Generation ETFs is joined once again by Barry Allan, renowned fixed income manager and founder of DMAT Capital to reflect on the state of markets today, from whether the inflationary environment is transitory or here to stay and whether we’re due for an equity market on the horizon. Barry Allan also shares how he’s positioned his portfolios to capture higher yields and absolute returns.
Over the past two years, the global semiconductor shortage has impacted consumers’ ability to purchase virtually all electronic goods, from new cars to gaming consoles. Behind the scenes, a geopolitical race between the United States, China and other nations is underway to become semiconductor self-sufficient in order to protect supply chains and safeguard against national security concerns. National Bank Geopolitical Analyst Angelo Katsoras joins Horizons ETFs’ Mark Noble to discuss the re-shoring of manufacturing, how it could impact pricing and who is poised to win the struggle for semiconductor supremacy.
Ever wondered what the “secret sauce” is behind a thematic ETF? In the latest episode of Generation ETFs, Horizons ETFs’ Mark Noble is joined by Jay Jacobs, Senior Vice President and Head of Research and Strategy at Global X, a U.S. leader in thematic ETFs to discuss how thematic ETFs are designed, developed and delivered, why they’ve become a favourite of today’s investors and what themes he believes have the best disruptive potential for the future of global markets and the world at large.
Mark Noble, Executive Vice President, ETF Strategy at Horizons ETFs chats with Dale Roberts, founder of Cut the Crap Investing about the growing ETF marketplace, asset allocation ETFs and his financial influencer journey.
The Biggest Winner 10 launches on May 31st! Tune into our latest Generation ETFs podcast for a discussion with Syke Collyer, Vice President at Horizons ETFs and Roger Chandhok, Director, Equity Derivatives at National Bank Financial about tips, tricks and strategies for trading ETFs and how you could potentially take home the $7,500 grand prize for being the biggest winner in the ETF trading competition!
Mark Noble, Executive Vice President of ETF Strategy at Horizons ETFs discusses the intersection between pot stocks and the burgeoning psychedelics sector with one of the first analysts to cover both spaces, Andrew Partheniou, Associate VP, Institutional Research at Stifel GMP. In this podcast, Mark and Andrew discuss technical approaches to evaluating companies in the cannabis and psychedelic sectors, the cross-border differences and challenges for Canadian LPs, U.S. MSOs and investors, as well as the state of current valuations and future revenue potential.
In the 1950s, uranium, the fuel source behind nuclear energy, was touted as the ‘fuel of the future’. While nuclear energy has proliferated across the world, it currently only represents 10% of global energy production. Is this nuclear energy future still on the horizon or has its moment passed? Join Nick Piquard, Vice President, Portfolio Manager and Options Strategist at Horizons ETFs and David Talbot, Managing Director, Equity Research at Red Cloud Securities, as they discuss the current state of uranium production and nuclear energy, their outlooks on its growth prospects and what investing in uranium could potentially mean for your portfolio.
After years of restrictions, Psychedelic compounds like psilocybin, ketamine and MDMA have been permitted to once again be studied and adapted into potential therapies for a variety of mental illnesses and could spark a revolution in the pharmaceutical industry. Join Mark Noble, Executive Vice President, ETF Strategy at Horizons ETFs as he speaks to psychedelics analyst Tania Gonsalves, Vice President, Equity Research at Canaccord Genuity about the emerging psychedelics industry and which companies are leading the way to unlocking potent new ways of treating mental illnesses.