Thematic Matters

Space: A New Frontier for Thematic Investing

Join us for the latest episode of Thematic Matters, where we are joined by Andrew Chanin, CEO at ProcureAM.
This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
The content of this podcast does not constitute investment advice nor an offer for sale nor a solicitation to buy any product or make an investment.

All things JETS with Frank Holmes, CEO and Chief Investment Officer at U.S. Global Investors

HANetf Investment Writer, Jake Coulson, is joined by Frank Holmes, CEO of U.S. Global Investors, to talk all things jets! We take a deep dive into the airline industry, and why it could take off in 2023.
 
This podcast is for professional investors only. When you trade ETFs, your capital is at risk. The content of this podcast does not constitute investment advice nor an offer for sale nor a solicitation to buy any product or make an investment.
 
 
 

Investing in the Battery Age with John Ciampaglia

HANetf Investment Writer, Jake Coulson, chats with Sprott CEO John Ciampaglia, to discuss the energy transition materials theme, and Sprott's new Energy Transition Materials UCITS ETF.

AuAg Funds CEO gives gold outlook for 2023

This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
 
In this episode of Thematic Matters, AuAg Funds CEO Eric Strand discusses the case for gold miners, sustainability issues in the gold industry, and what he predicts will happen to gold in 2023.
 
This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
 
The content of this podcast does not constitute investment advice nor an offer for sale nor a solicitation to buy any product or make an investment.

COP27: Climate change and sustainable investing

This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
In this episode of Thematic Matters, we are joined by Gabriela Herculano, CEO and co-founder of London-based fintech iClima Earth. With over 25 years of experience in finance and energy sectors, Gabriela shares her views on enabling decarbonisation through technology, the implication of the Inflation Reduction Act and and iClima Earth's unique approach to index investing. 
 
This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
The content of this podcast does not constitute investment advice nor an offer for sale nor a solicitation to buy any product or make an investment.

Stock Sell-Offs: Why GinsGlobal Remains Bullish on Tech

This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
In this week’s episode of Thematic Matters, Tom Bailey is joined by Anthony Ginsberg, CEO and Managing Director of GinsGlobal Index Funds. With inflation hitting all time highs, GinsGlobal believes that it has reached it's peak and there will be a recovery in tech stocks as fundamentals point to a positive future. Also discussed:
- Equally weighted ETFs
- Best performing tech subthemes
- Future of telemedicine
- Recovery from the pandemic
 
This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
The content of this podcast does not constitute investment advice nor an offer for sale nor a solicitation to buy any product or make an investment.

Uranium miners: Reacting to demand

This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
In this week’s episode of Thematic Matters, Tom Bailey is joined by Sprott Asset Management CEO John Ciampaglia to discuss the role of uranium miners in the transition to net-zero. In the wake of supply chain issues and geopolitical uncertainty, could nuclear energy be a potential solution to the paucity of oil and gas?
 
This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
The content of this podcast does not constitute investment advice nor an offer for sale nor a solicitation to buy any product or make an investment.

Online betting: Entering a new age of legislation?

This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
In this week’s episode of Thematic Matters, we’re joined by Aaron Fischer, CEO of Fischer Gaming. With over 15 years of experience in the gaming and sports betting industry, Aaron shares his thoughts on the legalisation of the industry, the impact of COVID, and addresses concerns about ESG considerations.
 
This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
The content of this podcast does not constitute investment advice nor an offer for sale nor a solicitation to buy any product or make an investment.

EV infrastructure: A driving force for change

This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
In this episode we are joined by Konrad Sippel, Head of Research at Solactive AG to discuss electric vehicle charging infrastructure. We discuss:
- The demand for electric vehicle charging infrastructure
- The shift from petrol and diesel vehicles to electric and hybrid
- Standardisation in the electric vehicle industry
- Scaling of the industry and technology
 
This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
The content of this podcast does not constitute investment advice nor an offer for sale nor a solicitation to buy any product or make an investment.

Global jets industry: Ready for take-off?

This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
In this episode we are joined by US Global CEO Frank Holmes to discuss the latest trends in the travel industry. We discuss:
- Investing in the global airlines industry
- The impact of the pandemic on airline companies and global travel
- Reopening and restarting of business and leisure travel
- Airline ancillary revenue
 
This podcast is for professional investors only. When you trade ETFs, your capital is at risk.
The content of this podcast does not constitute investment advice nor an offer for sale nor a solicitation to buy any product or make an investment.