Talk Your Book: The Structured Marketplace

Animal Spirits Podcast

The Compound

Investing, Business, News, Business News

4.7 • 2.1K Ratings

🗓️ 4 December 2020

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show we talked with Jason Barsema, co-founder and CEO of Halo Investing, an online marketplace for structured products, annuities, and buffered ETFs. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. 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 HALO Investing.
0:03.4	Go to HALO Investing.com to check out their platform for buying and selling structured notes.
0:08.2	And annuities and buffer DTFs.
0:10.7	Welcome to Animal Spirits, a show about markets, life, and investing.
0:16.6	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and
0:21.2	watching.
0:22.2	Michael Batnick and Ben Carlson work for Ritt Holt's wealth management.
0:26.0	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions and do not reflect the opinion of Ritt Holt's wealth management.
0:33.9	This podcast is for informational purposes only and should not be relied upon for investment decisions.
0:38.9	Clients of Ritt Holt's wealth management may maintain positions in the securities discussed in this podcast.
0:43.0	On today's talk your book we talked to Jason Barsema who is the founder of HALO Investing.
0:49.0	We actually had Jason on a year ago I guess?
0:52.0	Co-founder. Co-founder sorry. We had a man a little over a year ago I guess co-founder. Co-founder.
0:53.0	We had a man a little over a year ago
0:55.0	when life was still normal in New York
0:57.0	and wanted to come and give us an update.
1:00.0	Here's my initial reading after this talk with him. I think the decade of the 20-20s is going to be the decade of
1:07.9	customization for financial advisors.
1:09.9	Concure? The 2000s and 2010s were simplify take some costs out of the equation
1:16.9	ETS index funds make things simpler now I think the air of customization with we
1:22.4	had the direct indexing a few weeks ago. We talked to and now this halo the idea of
1:26.5	Customizing these different products for your clients. I think that's where we're heading with this stuff. I think this is going to be the next step forward for financial advisors.
	...

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