Finding Alpha: A Fund Manager Explains How He Uses ETFs To Crush The Market

Let's Talk ETFs

With his ATAC Rotation Fund (ATACX) up 58% YTD, Michael Gayed explains how he uses historically proven leading indicators of volatility to generate outsized returns. ATAC Rotation employs a tactical risk-on, risk-off strategy that alternates weekly between a mix of stock and bond ETFs based on projections of short-term volatility. With the VIX jumping from 22 to 32 in a little over a week and markets flailing, investors would do well to heed Gayed's central message: Ignore gathering storm clouds at your own peril.
Show Notes
3:30 - How does the strategy underlying the ATAC Rotation Fund work and how did Michael come up with it?
10:45 - What has driven the impressive returns so far in 2020?
20:00 - Effect of the COVID-19 pandemic on investor sentiment
23:00 - The 2020 effect: Making sense of one of the craziest years for investors in recent memory
29:00 - Diagnosing the problem: The disease plaguing American capitalism?
41:00 - Fund basics: Why hold 4 different small-cap ETFs? What does the ETF selection process look like?
48:30 - 2,000% turnover: How do you tax manage a fund like this?
53:00 - The Lead-Lag Report: Michael's outlook for equities?
55:00 - Dos and Don'ts of the ETF screening process
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