We’re discussing high-conviction opportunities in global markets, active share, and recent market action with Danton Goei, Portfolio Manager with Davis ETFs and John Lunt, CEO of Lunt Capital. Plus, John speaks about his involvement with the Leavitt Institute for International Development. We thank Davis ETFs for sponsoring this episode. Visit https:///www.etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
Podcast hosted by: Dave Armstrong and Kedar Wilson
LIVE Show hosted by: Michael Gayed and Dan Weiskopf
Guests: Danton Goei, Portfolio Manager with Davis ETFs and John Lunt, CEO of Lunt Capital
Sponsored By: Davis ETFs
Show Notes and Markers—
00:00 Open/Introduction
01:40 Macro view on Global Markets
07:39 Active Management &Active Share
11:39 Looking Different from the Benchmark
17:22 Why Anti-Fragility & Durability Matters
20:34 Conviction & Communication
23:29 Ideas That Can Make a Difference
26:45 Charity—Leavitt Institute for International Development
