Podcasts about cefs

Aktienmarkt im Sturzflug, Zinsen auf Talfahrt, Gold auf Allzeithoch – was bedeutet das alles für Einkommensinvestoren? In der April-Folge des Einkommensinvestoren-Blitzlichts liefern wir Einblicke, welche Strategien sich in Krisensituationen bewährt haben, warum der Nachrichtenstrom oft mehr schadet als nutzt und welche Anlagen derzeit echte Stabilität bieten. Außerdem: Die jüngsten Rekorddividenden, neue ETFs aus Übersee, politische Steuerpläne und die große Frage, ob der richtige Crash jetzt vor der Türe steht. Das Einkommensinvestoren-Blitzlicht wird von Trading212 vorgestellt, dem ersten echten Neobroker für Einkommensinvestoren. Das Investitionsspektrum umfasst circa 10.000 Wertpapiere an 13 internationalen Börsen, darunter eine Vielzahl dividendenstarker Aktien, ETFs, ETPs und CEFs – und das ohne Ordergebühren und ohne Fremdkostenpauschale:

On this episode of ALL IN, I sit down with Steve Singit, the retirement income coach with 40 years of experience in investment planning. We dive deep into why most people's approach to retirement is completely wrong, especially for those in their 20s. Steve shares his game-changing perspective on closed-end funds (CEFs) and how they can generate substantial income through smart diversification. From his own journey starting at $4,200 a year to building a portfolio that generated more income than his salary by age 29, Steve breaks down exactly how both entrepreneurs and W2 employees can build real wealth through income-focused investing rather than just chasing growth. If you're tired of the traditional 401k and stock market roller coaster, this episode will completely change how you think about building long-term wealth.We Meet: Steve Selengut, The Retirement Income Coach LLCConnect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Steve: https://theincomecoach.net/ Subscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Steve: I'm Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients. I'm also promoting my 2nd book, Retirement Money Secrets. I was a private investment manager for 44 years, personally managing around 325 individual portfolios in the USA and abroad. One of very few investment book authors who have directly managed other people's money.

Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs, and what income investors should know (4:30). Lots of inflows into ETFs for CLOs. That will change (10:30). Historical distributions and cash flow (12:45). Eagle Point's 'quite interesting' portfolio (25:00). Contextualizing management fee structure (30:20).Show Notes:Eagle Point Credit 2024 Q3 Earnings Call PresentationSteven Bavaria Takes Investors Inside The Income Factory2008 Vs. 2022: The CLO Industry - Eagle Point Credit CEO Tom MajewskiTrinity Capital: An Asset Manager In BDC ClothingRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

G's only for this one.  Closed End Funds (CEFs) are probably the most overlooked investment out there.  If more people actually knew what the hell they were, they certainly wouldn't be overlooked.  We briefly explain what CEFs are, and also explain how contrarians like us can take huge advantage of them, here in Episode 178.   Stephen Bavaria on Adam Taggert's Podcast - https://www.youtube.com/watch?v=pHb_XtlCiAI   Recommended Crypto Trading Platform (And Bonus Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   For Decentralized Crypto Trading (US Citizens Can Join) - https://nononsenseforex.com/decentralized-trading-platform/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Follow VP on Twitter https://twitter.com/This_Is_VP4X   Check out my Forex trading material too! https://nononsenseforex.com/   The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk.  Losses can exceed deposits. We are not taking requests for episode topics at this time.  Thank you for understanding.

The Use of Leverage Wednesday, October 23, 2024 Presentation by: Mr. Steven Johnson, Associate Director, Fund & Asset Manager Ratings – Fitch Ratings 23rd Annual Capital Link Closed-End Funds & Global ETFs Forum October 22 & 23, 2024 - Digital Conference. For more information on the conference, visit here: https://forums.capitallink.com/cef/2024/

CEF Industry Roundtable Tuesday, October 22, 2024 Moderator: Ms. Mariana Fariña, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute Panelists: Mr. Stephen Minar, Managing Director - BlackRock Mr. Scott Becker, CFA, Senior Vice President, Head of Portfolio Specialists – Calamos Investments Mr. Brandon Odenath, CFA, Vice President – Cohen & Steers Mr. Stephen Davis, CEF Product Specialist – Nuveen 23rd Annual Capital Link Closed-End Funds & Global ETFs Forum October 22 & 23, 2024 - Digital Conference. For more information on the conference, visit here: https://forums.capitallink.com/cef/2024/

In this episode of the Rich Mind Podcast, host Randy Wilson interviews Steve Selengut, a retirement income coach and author of Retirement Money Secrets. Selengut shares his investment philosophy of focusing on generating income rather than solely growing the principal. He discusses the benefits of investing in closed-end funds (CEFs) and explains how they can provide a steady income stream. Selengut emphasizes the importance of quality, diversification, income production, and profit taking in building a successful investment portfolio. He also highlights the cyclical nature of the market and the need to be mindful of market cycles when making investment decisions. In this conversation, Steve Selengut discusses the importance of taking profit and actively trading for profit in the stock market. He emphasizes the need to focus on income-generating securities, such as closed-end funds, to ensure a steady cash flow. Selengut also highlights the benefits of volatility and how it can be used to one's advantage. He shares insights from his book, Retirement Money Secrets, which provides a comprehensive guide to investing for income and minimizing risk. Overall, the conversation emphasizes the importance of an income-focused investment approach and the potential for long-term success. ____________________________ Takeaways Investing for income, rather than solely focusing on growing the principal, can provide a steady income stream in retirement. Closed-end funds (CEFs) are a type of investment vehicle that can be beneficial for generating income. They are required by law to distribute 95% of their income to shareholders. When investing, it is important to consider the quality of the investments, diversify the portfolio, focus on income production, and take profits when appropriate. Market cycles are inevitable, and investors should be mindful of where they are in the cycle when making investment decisions. Taking profit is an essential part of investing and can lead to increased income and portfolio growth. Actively trading for profit allows investors to capitalize on market volatility and generate additional income. Income-generating securities, such as closed-end funds, provide a steady cash flow and can be a safer investment option. An income-focused investment approach can lead to long-term success and financial stability. Investors should prioritize generating income and ask their financial advisors about strategies to increase their portfolio's income. The book 'Retirement Money Secrets' provides valuable insights and guidance on investing for income and minimizing risk. ___________________________ Connect with Steve

Scott Kaufman writes under Treading Softly for High Dividend Opportunities and talks affording retirement and dividend investing (0:40). Looking at yield alone can lead to trouble; look to cash flow (2:00). Taking in the macro picture agnostically (4:00). (JEPI) ETF update - what's the real total return? More about CEFs (12:50). Bond ETFs - watch out for holdings (16:00). Sachem Capital baby bonds (19:00). How investors should quantify dividend cuts (28:40).Read the transcriptShow Notes:Is The JEPI ETF Actually Worth It?Beyond SavingRida MorwaFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Bavaria takes us inside the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:46).Learn more about Inside the Income FactoryShow Notes:The 'Macro Question' Some Have Been Asking (What Keeps Me Up At Night?)ECC And OXLC: Climbing The CLO Learning CurveFrom Slide Rules To Spread Sheets: Coping With 'Analytic Overload'The Alchemy Of Closed-End Fund Investing: Turning 6% Yields Into 9% DistributionsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Key TakeawaysUnderstanding the unique structure and benefits of closed-end funds.How CEFs use leverage to boost income without adding significant risk.Addressing common concerns about fees and market volatility in CEFs.Insights into creating a steady income stream from the public markets.Tips for using CEFs as part of a long-term investment strategy.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Steve Selengut is a seasoned investment professional with almost 50 years of experience in the industry. He specializes in income-focused investing, particularly with closed-end funds, and has recently published a book detailing his approach. Having built and sold a successful investment advisory firm, Steve continues to share his knowledge and expertise with a new generation of investors, offering practical advice on creating reliable income streams from the stock market. Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call. Join InvestorMindset.com for more!

Kimberly Ann Flynn, CFA is a highly accomplished President and partner at XA Investments, where she leads product and business development initiatives. Having previously served as the Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group, Kim's leadership and dedication played a pivotal role in developing over 40 closed-end funds and raising approximately $13 billion in capital. Her broad expertise extends to various investment vehicles, including CEFs, interval funds, ETFs, UITs, and commodity pools, making her a versatile and sought-after professional.

In dieser Folge besprechen wir das Thema Preferred Shares und Closed-End Funds, sogenannte CEFs. Hierzu haben wir uns mit dem Buchautor und Finanz-Blogger Luis Pazos einen ausgewiesenen Fachmann für Triple-Income Investing mit Dividenden, Optionen und Zinsen ins Boot geholt. Unser Gast: Luis Pazos von Nur Bares ist Wahres! Luis' Bücher zum Thema: BARGELD STATT BUCHGEWINN CLOSED-END FUNDS VERSTEHEN UND BEWERTEN Folgt uns gerne auf unseren anderen Kanälen  ⁠⁠⁠YouTube⁠⁠⁠   ⁠⁠Instagram⁠⁠  ⁠⁠Twitter⁠⁠  Hier findet ihr einen Ausschnitt unseres Angebotes  ⁠Homepage⁠   ⁠Unser Vermögensmagazin⁠  ⁠Kostenloser Newsletter⁠  ⁠Kostenfreie E-Books⁠  Risikohinweis: Dieser Podcast dient nur der Information und stellt keine Aufforderung zum Kauf oder Verkauf der eventuell erwähnten Wertpapiere dar. Der Handel mit börsennotierten Wertpapieren kann zum Teil erheblichen Kursschwankungen unterliegen, die zu erheblichen Verlusten bis hin zum Totalverlust führen können. Bei jeder Anlageentscheidung, die Sie aufgrund von Informationen, welche aus Inhalten dieses Videos hervorgehen, treffen, handeln Sie immer eigenverantwortlich, auf eigene Gefahr und eigenes Risiko. Die in diesem Video zur Verfügung gestellten Inhalte, wie z.B. Handelssignale und Analysen, beruhen auf sorgfältiger Recherche, welchen Quellen Dritter zugrunde liegen. Diese Quellen werden von Eichhorn Coaching als vertrauenswürdig und zuverlässig erachtet. Eichhorn Coaching übernimmt gleichwohl keinerlei Gewährleistung für die Aktualität, Richtigkeit oder Vollständigkeit der Inhalte und haftet nicht für materielle und/oder immaterielle Schäden, die durch die Nutzung oder Nichtnutzung der Inhalte oder durch die Nutzung fehlerhafter und unvollständiger Inhalte verursacht wurden.  Inhalt:    00:00 Intro    01:06 Wie kamst Du zu Preferred Shares?    03:38 Was ist ein Preferred Share?    12:20 Besicherte Preferred Shares    13:20 Wie hoch kann der Kurs jenseits von 25$ steigen?    15:39 Welche Unternehmen geben Preferred Shares aus?    18:35 Ist die Dividende garantiert?    24:22 Wie findet man Preferred Shares?    27:15 Wie werden die Kursgewinne steuerlich in Deutschland behandelt?    32:48 Sind Preferred Shares veroptionierbar?    33:41 Was sind ClosedEnd Funds (CEFs)?    44:05 Handelbarkeit in Deutschland    46:42 Vorteile gegenüber dividendenstarken Aktien    51:15 Verabschiedung 

Zum sechsten Mal in acht Jahren ist Lars Wrobbel zu Gast im Finanzrocker-Podcast, um über seine Erfahrungen und Entwicklungen zu sprechen. Seit seinem letzten Besuch im Jahr 2021 hat sich viel verändert, sowohl persönlich als auch im Finanzbereich. Darüber und über einige andere Themen sprechen wir in knapp 80 Minuten.Es ist schon wieder 47 Folgen her seit Lars Wrobbel das letzte Mal im Finanzrocker-Podcast zu Gast war. In der Zwischenzeit ist eine ganze Menge bei Lars und auch an den Märkten passiert, so dass wir viele unterschiedliche Themen hatten, über die wir sprechen konnten. Lars ist der bekannteste P2P-Investor in Deutschland und ist nun schon zum sechsten Mal im Finanzrocker-Podcast zu Gast.Das Ende der Nullzinsphase hatte große Auswirkungen auf die Aktienmärkte, den Kryptomarkt und P2P-Kredite. Lars berichtet von Anpassungen in seiner Asset Allocation und diskutiert die Herausforderungen, die das aktuelle Finanzklima mit sich bringt.Trotz der Zinswende hält Lars an seiner Strategie fest, in dividendenstarke Unternehmen zu investieren, obwohl diese zuletzt schlechter als der Markt abgeschnitten haben. Er erklärt auch, wie er mit dem risikoarmen Teil seines Portfolios umgeht und wie er mit dem Problem umgeht, dass er in einige CEFs nicht mehr investieren kann.Die Insolvenz von Celsius hat den Markt für für Lending und Staking schwer getroffen. Lars berichtet über seine Erfahrungen und die Lehren, die er daraus gezogen hat. Trotz der Veränderungen im P2P-Markt und der neuen EU-Regulierung sieht er weiterhin Potenzial für bestimmte Plattformen.Das Gespräch ist etwas länger geworden und auch nicht so ein typisches Interview geworden, aber ich finde, dass solche Folgen auch nochmal für zusätzliche Abwechslung sorgen.An dieser Stelle aber auch nochmal der obligatorische Disclaimer. Bei diesem Podcast handelt es sich weder um Anlage-, Aktien- oder Investitionsempfehlungen noch um eine Anlageberatung. Wir geben unsere persönlichen Meinungen und Erfahrungen wieder und was Ihr daraus macht, bleibt Euch überlassen und auch Euer Risiko. Shownotes:Zur Webseite von Lars WrobbelMehr über Lars erfahrenZum P2P-Plattformen-VergleichZum Mixtape mit Lars und seiner FamilieZum zweiten Interview mit Lars zur nebenberuflichen SelbstständigkeitZum letzten Interview aus Folge 200Zum angesprochenen Finanzrocker Whatsapp-KanalPräsentiert von FinanzguruDie kostenlose Finanzguru-App macht “Finanzen Magisch Einfach”. Jetzt mit dem Code „ROCKER“ Finanzguru-Plus für 3 Monate kostenlos testen. Hosted on Acast. See acast.com/privacy for more information.

Hier gehts zum Beitrag auf dem Blog ►► https://bit.ly/larswrobbel-portfolio Beitritt zur Telegram Community ►► https://bit.ly/p2p-community 2022 habe ich erstmals mein Portfolio veröffentlicht. Ganz überraschend war dies der erfolgreichste Beitrag des Jahres mit zehntausenden von Zugriffen. Ihr habt euch zudem gewünscht, dass ich dieses auch aktuell halte und diesem Wunsch komme ich gerne auf jährlicher Basis nach. Wie ist das Vermögen von Lars Wrobbel also 2024 verteilt? Das erfahrt ihr im heutigen Beitrag. Zwar thematisiere ich hier auf dem Blog ganz bewusst nur meine P2P Kredite, um den Themenfokus zu halten. Aber ob es nun bei den Schatzmeistern, im P2P Cafe oder in unserem Börsen-Telegram Chat und auch im Krypto-Chat ist. Andere Anlageklassen kommen immer wieder auf den Tisch und ich werde immer wieder nach meinen Positionen gefragt. Sogar bei Google wird nach dem Begriff “Lars Wrobbel Vermögen” oder “Lars Wrobbel Portfolio” gesucht

This episode features a conversation with Kelly Denton, the new WIOA Program Director at CEFS. Kelly provides an overview of the WIOA services available in the 13-county region CEFS serves, including vocational training, paying for college, tuition, as well as supportive services such as transportation and childcare. She also talks about her vision to make sure everyone who is eligible has the opportunity to access these life-changing services and to strengthen the local workforce post-COVID.   

Verpasse nicht das nächste Live-Event ►► https://bit.ly/p2p-kredite-news Im Leit-Thema dieser Episode geht es um unseren Ausblick für das Jahr 2024 und was wir von den einzelnen Anlageklassen erwarten. Neben unseren konkreten Investments in diesem Bereich sprechen wir natürlich auch über aktuelle Entwicklungen am Markt und unseren Portfolios. Viel Spaß bei der Episode! Wir 3 verhalten uns bei unseren Investments übrigens vollkommen unterschiedlich und das soll den Reiz der Unterhaltungen ausmachen. Luis ist spezialisiert auf REITs und kümmert sich um sehr exotische Werte. Alex setzt auf klassische Dividendenwerte und ich kümmere mich um P2P und alternative Investments. Wenn dir das Format gefällt, dann hinterlasse uns unbedingt einen Kommentar, abonniere und like unsere Kanäle. Wenn du weitere Themenvorschläge hast, über die wir uns unterhalten sollen, dann schreib auch das gerne in die Kommentare. Für YouTube: ihr findet die besprochenen Themenkomplexe in den Shownotes mit Timestamps und nun wünsche ich euch viel Spaß mit den Schatzmeistern!

For nearly two decades most investors' attention was focused on the stock market.  Then suddenly central banks began raising interest rates and investors began to rethink their strategies.That's given rise to growing interest in a range of alternative investment vehicles, including CEFs, internal funds, ETFs, UITs, and commodity pools.However, until now most of these investment vehicles have only been available to institutional investors.   I'm Jane Singer and welcome back to A Seat at The Table where we sit down with industry leaders and innovators to gain valuable insights that will help us grow our businesses.Today we're joined by Kimberly Flynn, managing director and partner at XA Investments.  Having previously served as the Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group, Kim's leadership and dedication played a pivotal role in developing over 40 closed-end funds and raising approximately $13 billion in capital.Kim will discussing:The democratization of alternative investments that is allowing individual investors access to institutional-caliber strategies.What she sees as the top emerging alternative asset classes.What investors need to consider in an investment environment where there's high interest rates and inflation.How alternative investments can work with an ESG strategy.Useful Links:Asianet Consultants:  https://asianetconsultants.comKimberly Flynn:  kflynn@XAInvestments.comXA Investments:   www.xainvestments.comVisit A Seat at The Table's website at https://seat.fm

ETF Industry Roundtable Moderator: Mr. Mo Sparks, Director, Exchange Traded Products - New York Stock Exchange Panelists: Mr. Anthony Rochte, Managing Director and Global Head of Exchange-Traded Funds - Morgan Stanley Investment Management Mr. Matthew Schwark, Vice President, ETF Capital Markets Group - State Street Global Advisors Mr. Michael Venuto, Co-Founder & CIO – Tidal Financial Group Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

The Use of Leverage Presentation by: Mr. Steven Johnson – Associate Director, Fund & Asset Manager Ratings - Fitch Ratings Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

CEF Industry Roundtable Moderator: Ms. Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute Panelists: Mr. Mike Taggart, Closed-End Fund Specialist - abrdn Mr. Stephen Minar, Managing Director – BlackRock Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments Mr. Stephen Davis , Closed End Funds Product Specialist - Nuveen Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE. For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

Analyst Roundtable Moderator: Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments Panelists: Mr. Alexander Reiss, Director – Stifel Ms. Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

Roxanna Islam, head of sector and industry research at VettaFi, says that cautious retail investors have been looking for safety and yield and that while closed-end funds have traditionally filled that bill, investors in ETFs that buy closed-end funds have been avoiding a lot of the struggles by turning elsewhere to invest. She believes that could be changing, however, as investors recognize the bargains that closed-end funds represent, particularly in ETFs of CEFs, where investors get diversification at a reasonable price. 

Roxanna Islam, associate director of research at VettaFi, says that exchange-traded funds that invest in closed-end funds give investors diversified portfolios -- and all the benefits of investing deeply in the closed-end space -- in a one-stop shopping wrapper. Islam says that investors worry about high fees in ETFs of closed-end funds, noting that CEFs tend to have higher expense ratios on their own, and the added layer of costs for the ETF sponsor can feel heavy, but she notes that fund sponsors recognize the issue and tend to keep the additional costs low. Meanwhile, ETFs covering nearly all style boxes and assets of the closed-end universe can provide diversification and professional management, and she provides examples of ETFs for listeners to consider.

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo champion some OSV Swag, surf Inflation Waves, Shrinking Alpha, Crypto Momentum, CEFs and pour out some rum for the Greatest Podcast Never Recorded + much moarr   00:00 Intro 01:00 OSV Swag 12:30 Inflation Waves 21:00 Shrinking Alpha 28:22 Crypto Momentum 43:44 CEFs - Close End Funds 54:45 The Greatest Podcast Never Recorded   ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 FwM https://pod.link/1402620531 Mutiny https://pod.link/1475281033   INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

Will Rhind, chief executive officer at GraniteShares -- which runs the GraniteShares US High Income ETF -- says that it appears to him that inflation has peaked and that interest rates are more stable, which has created a more favorable outlook for business-development companies and closed-end funds. Rhind notes that with economic conditions improving, the prospects for the businesses that are funded by BDCs has become more stable; he also cited the dollar's peak against foreign currencies as improving the prospects for emerging-markets closed-end funds.

Sam and Johnny kick off the episode talking Sam's trip to Andorra and revisiting the past appearances of our guest this week, Michael Foster. Michael has appeared twice before on ILAB in episodes 63 (Listen Here) and 68 (Listen Here) both back in 2017. Sam then interviews Michael Foster on both the advantages of Closed End Funds (CEFs) and how much money one can really earn from having an investment newsletter subscription. Sam learns he may have been investing with his CEFs in a less effective way as Michael explains his strategy. Johnny & Sam circle back and discuss their investing philosophies for 2023 after a rough last year and if CEFs fit into them.    About Michael Foster:   Michael Foster is the Lead Research Analyst for Contrarian Outlook, where he writes CEF Insider. He has written on high-income assets, dividends, closed-end funds and exchange-traded funds for a number of publications including Forbes, Bankrate and SeekingAlpha. Michael finished his PhD in 2008 and has been advising investors since 2011. Discussed:  CEF Insider Website (Contrarian Outlook) Michael's 1st ILAB Appearance - July 2017 MIchael's 2nd ILAB Appearance - August 2017 CEF Tickers Mentioned: $AIO, $BST, $BSTZ, $ETG, $ETY Where we are: Johnny FD – Ukraine / IG @johnnyfdj Sam Marks – Andorra / IG @imsammarks Derek Spartz – Los Angeles / IG @DerekRadio Sponsor: Nom Nom At Nom Nom, we make food that looks like food. Tailored to your pet's exact needs and backed by years of scientific research. Get 50% off your first 2 week trial when you visit trynom.com/ilab Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK)*Johnny and Sam use all of the above services personally. Time Stamp: 01:30 – Sam's Trip to Andorra 04:50 - Why we Brought Michael Back on the Show 11:15 - Michael Foster Interview Starts 22:40 - Why Do You Need to Write a Newsletter if You're a Good Investor? 35:20 - Michael's Buy & Sell Strategy for CEFs 43:25 - How Much Money Can You Make on a Newsletter? 59:58 - Would Johnny Invest in CEFs and will Sam Buy More?  If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Doug Bond, Executive Vice President and Portfolio Manager with Cohen & Steers discusses the closed-end fund market and the potential for a diversified portfolio of closed-end funds to provide opportunities for income-oriented investors in a challenging market environment.

For this episode, we had the pleasure of sitting down with Matthew Crouse, CFA, MBA, Ph.D. (a man of many titles), to discuss his latest article in the AAII Journal, “Fixed-Income Risks and Opportunities in a Rising-Rate Environment.” He discusses the principles of duration (interest rate risk), credit risk and the yield curve. He also touches on closed-end fund preferreds and bonds funds to help the individual investor navigate the rising-rate environment with ease. Listen to this episode and learn: What duration (interest rate risk) is and how to combat it successfullyOpportunities and risks of closed-end fund preferreds and bond funds The objective of maximizing returns while taking the least amount of risk Matthew Crouse, CFA, MBA, Ph.D., is an adjunct professor at Westminster College in Salt Lake City, Utah, who specializes in researching closed-end funds (CEFs), exchange-traded funds (ETFs) and other fixed-income products targeted to retail investors. Jenna Brashear is the host of the Individual Investor Show as well as the producer for live AAII webinar events. Additional ResourcesFixed-Income Risks and Opportunities in a Rising-Rate Environment More articles by Matthew CrouseFidelity: Fixed Income, Bonds & CDs FactSet: Fixed Income What Is the Yield Curve? Preferred Stocks Explained Understanding Bond Credit Ratings Register for upcoming webinars: https://www.aaii.com/webinars Want more financial education? Learn more about AAII at https://www.aaii.com ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: Risks & Opportunities in Fixed Income When Rates Are Going Up | AAII

Bryce Doty, senior portfolio manager at Sit Investment Associates, says that the market's troubles this year have set closed-end funds up to be in a sweet spot, able to generate additional returns that traditional mutual funds and ETFs can't get investing in the same spaces. Despite those potential benefits, Doty acknowledges that most investors shy away from closed-end funds for a lack of understanding, and also miss out on the benefits of running closed-end funds as a portfolio or bucket of money, rather than as a single investment or two that's part of a larger portfolio.

Today, we're going to explore one way that young people in North Carolina are working to improve their local food system. The Food Youth Initiative is a program based in the Center for Environmental Farming Systems, which is housed at North Carolina State University. Now we'll be talking with the Program Coordinator, Bevelyn Ukah, and the Program Partner, Ree Ree Wei, of Transplanting Traditions Community Farm. Interview Summary   Great, well it's good to have you, and as I was explaining before we actually went live on this, we've done, I don't know, 150 podcasts or so, but this is the first one that specifically deals with youth in the food system and the role they can play, so I'm really happy to hear from you about what seems to me to be a very innovative program. So, Bevelyn, let's start with you. Can you tell us what the Food Youth Initiative is and talk about your work there?   Bevelyn - Yes, the Food Youth Initiative is a program of the Center for Environmental Farming Systems. It sometimes challenges me to call it a program, because it's more so a network of youth groups across the state that are doing food justice work in their areas. So as the Network Coordinator, my job is being in relationship with them, listening to the work that they're already doing in their own communities, and finding as many ways as possible to make sure that they're connected to each other's work. All the youth groups that are a part of the network, about eight now, are all doing various things that are connected to the food system. What makes it that much more powerful is when they come together because they're able to exemplify different entry points on what food, and food systems, and food justice looks like.   You know, community organizations are very often doing quite creative work, but work in isolation and don't get the chance to connect up with other community organizations to share ideas, and strategies, and things. I'm imagining this is a very powerful experience. Have you found that to be true?   Bevelyn - Yes, I have found that to be true. And I would love for Ree Ree to answer this question as well. It's always awkward when bringing people together. And youth tend to be super honest about how they're feeling in their bodies. So when bringing these youth groups together from these different walks of life, the first day or the first few experiences are a little bit awkward. And it's one of the most powerful witnessings that I see over and over again, how a bit of time and a bit of tools and resources can get people talking and moving. How it completely shifts the trajectory of how these youth can learn from one another. I think that the first step in bringing youth together is to make sure that there is a validation that the work that they're doing is innovative. And the work that they're doing is important. That it actually pushes against the grain of how the rest of food systems work looks. And once we start to name that and identify that, it's super powerful in terms of the transformation that takes place when youth come together.   Thanks for that explanation. Ree Ree, I'd love to hear your thoughts on that. It sounds like something pretty magical happens when the youth from different groups get to come together and share things. Has that been your experience, too?   Ree Ree - Yes, that has in my experience. Being part of FYI, and I started out as a youth with Transplant Traditions Community Farm back in 2013, it was very new. And very awkward, and very weird to be able to be in a space of I want to do something as a youth, but I feel very uncomfortable. But over time, having that physical connection, being able to see each other in person, and network, and share out changes perspectives, and youth confidence and youth visions for their future. I can say that I am a testimony to the work of FYI and TTCF Youth Program. I have learned skills that are beyond what I thought that I needed. Over time, I built a lot of skills and learned why my voice as a young person matters. Why collective working together matters, and that is unique about this. One youth group inspires another youth group, and different food systems and food justice work, it's very interconnected.   It's nice to hear from both of you on your perspectives on that. Ree Ree, let me ask you a follow-up question. I know there's a lot of interest in this concept of youth justice, and how does youth justice connect to food and environmental justice?   Ree Ree - Yes, there are these expectations and societal norms that youth are supposed to do this, and this, and this, and that. And sometimes adults and even society put youth in a box. But when we were talking about youth justice, we are able to create a space for them. And that's what FYI is really good at it, and being able to be say, "Okay, we are going to work on food justice or environmental justice," and, "Here, this is your space." And food work gets to be creative. They get to come up with things they want to do, and giving them the autonomy for them to be able to say, "I want this, because I see this, and this is what I can do," even though this youth might feel like they're unable to do it, but over time, that space, giving youth that autonomy, oftentimes there's not room for youth to be able to do that. And especially the work that FYI does and Transplant Tradition do is that we centers around where youth are able to have the decision making of how they want to strategize about this project. What goes on this picture, that type of thing. So when youth are given the space and the voice, they're able to see the connection between food and environmental justice and how work that they're doing is not just on a surface level; it goes deeper and they're connected. Youth are able to address these different generational issues that their ancestor experienced.   You're giving voice to something really important, and I could see how this would be such a powerful experience for the youth that you work with. And let's talk a little bit more about the particulars of the program. So Bevelyn, I know that one part of the project overall, the initiative is the Mural Project. Would you describe what that's about?   Bevelyn - Bringing youth together is the important part, but the strategic planning that we put into the process of how we bring youth together is really important. And our theory of change acknowledges that for systems change to be possible, we need to work on multiple levels, including a policy level. We need to be able to educate ourselves and our communities through storytelling and other forms of expression. We need to be able to act and create models or create spaces that offer this reimagination of how our food system and our society should look like. And as we've been talking about, it's also important for us to build relationships and to be able to maintain those relationships, because ultimately what we're trying to create or continue is an ecosystem that brings a sense of belonging, for not only the youth participants, but also for the communities in which they live.   And so the Mural Project is heavily connected to the education part, the storytelling part of our theory of change. Every year, when we bring youth together, there are multiple skills that are being developed. We've focused on storytelling from different mediums and different forms. In the past, we've done photography and made sure that youth had access to really nice cameras, and that they could go around their communities and take photos. And they had a few exhibits. We also created a traveling exhibit for the youth to be able to own this exhibit and be able to use whenever they're doing presentations. We've worked on public speaking in the form of learning how to write monologues and sharing them. We did that at the Durham Art Council some years back. We've done a whole compilation of poetry and worked with a poet who worked with us for a whole week. And so right now we're creating a mural that is centered around community stories, around food and environmental justice. We have youth coming from Transplanting Traditions, and Chapel Hill, Pupusas for Education, which is based in Durham, and then A Better Chance/Better Community, youth and adult allies are coming together to form this experience.   It's an eight-month project where they have been learning about one another, relationship building, but also building their knowledge base on the root causes of food injustice and lack of accessibility to healthy, culturally relevant food, and also learning about root causes of climate change in ways that we can galvanize ourselves to shift this narrative, to be more connected to our natural environment and to be more ecologically conscious. That was a first phase. And the second phase we're in right now which is where youth are gathering together in Durham over the next three months to work on a storytelling project, get to know one another, but to work on a storytelling project where they will be going out into the community and creatively offering opportunities for people to talk about their experiences around climate, environmental justice, and food. They will bring those back to our hive, I guess I'll call it, in forming, designing a mural that expresses those stories and that mural will be on a food truck. Pupusas for Education has offered a food truck for us to paint on over the next few months, and it will be unveiled on June 11th at Transplant Traditions Community Farm. And I will say that that unveiling will be a party and everyone is invited.   That sounds so lovely. I can imagine how meaningful an experience this would be to the youth. The food truck idea is a really good one. Yeah, I can't wait to see this. It just sounds so neat.   Bevelyn - Yeah, we're really excited about being able to have a mobile mural that people can see all over the place. It's more accessible this way.   It represents a collective effort of a lot of different people, so it just sounds so nice. So I'd like to ask both of you kind of a follow-up question, and, Ree Ree, let's start with you. What kind of impact do you think the youth are having in their communities?   Ree Ree - Sometimes they feel like they don't, but it's a huge impact. They are the voices and they're the ones that are speaking up and publicly saying it out loud to the community that these issues are important, and they're being impacted at a very young age. And they're even impacting folks directly or indirectly one way or another. Like our youth group, they are doing tutoring, and they don't realize that is a huge impact to the direct causes of literacy issues. And the other bigger impact that they're having is they're addressing things that not many people are aware of, like food justice, environmental justice, climate just- Like why are we changing the narrative from seeing things as an issue to, "Okay, it's an environmental problem." Now let's flip the narrative to, "Okay, we're fighting for environmental justice or food justice." They are using their own voices and their bodies, and being able to say, "We are doing this work and we need you all to listen to us because these issues are going to continue."   You know what it reminds me of is the early days of seat belts, where there were a lot of adults that were reluctant to wear seat belts, but education programs started happening in schools. Youth then came home with the message, and adults were listening to the pleas of the youth to wear seat belts, and it really made a difference. And I could see that same thing kind of happening here. Bevelyn, does that make sense to you, and what kind of impact are you seeing youth having in their communities?   Bevelyn - I think that's a really great example, the marginalization of youth voices. It's very intentional. Historically, anytime there's been large-scale transformations, those societal transformations have been led by youth. For social transformation, younger generations have the juice. I think it's really, really important for youth to be able to share their own stories and talk about what they're doing. And at the same time, part of my job is to share as much as possible the actual activities, the actual things that youth are doing to shift our food system. So earlier, when I was talking about the theory of change, when I was talking about policy, education, replicable models and networks, I was more so speaking from the perspective of how we're building out our programs within the Food Youth Initiative, but ultimately, each of these youth groups are already working in their communities on all of those levels to make changes. And one example is Poder Juvenile Campesino. They've been doing a lot of work on farm labor rights, specifically building awareness around the challenges, not only that farm workers experience, but that farm worker youth experience, as our policy in the United States allows for children to be in our fields with very little protection. A lot of these youth are farm laborers themselves, and so they're not just advocates. These experiences directly impacts them and their families. And then Ree Ree's already talked about education and storytelling. Transplanting Traditions youth have been heavy advocates for the farm and for the farmers, as a lot of the farmers may have challenges around speaking English or even accessing certain systemic resources. And so, to be able to openly talk about the importance of recultivating home in the United States in Chapel Hill, that story has heavily been told by the youth of the farm. I can go on and on about the replicable models and networks, but I just wanted to be super clear that we're not just throwing these words around, climate justice, food justice, environmental justice, that the youth that are a part of this network are doing groundbreaking work in their communities. So I heavily encourage folks to continue to follow us so that you can continue to educate yourselves about the high impacts work that is being done.   It sounds like with the youth having voice and carrying messages forth is important to both the people who are speaking the message and the people who are hearing it, so you can see really important impact occurring with this, couldn't you?   Ree Ree - Yes, and I see in some ways, like something I have learned being part of the youth program that I have learned over time, is that the impact is both on a personal level and also at the big P, on a policy level, on a public level, so it impacts folks directly and indirectly in a way where it leads to cool things, like being able to address for policy changes. And they're able to learn how to advocate for themselves personally. So that's sometimes the impact that sometimes people don't often realize, youth also are learning how to advocate for themselves, which is like big things that, and especially a lot of youth that we have worked with and learning about you are able to advocate for yourself, you have that autonomy. Especially for BIPOC youth and being able to empower them, just tell them, "You can do both of these on a personal level and on a policy level."   So one final question for you both, what sort of support do you need to continue this kind of work? Bevelyn, how about you first?   Bevelyn - You mentioned earlier that there hasn't been a direct interview about youth in the food system. I believe that there's little awareness about the impacts that youth make on our food system. And therefore there are minimal resources for continued programming and continued network development around youth, and so I'm looking to do more intentional work around fundraising, as opposed to grant writing, because we're able to have a lot more freedom to support youth needs and to be able to identify blind spots that I think that grant makers are having in the process of creating financial opportunities for youth to be able to soar in this work.   And Ree Ree, what about you? What do you think? What kind of support is needed to continue this kind of work?   Ree Ree - Yeah, I think the type of support that's needed is from all kind of level, being able to, one, like listen to youth. Oftentimes adults have biases about youth. Listen to them, listen to their story, make time, being very intentional about learning about what youth are doing and giving time for that instead of making judgment. And the other thing is to follow the different youth groups of all of FYI network. It'll be really cool to be able to see what they're up to and why their work are, and it's very unique in a way that they're addressing these social issues on a local level. And the other thing is that all of our youth group, they're doing these intentional work that sometimes staffs are limited. We rely on volunteers and contractor peoples to be able to really do these meaningful work, to really continue to support and uplift youth, so on a fundraising level, to support that and reach out and donate.   Well, thank you both for being with us. This work is really exciting, innovative, and I'm glad that we can play a role in letting our listeners know about it. So, thanks so much for being with us.   Bevelyn - So, Ree Ree's really humble, but Ree Ree was 13 when she started with Transplanting Traditions, and about 14 or 15 when she was one of the co-founders with other youth groups of the Food Youth Initiative network, and essentially she hired me. I applied for the job and she hired me at maybe 15 years old. She went through the program, went to Guilford College, studied Human Relations, came out of college, and is now the ED at Transplanting Traditions. And so I just wanted to also name that career trajectory, that to me is so powerful of how when youth are supported and when they have intentional relationships, how many possibilities open up to young adult's leadership within these powerful food justice spaces.   For more information about the Food Youth Initiative: https://cefs.ncsu.edu/youth/food-youth-initiative/   Bios:   Bevelyn Afor Ukah works as a consultant to train youth and adults in building skills that encourage equity, organizational efficiency, cultural connection, and collaboration. She coordinates the Food Youth Initiative Program (FYI), a program of the Center for Environmental Farming Systems (CEFS), which engages youth that lead food justice work across North Carolina. She also co-coordinates the Racial Equity in Food Systems initiative at CEFS, which develops a shared understanding of language, history and race.  She serves on the Transplanting Traditions Community Farm Board, the National Rooted in Community Board and the NC Climate Justice Collective.    Ree Ree Wei is the Executive Director of Transplanting Traditions Community Farm. She moved with her family from a refugee camp in Thailand to South Carolina in 2006 and later resettled in Chapel Hill. Ree Ree first joined the TTCF community in 2013 as a youth intern with the TTCF youth program. After graduating from Chapel Hill High School she became the Youth Program Coordinator, coordinating food justice activities for refugee youth participants.  Ree Ree continued to work with TTCF while in college as a cultural consultant and interpreter, and she graduated from Guilford College in Greensboro, NC as Bonner Scholar with a degree in Community and Justice Studies and Forced Migration and Resettlement Studies. In the winter of 2021, Ree Ree joined the TTCF team as the Business Development Coordinator, supporting farmers to find innovative strategies to reach long term business and income goals. 

Als Einkommensinvestor möchte Anton Gneupel nicht von den Kursschwankungen abhängig sein, sondern ein monatliches Einkommen generieren. Sein Asset der Wahl sind Closed-end Funds (CEFs). Wie sein Portfolio aufgestellt ist, was CEFs sind und wo die Vor- und Nachteile liegen, erklärt Anton im Interview.

Closed-end Funds, nicht zu verwechseln mit geschlossen Fonds, sind eine Sonderform aktiv verwalteter Investmentfonds im Börsenhandel. Luis Pazos und Anton Gneupel haben ein Buch über diese in Deutschland eher unbekannten Fondstyp geschrieben. Zu Gast bei börse@home stellen die beiden Autoren Closed-end Funds, kurz CEF, vor, wie sie funktionieren und worauf es bei der Bewertung ankommt, welche unterschiedlichen Anlagestrategien von den Managern der CEFs verfolgt werden und wie private Anleger für sich die richtigen Produkte auswählen können.Börse@home ist Ihre Lunch-Break für die langfristige Geldanlage, d.h. 30 Minuten konzentrierte Information von wechselnden Börsenkennern mit viel Zeit für Ihre Fragen im Anschluss. Jeden Montag um 12 Uhr. Alle Termine und Themen finden Sie auf boerse-frankfurt.de/webinare. Dies ist eine Audiofassung.

Cboe's Matt Moran and Joe Cusick of Calamos Investments join a roundtable to discuss the topic of Accelerating Growth in 40 Act Funds' Use of Options Topics include: the use of options through 40 Act Funds (4:41), reasons for options growth through mutual funds and ETFs (5:44), how options generate income and dampen portfolio volatility (8:06), the sustainability of it all (16:24), and their relevance in this current crazy market (21:04). To sign up for Schaeffer's Playbook of the Week, click here! Corresponding links from our friends to consider Morningstar on Alternative Funds (including Options Trading Funds)  Performance Analysis of Options-Based Equity Mutual Funds, CEFs, and ETFs: An Update  The VIX Index and Volatility-Based Global Indexes and Trading Instruments - A Guide to Investment and Trading Features Global Option-Writing Strategies to Reduce Risk and Enhance Income Historical Performance of Put-Writing Strategies  

Cboe's Matt Moran and Joe Cusick of Calamos Investments join a roundtable to discuss the topic of Accelerating Growth in 40 Act Funds' Use of Options Topics include: the use of options through 40 Act Funds (4:41), reasons for options growth through mutual funds and ETFs (5:44), how options generate income and dampen portfolio volatility (8:06), the sustainability of it all (16:24), and their relevance in this current crazy market (21:04). To sign up for Schaeffer's Playbook of the Week, click here! Corresponding links from our friends to consider Morningstar on Alternative Funds (including Options Trading Funds)  Performance Analysis of Options-Based Equity Mutual Funds, CEFs, and ETFs: An Update  The VIX Index and Volatility-Based Global Indexes and Trading Instruments - A Guide to Investment and Trading Features Global Option-Writing Strategies to Reduce Risk and Enhance Income Historical Performance of Put-Writing Strategies  

Patricia is the Founder and President of Pristine Advisers, a leading investor relations/public relations/media relations and marketing firm. She has been heavily involved with working with Board Members, Hedge Funds, Corporations and Investment Advisors through her business. Patricia has been in the IR/PR industry for over 33 years working for firms such as Handy & Harman, Citigate Dewe Rogerson and The Altman Group and has been heavily involved in IR/PR/Marketing/Media Relations/Raising Capital/Hedge Funds/BDCs/MLPs/ETFs and CEFs as well as Corporations and Individuals. She's a member of the Farmingdale Chamber of Commerce, has been featured in and on multiple magazines and newspapers and won many awards for her work. She brings a high level of professionalism and excellent interpersonal skills to her work. Website: https://www.pristineadvisers.com/ Wikitia - https://wikitia.com/wiki/Patricia_Baronowski-Schneider  YouTube - https://www.youtube.com/user/PristineAdvisers/videos  Vimeo - https://www.youtube.com/user/PristineAdvisers/videos  LinkedIn - https://www.linkedin.com/company/1674911/admin/  https://www.linkedin.com/in/patriciabaronowski/  Facebook - https://www.facebook.com/PristineAdvisers?sk=wal  Twitter - https://twitter.com/pristineadvise1  Instagram - https://www.instagram.com/pristine_advisers/  Blogs - https://pristineadvisers.medium.com

There is a significant amount of innovation going on in the ETF industry today. Christian Magoon, CEO of Amplify ETFs, comes on CoveredCalls with Kevin Simpson to share his thoughts of the changing landscape.   Follow Christian Magoon on SocialTwitterLinkedInFollow Amplify ETFs on Social: TwitterLinkedInChristian Magoon is an advocate of the efficiency, transparency and flexibility that ETFs provide investors. Launching over 70 ETFs globally since 2006, Christian continues to contribute to the emergence of ETFs.In 2015 he formed Amplify Investments, an ETF Sponsor. Amplify's ETFs held over $1.2 billion in assets under management at the end of June 2020. The firm has received numerous "ETF of the Year" finalist nominations from industry publications ETF.com and Fund Intelligence.Christian has been involved in the development and/or launch of many "first to market" ETFs including funds focused on cyber security, online retail, blockchain, frontier markets, china technology, timber, global water, discounted closed-end funds, BlackSwan events, solar energy, spin off, multi-asset income and maturity date fixed income.Magoon is a recognized thought leader in the ETF and investment industry. He has been featured as one of "5 People to Watch in the ETF Industry" by Institutional Investor, named a "Top 5 ETF Expert On Twitter" by ETF Database and dubbed an "ETF Pioneer" by Financial Planning. Christian's Twitter account was one of 20 named to "The Best Tweets For Your Money" by the WSJ.Christian formed Magoon Capital in 2010 to provide strategic advice on ETF product development, marketing and distribution. Among a variety of ETF product initiatives, Magoon Capital was most notably involved in the creation of the first US and European ETFs focused on cybersecurity stocks. As of June 2020, these ETFs contained nearly $3 billion of assets under management.Previously the President of Claymore, Christian led product development, marketing and distribution of ETFs, CEFs and UITs. He started Claymore's ETF division in 2006 and was known for many "first to market" ETF products. Claymore was purchased by Guggenheim Partners in late 2009 and its legacy ETF product line was eventually sold to Invesco in 2017.Follow Kevin Simpson & Capital Wealth:TwitterKevin Simpson LinkedInCWP LinkedInLearn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​Disclosures: https://capitalwealthplanning.com/social-media-disclosures/Episode 6

On the 20th anniversary of 9/11, Adam and Steve have an abundance of callers sharing their memories of that day and asking questions about CEFs.

Brent and Leon discuss a little-known investment vehicle, Closed-End Funds (CEF). CEFs trade like stocks, but can sport dividends yield over 1000% greater than the average stock dividend yield. Check out our digital resources for more IEA information and knowledge! Links below. Join our membership platform https://www.ieamembers.com Listen to our podcast while on the go https://ieapodcast.com/ Join our active Facebook group https://www.facebook.com/groups/InvestingEducationAcademy Follow us on Instagram https://www.instagram.com/investingeducationacademy/ Like us on Facebook https://www.facebook.com/InvestingEducationAcademy Visit our website https://investingeducationacademy.com/

Tricks of the Trade: An overview of leading options studies & options fund studies. New OIC Study Shows Increased Knowledge of Listed Options by Investors. Performance Analysis of Options-Based Equity Mutual Funds, CEFs, and ETFs Advisors Option 28: Breaking Down How Options Can Benefit Advisors 196 Funds That Use Options Had Lower Volatility and Higher Returns The Buzz: What's the Latest News? Department of Labor IRA Proposal - seems like the worst is out. DOL is open to changing fiduciary proposal, but some press for it to be scrapped. A tax to curb excessive trading could be a boon to returns - Senator Bernie Sandrs wants to tax stock trades at 0.5 percent of the value of the transaction, 0.1 percent for bonds and 0.005 percent for derivatives. Hillary join the "Tax HFT" movement. New York Stock Exchange launches enhanced buy-write index, “NYBW”. The New York Stock Exchange, part of the Intercontinental Exchange ICE, +2.00% global network of exchanges, today announced the launch of a new index that aims to provide an innovative, smart beta solution for investors wishing to access the buy-write strategy. Office Hours: We will take your questions now. Question from Nic L. - Interesting stuff. Hard to believe. What major changes do you expect in options market in 2035?  - re: This recent OIC advisor tweet - ‏@OIC_Advisor: Avg. daily volume in 1995 = 1.1 million contracts, an amount surpassed today in first 30 mins of trading. Question from Tod B., CFA - What is the best way to discuss volatility with new potential clients? Should I highlight it as an opportunity for income generation, highlight the benefits of options to reduce portfolio volatility or simply steer clear of it? Question from 777 - Does the panel see the possibility of options exchange mergers anytime soon? Seems like there are just too many right now and it needlessly complications trading. Question from Genus P - Would you counsel managers focus their income generation in the weekly options? Short-duration products appear to do well for generating income.

Advisors Option 27: Groundbreaking New Options Study   The Buzz: The Chicago Board Options Exchange announced today the release and publication of a groundbreaking new study: "Highlights of Performance Analysis of Options-Based Equity Mutual Funds, CEFs, and ETFs." The study analyzed SEC-regulated investment companies (mutual funds, exchange traded funds (ETFs) and closed-end funds (CEFs)) that focus on use of exchange-listed options for portfolio management (options-based funds). The study analyzed the equal-weighted performance of a subset (nearly three-fourths) of the 119 options-based funds -- those that focus on use of U.S. stock index options and/or equity options -- during the 15-year period from 2000 through 2014. Key Takeaways: The number of options-based funds is growing. Options-based funds averaged 4.2% total return over the 15-year period - tied with the S&P500 over the same period. The options-based funds had higher risk-adjusted returns (as measured by the Sharpe Ratio and Sortino Ratio) than the S&P 500 and S&P GSCI Indexes. The options-based funds had lower volatility and lower maximum drawdowns than the S&P 500 and S&P GSCI Indexes.   Listener Mail: Listener questions and comments Question from Alpha Numero - Happy 2015. It seems like we are looking somewhat top-heavy in the broad indices these days. I typically run portfolios as long equity - usually spy - with an OTM 1-2 month covered call - typically around 2.5%-3% out of the money. I often pair that with a farther 2-3 month OTM put - typically 5% OTM. In the current market would you recommend tightening up on that put - perhaps to around 2% OTM? This will undoubtedly result in a debit but I am ok with that if if preserves my portfolios. Would you also recommend tightening the covered call strike to reduce the net outlay on the position? What other strategies would you recommend for practitioners like myself who want to remain in the market but are concerned about near-term risk? Question from RVC10 - Are there any special tax considerations I should consider before using options on behalf of my clients? Question from John D. - Can you please explain the concept of risk premium as it applies to options trading and hedging? Question from JPK211 - On several of your programs you mention that it is important to understand the VIX Cash level at a given SPX level.  Can you please explain this further?   Tricks of the Trade: Short-duration contracts are all-the-rage in the options market these days. SPX Weeklys acounted for approximately 32% of overall SPX contract volume in 2014, up from approximately 23% the previous year.