Tag Archives: Investment Management

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The Inside ETFs Podcast: Timing Opportunities Utilizing ETFs with Direxion’s David Mazza



There was a time when only institutional traders has access to sophisticated product strategies. The boom of ETFs democratized investing and created new opportunities for tactical traders. Today, Direxion provides opportunities for tactical trading alongside precise investment exposures for portfolios, all utilizing the ETF wrapper.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Mazza, Managing Director and Head of Product at Direxion, in discussing the capital markets and how Direxion provides a unique view of investment opportunities based on current and expected market volatility.

Douglas and David discuss: 

  • How Direxion aims to “democratize access” for all investors.
  • How market trends and volatility can impact optimal product options.
  • Best practices for utilizing ETFs (including a list of ETFs that are worth knowing about).
  • Investment opportunities are presented by future market trends.

Resources

Connect with Douglas Yones

Connect with David Mazza


Inside ETFs

2. Inside The World Of ETFs with Jan van Eck



In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jan van Eck, Chief Executive Officer, VanEck. Jan shares his knowledge of global ETFs, including his current favorites, and the transformation this asset class has undergone and will continue to undergo as the current economy adapts to world events. Jan also discusses why VanEck created a Bitcoin-linked ETF and the potential role of cryptocurrency in investment portfolios. 

 Jan discusses: 

  • How VanEck became so involved with ETFs
  • Current financial growth opportunities across the global equity markets
  • What it takes to be successful with ETFs
  • How cryptocurrency has transformed from a joke to a lucrative reality
  • The adaptability and innovation within the economy

Resources: WealthManagement.com | Douglas Yones, ChFC® | Jan van Eck | VanEck

 


1. See Straight Through ETFs with Chris Davis



In this episode, David Armstrong is joined by Chris Davis, CEO of Davis Advisors. Chris shares how Davis Advisors, long-time asset managers, were early pioneers in rolling out active ETFs, putting their trading strategies in the transparent wrapper without fear, and why a high-conviction active stock manager in a low-cost fund is a better option for many than simply buying the market through a cap-weighted index. 

Chris discusses:

  • Why asset managers with a high conviction stock portfolio should not fear the transparency of active ETFs
  • How traditional, value-based portfolio construction fares in a market rife with speculative fervor
  • The impact of the pandemic on the markets, and what the future holds
  • Where he sees opportunity in the markets right now

Resources: Wealth Management.com | David Armstrong | Davis Advisors