77 épisodes

Money goes where it's treated best. That simple truth is a big reason why more and more money—trillions, in fact—flows into a powerful, low-cost tool that's quietly transformed investing in recent years. Exchange-traded funds, or ETFs, let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them—and delight you in the process.

Trillions Bloomberg

    • Investissement

Money goes where it's treated best. That simple truth is a big reason why more and more money—trillions, in fact—flows into a powerful, low-cost tool that's quietly transformed investing in recent years. Exchange-traded funds, or ETFs, let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them—and delight you in the process.

    Takeaways From the Carnage

    Takeaways From the Carnage

    March started in one place (high) and ended in another (low). Amid the carnage, traders and investors leaned on ETFs, which saw record volumes. On this episode of Trillions, Eric and Joel speak with Bloomberg Intelligence ETF analyst Athanasios Psarofagis about who the winners and losers in the selloff were, who benefits most from the Fed's rescue plan and how the stage is set for smart-beta to have its next "immaculate rebalance." 

    • 24 min
    What the Actual ETF Is Going on Right Now

    What the Actual ETF Is Going on Right Now

    Remember the good old days? An unloved, decade-long bull market that never seemed to end? When investments went only up? Well, the coronavirus crash of 2020 has turned those fun times into distant memories. At its worst point during the recent sell-off, more than $10 trillion of equity value was erased, wiping out three years of gains. So how have ETFs been faring amid all the carnage? Katherine Griefeld, a reporter with Bloomberg News, joins Eric and Joel to discuss liquidity, flows, fixed income, exotics, leveraged ETFs, and more. All three recorded from their closets.

    • 23 min
    Biotech ETFs Vs. The Coronavirus

    Biotech ETFs Vs. The Coronavirus

    While much of the stock market has suffered over the past few weeks thanks to fear of the new coronavirus and its global economic fallout, there are a handful of stocks and exchange traded-funds that have managed to avoid damage, and even flourish.
    On this coronavirus-themed episode of Trillions, Bloomberg Intelligence Senior ETF Analyst Eric Balchunas and Bloomberg Businessweek Editor Joel Weber dive into the world of niche biotech ETFs.
    Joining them are Paul Yook and Ryan Cinalli of LifeSci Index Partners, who have launched Virtus LifeSci Biotech Product ETF and Virtus LifeSci Biotech Clinical Trials ETF, and are currently working on a third.

    • 27 min
    The Secrets of an ETF Master Picker

    The Secrets of an ETF Master Picker

    If exchange traded funds are ingredients and the portfolio is the meal, then ETF strategists are the master chefs.
    One of the best chefs out there is Gary Stringer, president of Stringer Asset Management, an active manager that uses ETFs instead of individual securities to try and generate outperformance.
    On this episode we go through Stringer’s ETF portfolio full of non-obvious picks, and ask him why he uses them—both the macro case and the product case. 
    ETFs discussed include the iShares Core Dividend Growth ETF (DGRO), the Invesco Taxable Municipal Bond ETF (BAB), the Health Care Select Sector SPDR Fund (XLV) and many, many more.

    • 40 min
    Inside Inside ETFs 2020: What the ETF Industry is Talking About

    Inside Inside ETFs 2020: What the ETF Industry is Talking About

    Are active non-transparent ETFs going to be a hit or flop? How can ESG succeed when everyone’s definition is different? What can little issuers do to succeed in an industry dominated by giants? But how can giant asset managers make money if investors want everything for free? These were some of the big questions debated at this year’s Inside ETFs, a conference and networking extravaganza featuring issuers, advisors, service providers, the media and even a few celebrities.
    We discuss these big themes featuring audio clips recorded on the ground at the event from key attendees as well as in studio commentary from first time attendees, Claire Ballentine and Katherine Greifeld of Bloomberg News. 

    • 36 min
    Everything Is ESG Now

    Everything Is ESG Now

    In his annual letter to CEOs earlier this month, BlackRock's Larry Fink pushed business leaders to prioritize climate change as a "defining factor in companies’ long-term prospects." For its part, BlackRock will double the number of sustainable ETFs it offers and pressure index providers to create more environmental, social and governance-related benchmarks. How much will these moves ultimately matter, given that ESG ETFs currently have just 0.5% of the overall ETF pie? And what's the more powerful force, pressure from activist consumers or activist investors? Eric and Joel return to the topic of ESG investing to explore its promises and limitations, with guests Annie Massa, a finance reporter with Bloomberg News; Shaheen Contractor, an analyst with Bloomberg Intelligence; and Graham Sinclair, an ESG strategy consultant, joining to offer their perspectives and insights.

    • 42 min

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