Today’s guest is Kevin Kelly, the founder & CEO of both Kelly ETFs and Kelly Intelligence.
In today’s episode, we start with Kevin’s entrance into the ETF space years ago with a Covered Call ETF, ticker QYLD. Then he shares what he’s been up to lately with Kelly ETFs. We talk about some thematic offerings around genetic editing, residential real estate, and hotels, and the bull case for each.
As we wind down, Kevin shares his thoughts on the future of the ETF space and what other products he’s thinking about offering in the future, and if you’re wondering about how China invading Taiwan may effect your portfolio, you won’t want to miss what Kevin has to say.
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
-----
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here.
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
-----
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
-----
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Today’s guest is Kevin Van Trump, the founder of Farm Direction and the Van Trump Report, which shares proprietary research for investors and ag professionals.
In today’s episode, Kevin …
Today’s episode features Ehren Stanhope reading his piece, The Great Inflation, Factors, and Stock Returns. Ehren is a Principal and Client …
Today’s guests are Michael Batnick and Ben Carlson, co-hosts of the Animal Spirits podcast and employees Ritholtz Wealth Management.
In today’s …
Today’s guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers.
In today’s episode, Lyn gives an overview of how she sees the world today, starting …
Today’s episode features Michael Mauboussin reading his piece, Everything Is a DCF Model. Michael is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment …
Today’s guest is Dwight Anderson, founder of Ospraie Management, a firm that actively invests in commodity markets and basic industries worldwide. Dwight previously worked at famed shops …
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.