Thematic Investing Insights
Michael discusses the volatility of stocks like fuel cells and emphasizes the importance of position sizing for investors. Dave highlights the growing interest among advisors in integrating thematic ETFs into client portfolios, particularly in areas like cloud computing and green technologies. The conversation underscores the need for careful consideration in portfolio construction while navigating the dynamic landscape of emerging investment themes.In this clip
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Animal Spirits Podcast
Talk Your Book: How to Use Thematic ETFs
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