Talk Your Book: Custom Portfolio Protection

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 3 March 2025

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matthew Radgowski, CEO of Halo Investing to discuss the difference between buffered ETFs and structured notes, Halo's new structured note SMAs, using structured notes as portfolio insurance, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits Talk Your Book is presented by Halo Investing.
0:03.5	Go to Haloinvesting.com to learn more about their structured note platform and also their brand new SMA marketplace.
0:09.5	If you're a financial advisor, go check out Haloinvesting.com to learn more.
0:14.0	Welcome to Animal Spirits, a show about markets, life, and investing.
0:20.0	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.
0:25.1	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Riddholt's wealth management.
0:31.5	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
0:37.2	Clients of Rithold's wealth management may maintain positions in the securities discussed
0:40.9	in this podcast.
0:45.3	Welcome to Animal Stories with Michael and Ben.
0:47.3	On today's show, we're joined by Matthew Radgowski.
0:49.7	Matthew is the CEO of Halo.
0:52.4	Ben, one of the things, one of the things that's exploding in popularity, or access, I should
0:59.0	say in the wealth management industry is customization at scale.
1:03.0	And those things might sound like they're like contradictory, because how do you achieve
1:08.4	such a feat?
1:09.6	Well, luckily, there are now platforms like Halo that are
1:13.0	as much technology platforms as there are financial platforms. Back in the day, creating a portfolio
1:19.6	of structure notes would have been laborious as all get out. I like that phrase, all get out.
1:24.7	Don't say that too often, but you should see how big the private placement memorandums are for an individual
1:30.5	structure note if you went straight to a bank.
1:32.0	It's like 200 pages of legalese and it's a lot.
	...

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