Talk Your Book: Investors Love Cash Flow

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 18 November 2024

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, we are joined by Barry Martin, Portfolio Manager of Shelton Equity Income Fund to discuss what it means to have shares called away, what makes a good stock to write a call option on, understanding the relationship between volatility and option premiums, how rates affect call option 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/ Shelton Capital disclosures: https://www.sheltoncap.com/eqtix-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 Shelton Capital Management.
0:03.7	Go to Sheltoncap.com to learn more about their Shelton Equity Income Fund.
0:09.2	That's ticker EQTIX, which is a morning star, five-star and gold medalist ranked fund as of 103124.
0:16.7	Now that's SheltonCap.com.
0:21.1	Welcome to Animal Spirits, a show about markets, life, and investing.
0:25.3	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:30.5	All opinions expressed by Michael and Ben are solely their own opinion
0:33.6	and do not reflect the opinion of Ridholt's wealth management.
0:36.8	This podcast is for informational purposes only and should not be relied opinion of Ridholt's wealth management. This podcast is for
0:37.8	informational purposes only and should not be relied upon for any investment decisions.
0:42.5	Clients of Ridholt's wealth management may maintain positions in the securities discussed
0:46.3	in this podcast. Welcome to Animal Spirits with Michael and Ben. Today we're talking about the Shelton Equity Income Strategy, which is a portfolio of, can you say 100 stocks?
1:00.4	Yes.
1:01.0	And he's selling calls against the individual securities, unlike some of the more recent popular strategies that do it at the index level.
1:08.2	You know, it's funny.
1:08.9	As this category has exploded to,
1:11.7	I think he said, $120 billion in assets. Yeah. It's interesting that it did in an environment where,
1:17.0	now, listen, these are predominantly income-oriented strategies, right? By definition, when you're
1:21.5	selling calls, you're giving away some upside. You had a little bit of downside protection,
1:25.0	depending on the market environment. But the idea is
1:27.9	that this is an income strategy, right? And it's sort of ironic that this category exploded as
1:35.0	fixed income was finally offering hiring yields. And we're in a bull market. Yeah. I think a lot of the
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