In this episode of 'Insight is Capital', host Pierre Daillie sits down with Daniel Straus, Director and Head of National Bank Financials' ETF Research and Strategy Group, to discuss trends in the ETF market both in Canada and the U.S. They explore recent market conditions, the dynamics between U.S. and international equities, the role of AI and technology stocks, and the state of the bond market. Daniel also delves into investor behavior, the emergence of alternative investment strategies, and the implications of recent regulatory changes on ETFs. This comprehensive discussion provides extraordinary and valuable insights into the opportunities and challenges that shape today's ETF landscape.
00:00 Introduction and Guest Welcome
01:31 Market Overview and Recent Trends
04:32 Economic Indicators and Household Spending
07:15 Investor Sentiment and ETF Flows
11:50 Bond Market Dynamics and Strategies
18:11 Trends in the ETF Market
24:22 Investor Behavior and Tactical Decisions
33:51 Exploring ETF Strategies for Recovery
34:18 Tax Implications and Strategies
34:35 Diversification in ETFs
36:02 Market Cap Weighting and Passive Investing
38:03 Tax Alpha and Risk Management
39:50 Investor Behavior and Cognitive Biases
41:26 Trends in International Markets
42:46 The Rise of Thematic ETFs
43:54 Crypto ETFs and Market Dynamics
49:07 Alternative Assets and Leveraged ETFs
58:54 Commodities and Inflation Protection
01:02:13 Conclusion and Future Insights
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