Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to zero, Bryce discusses how the move could lead to new innovations in direct indexing.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

As of 9/30/19, the SPDR S&P 500 ETF (SPY) and the iShares 20+ Year Treasury Bond (TLT) were not held in the Knowledge Leaders Strategy. 

 

Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to zero, Bryce discusses how the move could lead to new innovations in direct indexing.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

As of 9/30/19, the SPDR S&P 500 ETF (SPY) and the iShares 20+ Year Treasury Bond (TLT) were not held in the Knowledge Leaders Strategy. 

 

Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to zero, Bryce discusses how the move could lead to new innovations in direct indexing.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

As of 9/30/19, the SPDR S&P 500 ETF (SPY) and the iShares 20+ Year Treasury Bond (TLT) were not held in the Knowledge Leaders Strategy. 

 

Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to zero, Bryce discusses how the move could lead to new innovations in direct indexing.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

As of 9/30/19, the SPDR S&P 500 ETF (SPY) and the iShares 20+ Year Treasury Bond (TLT) were not held in the Knowledge Leaders Strategy. 

 

As expected, today the Fed cut rates. Bryce recaps the Fed’s policy stance, takeaways from the meeting and how the market reacted. Steve uncovers a relationship between the energy market and bonds: the more the US has become a net exporter of energy, the more downward bias on the term premium of long-duration bonds.

 

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

Episode 2: QE or Not QE? Plus, the Innovation at the Core of the GM Strike

The Fed is buying government bonds again as of today, a move that was announced last Friday. They’re not calling it QE, but it looks like QE to us. Bryce and Steve dig into what this move could signal for investors and discuss the innovation at the core of the General Motors strike: electric vehicles.

As of 9/30/19, General Motors was not held in the Knowledge Leaders Strategy

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

Episode 1: Value Stocks, Employment Stats & the Future of Exemptive Relief

September saw the outperformance of value vs. growth, is this the start of a new trend? Recent labor market statistics have deteriorated, what we’ll be looking for in the upcoming employment report. Plus, last week the SEC eliminated the exemptive relief requirement for ETFs. Our thoughts on what it could mean for the future of the industry.