Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
The music industry is projected to double in value by 2030, driven by streaming growth, superfan spending, and emerging-market adoption. MUSQ, The Global Music ETF, seeks to capture returns across the ecosystem—from Spotify and Tencent Music to Live Nation and Universal Music Group. Founder and CEO David Schulhof explains how advisors can use music industry exposure to differentiate portfolios while tapping into a sector with low correlation to traditional equity indexes.
Direct indexing offers powerful capabilities—tax-loss harvesting, values-based screening, concentrated position management. But Zach Conway, CEO and Founder of Seeds, argues the conversation often stops at the advisor level. The client gets a pitch deck without clarity about how the solution fits their situation. Seeds aims to flip the script by starting with deep client understanding before determining which product solutions make sense. The framework helps advisors answer a simpler question: who should get direct indexing, and why?