Eric Biegeleisen of 3EDGE Asset Management - Navigating the World of ETF (Exchange-Traded Fund)

Episode • Feb 28, 2023 • 33m

Exchange-traded funds, or ETFs, have become increasingly popular as investors look for a simple, diversified, and cost-effective approach to investing. While ETFs provide a convenient way for investors to gain exposure to a wide range of assets, in what direction is the ETF market headed in the future?

In this episode, Rusty and Robyn talk with Eric Biegeleisen, Partner and Deputy Chief Investment Officer at 3EDGE Asset Management. In his role, Eric is responsible for the research operations at 3EDGE. His research focuses on discovering and exploring the interconnectedness of global capital markets through quantitative and qualitative analyses. Under Eric's leadership, 3EDGE has significantly enhanced its proprietary global capital markets model.

Having a goal to steward 3EDGE's relationships with ETF managers to help bring new products to market, Eric talks with Rusty and Robyn about the ins and outs of exchange-traded funds (ETFs), the projected growth, and how they stand up against direct indexing. Eric also shares some of the opportunities ETF offers in the investment industry.

Key Takeaways

[02:59] - Eric's path to becoming 3EDGE Asset Management's Deputy Chief Investment Officer.
[04:29] - How 3EDGE Asset Management serves private and institutional clients.
[07:15] - How 3EDGE Asset Management constructs portfolios.
[09:14] - What makes 3EDGE different from its competitors and peers.
[10:28] - Eric's outlook on exchange-traded funds (ETFs).
[11:32] - The pros and cons of investing in ETFs.
[12:32] - How 3EDGE can compete against the big proprietary ETF providers.
[15:01] - Eric's take on direct indexing being a threat to ETFs.
[16:05] - The 3EDGE view on the stock market for 2023.
[19:10] - Eric's tactical strategies for international equity.
[21:57] - The strategy Eric uses to diversify assets.
[25:11] - One of Eric's favorite investment strategies.
[26:11] - How Eric maintains his energy and ability to perform at a high level.
[27:11] - The people Eric is grateful for professionally.
[28:36] - Eric's recommendation for content.

Quotes

[07:42] - "Behaviorally, investors can act as a herd, whether in a virtuous or vicious way. We need these behavioral factors to identify the real short-term potential changes." ~ Eric Biegeleisen

[10:49] - "The ETF space continues to grow as it siphons off assets from other wrappers and large mutual funds. As new money folds in as it's gotten even larger, institutional dollars roll in." ~ Eric Biegeleisen

[11:39] - "The pros (of ETFs) are a long list: transparent, low cost, tax efficient. There are over 1,700 listed ETFs in the U.S. alone, so there are exposures to nearly everything one would want." ~ Eric Biegeleisen

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