Retail ETF Investors Are The ‘Smart Money’ in the Trump Era

The video discusses ETF outflows, highlighting the difference between trader and allocator ETFs. It examines the impact of US-China trade talks on portfolio strategies and compares market assumptions related to Brexit and the trade war. The video also explores shifts in bond flows towards safe havens and discusses the importance of considering ETF costs and portfolio optimization.

What does the speaker suggest about the behavior of allocators during market fluctuations?

How does the speaker view the relationship between market highs and expected returns?

What factors should investors consider when evaluating ETF costs?