If you’re excited about an investment, it’s probably not a good investment.
Listen to the Rational Reminder Episode 185: Lighting your Money on Fire with Thematic ETFs where we do a deeper dive of the topic:
• RR #185 - Lighting you...
rationalreminder.ca/podcast/185
Referenced in this video:
Earnings Growth: The Two Percent Dilution: www.cfainstitute.org/en/resea...
The Big Market Delusion: Valuation and Investment Implications: www.tandfonline.com/doi/full/...
Overconfidence and Speculative Bubbles: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/www.princeton.edu/~wxiong/pap...
Competition for Attention in the ETF Space: papers.ssrn.com/sol3/papers.c...
Betting against Quant: Examining the Factor Exposures of Thematic Indexes: jii.pm-research.com/content/1...
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3 май 2022