EPISODE #42 – Midyear ETF Industry Update with Eric Balchunas

In this episode of The Innovators Behind Disruption, we chat with Bloomberg senior ETF analyst, Eric Balchunas on the ETF market thus far in 2021.

TIMESTAMPS:

  • 0:00 Opening remarks
  • 1:20 This year so far
  • 3:30 How growth is spread between DIY and advisors
  • 6:50 What are the biggest trends that are being seen now?
  • 12:05 Why ESG investing could be on the up
  • 16:50 Bullish on Clean Energy ETFs
  • 20:05 Overall thoughts on disruptive tech from Eric
  • 22:00 Making sense of retail-driven purchases
  • 30:00 Competing with the big boys of disruptive tech
  • 32:30 Predictions of when crypto ETFs will hit the US market
  • 37:20 Predictions for the first-day volume of Bitcoin ETFs in the US
  • 43:55 Favourite tickers
  • 49:50 Closing remarks

GUEST SPEAKER:

Eric Balchunas, Senior ETF Analyst – Bloomberg

Eric Balchunas is Senior ETF Analyst at Bloomberg. In this role he writes research, articles and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. He also appears in a weekly on-air segment for Bloomberg TV and Radio called “Exchange-Traded Friday” in which he discusses different ETFs and the way investors can utilize them.

He is the author of “The Institutional ETF Toolbox,” which was published by Wiley on March 2016. The book is at once a primer on ETFs that both novices and professionals can understand as well as a guide to doing proper due diligence on the fast-growing world of ETFs. The book is available on Amazon.com and most other places books are sold.

In addition, he is responsible for training clients and conducting seminars on how to use Bloomberg to find and analyze ETFs. He is also puts out the Bloomberg ETF Newsletter and is a regular speaker at both Bloomberg events as well as industry conferences.

Prior to joining the ETF team, Eric was a Public Relations Associate with Bloomberg. Before joining Bloomberg in 2000, Eric worked as a reporter for Institutional Investor Magazine. Eric holds a bachelor’s degree in Journalism and Environmental Economics from Rutgers University.

HOSTED BY:

Raj Lala, President & CEO of Evolve ETFs

Prior to founding Evolve ETFs, Mr. Lala served as Head of WisdomTree Canada – a division of WisdomTree Investments Inc., one of the world’s largest ETF issuers. Prior to this, Mr. Lala was Executive Vice President and Head of Retail Markets for Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 billion in assets under management. Mr. Lala co-founded and served as President and CEO of Propel Capital Corporation (which was acquired by Fiera Capital Corporation in September 2014). Propel raised approximately $1 Billion in structured products in its five years of operation. Prior to Propel, Mr. Lala worked with Jovian Capital. Mr. Lala held several roles at Jovian including President of JovFunds Inc., an asset management division of Jovian Capital. Mr. Lala holds a Bachelor’s degree in Economics from the University of Toronto.

 

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