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Resolve's Gestalt University

Sep 14, 2020

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day.

The advent of Exchange Traded Funds (ETFs) brought about one of the largest and most transformative trends in the investment landscape. With legions of enthusiasts and no shortage of detractors, ETFs also ignited the so-called passive investing revolution, upending the industry and sparking controversy. We could think of no better guest than our friend Dave Nadig (CIO and Director of Research at ETF Trends and ETF Database) for this conversation, which covered:

  • Understanding that not all passive investments are created equal
  • There’s much more discretion than meets the eye – even in the S&P 500 index
  • Price-discovery distortions – (possibly) on its way to a new equilibrium
  • The coining of a new concept – Reflexivity Inflection Point
  • The Rise of ESG and why the category has been outperforming in 2020

The discussion heated up as we debated who gets to define “E”, “S” and “G”, and semantics converged to a better definition – values-based investing. A wildly entertaining episode made even better by the live questions and comments.

Thank you for watching and listening. See you next week.