ETFs 304: Effectively Using Alternative, Leveraged & Inverse ETFs

Sponsored by:

SPEAKERS

John Swolfs

Director, Conference Content

Inside ETFs

MODERATOR

SPEAKER

SPEAKER

Sharon Snow

Principal

Metropolitan Capital Strategies

Eric Balchunas

Senior ETF Analyst

Bloomberg

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Leveraged ETFs: The Power Tools Of The ETF

World

Eric Balchunas, Analyst, Bloomberg Intelligence, @EricBalchunas

July 2016

RIDING THE TIGER

7

Wild swings in leveraged ETFs generate high rewards, high risks

A GROWING TOOL

8

At $42 billion, leverage ETFs maintain strong niche…

THE MOST POPULAR PRODUCTS

9

The largest inverse and leveraged ETFs…

WHAT ARE THEY MADE OF?

10

Derivatives multiply exposure to benchmarks in leveraged ETFs…

Source: Bloomberg, NYSE

THE MOST IMPORTANT THING TO KNOW

11

Daily resetting is the devil in the details for leveraged ETFs

VOLATILITY DRAG

12

Volatility is the ultimate ‘frenemy’ for leveraged ETFs…

THE COMPOUNDING EFFECT

13

Devil turns angel when leveraged ETFs move in one direction…

THE DOUBLE SHORT

14

‘Double short’ trade bets on leveraged ETFs’ volatility drag…

SPEAKERS

John Swolfs

Director, Conference Content

Inside ETFs

MODERATOR

SPEAKER

SPEAKER

Sharon Snow

Principal

Metropolitan Capital Strategies

Eric Balchunas

Senior ETF Analyst

Bloomberg