Passive Investing Is Changing: Here's What to Do Now

Passive investing sounds like a solved problem: own the whole market, weighted by size, and don't trade. But the wrapper that made it popular, the ETF, was never built for people to hold, it was built in 1993 for institutions to trade with, and even the man who launched it later admitted, "Boy, were we wrong." So what happens when AI can read every company's fundamentals and an app can build you a bespoke index for free?

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. This information is not investment advice. Do your own research. Other fees may apply.

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Timestamps
00:00 Is Passive Outdated
01:20 ETF Wrapper Confusion
02:02 Korea Leverage Blow-up
05:13 What Passive Really Means
06:09 Rules Inside Indexes
07:37 Active Funds Acting Passive
09:11 Concentration Fears
10:54 Hidden Index Trading Costs
12:09 AI Direct Indexing Reality Check
13:44 What Funds Do For You
14:50 The Future of Passive
15:52 Why Cap Weighting Wins
16:42 Final Thoughts

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Take A Look At Some Of My Other Videos
📹 Investment For Beginners playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcG9QNlRJ_QjI8iX_q_I8jo
📹 Investing For Retirement playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcWFuRd51gkPyAGleZRvGcN
📹 Investing With Vanguard playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfMV4S_51E_zmbMio4UNBtM
📹 Portfolio Building Blocks playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TdRdp-hLnL5oxsaRjJZVSyn
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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

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