Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved. Show Notes The total return strategy in bonds is far from dead by James Bianco—The Financial Times What I Learned in My First Year Managing Fixed-Income by Jim Bianco—Bianco Research Advisors ETFs are eating the bond market by Robin Wigglesworth and Will Schmitt—The Financial … [Read more...]
467: Unraveling the Truth About ETFs: Benefits, Analysis, and the Indexing Bubble Myth
How the ETF market is changing, why ETFs should be your preferred investment vehicle, and how to analyze ETFs to generate better investment performance. Topics covered include: How large have fund flows been away from active mutual funds and into ETFs How big are the largest ETF families and how has their market share grown Why the rise of active ETFs blurs the distinction between active and passive investing Why there doesn't appear to be an indexing price bubble, but the … [Read more...]
459 Plus: TIPS Liquidity, a new MBS ETF, Closed-end Fund ETFs, and MLP Data
In Plus episode 459, we discuss who is on the other side of the TIPS trade. We analyze the Simplify MBS ETF (MTBA) and learn what mortgage-backed TBAs are. We review the performance and risk of ETFs that invest in closed-end funds. Finally, we explain why MLP data is no longer included in the monthly investment conditions and strategy report. … [Read more...]
426: Which is Best – Active or Passive, ETFs or Funds?
David has a fascinating discussion with Kristof Gleich about active management, indexing, and how ETFs and mutual funds really work. Topics covered include: Should individual investors even try to select active mutual funds Is there an indexing bubble Why are there so many new ETFs Should we be worried about an ETF flash crash What do ETF market makers and authorized participants do Do SEC yields for international equity mutual funds and ETFs reflect the impact of … [Read more...]
398 Plus: Immediate Annuities, Mortality Credits, Leveraged ETFs, and Valuing Pensions
In Plus episode 398, we analyze how much immediate annuity payments have increased as interest rates have risen. We review why payouts on immediate annuities are higher than on a bond ladder. We consider why some leveraged ETFs and ETNs survive and others don't when markets decline. Finally, we look at whether pensions can be considered part of one's net worth, and how to value them. … [Read more...]
387 Plus: BlockFi Trade, I Bonds, College Savings, and Comparing Funds and ETFs
In Plus episode 387, David explains why he closed his BlockFi Interest Account. We discuss how the level of real rates can help determine whether to buy a Series I Savings bond or a Treasury Inflation Protection Security. We consider how to invest college savings when the student is approaching the time when the funds need to be used. Finally, we look at expenses, tax efficiency, and tracking error to determine which of four S&P 500 ETFs/funds are preferred. … [Read more...]
383 Plus: Analyzing ETFs, the Debt Cycle, and Investing When Retiring Outside Your Home Country
In Plus Episode 383, we review the criteria for selecting and comparing ETFs. We discuss how to invest near-term living expenses when retired outside one's home country, particularly given U.S. tax laws on Passive Foreign Investment Companies. Finally, we analyze the current debt cycle and whether that should change how we invest. … [Read more...]
368 Plus: Exchange Traded Commodities, Active ETF Families, and the Comptroller of Currency
In Plus Episode 368, we explore how exchange-traded commodities compare with commodity exchange-traded funds and commodity exchange-traded notes. We consider less aggressive actively managed exchange-traded funds to complement the more aggressive ARK Innovation ETF (ARKK). Finally, we explore what the U.S. Office of the Comptroller of Currency does. … [Read more...]
362: Should You Invest in a Bitcoin ETF?
Why the new U.S.-based Bitcoin ETFs are a bad idea and will underperform Bitcoin. Topics covered include: What fund and ETF options are available for investing in BitcoinWhy the U.S. has only authorized Bitcoin ETFs that invest in Bitcoin futures even though there are closed-end funds that hold Bitcoin directlyWhat is there a regulatory battle surrounding cryptocurrencies?How closed-end funds differ from ETFsHow Bitcoin futures workWhy Bitcoin ETFs that invest in Bitcoin futures will … [Read more...]
334 Plus: A New Inflation ETF, Inverse ETFs, and Excess CAPE Yields
In Plus Episode 334 for the week of March 13, 2021, we analyze the Horizon Kinetics Inflation Beneficiaries ETF (INFL) and how it seeks to protect against inflation including holding royalty trusts. We look at how inverse ETFs work and under what circumstances might they be used. Finally, we analyze earnings yields relative to bond yields including the Excess CAPE Yield, and what conclusions can we draw when stock earnings yields are higher than bond yields and vice versa. 334 … [Read more...]
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