ETFs vs Stocks | Rules Based Investing w/ Michael Gayed (MI218)

Rebecca Hotsko chats with Michael Gayed. They discuss the benefits of investing in ETFs versus stock picking, why not all ETFs are created equal and what you should look for when comparing different ETFs, how to invest using a “risk-on, risk-off” framework to improve your returns, what investments perform well during highly volatile environments, why the utility sector can be used as a leading indicator of future stock market volatility, and so much more! 

Michael Gayed is a Portfolio Manager at Toroso Asset Management and writer of the Lead-Lag Report and author of five award-winning research papers on market anomalies and investing. Toroso Asset Management is an investment management company specializing in ETF-focused research, with $8.1 billion in assets under management. 

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:32 - The benefits of investing with ETFs versus stock picking
00:05:56 - Why not all ETFs are created equal and what you should look for when comparing ETFs
00:11:56 - Why Michael believes that real diversification means having a portion of your portfolio that you hate
00:17:22 - How to invest using a “risk-on, risk-off” investing framework
00:18:51 - What investments perform well during high volatility, “risk-off” market environments
00:22:04 - Why the largest lagging stocks may be outperformers over the next several years
00:28:03 - What is a beta rotation investing strategy?
00:30:49 - Why the utility sector can be used as a leading indicator for future stock market volatility

✔️ Subscribe to the Millennial Investing channel: https://www.youtube.com/c/MillennialInvesting 
🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/millennial-investing/rules-based-investing/

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀

▶️ RELATED EPISODE:
- (MI188) Q3 2022 Macro Market Overview w/ Joe Brown: https://www.theinvestorspodcast.com/millennial-investing/q3-2022-macro-overview/

💡 OTHER RESOURCES
- Connect with Michael: https://twitter.com/leadlagreport
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF 
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

ABOUT OUR SHOW 🎙
On Millennial investing, we interview top investors, experts, and successful entrepreneurs such as Kevin O’Leary, JL Collins, Jesse Itzler, and more to guide you on your investing journey.

🌍 Website: https://www.theinvestorspodcast.com/millennial-investing/ 

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

LISTEN OR WATCH 🎧 OTHER SHOWS FROM OUR NETWORK:
📚 Dive into value investing and learn more about billionaires on We Study Billionaires: https://bit.ly/3dklKWR
🏆 Learn from high-profile guests on how to succeed in markets and life on Richer, Wiser, Happier: https://bit.ly/3p3pcHZ
🏘 Learn the ins and outs of real estate investing on Real Estate 101: https://bit.ly/3JDBXm1
₿ Get updated on all things Bitcoin on Bitcoin Fundamentals: https://bit.ly/3JEE1di
💰 Learn everything you need to know about investing on The Investor’s Podcast Network: https://bit.ly/3L2X5Tp

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

MY FAVORITE STOCK INVESTING TOOLS:
💲 (Paid) TIP Finance Tool: https://www.theinvestorspodcast.com/tip-finance/
🎁 (Free) Fizviz: https://finviz.com/screener.ashx
☑️Complete list of tools I find most valuable: https://www.theinvestorspodcast.com/stock-investing-tools/

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

WHO I AM:
I’m Rebecca Hotsko, an investor and entrepreneur 💼 based in Canada; co-founder of a luxury boat ⛵ sharing club in Kelowna, British Columbia. I graduated from the University of Saskatchewan with a bachelor’s degree 🎓 in Economics and completed CFA level I and II. I gained valuable experience working as an analyst for the Bank of Canada 🏦, the federal energy regulator and in investment management. My passion for teaching others how to invest using time-tested strategies backed by empirical data led me to create an investing blog 💻 in 2020.

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

GET IN TOUCH WITH ME 💬:

I’d love to hear from you! Send me a tweet 🐦 directly at https://twitter.com/rebecca_hotsko if you’d like to have a quick exchange of thoughts!
P.S.  We’ve been receiving overwhelming messages of support and we can’t thank you enough! 🙏🏼 We try our best to respond to each and everyone. Please bear with us! 😅🙏🏼

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

Видео ETFs vs Stocks | Rules Based Investing w/ Michael Gayed (MI218) канала Millennial Investing