Grant Engelbart of Brinker Capital - The Future of ETFs and Cryptocurrency

Orion's The Weighing Machine - Un podcast de Orion Portfolio Solutions - Les mardis

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In today’s episode, Rusty and Robyn talk to Grant Engelbart, Senior Portfolio Manager at Brinker Capital. Grant has been in the industry for more than a decade. His focus is on trading and managing assets, including ETF mutual funds and single securities. Before working as a portfolio manager, Grant was part of the trading and investment research team at Orion Advisor Solutions. Grant talks with Rusty and Robyn about ETF investment strategies, crypto as a new alternative asset class, and the non-financial skills needed in finance. "One of the biggest issues we have in the advisor and investor world today is income generation. With cryptocurrencies, if done the right way, you can create pretty substantial income streams and uncorrelated income streams off of these products." ~ Grant Engelbart Main Takeaways  When choosing an ETF, the first step is to know the exposure you’ll gain from it. Other factors to consider are ETF concentration, maximum security weight, index ETF, and consistent growth. Crypto can be a new alternative asset class. The possibilities with crypto are endless, especially with the creation of crypto ETFs and the growth of decentralized finance (DeFi). Getting familiarized with programming languages, improving your writing, and maintaining positive client relationships are non-financial skills needed in finance. Be disciplined and recognize the power of staying in the market long-term. Having a consistent yet adaptable process that is aligned with the client’s investment beliefs is important. Links Grant Engelbart on LinkedIn Sirius by The Alan Parsons Project Brinker Capital Brinker Capital on Twitter CLS Investments Chartered Alternative Investment Analyst Association (CAIA) Index Methodology Morningstar ETFs Davis ETFs JP Morgan US Value Funds Simplify ETFs Matt Hogan Dave Abner Python R Animal Spirits Podcast Corey Hoffstein’s Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants Flirting With Models Podcast Upside-Down Markets: Profits, Inflation, and Equity Valuation in Fiscal Policy Regimes By Jesse Livermore+ | O’Shaughnessy Asset Management Long Vol: It’s Always Different by Dave Nadig ETF Trends - ETF Strategist Channel - Brinker Capital Nebraska Huskers Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2011-OAS-7/13/2021

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