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Get Think Tanked Distilled with Lyn Alden

Zingers, Questions and Answers

Sorry for those who missed it – we purposely don’t record the Happy Hour because the best insights shared are done “off the record,” and given the unscripted nature of Happy Hours, we never know what is going to be said. Kind of like how we never know what Jerome Powell is going to say before he says it. Here are a couple pivotal questions, zingers and even proposed solutions.


Top Zingers and Fun Exchanges
  • Gayed: “Today seemed like a taper tantrum without the taper”
  • Alden: “Powell was the main event here.”
  • Dziekanski: “The Fed didn’t change its stance that much since last year, but the market took it differently today”
  • Alden: “If banks have to trim some of their treasuries or buy fewer treasuries, that will add fuel to the fire” (Regarding SLR relief)
  • Alden: “The Fed is basically saying, until things break, we will stick with our existing level of manipulation, so the market is kind of testing that”
  • Weiskopf: “How much cash is a cushion?”
  • Alden: “It only takes a small outflow of tech to move some of these underweighted sectors significantly”

Laughter and Fun

We launched the Get Think Tanked Happy Hour with this exact purpose: addressing serious investment subjects with humility, authenticity and yes, a little fun during these difficult times. Given that, we were thrilled to raise a glass on March 4, 2021 and use the toasting word “Powell.” Because we felt the central banker wasn’t getting enough media coverage lately.

Questions and Key Discussion Points

Designing portfolios in today’s market has needed to evolve, and Lyn Alden of Lyn Alden Investment Strategy has some answers for you. If you’re looking into finding out how to have the correct allocations and optimizations for not only today but also for the future, this was the right conversation to listen to. It helps that she has an extensive finance and engineering background. Some of the questions and debate covered includes:

  1. Thoughts on confidence with what’s going on in the market given that, arguably, Fed Chairman Powell realizes that there’s inflation risks but doesn’t necessarily want to raise rates.
  2. It doesn’t seem that credit spreads are acting that vulnerable amid this recent rate rise, do you think this action is a random air pocket or the start of something bigger?
  3. While combining sectors and reaction to what investors are doing and the correlation, how does volume play into that? Or does it?
  4. How much of the longer-term rotation is being driven by commodities?
  5. With gold and treasuries selling off, where is the money going? (Hint – the USD rose)
  6. Is Bitcoin sitting next to gold or is it replacing it as an asset in terms of correlation?
  7. How does one use cash as an allocation, and how much is appropriate?
  8. How do you weight a particular theme or investment thesis in a portfolio?
  9. What are the benefits of these crypto lenders and what are the risks to these 8-10% yields on crypto lending?
  10. Is bitcoin a store of value? Is it scarce? A deeper dive into those narratives, and what the real longer-term argument for bitcoin is. Also, what would reverse that?
  11. What about Ethereum?

Thank you, Lyn Alden (@LynAldenContact), for giving us some insight on how the macro conditions are affecting the markets overall. We also really enjoyed talking about market structure and long-term rotation plays for the markets. Finally, your take on cryptocurrencies, bitcoin specifically, was invaluable to our listeners.


Key Takeaways

The Happy Hour was a constructive discussion and highlighted various key points that we often address at the ETF Think Tank.

Building wealth and reaching financial freedom is attainable, but only if you know how to analyze and understand what the future trends will be. If you’re an experienced investor already, getting insight from Lyn and how she designs portfolios is invaluable for keeping that edge over time. She has been analyzing and trading things like Bitcoin for years now, and has a recommendation for a non-zero allocation in your portfolio – the asymmetrical return possibility is too enticing to ignore. Our Clubhouse and Twitter Spaces chats afterwards included asymmetrical entertainment as well!

Thank you, Lyn, for coming to our show last week. Check out her twitter to get updates, or her website to get a further background in what she does and even join her free investing newsletter. If you are a Financial Advisor and interested in accessing Lyn’s premium research the ETF Think Tank may be able to sponsor you. Contact Kedar Wilson to learn more.

This week we have Danielle Kayembe (@kkayembe), who is an incredible speaker and entrepreneur, concentrating on women, social impact, and technology. If you want to know why #TheFutureIsFemale, Come join us! Bring your questions.

Disclosure

The information provided here is for financial professionals only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

All investments involve risk, including possible loss of principal.

The value of investments and the income from them can go down as well as up and investors may not get back the amounts originally invested, and can be affected by changes in interest rates, in exchange rates, general market conditions, political, social and economic developments and other variable factors. Investment involves risks including but not limited to, possible delays in payments and loss of income or capital. Neither Toroso nor any of its affiliates guarantees any rate of return or the return of capital invested. This commentary material is available for informational purposes only and nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security and nothing herein should be construed as such. All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested, and nothing herein should be construed as a guarantee of any specific outcome or profit.  While we have gathered the information presented herein from sources that we believe to be reliable, we cannot guarantee the accuracy or completeness of the information presented and the information presented should not be relied upon as such. Any opinions expressed herein are our opinions and are current only as of the date of distribution, and are subject to change without notice. We disclaim any obligation to provide revised opinions in the event of changed circumstances.

The information in this material is confidential and proprietary and may not be used other than by the intended user. Neither Toroso or its affiliates or any of their officers or employees of Toroso accepts any liability whatsoever for any loss arising from any use of this material or its contents. This material may not be reproduced, distributed or published without prior written permission from Toroso. Distribution of this material may be restricted in certain jurisdictions. Any persons coming into possession of this material should seek advice for details of and observe such restrictions (if any).

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