James Chokmok

speaker

96 appearances 2 recordings 2 series first heard Jan 2026 last heard 28 Jan

James Chokmok’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jan 2026 with 2.

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No, no.

I think we're maintaining it.

The way we're looking at it is, you know, we're about half the weight of where it is in the Nasdaq.

You know, we feel comfortable being underweight that.

And that's on a gross basis.

We actually have hedges within the ETF as well, where we're short the Nasdaq and the S&P.

So the net weight is actually closer to 4%.

So, you know, it is a top 10 weight within the fund.

But, you know, we think that, you know, where you want to be overweight

is outside of big cap.

We're looking at small cap.

We're looking at continuing to look at commodities.

We think that's where the money's going to go.

It was a ho-hum.

It was kind of what we expected.

It just didn't surpass expectations.

But the results do not warrant a change in our view.

Yeah, I mean, it adds another element to the story, but that's not why we're investors in it.

I don't think that that's going to be something that's factored in, in a material way, one way or another.

at the current time.

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