Talk Your Book: Upside and Downside Customization For Your Portfolio

Animal Spirits Podcast

The Compound

Investing, Business, News, Business News

4.7 • 2.1K Ratings

🗓️ 29 May 2023

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, we are joined by Jason Barsema, Co-Founder and President of Halo Investing to discuss how structured notes are made, counterparty risk during banking crises, customizing structured notes, and much more! Find complete shownotes 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 animalspiritspod@gmail.com 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 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. Wealthcast Media, 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 Halo Investing. Go to HaloInvesting.com
0:04.6	to learn more about their platform for structured notes for financial advisors.
0:09.3	Welcome to Animal Spirits, a show about markets, life, and investing.
0:13.2	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:18.4	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the
0:22.8	opinion of Redholst wealth management. This podcast is for informational purposes only and should not
0:27.8	be relied upon for any investment decisions. Clients of Redholst wealth management may maintain
0:32.7	positions in the securities discussed in this podcast. Welcome to Animal Spirits with Michael and Ben.
0:40.9	Ben we were at inside ETFs earlier this week and we were talking about there was like
0:49.6	remember when I don't know five years ago it was just index funds index funds index funds
0:55.6	and index funds have not gone out of vogue at all but you can only talk about them so much right
1:02.7	they are what they are there's no innovation with an index fund it tracks the market cap weighted
1:07.8	they're just sort of accepted at this point it's like a cool it's a core holding for most people
1:12.4	so while index funds have continued to do what they do there's a there's another part of the
1:19.2	world where customization is really valued and specialization and niche opportunities and so
1:26.2	on today's show with Jason Barceima from Halo who we've had on multiple times one of the things
1:31.0	that I love about the platform is it can be totally bespoke the way that they've created it is so
1:38.6	easy for advisors to use you could put in the underlines you could say now you know I don't like
1:42.9	this protection do this no it's not soft give me hard showing what this looks like I want this
1:46.8	I want this amount of protection I want this amount of income I want this upside this downside
1:51.6	to be able to like turn the knob so easily is a huge value add that could not have happened
1:57.9	I don't know when the technology was created but 20 years ago this was just a non-starter right
	...

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