cover of episode These Sectors To 'Rake In Money' By Year-End | Eric Balchunas

These Sectors To 'Rake In Money' By Year-End | Eric Balchunas

2024/10/3
logo of podcast The David Lin Report

The David Lin Report

Frequently requested episodes will be transcribed first

Shownotes Transcript

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David

Eric Balchunus, Senior ETF Analyst at Bloomberg Intelligence and author of "The Bogle Effect", discusses which sectors will likely outperform during a Fed easing cycle, trends in the ETF industry and what they signal for markets, and

*This video was recorded on September 30, 2024

Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report

FOLLOW ERIC BALCHUNUS: Twitter (@EricBalchunas): https://twitter.com/EricBalchunas

FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/

For business inquiries, reach me at [email protected]

*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

0:00 - Intro 0:50 - Which sectors do well when Fed cuts rates? 4:00 - ARKK vs. NASDAQ 6:36 - Rising ETF AUM 10:20 - Will liquidity dry up? 12:40 - Active management vs ETFs 16:00 - New ETF trends 18:15 - Chinese government buying ETFs 20:45 - Fed to buy stock ETFs in next crisis? 23:19 - Bitcoin ETFs and trends

#investing #stocks #bitcoin