How protected are you if the brokerage firm where you hold your stocks, bonds, and crypto assets files for bankruptcy? Why you shouldn't store your crypto assets with an online broker. Topics covered include: How traditional brokerage firms protect their client assets in case of bankruptucy How cryptocurrency brokers, such as Voyager, mistreat their clients in bankruptcy proceedings What is the safest way to hold cryptocurrency Show Notes Voyager To Acquire Circle … [Read more...]
352 Plus: August 2021 Investment Conditions and Securities Lending
In Plus Episode 352, we review financial market returns, asset class valuations, economic trends, and market internals to see how the recovery is coming and if any portfolio changes are warranted. We also look at the securities lending programs used by ETFs and mutual funds to generate additional fee income. We consider the risks of these programs and whether investors should be worried. … [Read more...]
198 Plus: Market Efficiency, Tracking Error and Securities Lending
This week March 30, 2018, we look at whether it is possible to get an "information interpretation edge" in terms of taking advantage of market participants overreacting to information that is publicly available. We also look at how indices are reconstituted, how index funds and ETFs track their underlying benchmarks, tracking error and securities lending. … [Read more...]
MNY077 Plus: More ETF Risks, Global Brokerage and Biotech
This week's Money For the Rest of Us Plus episode discusses the difference between synthetic ETFs and physical ETFs. We also discuss how securities lending works and why ETFs and funds participate. We discuss some of nuances with having a global brokerage account. Finally, we look at current valuations for the U.S. biotechnology sector. The episode length is 18 minutes. … [Read more...]
