Talk Your Book: Option Income Is So Hot Right Now

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 14 July 2025

⏱️ 30 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 Garrett Paolella, Co-Founder and Managing Partner of NEOS Investments to discuss losing upside to cover downside, surviving bull markets, volatility across indices, fitting these strategies within a portfolio, 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://idontshop.com⁠⁠ 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. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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. 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 by Nios Investments. Go to neosFunds.com,
0:04.8	that's N-E-O-S. To learn more about their whole suite of high-income products, they have a high-income
0:09.0	E-TF on the S&P 500, the NASDAQ, the Russell 2000, Bitcoin, all these different strategies.
0:14.2	Check it out at NiosFunds.com.
0:18.6	Welcome to Animal Spirits, a show about markets, life, and investing.
0:22.7	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:27.9	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Riddholz wealth management.
0:34.3	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
0:40.0	Clients of Ridholt's wealth management may maintain positions in the securities discussed in this podcast.
0:48.1	On today's show, we are joined by Garrett Pay-O-L-Lella.
0:52.6	Garrett is the co-founder and managing partner at Neos Investments.
0:57.7	I went for a drink with our good friend Tom Lydon who made an investment into
1:04.0	Nios about a month ago.
1:05.8	I never heard of Nios.
1:08.5	And I'm with Tom and Garrett and we're talking, catching up whatever.
1:13.5	And Garrett tells me, so tell me your story.
1:16.0	What are you guys doing?
1:16.6	And it comes out in the conversation that they were at $7 billion in assets.
1:20.0	And I said, holy moly, incredible.
1:23.6	And then today, after the recording, Garrett said, hey, Michael, remember we were together
1:29.4	about a month ago? Today we're at, we crossed $8 billion. So the client demand for these
1:38.8	sort of strategies, which are transforming a lot of the total return from price into, they're chopping it up
	...

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