Sebastien Cabral
@thetrinianalyst
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ETFs. Markets. Economics. Opinions Are My Own. Research Associate
London, England
Joined June 2023
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#Shorts
: The Big Three take 88% of the new Spot Bitcoin volumes, while JP Morgan Securities dominates off-exchange trades -- evidenced by FINRA's ADF reporting infrastructure.
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"Crypto funds are at the beginning of their development journey, with a long way to go until global adoption!" --
@OpheliaBSnyder
, Co-founder of
@21Shares
Listen to Episode 3 of
#TigerMoney
🐯:
@DavidInglesTV
@RebeccaSin_SK
@EricBalchunas
@JSeyff
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Great to have the boss
@EricBalchunas
in London, this week delivering a thriller on stage at ETFs in Depth! Too short a time, but an incredible experience! Probably the best ETF presentation I’ve ever seen, I get it…. I’m biased.
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Negative spreads on $GBTC seemingly appeared on Day 2 of trading last week. Fairly unusual in trading terms but extremely interesting!
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Love working with
@EricBalchunas
! He brings the wildest ideas and we just test them! Love this chart, so many stories here!
Here's a really cool chart showing the longest daily inflow streaks for an ETF. Was curious where $IBIT and $FBTC stood (each at 34 days). Altho they in Top 5 for active streaks, they barely in Top 50 of all-time where $JEPI = Joe DiMaggio. h/t
@thetrinianalyst
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$IBIT with the new world $10 billion record!
Prior to the bitcoin ETFs the record speed for an ETF to reach $10b in assets was held by $JEPQ who did it in 647 trading days (nearly three years). $IBIT got there in 49 days, $FBTC in 77 days. Cool visual from
@thetrinianalyst
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"Indexing has become the navigation tool of choice for investors seeking simplicity amid the blur of financial complexity."
Dan Draper opens up to questions in
#TigerMoney
co-hosted by
@DavidInglesTV
and
@RebeccaSin_SK
.
#TigerMoney
🐯
@EricBalchunas
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China and Taiwan are shaking things up in Asia across the ETF industry. More on the terminal!
China is on pace to pass Japan as the Asian country with most ETF assets as BOJ limits ETF purchases and China adds some new reforms which could benefit funds. China crushing all of Asia in flows this year. Great look at the Asia ETF scene from
@RebeccaSin_SK
&
@thetrinianalyst
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#Shorts
Since the pandemic, changes in index weightings to allow more Nvidia exposure may have led to a broader overweight in tech stocks via equity net flows. Last week, around 517 ETFs holding Nvidia surpassed the remaining 1,873 others, that don't.
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That's almost half of all equity flows, since the pandemic going into only 517 ETFs exposed to Nvidia. Which only passed the other basket, last week.
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"If Nvidia were surging to a broader issue with passive investing, we would expect to see activity in other stocks, such as Apple and Microsoft, increase alongside that of Nvidia." -
@psarofagis
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This week felt like being in the gym, training with Kobe Bryant. I was the 2nd round draft pick in my rookie year, everything I thought I knew didn’t matter! So much to learn but slowwwwwly yet surely!
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Excited to be back in Monaco 🇲🇨for Fund Forum! Great week head discussing everything from global ETFs and funds to geopolitics & AI!
@IMpowerplatform
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10 Trillion. ETFs Unstoppable?
#ChartOfTheWeek
Crazy to think that global equities are unbeaten against global fixed income, a 10-0 record. The ETF industry hits $10 Trillion again with global equities moving past fixed income for the first time this year. Thanks S&P 500!
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Markets in India, Taiwan, and mainland China could be front and center in investing pioneer
@MarkMobiusReal
Emerging Opportunities Fund.
Mark Mobius sits down with
@DavidInglesTV
and
@RebeccaSin_SK
on Episode 4 of Tiger Money.
Listen Now:
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This was an interesting one!
There are four Uranium ETFs, here's a nice chart via
@thetrinianalyst
showing the recent vol and return of each, a clear trade-off, most ppl pick URA and URNM. There is no physically backed uranium ETF, the SEC nixed it, altho Canada has one (of course).
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Our theme for the Q3 Asia ETF report was Risk/Risk. Interestingly, the region was a bit more disjointed than I thought -- with varying risk/return linear relationships exhibited in different markets. Ultimately, Higher Risk may not guarantee (≠) Higher Returns!
@EricBalchunas
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#ChartOfTheWeek
Yet again, global equities have maintained their unbeaten 11-0 record against global fixed income in 2023, which wasn't the case in early on when rapid rate hikes pointed to some describing 2023 as 'the year of the bond'.
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The "United States of India" could be an EM pacesetter -- high growth, favorable demographics, and regional uniqueness. India is now within striking distance of supplanting China as the world's growth driver by year-end, ending China's 16-year run as the MSCI EM heavyweight.
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@EMcArdleInvest
@EricBalchunas
Happy to provide our research and discovery to you! Look forward to connecting on IB!
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Episode 2 of Tiger Money -- A Bloomberg Podcast
Listen to investment veteran, ChinaAMC CEO Yimei Li share insights on China, equities and crypto products.
Featuring
@RebeccaSin_SK
and
@DavidInglesTV
#BloombergIntelligence
#TigerMoney
China AMC CEO Yimei Li says it's more difficult to build an ideal index for Chinese companies than it is for other markets such as the US. Investment veteran exclusively spoke to our 'Tiger Money' podcast.
Listen to the full episode:
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