ARK Invest's Sam Korus and Emerge ARK ETFs CEO, Lisa Langley join us to chat about the simultaneous launch of two new Space Exploration ETFs, EAXP and ARKX. We discuss some of the key innovation trends and areas of opportunity within 4 subgroups of the Space Exploration Sector.

In this episode, your Raise Your Average crew,  are joined by Wesley Gray, CEO of Alpha Architect. Alpha Architect is a firm, based in the US that specializes in quantitative research. Wesley completed his MBA and PhD at the University of Chicago, Harvard of the finance world. His expertise is in quantitative research and factor investing. We talk about his experience, perspective and his firm’s systematic investing strategies.nnIt is unbelievable that Mr. Gray took a four-year break from his PhD in 1988, joined the Marines, and went to Iraq. He was also a bestselling author of several books. He made a remarkable transition from a value-investing stock picker to a quant who focused on the factors that drive the market.nnOur chat with Wes illuminated the subtle nuance of concentrated factor investing, the difference between behavioural and risk-based factor premiums, and the pros and cons of active management over passive and index-based strategies.nnWes discusses his PhD research, the portfolio rules which structure his firm, and how it differs from larger advisor companies. He also shares his views on selecting quant models, hedge funds, value premiums, and market-cap indexing. Do you want to learn more about Wes and his views? Listen to or Watch this episode on Youtube or wherever you listen to your favourite podcasts.

Our deep dive conversation into hedging interest rate volatility and inflation, with Nancy Davis, Founder and Managing Director of Greenwich, Connecticut-based Quadratic Capital Management LLC. We discuss markets, interest rates and interest rate volatility, and the risk of inflation making a comeback, from the perspective of IVOL being a strategic portfolio diversifier as well as being opportunistically priced. Davis discusses the asymmetry of being long 'convexity,' a way of investing in interest rate volatility where the potential for return is disproportionately greater than the investment because the risk is mis-priced.

We discuss how the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL:NYSE), her firm's ETF, is a solution for investors looking for investment options that have little or no correlation(do not behave the same way at the same time) to equities and bonds, and in the context of today's investment climate, represents an asymmetrical opportunity/addition that may be opportunistic and complementary to today's traditional portfolios.

The price of interest rate volatility also happens to be at an all time low, lower than even before the GFC. By the time we're done talking about what seems an otherwise complicated strategy, you'll be able to understand what it is. The rates market is the largest segment of financial markets and until now was for all intents and purposes, inaccessible by individual investors.

Nancy Davis – https://www.linkedin.com/in/nancyquadratic

IVOL ETF – https://www.ivoletf.com

Quadratic Capital Management LLC – https://quadraticllc.com

IVOL White Paper – https://kfafunds.com/reports/ivol-white-paper

IVOL Presentation – https://www.ivoletf.com/wp-content/uploads/2021/01/IVOL-Presentation.pdf

IVOL Fact Sheet – https://www.ivoletf.com/wp-content/uploads/2021/01/2020_12_31_ivol_factsheet.pdf

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Mike Philbrick, CEO, Resolve Asset Management SEZC – https://www.linkedin.com/in/michaelphilbrick

Rodrigo Gordillo, President, Resolve Asset Management SEZC – https://www.linkedin.com/in/rodrigogordillo

Resolve Asset Management – https://investresolve.com

Resolve AM's Featured Research – https://investresolve.com/research

Resolve AM's Blog – https://investresolve.com/blog

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Pierre Daillie, AdvisorAnalyst.com – https://www.linkedin.com/in/pierre-daillie-advisoranalyst

AdvisorAnalyst.com – https://advisoranalyst.com

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Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.

We are all students and we are all teachers. Jump in with us and raise your average, as we raise ours.

Dave Nadig, CIO, ETF Trends and ETF Database, and Tim Nash, Founder of Good Investing, join co-hosts Pierre Daillie and Mike Philbrick for a deep dive conversation into all things ESG investing. We discuss the landscape of the ESG investing, the hype, the reality, the drivers, the debates, and at the end of this discussion, you will have some answers to the question "What is the point of ESG?"

Notes:

00:00:40 Welcome/Introductions

00:05:22 How can advisors talk about and pass on the knowledge of ESG to their clients?

00:09:32 What is the difference between Values-based vs. ESG vs. Impact investing?

00:18:19 What do investors need to understand about what to expect from ESG?

00:21:13 How are retail investors leading the ESG discussion?

00:25:54 What are the hot points?

00:29:11 How are large asset managers using their voting power to effect ESG change?

00:31:15 What insights can you share about how ESG is shaping ethics and governance in markets?

00:33:17 How do the advisor and investor empower themselves to get the most from ESG?

00:39:08 What's in it for clients and advisors? How much of ESG is being driven by investors?

00:47:10 How do you balance between ESG and other thematic trends without being in conflict?

00:49:42 How does ESG benefit investors in terms of risk management?

00:52:13 How much of it is doing good vs. sounding good? Greenwashing?

00:58:43 The meaning of 'sustainable'

01:03:33 Busting the myth that ESG is fluff

Tim Nash on Linkedin – https://www.linkedin.com/in/timothyjacknash/

GoodInvesting.com on Youtube – https://www.youtube.com/c/GoodInvesting

GoodInvesting.com – https://www.goodinvesting.com/

Dave Nadig on Linkedin – https://www.linkedin.com/in/dave-nadig-9461/

ETF Database – https://etfdb.com/

ETF Trends – https://www.etftrends.com/

Mike Philbrick, CEO, Resolve Asset Management SEZC – https://www.linkedin.com/in/michaelphilbrick/

ReSolve Asset Management – https://investresolve.com

Pierre Daillie, AdvisorAnalyst.com – https://www.linkedin.com/in/pierre-daillie-advisoranalyst/

The first episode of this new show. Meb Faber, founder of L.A.-based Cambria Asset Management and Marc Dalpé, Portfolio Manager at Richardson Wealth chat with Raise Your Average co-hosts Pierre Daillie, Managing Editor, AdvisorAnalyst.com, and Mike Philbrick, President, of ReSolve Asset Management SEZC (Cayman), about the 60/40 portfolio puzzle.

With bond yields at 5,000 year lows and the S&P 500 at all time highs, Meb Faber and Marc Dalpé weigh in on where investors can consider re-allocating assets to raise their forward investment returns and investment income, while reducing their risk of loss and behavioural exposure.

Meb Faber, Cambria Asset Management – https://www.cambriainvestments.com/​

The Meb Faber Show – https://mebfaber.com/podcast/​

Meb Faber Research – https://mebfaber.com/​

Marc Dalpé, Richardson Wealth – https://web.richardsonwealth.com//dalpe.milette/marc-dalpe?lang=en_US

Michael Philbrick, ReSolve Asset Management SEZC – https://www.investresolve.com​

ReSolve Asset Management Podcast – https://investresolve.com/podcasts/​

ReSolve Asset Management Blog – https://investresolve.com/blog/