Join us for a riveting conversation with Seth Rosenthal, the financial virtuoso at the helm of Academy Asset Management. Today, we unlock the untold synergy between disciplined military prowess and the high-stakes world of asset management. Seth, a beacon of investment acumen, illustrates Academy’s dedication to guiding veterans as they transition from the battlefield to the boardroom. We delve into how Academy’s seasoned team, which boasts the strategic acumen of retired admirals and generals, becomes instrumental in forecasting market-shifting geopolitical events. Their foresight, such as predicting the market tremors following Russia’s incursion into Ukraine, proves invaluable for anyone vested in the nuances of fixed income investing. This discussion is not just about financial strategies; it’s a testament to the profound impact of our veterans’ skills when applied to a new mission in the civilian sector.
In the next segment, we turn to the pioneering VETZ ETF, a financial product that does more than promise returns—it stands as a pillar of support for veteran entrepreneurs. I unravel the intricate journey of bringing the ETF to life, sharing the triumphs and tribulations from securing its ticker through to its launch day on Wall Street. This isn’t just an ETF; it’s a commitment to social impact, with a slice of its management fees aiding veteran-focused charities. The conversation also gazes forward, speculating on the allure of mortgage-backed securities and their potential role in diversifying fixed income portfolios, especially in a volatile economic landscape. Whether you’re a finance aficionado or looking to make a difference through your investments, this episode is a salute to the innovative spirit of our veterans in the financial arena.
Read through the full transcript here:
For fund disclosures, visit www. https://www.academyetfs.com/vetz/
Definitions:
The Agg – The Bloomberg Aggregate Bond Index or “the Agg” is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance.
MBS – Mortgage-backed securities (MBS) are variations of asset-backed securities that are formed by pooling together mortgages exclusively.
S&P 500 – The S&P 500 Index, or Standard & Poor’s 500 Index, is a market-capitalization-weighted index of 500 leading publicly traded companies in the U.S.
Duration – Duration is a measure of the sensitivity of the price of a bond or other debt instrument to a change in interest rates.
MBF – A must be filled (MBF) order is a trade that must be executed due to expiring options or futures contracts on those exchanges.
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Chapter Markers:
00:00
08:44 Introduction to the VETZ ETF
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