Tom Lydon

President & CEO, Global Trends Investments · 1 appearance on the record.

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Tom Lydon founded ETF Trends in 2005, which merged with ETF Database to form VettaFi, and has managed client portfolios through Global Trends Investments since 1996. He is the author of The ETF Trend Following Playbook and iMoney, and frequently appears as an ETF commentator on financial networks.

26statements → 21claims → 14claims resolved → 71%fully supported → 3.88/5average certainty → 1.58/5average debate potential → ≈4.5/5argument clarity, estimated →

10 supported 2 partly supported 2 contradicted 1 not yet assessed 6 not checkable as stated how the 21 claims stand · each chip opens the sources

3 predictions · 18 assertions · 2 opinions · 1 insight · 2 disclosures · every statement was checked. The predictions and assertions are the 21 claims: statements the public record can support or contradict. 14 are resolved, 1 is not yet assessed, and 6 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Tom argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Lydon: 1990s fund companies used custodians to ban short-term market timers
“If a fund company knew you were coming in and putting twenty million dollars, and then you were selling it six months later, they would actually work with the custodian. The custodian would say, they don't want that type of money, so you no longer can buy that…”
Tom Lydon Jun 11, 2018 ▶ 13:03 Tom Lydon – ETF Trends (Capital Allocators, EP.56)

Their most notable contradicted claim

Assertion Contradicted
Barclays Agg Credit Rating Dropped and Duration Doubled Since the GFC
“The Barclays Ag is not the Barclays Ag that it was at the end of the financial crisis, right? So the credit rating, Is a lot less today than it was back then, number one. Duration is doubled since that period of time.”
Tom Lydon Jun 11, 2018 ▶ 49:31 Tom Lydon – ETF Trends (Capital Allocators, EP.56)

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Tom Lydon on measured tape to publish a rate. This says nothing about how they speak.

Everything Tom Lydon said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Partly supported
Lydon: 1980s and 1990s mutual funds averaged 150 bps management fees
“So it was average to see a 150 basis points, but quite often you'd see hot managers that would be above two percent.”
Tom Lydon Jun 11, 2018 ▶ 12:22 Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Assertion Supported
Lydon: Most ETFs were cap-weighted indexes until 2007-2008
“So up until 2007, 2008, most of it was pure cap weighted indexes and the low costs, the major market indexes that you would know.”
Tom Lydon Jun 11, 2018 ▶ 15:50 Tom Lydon – ETF Trends (Capital Allocators, EP.56)

Appearances (1)

EpisodeDateSpeaking time
Tom Lydon – ETF Trends (Capital Allocators, EP.56) Jun 11, 2018 46m
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