investors still chasing tech while also leaning towards value and small cap assets. Despite the tech trend, a broad market ETF like the S&P 500 provides good tech exposure without overcommitting to it.
Exploring Innovative and Disruptive Strategies in ETFs
To compete in a market dominated by a few major ETF providers, PASER ETFs focuses on building innovative, disruptive, and unique strategies. They prioritize building strategies with specific end outcomes in mind, such as extra return or risk management, setting themselves apart through their unique approach.
Opportunities in International Markets, Specifically Emerging Markets
Japan has seen a record high in equities, prompting increased interest from investors, including Warren Buffett. PASER ETFs notes strong opportunities in emerging markets, with historically better returns relative to the US market. Their emerging market product offers a 9% current dividend and focuses on a selection of profitable emerging market assets.
Innovative Strategies for AI Exposure in ETFs
PASER ETFs employ a 'picks and shovels' strategy for AI exposure, focusing on data centers and cell phone towers as essential infrastructure for AI operations. Additionally, they offer ETFs targeting software names and chip makers to provide exposure to AI technologies and advancements.
Evaluating Trends and Layoffs in ETF Investments
Amidst a shifting market landscape, a focus on interest rates, the impact of Fed actions, and earnings forecasting are crucial for ETF investors to navigate potential market uncertainties. Trends in layoffs and cost management strategies by companies signal a tactical shift in boosting earnings while keeping an eye on impact on future investor returns.
Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, joins the program to discuss Berkshire Hathaway earnings. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, joins to discuss her outlook for the markets. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's strength and ongoing initiatives to boost market share and profits. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a U.S antitrust review of Capital One’s bid for Discover. Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing and current flows.
