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Animal Spirits Podcast

Talk Your Book: Income Outcome Investing

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.82K Ratings

🗓️ 1 July 2024

⏱️ 34 minutes

🧾️ Download transcript

Summary

On today's show, Ben Carlson and Michael Batnick are joined by Hamilton Reiner, Managing Director, Portfolio Manager, and Head of US Equity Derivatives at JPM Asset Management to discuss active strategies combined with option overlays, why limiting outcomes improves investor experience, how J.P. Morgan constructs option strategies, how volatility affects yield for income strategies, 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 brought to you by J.P. Morgan Asset Management.com to check out

0:05.8

their whole suite of outcome-based strategies. Jeppy, the largest active ETF there is,

0:11.0

JepQ, also hello, all these different strategies and more at

0:15.0

J.P Morgan Asset Management.com.

0:17.0

Welcome to Animal Spirits, a show about markets, life, and investing.

0:23.4

Join Michael Batnik and Ben Carlson

0:25.5

as they talk about what they're reading, writing, and watching.

0:28.8

All opinions expressed by Michael and Ben

0:30.6

are solely their own opinion and do not reflect the opinion of Riddholz Wealth Management.

0:35.2

This podcast is for informational purposes only and should not be relied upon for any investment decisions.

0:41.1

Clients of Riddholz Wealth Management may maintain positions in the securities discussed in this podcast.

0:46.0

Welcome to Animal Spirits with Michael and Ben.

0:52.0

Michael, we started talking about option strategies after the 2022 bear market,

0:57.0

specifically covered call strategies.

0:59.0

They just, they went bonkers because a lot of those strategies outperformed during

1:05.4

2022 in the bear market and the big one that we always got questions on. I remember

1:10.4

someone actually emailed us a couple times and said,

1:14.0

why shouldn't I put 100% of my portfolio into Jeppy?

1:17.0

What did this question start?

1:18.0

Eh, 22-ish, I'd say, in the bare market.

1:21.0

But that's when you saw a huge...

1:23.0

That was the big year of out performance.

...

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