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themed now let's talk to three people 2.72 Jump to 19.6
    CARDINAL three
many thematic tech etfs you run one of 4.561 Jump to 36.399
    CARDINAL one
had a billion and a half in assets a 3.441 Jump to 45.039
    CARDINAL a billion and a half
year ago now it's under a billion sort 3.84 Jump to 46.559
    DATE year ago
number one theme for us so it's not 3.6 Jump to 68.4
    CARDINAL number one
is only seven percent from the from its 4.64 Jump to 76.56
    PERCENT only seven percent
they're down a third from their highs 4.799 Jump to 82.96
    ORDINAL third
about 50 thematic 50 5.92 Jump to 146.56
    CARDINAL about 50
etf data there's over 600 billion 4.8 Jump to 220.799
    MONEY 600 billion
p 500 with 11 4.479 Jump to 229.12
    CARDINAL 500
    CARDINAL 11
inflows and energy with oil at ninety 3.44 Jump to 245.2
    CARDINAL ninety
dollars a seven year high that sort of 4.081 Jump to 246.959
    DATE seven year
well yeah that's around a 7 billion etf 5.361 Jump to 270.639
grown your dividend for the last 20 3.6 Jump to 282.08
    DATE the last 20
years or 10 years or even five years now 4.8 Jump to 283.28
    DATE years
    DATE 10 years
    DATE five years
we were the first firm back in 2013 4.32 Jump to 285.68
    ORDINAL first
    DATE 2013
uh it's been one of the best performers 3.6 Jump to 310.4
three months because of that defensive 5.12 Jump to 314.0
    DATE three months
rotation um it is for top two percent of 5.04 Jump to 316.24
    PERCENT two percent
yeah that's uh if you look at we have 75 5.44 Jump to 358.72
    CARDINAL 75
performing to start 2022 up seven 4.56 Jump to 364.16
    DATE 2022
    CARDINAL seven
the fed what do you do for a standard 60 4.64 Jump to 374.24
40 portfolio allocation commodities an 4.4 Jump to 376.88
    CARDINAL 40
in inflation-sensitive places are one of 4.24 Jump to 378.88
futures it cost you like 5 a year for 4.48 Jump to 404.96
two and a half decades because the 3.44 Jump to 407.84
    DATE two and a half decades
you're now getting paid four to five 3.039 Jump to 411.28
    CARDINAL four to five
10 billion in aum a year ago to 20 4.8 Jump to 446.56
    CARDINAL 10 billion
    DATE a year ago
    CARDINAL 20
billion today and no sign of slowing 4.481 Jump to 449.039
    DATE today
it's a 60 40 portfolio again a little 4.88 Jump to 607.6
    CARDINAL 60 40
billion dollars and we launched two 3.28 Jump to 616.64
    CARDINAL two
a probably about a billion and a half 3.52 Jump to 624.64
    MONEY about a billion and a half
billion point one in in the combined 4.8 Jump to 626.32
fifty of exposure of ninety cents of 4.641 Jump to 637.519
    CARDINAL fifty
    MONEY ninety cents
equities and sixty cents of bond futures 4.481 Jump to 639.519
    MONEY sixty cents
you can put two-thirds of your capital 4.08 Jump to 664.24
    CARDINAL two-thirds
and get that same 60-40 and then you 3.76 Jump to 666.0
have a third of your capital either 4.24 Jump to 668.32
    ORDINAL third
traditional standard 60 40 allocation 5.2 Jump to 741.68
    DATE 60 40
one here 3.521 Jump to 758.399
income fund for the next two years uh 4.159 Jump to 761.92
    DATE the next two years
auction this week was already up 29 3.84 Jump to 785.04
    DATE this week
    CARDINAL 29
them in 2014 it was the first new 4.08 Jump to 816.24
    DATE 2014
    ORDINAL first
issued in 97 and so it's just a standard 4.959 Jump to 820.32
    CARDINAL 97
yeah now christian you have one of my 4.159 Jump to 832.24
    CARDINAL one
dated options as i recall on an s p 500 6.401 Jump to 846.959
with an average of a 10-year maturity so 4.24 Jump to 853.36
    DATE 10-year
anywhere from 50 to 70 percent of the 5.2 Jump to 877.68
    PERCENT 50 to 70 percent
the s p was off over 30 percent in you 6.64 Jump to 895.6
    PERCENT over 30 percent
just nine percent during that time we've 5.12 Jump to 902.24
    PERCENT just nine percent
investing in 2022 why does it keep 3.68 Jump to 953.279
    DATE 2022
five and a half trillion dollars in 4.64 Jump to 982.8
    DATE five and a
4.2 trillion of that is in u.s focus 6.8 Jump to 987.44
    CARDINAL 4.2 trillion
    GPE u.s
only etfs so 75 5.68 Jump to 991.519
as a proxy only 58 is in u.s so 5.92 Jump to 1002.88
    CARDINAL only 58
    GPE u.s
55 billion and flows into equity etfs 6.32 Jump to 1018.16
    CARDINAL 55 billion
you have a currency hedged europe one 4.559 Jump to 1075.12
buys japan a few years maybe 18 months 5.041 Jump to 1101.919
    DATE a few years
    DATE 18 months
22 2022 trends in etfs and remember you 5.039 Jump to 1144.88
    DATE 22 2022
hottest trends in the nearly four 2.719 Jump to 1163.2
trillion dollar market of 3.76 Jump to 1164.799