11.01.2021 Gary Black talks about Tesla (TSLA, 8.67% of the portfolio as of 10/29/21), competition in the EV space and more during his recent appearance on Meet Kevin. With the potential for rising global adoption global adoption and an impending EV credit in December, Gary discussed the potential impact on Tesla estimates in 2022 and beyond. Watch the interview.
10.14.2021 Chuck Jaffe discussed "futuristic stocks" with Gary Black. The Future Fund Active ETF (FFND) looks "for companies that leverage one or more of these mega trends and you’ll recognize them; 24/7 information entertainment, social media replacing traditional media, e-commerce replacing bricks and mortar, mobility; everything’s on your iPhone today. Big data; everything’s going to the cloud. FinTech; so cashless society. People living longer, so artificial limbs and drugs that will keep you living until you’re over 100 - a trend we call lifestyle betterment, which is fitness, travel, looking better, feeling better automation, and then climate sustainability. Read the transcript or listen to the podcast.
10.29.2021 Gary Black, portfolio manager for The Future Fund Active ETF (FFND) talks with Al Root of Barron’s online. There’s nothing standing in the way of the world’s auto makers and an electric-vehicle future except the batteries to power tens of millions of cars. The auto industry is betting that’s a problem money can solve. Read the article.
10.27.2021 Former Goldman Sachs CIO Gary Black just launched a growth fund that puts big bets on controversial stocks. He tell Insider why they’re different from Cathie Wood’s ARK Invest. He says he likes a fight - at least when it comes to the stocks he picks. Read the article.