Talk Your Book: Options Are Eating the Stock Market

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 10 January 2022

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show we had Paul Kim from Simplify ETFs back on to discuss how RIAs are dealing with a low interest rate environment, dipping your toe into crypto, using options and leverage responsibly in a portfolio and more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's animals, yeah, today's animal spirits is brought to you by simplify asset management to learn more go to
0:06.6	simplify
0:07.8	dot
0:09.3	US
0:10.5	That US. Yes. That's right. Go to simplify dot US
0:14.0	Welcome to animal spirits a show about markets life and investing join Michael batnik and Ben Carlson as they talk about what they're reading writing and watching
0:24.9	Michael batnik and Ben Carlson work for writholds wealth management all opinions expressed by Michael and Ben or any podcast guests are solely their own opinions and do not reflect the opinion of writholds wealth management
0:35.9	This podcast is for informational purposes only and should not be relied upon for investment decisions clients of writholds wealth
0:41.9	management may maintain positions in the securities discussed in this podcast
0:46.1	Paul Kim was back today last year Ben was a ridiculously
0:50.8	successful year
0:52.5	For thematic ETF issuers, which is what I would classify. I guess
0:58.2	Simplify would certainly go in that bucket for sure last year
1:02.0	Tom Sarah Vegas had this killer chart showing roll in 12 month ETF flows and
1:08.1	It's vanguard at state street its eye shares the big three going vertical, but
1:12.8	Coming up the rear the rest of the industry is on fire. You see this pink pink line Ben
1:18.4	Which that's these thematics probably that's the thematic so so the FT also did a piece recently about this
1:24.9	Talking about thematic ETFs have almost quintupled the assets of thematic ETFs quintupled to 227 billion dollars
1:33.2	The number of ETFs globally jumped by a record 710 last year and there's a killer chart showing
1:40.3	thematic showing like the assets in
1:43.5	ETFs with with thematic and leverage and the inverse and an absolute explosion
1:48.6	So it's thematic is the new active. Yeah. Yeah. Yeah, that makes sense
	...

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