high yield ETF

also referred to as: high yield etfs

4 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Jul 17, 2017 by Adam Blitz · across every show →

Everything said about high yield ETF, oldest first

Jul 17, 2017 bearish

Assertion Supported

Blitz: Many bonds inside liquid high-yield ETFs rarely trade daily

“You know, even in the high yield ETF, a large percentage of the high yield bonds comprising that ETF don't even trade Hardly on a day-by-day basis, even though the ETF itself is very, very liquid.”

Adam Blitz Jul 17, 2017 ▶ 54:45 Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Jul 2, 2018 bearish

Prediction Not checkable as stated

High-Yield ETFs Will Suffer Severe Price Gapping During Massive Sell-Offs

“When you start having that problem, you'll just see gapping. It will eventually happen. It'll work itself through. The ETF will then get smarter and better the next time around, but you'll have to live through that,”

Peter Troob Jul 2, 2018 ▶ 29:39 Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)

Jul 2, 2018 negative

Opinion

High-Yield ETFs Act as Marginal Price Setters in Credit Markets

“I mean, they are the proverbial tail that wags the dog. They are the marginal price setter. Every day, every quarter, every month, you see it. Flows are in, flows are out.”

Peter Troob Jul 2, 2018 ▶ 29:01 Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)

Feb 3, 2020

Assertion Partly supported

Kraus: High-yield ETFs hold 100 bonds versus 1,000 in index

“For example, in high yield, the high yield ETF owns a hundred bonds. The actual index owns over a thousand, and so replicating the index is almost impossible.”

Peter Kraus Feb 3, 2020 ▶ 36:09 Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)

high yield ETF

Everything said about high yield ETF, oldest first

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