Jon Maier is the chief ETF strategist at JPMorgan Asset Management. He joins Phil Rosen on Full Signal to discuss the sea change underway in ETF flows, why active management is set up to outperform passive for the first time in years, how the Iran conflict is reshaping the macro outlook and what investors should actually do with their portfolios right now.
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Timestamps:
0:00 - Intro
0:20 - Iran conflict macro implications
1:20 - 66% of S&P stocks beating the index
3:10 - Breaking down $14T ETF market
6:00 - More ETFs than stocks
6:45 - Derivative income ETFs
8:20 - International vs. US rotation
12:05 - Bear sentiment and hedging strategies
14:30 - Rotation out of tech
15:40 - Should you go to cash right now?
18:20 - Active vs. passive long view
21:20 - How pullback compares to history
23:10 - JPMorgan Guide to ETFs
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