Owning GOLD, TECH vs. FANG – ft. Kanish Chugh from ETF Securities

iTunes – Spotify – Castbox – YouTube 

*This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.

On this episode:

Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG.

Timestamps:

@3:15: The FANG+ ETF – an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it’s so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture.

@13:30: The case for gold & ETF Securities’ GOLD ETF – Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD has experienced more than $800 million in FUM inflows in a year, and why gold in general has received a lot of attention since 2019.

@29:30: The TECH ETF – an ETF invested in global technology leaders, as defined by Morningstar’s investing research team, which assigns moat/competitive advantage ratings to companies and valuations. Kanish walks us through how and why Morningstar assigns moats, how they’re measured and how the portfolio comes together with valuation. Owen also shares his input and how his team assess competitive advantage.

Resources:

Best ETFs research:

Browse all podcast episodes

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Share this episode:

Share on facebook
Share on twitter
Share on linkedin
Share on email
Share on whatsapp
Search finance answers:
Generic filters

Like our podcast?
Get Owen’s weekly newsletter.

Like our podcast? Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

arrow-03

Rask Rockets 2021 is coming

Our Biggest Launch In The History Of The Rask Rockets Program

Rask analysts are counting down to the launch of Australia’s premier small-cap investor program, Rask Rockets 2021.

To register your interest, and also get a chance to join Rask Rockets 2020 today, please enter your email address below.

Like our podcast?
Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start?
We can help.
Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Join the short list

Make sure you keep an eye on your email, we will be in touch soon.