We’re discussing high-conviction opportunities in global markets, active share, and recent market action with Danton Goei, Portfolio Manager with Davis ETFs and John Lunt, CEO of Lunt Capital. Plus, John speaks about his involvement with the Leavitt Institute for International Development. We thank Davis ETFs for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.