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'Reloading Leverage': Goldman's ETF Guru Flags These 4 Key Themes Amid Industry Resilience

Tyler Durden's Photo
by Tyler Durden
Authored...

We've spilled lots of ink on the ETF complex, and the choppiness of the market has only brought more attention to the space.

July was the worst July for the NDX since 2004, and, as Goldman's ETF's guru, Chris Lucas, noted, many of the cross-currents within the top-line indicators of the industry have tapped the brakes (AUM in particular).

Quick checkdown on levered ETF AUM...