cover of episode The Customer Is Always Right: Consumer Sentiment As A Predictor Of Alpha

The Customer Is Always Right: Consumer Sentiment As A Predictor Of Alpha

2019/7/17
logo of podcast Let's Talk ETFs

Let's Talk ETFs

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Shownotes Transcript

ExponentialETFs CEO Phil Bak rejoins the Let's Talk ETFs podcast to discuss his flagship fund, the American Consumer Satisfaction ETF (ACSI). At the core of his investment thesis is the idea that companies whose customers are satisfied will outperform their peers over the long term. We explore some of ACSI's specific holdings like Keurig Dr. Pepper (KDP) and T-Mobile (TMUS) to better understand what makes this fund tick.Learn more about your ad choices. Visit megaphone.fm/adchoices