Podcast on ETFs, Trillions

Trillions

Podcast on ETFs

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.

Cross Asset Strategy

<ul><li>Japan, a country big in ETFs, is discussed in the Trillions podcast with guest Jeremy Schwartz from WisdomTree</li><li>DXJ, the WisdomTree Japan Hedged ETF, had a successful run in 2013 but later underperformed, potentially due to currency manipulation and changes in leadership</li><li>Despite past fluctuations, Japan never left and DXJ has outperformed the S&amp;P 500 since 2012, highlighting the potential for growth and investment opportunities in Japan</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Japan, a country big in ETFs, is discussed in the Trillions podcast with guest Jeremy Schwartz from WisdomTreeDXJ, the WisdomTree Japan Hedged ETF, had a successful run in 2013 but later underperformed, potentially due to currency manipulation and changes in leadershipDespite past fluctuations, Japan never left and DXJ has outperformed the S&amp;P 500 since 2012, highlighting the potential for growth and investment opportunities in JapanThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Equity Bottom-Up

<ul>
<li>The bank is starting to perform both absolutely and relative to both the Topix and the Megabanks</li>
<li>The core thesis is intact as  Net Interest Income improves from a changed asset mix </li>
<li>The move into digital currencies is groundbreaking for this institution</li>
</ul>


The bank is starting to perform both absolutely and relative to both the Topix and the Megabanks
The core thesis is intact as  Net Interest Income improves from a changed asset mix 
The move into digital currencies is groundbreaking for this institution


Japan Post Bank- Adding Some Sizzle with a Move into Digital Currencies!

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

Maxis Nikkei 225 Index Fund / Equity Derivatives

<ul>
<li>Volatility percentiles are flashing, and we explore what recent price action could signal for the week ahead.</li>
<li>Put activity surged, with especially heavy interest on Thursday and Friday and concentrated in short dates expiries.</li>
<li>We highlight the potential for equity market volatility to spill over into currency markets.</li>
</ul>


Volatility percentiles are flashing, and we explore what recent price action could signal for the week ahead.
Put activity surged, with especially heavy interest on Thursday and Friday and concentrated in short dates expiries.
We highlight the potential for equity market volatility to spill over into currency markets.


Nikkei Index Options Weekly Mar 31 – Apr 04): Volatility Elevated, Put Demand Surges

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

<ul>
<li>All imports into the US will face a minimum 10% tariff (with a few product exceptions). Countries face differential tariffs depending on their own effective protection against US exports. </li>
<li>China exports to US (54% tariff) suffer a near-crippling blow, with Vietnam (46%), Bangladesh (37%), Indonesia &amp; Taiwan (32%) hammered too. India, Korea, Japan, UK to benefit from trade diversion. </li>
<li>There'll be substantial re-shoring of US manufacturing over 2-10 years, boosting the US economy. Inflation will be a near-term problem, but most countries are likely to mutually negotiate tariffs down. </li>
</ul>


All imports into the US will face a minimum 10% tariff (with a few product exceptions). Countries face differential tariffs depending on their own effective protection against US exports. 
China exports to US (54% tariff) suffer a near-crippling blow, with Vietnam (46%), Bangladesh (37%), Indonesia &amp; Taiwan (32%) hammered too. India, Korea, Japan, UK to benefit from trade diversion. 
There'll be substantial re-shoring of US manufacturing over 2-10 years, boosting the US economy. Inflation will be a near-term problem, but most countries are likely to mutually negotiate tariffs down. 


US Reciprocal Tariff Scheme Is Likely to Boost US Manufacturing in Time; Positive

Derivatives and Quantitative Strategist

Gaudenz Schneider

Quantitative Analysis

<ul>
<li>The <a href="https://www.smartkarma.com/entities/global-x-nikkei-225-covered-call-etf-option-premium-reinvestment-type" target="_blank" data-smartkarma-citation="entities:44483:1" rel="noopener">Global X Nikkei 225 Covered Call ETF (2858 JP)</a> has outperformed the <a href="https://www.smartkarma.com/entities/nikkei-225" target="_blank" data-smartkarma-citation="entities:22909:1" rel="noopener">Nikkei 225 (NKY INDEX)</a> year-to-date with a 4.5% advantage, demonstrating strength in sideways and moderately declining markets.</li>
<li>The covered call strategy can be deployed as a tactical standalone in sideways markets or as a relative value approach against a Nikkei 225 short.</li>
<li>For investors anticipating a continuation of the sideways or declining market, the option roll-over on the open of March 14 offers timely entry.</li>
</ul>


The Global X Nikkei 225 Covered Call ETF (2858 JP) has outperformed the Nikkei 225 (NKY INDEX) year-to-date with a 4.5% advantage, demonstrating strength in sideways and moderately declining markets.
The covered call strategy can be deployed as a tactical standalone in sideways markets or as a relative value approach against a Nikkei 225 short.
For investors anticipating a continuation of the sideways or declining market, the option roll-over on the open of March 14 offers timely entry.


The Right Time for This Quantitative Strategy Outperforming the Nikkei Year to Date.

Japan

iShares MSCI Japan ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the Japanese market, as measured by the MSCI Japan Index. The ETF invests in a representative sample of index stocks in a variety of sectors using a market cap weighted "portfolio sampling" technique.

iShares MSCI Japan ETF (EWJ US)

Is Japan Back?

CBS Caremark helps members save money, Japan's ETF market is significant but often overlooked, new Japanese Prime Minister Sanai Takeishi is...

Trillions

Japan Post Bank- Adding Some Sizzle with a Move into Digital Currencies!

The bank is outperforming peers, with a move into longer duration JGBs raising domestic interest income while a groundbreaking move into digital...

Rikki Malik

Nikkei Index Options Weekly Mar 31 – Apr 04): Volatility Elevated, Put Demand Surges

Recent volatility percentiles suggest potential market movement ahead. We highlight the potential for spillover of equity market volatility into...

John Ley

US Reciprocal Tariff Scheme Is Likely to Boost US Manufacturing in Time; Positive

US imposes 10%-54% 'reciprocal' tariffs, hitting China hard but benefiting UK, Korea, Japan, India. Reshoring of manufacturing to boost US...

Prasenjit K. Basu

The Right Time for This Quantitative Strategy Outperforming the Nikkei Year to Date.

This Nikkei 225 Covered Call ETF has outperformed the market by 7.9% over the past six months. March 14 provides a timely entry point for either a...

Gaudenz Schneider

Is Japan Back?

CBS Caremark helps members save money, Japan's ETF market is significant but often overlooked, new Japanese Prime Minister Sanai Takeishi is...

Trillions

Japan Post Bank- Adding Some Sizzle with a Move into Digital Currencies!

​The bank is outperforming peers, with a move into longer duration JGBs raising domestic interest income while a groundbreaking move into digital...

Rikki Malik

Nikkei Index Options Weekly Mar 31 – Apr 04): Volatility Elevated, Put Demand Surges

​Recent volatility percentiles suggest potential market movement ahead. We highlight the potential for spillover of equity market volatility into...

John Ley

US Reciprocal Tariff Scheme Is Likely to Boost US Manufacturing in Time; Positive

​US imposes 10%-54% 'reciprocal' tariffs, hitting China hard but benefiting UK, Korea, Japan, India. Reshoring of manufacturing to boost US...

Prasenjit K. Basu

The Right Time for This Quantitative Strategy Outperforming the Nikkei Year to Date.

​This Nikkei 225 Covered Call ETF has outperformed the market by 7.9% over the past six months. March 14 provides a timely entry point for either a...

Gaudenz Schneider

The bank is outperforming peers, with a move into longer duration JGBs raising domestic interest income while a groundbreaking move into digital...

Recent volatility percentiles suggest potential market movement ahead. We highlight the potential for spillover of equity market volatility into...

US imposes 10%-54% 'reciprocal' tariffs, hitting China hard but benefiting UK, Korea, Japan, India. Reshoring of manufacturing to boost US...

This Nikkei 225 Covered Call ETF has outperformed the market by 7.9% over the past six months. March 14 provides a timely entry point for either a...