“We built a set of ETFs, a set of beta exposures and a set of smart beta exposures… today we're the fifth largest ETF manufacturer in the world.”
SM
Schwab Asset Management
Masters in Business ·
“If you look at the holdings, it's literally just like a, a who's who of NeoClouds. ... core weave, perhaps Nebius ... high yield tech benchmarks ... core weave, like 25% of the benchmark”
Monetary Matters with Jack Farley · Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis
Play from 34:26
34:26
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What was described
examined holdings of convertible-bond ETFs to identify exposure to NeoCloud data-center lenders like Core Weave, Nebius, etc.
Said nearby on the same subject
“‘These all-in-one ETFs do have a fairly heavy allocation to Australia… often like 35 to 40%… you can keep it as core but just don’t add Australian satellites.’”
MI
Matt Ingram
Equity Mates Investing Podcast ·
“What I love to weave in there is the metaphor of a caterpillar turning into a butterfly… the hardest part for kids to identify with is… you’re in the goo phase.”
AD
Amanda Diekman
Full-Tilt Parenting: Strategies, Insights, and Connection for Parents Raising Neurodivergent Children ·
“Micron is still a core holding for us ... we think the earnings are likely to be there for another couple of years”
♫
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