Investor Sentiment in a Sea of ETFs

The video discusses the current trends in passive and active investing, highlighting a report from Sanford Bernstein that suggests passive investing could lead to economic issues. It introduces the concept of smart beta, or rules-based investing, as a new approach in the ETF market. The speaker explains the criteria for selecting companies in this method, emphasizing the avoidance of debt-driven dividends and slowing returns on assets. The video concludes with the idea of a hybrid investment approach that combines active management principles with the consistency of rules-based strategies.

What criteria does the speaker use to evaluate companies for investment?

In what way does the speaker describe the future of rule-based ETFs?