Episode Synopsis "#6 - Investment themes & mega trends (ESG, urbanization, smartfarming & medical marijuana)"

We discuss what earning season means and why, even with exceptionally high results, like apple, a share price remains fairly flat - a reminder that investors are mainly interested in future expectations, not the past. We also briefly share our thoughts on crypto investing and why it won’t have a large allocation in our portfolios. Now that I have the foundations of my portfolio set, which include commodities, bonds & equities, Santiago introduces me to trend and theme based investing, which includes topics such as smart farming, rapid urbanization, climate change, medical marijuana and psychedelics. We begin talking about the different type of theme based ETFs and providers like iShares, Rize ETF & Horizons, and the early considerations such as fund size and cost when forming our investing thesis. More details will follow in the next episode.

Listen "#6 - Investment themes & mega trends (ESG, urbanization, smartfarming & medical marijuana)"

More episodes of the podcast Investing Switzerland

• #6 - Investment themes & mega trends (ESG, urbanization, smartfarming & medical marijuana)
• #5 - How to select a diverse bucket of alternative asset ETFs
• #4 - Stabilize my portfolio with bond ETFs
• #3 - Opened an account, funded it, and now what?
• #2 - Pillar 3a, Robo & Self-directed Investment Opportunities
• #1 - GameStop (GME) & Investing Principles
• #0 - Introduction to Investing Switzerland podcast