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Get Think Tanked Distilled with Lakshman Achuthan

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. Nevertheless, here are a couple pivotal questions, zingers and even proposed solutions.


Top Zingers and Fun Exchanges
  • Gayed: “We’re lettin’ people into the live show, which is hosted through Zoom… because god knows they need more help on their stock price”
  • Achuthan: “All our parents told us ‘Don’t stick your finger in the candle fire’ and you do it anyway”
  • Achuthan: “The market is like the biggest casino and they change the rules every day and nobody tells anyone… to be fair, are we really in a free market?”
  • Dziekanski: “History is a series of coinflips that can alter the course of history drastically… I feel there is an increasing number of coins being flipped”
  • Venuto: “I think you’re the first guest in a year that doesn’t blame the Fed for everything”
  • Achuthan: “The one cycle where there are storm clouds is the global industrial cycle”

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 January 28, 2021and use the toasting word “when.” Whenever we said “when”, we drank. When we did that, and when we got off the call, we were moving faster than GME in after-market trading.


Questions and Key Discussion Points

Unlike the short squeezes last week, this happy hour went off with only a few halts, but we drilled down to some great market cycle points with Lakshman. Some of the questions and debate covered included:

  1. Is the Fed to blame for some of this craziness going on in these highly shorted stocks like GameStop?
  2. Are we really in a free market?
  3. What are the conditions to break a market cycle, and can something strange like the trading this week do it?
  4. What about the debt super cycle, which everybody has been waiting to pop, and seems to only be getting bigger?
  5. Thoughts on the potential disconnect between the stock market and the economy and the long-term effects.
  6. Has the Fed become reactive?

Thank you, Lakshman Achuthan for your explanation on the factors that have broken long-term cycles in the past, like major wars, significant natural disasters, and significant climate events. Not to mention your anecdote on the Fed and their pre-emptive moves. Are we on the precipice of another long-term market cycle change?


Key Takeaways

The Happy Hour was a constructive discussion and highlighted various key points that we often address at Toroso.

How do you reset this type of debt growth? It won’t be by printing more money, and exponential debt is not the answer. The view that the inflation cycle hasn’t shifted structurally is a big problem, and during growth rate cycle downturns is exactly when double-digit corrections in the broad market are most likely to occur.

Thank you, Lakshman, for educating us last week. To learn more about Lakshman Achuthan, or to see if his services are a strong fit for you, click here.

This week we have Meb Faber from Meb Faber Research as our guest speaker. Looking for a reason to be optimistic – come join us! It would seem he is also concerned about narrowing the wealth and income gap, as he has set forth a few ideas on how to close them. Bring your challenging 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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