MiB: Luis Berruga, CEO, World X ETFs



This week, we converse with Luis Berruga, the chief govt officer at World X ETFs. Earlier than becoming a member of World X, which has $42 billion in property below administration, Berruga was an funding banker at Jefferies.

We focus on a few of his favourite themes and ETF tickers. Berruga explains how the agency’s deep analysis bench permits them to check new concepts and their funding methods for funding efficiency, liquidity, and conviction.

We additionally focus on a few of their extra fashionable themes and their tickers:

Founder-Run Firms BOSSInterest Fee Hedge RATEVariable Fee Most well-liked PFFVNasdaq 100 Coated Name QYLDCybersecurity BUGLithium & Battery Tech LITWind Power WNDYClean Water AQWA

To make clear the audio — which was edited for brevity — after I point out I actually like a selected World X ETF on the present, I used to be referring to their themes and/or wacky ticker symbols; these aren’t “Purchase” or “Promote” suggestions. (Disclosure: RWM doesn’t personal any of those).

An inventory of his favourite books is right here; A transcript of our dialog is offered right here Tuesday.

You may stream and obtain our full dialog, together with the podcast extras on iTunes, Spotify, Stitcher, Google, YouTube, and Bloomberg. All of our earlier podcasts in your favourite pod hosts will be discovered right here.

Remember to take a look at our Masters in Enterprise subsequent week with Kathleen McCarthy, World Co-Head of Blackstone Actual Property. Blackstone is the world’s largest proprietor of business actual property globally with a $565 billion portfolio and $319 billion in investor capital.

Luis Berruga’s Present Studying

Man’s Seek for Which means by Viktor Frankl

Atomic Habits: An Simple & Confirmed Strategy to Construct Good Habits & Break Dangerous Ones by James Clear