If you’re excited about an investment, it’s probably not a good investment.

Listen to the Rational Reminder Episode 185: Lighting your Money on Fire with Thematic ETFs where we do a deeper dive of the topic:
   • RR #185 - Lighting your Money on Fire...  
https://rationalreminder.ca/podcast/185

Referenced in this video:
Earnings Growth: The Two Percent Dilution: https://www.cfainstitute.org/en/resea...
The Big Market Delusion: Valuation and Investment Implications: https://www.tandfonline.com/doi/full/...
Overconfidence and Speculative Bubbles: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.princeton.edu/~wxiong/pap...
Competition for Attention in the ETF Space: https://papers.ssrn.com/sol3/papers.c...
Betting against Quant: Examining the Factor Exposures of Thematic Indexes: https://jii.pm-research.com/content/1...


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