The COVID-19 pandemic has created a massive divergence in performance among thematic ETFs. Among the most pioneering of the thematic ETF issuers, Global X's CEO Luis Berruga joins Let's Talk ETFs to discuss where he sees the greatest opportunities in the current landscape. Some of the themes we discuss - e-commerce (EBIZ), video games (HERO) - will come as no surprise to listeners. Others will. There's an idea here for nearly every type of ETF investor.
Show Notes

2:45 - A most elegant piece of financial engineering: Luis' move from investment banking to Global X ETFs

7:00 - A global footprint: Mirae Asset enters the picture

12:30 - How many exchanges are Global X ETFs currently listed on?

17:15 - Masters at work: Global X's approach to thematic investing

24:00 - The birthing process: How Global X brings thematic products to market

28:00 - Matchmaker, Matchmaker: Carefully choosing the perfect indexer for each ETF

30:00 - Are institutional investors using thematic ETFs differently than individuals?

34:30 - How has COVID-19 affected trends in the thematic space?

38:30 - COVID-19 thematic ETF lightning round


39:00 - The race for the cure: The Global X Genomics & Biotechnology ETF (GNOM)

43:00 - The evolving business of aging: The Global X Longevity Thematic ETF (LNGR)

46:00 - Body-mind connection 2.0: The Global X Robotics & Artificial Intelligence ETF (BOTZ) 

50:00 - The new shop-from-home economy: The Global X E-commerce ETF (EBIZ) (AMZN)

55:45 - The new socially distant entertainment ecosystem: The Global X Video Games & Esports ETF (HERO)

62:00 - Looking for yield in a yield-less world: Global X SuperDividend ETFs (SDIV) (DIV)

71:45 - What are Luis' favorite sectors right now?


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