Gaming ETFs Are Having a Breakout Moment During the Pandemic
Podcast |
Trillions
Publisher |
Bloomberg
Media Type |
audio
Podknife tags |
Business
Investing
Stock Market
Categories Via RSS |
Business
Business News
Investing
News
News Commentary
Publication Date |
Jul 23, 2020
Episode Duration |
00:36:36

The gaming industry is a juggernaut, and the pandemic has been especially good for business. The thematic gaming ETFs, tickers $ESPO, $HERO, $GAMR and $NERD, are all up more than 35% so far this year. Living rooms, phones, Teslas, E-sports stadiums — gaming is everywhere now. And the most popular titles are more than just games anymore; they’re platforms.

Matthew Kanterman, a research analyst with Bloomberg Intelligence, and Will Hershey, the co-founder and CEO of Roundhill Investments, whose ETF NERD launched in June 2019, join Eric and Joel to discuss the economics of gaming, the evolving business models, the biggest international players, the latest chapter of the console wars, the push into cloud gaming, and more — including just how many hours one must devote to this demanding craft.

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