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Crypto ETFs with Matt Hougan

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Crypto ETFs with Matt Hougan

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In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on crypto ETFs. Matt Hougan returns to the Intelligent Money Minute podcast to talk about all things in the realm of crypto. During this episode, Matt Hougan talks about the first electronic exchange fund created for cryptocurrency and how it works. Matt understands the natural interest of investors but heeds a cautionary warning to those with little understanding of crypto’s risk. 

Like any asset class or new investment, smart investors will not rush into it and ask questions later, but rather spend time in due diligence to understand the benefits, the risks, and the potential.

As a reminder, the views and opinions expressed on the Intelligent Money Minute podcast are those of the interviewee and do not necessarily reflect the views of Intelligent Investing, LLC. Intelligent Investing does not imply any endorsement or approval of any of the investments mentioned on the podcast. This podcast is to educate the public, and the investment strategy and themes discussed may not be unsuitable for investors depending on their specific investment objectives and financial situation.

We are excited to be interviewing Matt Hougan, and we have several more episodes where we explore the ins and outs of ETFs, bitcoin, and blockchain, so be sure to subscribe to our podcasts to hear all the interviews.

Matt Hougan Bio

Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is Global Head of Research for Bitwise Asset Management, creator of the world’s first cryptocurrency index fund. Hougan is also Chairman of Inside ETFs, the world’s largest ETF conference. He was previously CEO of ETF.com, where he helped build the world’s first ETF data and analytics system. Hougan is co-author of the CFA Institute’s Monograph on ETFs. He’s also a crypto columnist for Forbes, and a three-time member of the Barron’s ETF Roundtable. For more resources from Matt Hougan click here.

 

The New Crypto Landscape for Investors

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The New Crypto Landscape for Investors with Matt Hougan

Reading Time: 2 minutes

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the new crypto landscape for investors. Matt Hougan returns to the Intelligent Money Minute podcast to talk about all things in the realm of crypto. During this episode, Matt Hougan pulls back the curtain on the ever-changing landscape of cryptocurrency and how investors ought to examine it. Matt understands the natural interest of investors but heeds a cautionary warning to those with little understanding of crypto’s risk. 

Like any asset class or new investment, smart investors will not rush into it and ask questions later, but rather spend time in due diligence to understand the benefits, the risks, and the potential.

As a reminder, the views and opinions expressed on the Intelligent Money Minute podcast are those of the interviewee and do not necessarily reflect the views of Intelligent Investing, LLC. Intelligent Investing does not imply any endorsement or approval of any of the investments mentioned on the podcast. This podcast is to educate the public, and the investment strategy and themes discussed may not be unsuitable for investors depending on their specific investment objectives and financial situation.

We are excited to be interviewing Matt Hougan, and we have several more episodes where we explore the ins and outs of ETFs, bitcoin, and blockchain, so be sure to subscribe to our podcasts to hear all the interviews.

Matt Hougan Bio

Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is Global Head of Research for Bitwise Asset Management, creator of the world’s first cryptocurrency index fund. Hougan is also Chairman of Inside ETFs, the world’s largest ETF conference. He was previously CEO of ETF.com, where he helped build the world’s first ETF data and analytics system. Hougan is co-author of the CFA Institute’s Monograph on ETFs. He’s also a crypto columnist for Forbes, and a three-time member of the Barron’s ETF Roundtable. For more resources from Matt Hougan click here.

 

Signs of Risk and Business Cycles

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Signs of Risk and Business Cycles with Ed Peters

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On today’s Intelligent Money Minute, we’ll interview Ed Peters on signs of risk and business cycles. During this episode, Ed talks about risk regimes that are out in the market and how they lead to different business cycles. We can’t know truly know when risk regimes are shifting, but we can keep an eye on converging risks. For the first time in a long time, we are seeing a rise in both real inflation risk and business cycle risk. 

Risk comes in cycles and follows the business cycle. We can look for signs that different seasons are coming as Ed mentioned. Looking at credit rate risks, interest rate risks, etc… you can see risks rising and falling. It is never crystal clear, and not foolproof due to the fact there are exogenous shocks that can change the outlook overnight. At Intelligent Investing, we don’t want to be naïve, but we have faith in our future. We regard optimism as the only realism. There will always be something to fear, but we think that progress continues to increase. Think back to your childhood and all the technology that has changed since then. We want to maintain a positive outlook on life, even when things appear dark or grim. To learn more about our wealth management principles and philosophy, please visit our philosophy page.

Be sure to subscribe to our podcasts so you can stay informed. We’d be happy to sit down with you over coffee or a call to share our process and philosophy and how we manage risk for our high-net-worth clients. 

Ed Peters Bio

Ed Peters is First Quadrant’s Managing Partner. In this role, Ed establishes the firm’s strategic direction, develops firm-wide initiatives, and chairs the Executive Leadership Team and the Management Operating Committee. Ed also contributes to First Quadrant’s research efforts, with a particular emphasis on market states, and manages the firm’s long-only multi-asset strategy. Prior to joining First Quadrant in 2008, Ed worked at PanAgora Asset Management, at various times serving as equity portfolio manager, Director of Tactical Asset Allocation, CIO of Macro Investments, and CIO. Other past work experience includes Interactive Data Corporation and Mutual Benefit Life. Ed holds an MBA from Rutgers University. He has published articles in multiple investment journals, as well as three books.

How to Hedge Against Stagflation?

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How to Hedge Against Stagflation with Ed Peters

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On today’s Intelligent Money Minute, we’ll interview Ed Peters on how to hedge against stagflation. In previous episodes, Ed stresses how correctly diagnosing the inflationary environment is critical to approaching an accurate economic solution. During this inflation series, Ed Peters defined reflation, deflation, and stagflation. Stagflation is defined as persistently high inflation combined with high unemployment and stagnant demand in a country’s economy. Outside of shorting, Ed explains the challenges a stagflation environment poses for any investor. 

As Ed mentioned, the Fed has found itself in a tricky spot. A prudent investor will not want to guess and hope for the best regarding the Fed’s next move. On our next episode with Ed, we’ll talk about various risk regimes and what we should be aware of. Be sure to subscribe to our podcasts so you can stay informed. We’d be happy to sit down with you over coffee or a call to share our process and philosophy and how we manage risk for our high-net-worth clients. 

Ed Peters Bio

Ed Peters is First Quadrant’s Managing Partner. In this role, Ed establishes the firm’s strategic direction, develops firm-wide initiatives, and chairs the Executive Leadership Team and the Management Operating Committee. Ed also contributes to First Quadrant’s research efforts, with a particular emphasis on market states, and manages the firm’s long-only multi-asset strategy. Prior to joining First Quadrant in 2008, Ed worked at PanAgora Asset Management, at various times serving as equity portfolio manager, Director of Tactical Asset Allocation, CIO of Macro Investments, and CIO. Other past work experience includes Interactive Data Corporation and Mutual Benefit Life. Ed holds an MBA from Rutgers University. He has published articles in multiple investment journals, as well as three books.

Reflation, Deflation, & Stagflation? OH MY!

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Reflation, Deflation, & Stagflation? OH MY!

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On today’s Intelligent Money Minute, we’ll interview Ed Peters on reflation, deflation, and stagflation. You’ll read in the headlines about the different types of inflation including stagflation, deflation, and reflation. During this episode, Ed Peters breaks down each type and what scenario they occur. Correctly diagnosing the inflationary environment is critical to approaching an accurate economic solution. 

As Ed mentioned, there are a number of financial terms out there that are very confusing. We shared just a few of them today. At Intelligent Investing, our passion is to minimize financial stress to maximize lives. We try to help our high net worth clients sort through the headlines and news, to help them keep their focus on their long-term goals. As their financial accountability partner, we help alleviate the stress that often comes from either a lack of knowledge or our innate emotional desire to want to react. We’d be happy to sit down with you over coffee or a call to share our process and philosophy and how we manage risk for our high-net-worth clients. Be sure to subscribe to our podcasts so you can stay informed.

Ed Peters Bio

Ed Peters is First Quadrant’s Managing Partner. In this role, Ed establishes the firm’s strategic direction, develops firm-wide initiatives, and chairs the Executive Leadership Team and the Management Operating Committee. Ed also contributes to First Quadrant’s research efforts, with a particular emphasis on market states, and manages the firm’s long-only multi-asset strategy. Prior to joining First Quadrant in 2008, Ed worked at PanAgora Asset Management, at various times serving as equity portfolio manager, Director of Tactical Asset Allocation, CIO of Macro Investments, and CIO. Other past work experience includes Interactive Data Corporation and Mutual Benefit Life. Ed holds an MBA from Rutgers University. He has published articles in multiple investment journals, as well as three books.

Inflation Risks & Hedging Techniques We Need To Consider

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Inflation Risks & Hedging Techniques We Need To Consider

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On today’s Intelligent Money Minute, we’ll interview Ed Peters on inflation risks & hedging techniques we need to consider. In general, we don’t typically know what causes the current inflation. Trying to hedge a specific type of inflation is difficult to do, and you’d need a crystal ball to do it successfully. The main thing to do is have a basket of hedging techniques in response to inflation risks. During this episode, Ed Peters explains in-depth the value of various hedging techniques in response to inflation risks. 

There are a number of inflation techniques to consider, but a lot of the hedging depends on the reasons for the inflation in the first place. Gold can sometimes help with monetary caused inflation, and inflation-linked bonds can also help, as well as REITs and infrastructure. It can get complicated really quickly, but you do need a basket of diversified investments to help you smooth out the risks along your investment journey. We’d be happy to sit down with you over coffee or a call to share our process and philosophy and how we manage risk for our high-net-worth clients. Be sure to subscribe to our podcasts so you can stay informed.

Ed Peters Bio

Ed Peters is First Quadrant’s Managing Partner. In this role, Ed establishes the firm’s strategic direction, develops firm-wide initiatives, and chairs the Executive Leadership Team and the Management Operating Committee. Ed also contributes to First Quadrant’s research efforts, with a particular emphasis on market states, and manages the firm’s long-only multi-asset strategy. Prior to joining First Quadrant in 2008, Ed worked at PanAgora Asset Management, at various times serving as equity portfolio manager, Director of Tactical Asset Allocation, CIO of Macro Investments, and CIO. Other past work experience includes Interactive Data Corporation and Mutual Benefit Life. Ed holds an MBA from Rutgers University. He has published articles in multiple investment journals, as well as three books.

Is Our Current Inflationary Environment Transitory?

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Is Our Current Inflationary Environment Transitory? with Ed Peters

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On today’s Intelligent Money Minute, we’ll interview Ed Peters on whether our current economic environment is transitory inflation. Many economists believe the current inflation in our country is transitory. The common misconception according to Ed Peters is the misdiagnosis of the current inflationary environment. During this episode, Ed explains that there’s a good chance that we never get back to the pre-covid inflation number. In summary, Ed believes a monetary inflation environment may occur as a result of the current inflationary environment. 

We’ll talk to Ed more about his thoughts on whether a monetary inflation environment may occur down the road and ways to consider hedging against such an environment. Be sure to subscribe to our podcasts so you can stay informed.

Ed Peters Bio

Ed Peters is First Quadrant’s Managing Partner. In this role, Ed establishes the firm’s strategic direction, develops firm-wide initiatives, and chairs the Executive Leadership Team and the Management Operating Committee. Ed also contributes to First Quadrant’s research efforts, with a particular emphasis on market states, and manages the firm’s long-only multi-asset strategy. Prior to joining First Quadrant in 2008, Ed worked at PanAgora Asset Management, at various times serving as equity portfolio manager, Director of Tactical Asset Allocation, CIO of Macro Investments, and CIO. Other past work experience includes Interactive Data Corporation and Mutual Benefit Life. Ed holds an MBA from Rutgers University. He has published articles in multiple investment journals, as well as three books.

The Fed is on Slippery Ice

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The Fed is on Slippery Ice with Ed Peters

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On today’s Intelligent Money Minute, we’ll interview Ed Peters on how the Fed is on slippery ice. During this episode, Ed explains the Fed’s reasoning behind potentially raising interest rates due to the recent inflationary climate. The Fed wants to raise interest rates in a way that doesn’t hurt the economy with the hope that supply chain issues resolve themselves. 

As Ed mentioned, the Fed would have to take a very hawkish stance to raise rates above inflation (like Volker did in the late 70s). That probably isn’t on their agenda, but they do want to take their foot off the gas, but not necessarily hit the brakes. 

On our next podcast with Ed, we’ll talk about whether this is a transitory inflationary environment, a permanent inflationary environment, or some combination. Be sure to subscribe to our podcasts so you can stay informed.

Ed Peters Bio

Ed Peters is First Quadrant’s Managing Partner. In this role, Ed establishes the firm’s strategic direction, develops firm-wide initiatives, and chairs the Executive Leadership Team and the Management Operating Committee. Ed also contributes to First Quadrant’s research efforts, with a particular emphasis on market states, and manages the firm’s long-only multi-asset strategy. Prior to joining First Quadrant in 2008, Ed worked at PanAgora Asset Management, at various times serving as equity portfolio manager, Director of Tactical Asset Allocation, CIO of Macro Investments, and CIO. Other past work experience includes Interactive Data Corporation and Mutual Benefit Life. Ed holds an MBA from Rutgers University. He has published articles in multiple investment journals, as well as three books.

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