thematic ETFs

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 11, 2018 by Tom Lydon · across every show →

Everything said about thematic ETFs, oldest first

Jun 11, 2018 neutral
Assertion Contradicted
Lydon: ROBO Global ETF grew from under $100M to $3B in one year
“There's a robo-global that had been around for five years, hung under a hundred million dollars, and then all of a sudden people got it. And now they're at three billion, you know, in an, in another year.”
Tom Lydon Jun 11, 2018 ▶ 52:07 Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Aug 20, 2018 bearish
Prediction Not checkable as stated
Wolfe: Passive ETF unwinds will crush bad companies and revive short sellers
“In the public markets, companies are going to be sold indiscriminately in the same way that they're being bought indiscriminately. So I think that there is a big structural issue. I think that similar as we looked at vaccines when they were out of favor, today…”
Josh Wolfe Aug 20, 2018 ▶ 1:01:47 Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
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