Alexander (Alex) Altmann

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337 appearances 1 recordings 1 series first heard Jul 2026 last heard 10 Jul

Alexander (Alex) Altmann’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · The Korean Levered ETFs Shaking Markets All Around the World · 10 Jul 2026 podcast

Thank you very much for having me.

I think that the, I'll give you the numbers straight away.

And as you highlighted, markets are moving really quickly.

So these numbers change a lot every day.

And I think at the time when we wrote about that, it was the local highs of the AUM.

And it was globally around about $250, $270 billion globally.

The number itself is actually not enormously terrifying at all.

I would just say the asymptotic growth of the AUM over the past few months has been somewhat sensational.

It's just meteoric.

So just to put some numbers behind that, if we look at, say, the Korean market, which you guys highlighted, at the beginning of the year, APAC AUM, so Asia Pacific AUM, was somewhere around about 12 or 13 billion.

That's now around about 5%.

Sorry, just the AUM within these levered ETFs.

Of levered products.

Of levered products in Asia.

They are now around about $50 to $55 billion.

So talking about a threefold increase or plus over a relatively short period of time.

And here in the US, if you take the beginning of April, which was, of course, the local lows for the market, we were talking around about...

120 odd billion here in the US and that's now increased.

I think at its peak it was just north of 200 billion.

So these numbers can move extremely quickly.

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