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In dieser Folge geht es um eine besondere Optionsstrategie, nämlich die Collar-Strategie. Wir gehen detailliert auf alle wesentlichen Aspekte ein, besprechen Vor- und Nachteile und erklären, warum diese Strategie für manche Händler die bessere Alternative zum Covered Call sein kann. Powered by CapTrader Mehr zum Thema professioneller Optionshandel: • Homepage • Der Optionsbrief • Kostenloser Newsletter • Unsere kostenfreie E-Books • Instagram • Twitter Unsere Tools • Unser Chartanalyse Tool TradingView * ($15 Guthaben) • Zum Backtesting unserer Optionsstrategien verwenden wir OptionOmega * (50% Rabatt!) • Fastgraphs zur fundamentale Analyse unserer Aktieninvestments * • Optionstrat zur Visualisierung und Analyse unserer Optionsstrategien * * Affiliate-Links. Wir erhalten eine kleine Provision, wenn du dich über diesen Link anmeldest. Alexander Eichhorn und Maximilian Bothe sind erfahrene Optionshändler und Trainer & Coaches bei Eichhorn Coaching. In Seminaren und in Einzelcoachings lehren sie den erfolgreichen Optionshandel von den Grundlagen bis hin zum professionellen Handel von Future-Optionen. Trade-Ideen, Hintergrundinformationen und ihre Echtgeld-Performance veröffentlichen sie regelmäßig in Blogbeiträgen, Live-Webinaren und im Eichhorn Coaching Newsletter. 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 Podcast hervorgehen, treffen, handeln Sie immer eigenverantwortlich, auf eigene Gefahr und eigenes Risiko. Die in diesem Podcast 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. #Optionen #Aktienoptionen #Optionenhandeln #Optionshandel #Optionshändler #Optionsstrategien #Futures #Indexoptionen #Optionstrading #Options #Börse #Geld #Finanzen #Handel #Investor #Investment #Trader #Trading #Aktien #ETF #ETFs #VIX #Vola #Volatilität #Margin #Margincall #Tradingsteuer #Vermögenssteuer #Dividenden #Dividendenaktien #Rohstoffoptionen #0DTE #Wheel #Cashflow #Wheelstrategie #Cashsecuredput #gedeckteoptionen #Verlustverrechnungsbegrenzung #Tradingsteuer #0DTE Kapitel 00:00 Begrüßung 00:40 Was sind Covered Calls? 03:50 Vor- Nachteile des Covered Calls 06:25 Was ist die Collar-Strategie? 07:30 Vorteile der Collar-Strategie 08:40 Nachteile der Collar-Strategie 14:15 Meine Meinung 19:07 Verabschiedung
Schließ die Augen. Stell dir ein Leben ohne Chef, ohne Kunden und ohne Deadlines vor. Ein Leben, in dem dein Geld für dich arbeitet und du einfach lebst. Die meisten denken, das sei nur für Unternehmer oder Lottogewinner. Falsch.Es gibt einen anderen Weg, ein gut gehütetes Geheimnis der Finanzwelt: Das Leben von Optionsprämien.Aber das größte Geheimnis ist: Diese Strategie funktioniert nur, wenn du Deutschland und die hohen Steuern Europas hinter dir lässt. Sie ist der ultimative Plan B für Auswanderer.Wir enthüllen die komplette Blaupause für dein Leben im Ausland:✅ Werde zur Bank, nicht zum Spieler: Wir erklären die simplen Grundlagen von Cash Secured Puts & Covered Calls – wie du sofort Prämien kassierst, indem du anderen Marktteilnehmern "Versicherungen" verkaufst.✅ Dein Weg in die Freiheit: Die exakte Strategie, wie aus 100.000€ Kapital mit Geduld und Disziplin ein monatliches Einkommen von 10.000€ wird.
In this episode, Ben and Dan take a deep dive into covered call strategies—popular ETFs often marketed on their eye-catching distribution yields. While these products promise steady “income,” the reality is more complicated. Drawing on recent research from the Journal of Alternative Investments (“A Devil's Bargain: When Generating Income Undermines Investment Returns”), Ben and Dan unpack why covered calls often reduce expected returns, cap the upside of equities, and leave investors fully exposed to the downside. They explain how covered calls work, why yields are misleadingly presented as “income,” and why long-term investors may find themselves worse off over time compared to simply holding equities or combining equities with cash. The conversation covers live fund performance, behavioral biases that drive demand for yield, and the rise of extreme products like single-stock covered call ETFs with 40%+ “yields.” While covered calls may offer psychological appeal for investors who crave distributions, the evidence shows they often deliver lower total returns, higher costs, and asymmetric risk. If it sounds too good to be true, it probably is—and nowhere is that clearer than in the world of covered call ETFs. Key Points From This Episode: (0:01:09) Why “14% yield” claims on covered call funds are misleading. (0:02:35) Revisiting covered calls: “A Devil's Bargain” and new research insights. (0:05:24) The deep-seated investor preference for income—and how fund companies exploit it. (0:10:10) What a call option is and how it caps upside while leaving downside intact. (0:14:53) Why selling calls lowers expected returns and distorts stock return patterns. (0:20:25) The volatility risk premium: theory versus retail investor reality. (0:22:17) How crowded trades since 2011 erased much of the benefit of covered calls. (0:24:56) Why stocks' mean reversion makes covered calls especially damaging for long-term investors. (0:28:11) The illusion of “income”: distributions versus true total returns. (0:34:41) Evidence from live funds: BMO utilities and banks covered call ETFs. (0:40:53) Underperformance across rolling periods—covered calls vs. their underlying. (0:46:17) JEPI and cult-like covered call products: big marketing, poor long-term results. (0:47:36) The rise of single-stock covered call ETFs—and why they're worse. (0:53:45) Higher costs: MERs and trading expenses add to the drag. (0:57:25) Why marketing yields as “income” is financial BS. (0:58:47) Final verdict: covered calls are more likely to harm than help investors' outcomes. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://ca.linkedin.com/in/dan-bortolotti-8a482310 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode, hosts Mark Longo and Dan Passarelli discuss different options strategies such as covered calls, cash secured puts, and the wheel strategy. They also touch on the growing interest in exotic options and the role of flex options in recent volume spikes. Other topics include the importance of technical indicators for covered calls, the role of various options exchanges, and the potential for gamified options trading education. Additionally, they address listener questions ranging from the uniqueness of the options market to the practicality of using specific brokers and discussing their personal experiences in trading. 00:39 Welcome to Options Boot Camp 01:00 Tasty Trade Platform Overview 03:41 Pro Trading Crate Giveaway 07:12 Mail Call: Listener Questions 08:02 Market Reactions to Fed Announcements 11:30 Options Trading Polls and Insights 16:13 Fantasy Football and Trading 18:15 Question of the Week 22:22 Best Indicator for Covered Calls 23:58 Exotic Options Discussion 25:51 Options Trading Video Games 30:19 Favorite Option Strategies 33:02 Choosing the Right Exchange 36:22 Volume and Market Noise 40:28 Conclusion and Final Thoughts
In this episode, hosts Mark Longo and Dan Passarelli discuss different options strategies such as covered calls, cash secured puts, and the wheel strategy. They also touch on the growing interest in exotic options and the role of flex options in recent volume spikes. Other topics include the importance of technical indicators for covered calls, the role of various options exchanges, and the potential for gamified options trading education. Additionally, they address listener questions ranging from the uniqueness of the options market to the practicality of using specific brokers and discussing their personal experiences in trading. 00:39 Welcome to Options Boot Camp 01:00 Tasty Trade Platform Overview 03:41 Pro Trading Crate Giveaway 07:12 Mail Call: Listener Questions 08:02 Market Reactions to Fed Announcements 11:30 Options Trading Polls and Insights 16:13 Fantasy Football and Trading 18:15 Question of the Week 22:22 Best Indicator for Covered Calls 23:58 Exotic Options Discussion 25:51 Options Trading Video Games 30:19 Favorite Option Strategies 33:02 Choosing the Right Exchange 36:22 Volume and Market Noise 40:28 Conclusion and Final Thoughts
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Covered calls are one of the most hyped strategies in the market today, often sold as a safe way to generate “income.” But the truth is, covered calls are a devil's bargain. They cap your upside, leave your downside fully exposed, and almost always underperform in the long run. In this video we break down why covered calls are riskier than they appear, how they work mechanically, and why funds selling them as “passive income” are misleading investors.Too many traders fall for the marketing pitch that high distribution yields equal high returns. In reality, the opposite is true. The higher the yield on a covered call fund, the lower the expected return, because the premium you're collecting is offset by the liability you've created. In plain English: you're limiting your gains while keeping all the risk.Here's what you'll learn in this video:➡️ The truth about covered calls: Why they generate “income” at the cost of long-term growth and mean reversion.➡️ Unlimited downside, capped upside: How selling calls leaves you fully exposed to losses while cutting you out of big rallies.➡️ Cash-secured puts vs. covered calls: Why these strategies are effectively identical and both break the golden rule of leverage.➡️ Why covered call ETFs underperform: Real-world fund data showing consistent lagging behind their underlying equities.➡️ Distribution yield myths: How “income” from these funds is just your capital being eroded and repackaged.➡️ The volatility risk premium: Why backtests look good but fail in practice, especially since 2011.➡️ Better alternatives: Why holding cash or using OVTLYR filters beats chasing high yields with capped growth.➡️ Practical rules of thumb: How to structure safer covered calls if you insist on using them, like targeting 20–30 Delta strikes and only selling against stocks you plan to hold forever.We also dig into specific examples, like selling calls on AMD, to show how the math works in real trades. Sure, premiums can look attractive, but the tradeoff is always the same: you collect a little now and give up potentially huge future gains. And when markets recover—as they often do—you're left underperforming by wider and wider margins.The reality is simple: covered calls aren't a free lunch. They're marketed as passive income, but in truth, they're just a way of cashing out upside before it ever materializes. Investors chasing high yields often end up with portfolios that trail badly over time.If you're serious about trading smarter, you need to understand why these strategies often fail and how to avoid falling for the hype. Covered calls have their place—but only for very specific situations. For most traders, they're a trap that erodes capital instead of building wealth.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today
Amid economic uncertainty, a growing number of Americans over 50 are reconsidering or delaying retirement. Today's Stocks & Topics: FICO - Fair Isaac Corp., Market Wrap, Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, CIVI - Civitas Resources Inc., Covered Calls, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Housing Market, CAN - Accenture PLC Cl A, Is A-I Boom Bigger than the Dot Com Bubble?Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands
In dieser Folge erhaltet ihr den ultimativen Guide zu Covered Calls. Neben den vielbeschworenen Vorteilen gehen wir detailliert auf die Nachteile ein, ordnen steuerliche Aspekte ein und geben euch praxisgeborene Tipps vom Coach.Powered by CapTrader Mehr zum Thema professioneller Optionshandel: • Homepage • Der Optionsbrief • Kostenloser Newsletter • Unsere kostenfreie E-Books • Instagram • Twitter Unsere Tools • Unser Chartanalyse Tool TradingView * ($15 Guthaben) • Zum Backtesting unserer Optionsstrategien verwenden wir OptionOmega * (50% Rabatt!) • Fastgraphs zur fundamentale Analyse unserer Aktieninvestments * • Optionstrat zur Visualisierung und Analyse unserer Optionsstrategien * * Affiliate-Links. Wir erhalten eine kleine Provision, wenn du dich über diesen Link anmeldest. Alexander Eichhorn und Maximilian Bothe sind erfahrene Optionshändler und Trainer & Coaches bei Eichhorn Coaching. In Seminaren und in Einzelcoachings lehren sie den erfolgreichen Optionshandel von den Grundlagen bis hin zum professionellen Handel von Future-Optionen. Trade-Ideen, Hintergrundinformationen und ihre Echtgeld-Performance veröffentlichen sie regelmäßig in Blogbeiträgen, Live-Webinaren und im Eichhorn Coaching Newsletter. 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 Podcast hervorgehen, treffen, handeln Sie immer eigenverantwortlich, auf eigene Gefahr und eigenes Risiko. Die in diesem Podcast 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. #Optionen #Aktienoptionen #Optionenhandeln #Optionshandel #Optionshändler #Optionsstrategien #Futures #Indexoptionen #Optionstrading #Options #Börse #Geld #Finanzen #Handel #Investor #Investment #Trader #Trading #Aktien #ETF #ETFs #VIX #Vola #Volatilität #Margin #Margincall #Tradingsteuer #Vermögenssteuer #Dividenden #Dividendenaktien #Rohstoffoptionen #0DTE #Wheel #Cashflow #Wheelstrategie #Cashsecuredput #gedeckteoptionen #Verlustverrechnungsbegrenzung #Tradingsteuer #0DTE Kapitel 00:00 Begrüßung 01:25 Was ist ein Covered Call? 05:00 Vorteile von Covered Calls 09:40 Nachteile von Covered Calls 17:45 Tipps vom Coach 22:08 Q&A 24:50 Verabschiedung
In this episode, Mark Longo provides a comprehensive midyear analysis of Google Trends data related to the options market. The discussion covers key terms like 'options trading', 'call options', 'covered calls', 'cash secured puts', and 'put options'. Surprising insights include the peak interest times for these terms, the top states showing interest, and notable spikes and declines. Key dates discussed include April 8th and June 8th. The episode concludes with an invitation for listeners to suggest other search terms for future analyses. 01:03 Midyear Checkup on Google Trends for Options Market 01:26 Interest in Options Trading Over the Past Year 02:49 Top Regions for Options Trading Interest 03:29 Interest in Call Options 04:57 Interest in Volatility 06:04 Interest in Covered Calls 07:43 Interest in Cash Secured Puts 08:35 Interest in Put Options 10:40 Conclusion and Call for Listener Input
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Tim's book: The Business Mindset Investor (https://amzn.to/4kCHVVu)See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Are you struggling to find meaningful yield in today's unpredictable markets? You're not alone. The investment landscape is evolving rapidly, pushing savvy investors toward innovative solutions that combine income potential with strategic diversification.In this enlightening conversation with Jonathan Shelon, Chief Operating Officer at KraneShares, we dive deep into the explosive growth of covered call strategies and why international markets offer a particularly compelling opportunity. Shelon reveals how KLIP, KraneShares' international covered call ETF focused on Chinese internet stocks, generates monthly income in the impressive 3-5% range – substantially higher than what most U.S.-based covered call products offer.What makes this strategy especially powerful is its diversification benefit. With a correlation of just 0.4 between U.S. and Chinese markets, these assets move on completely different cycles, creating a portfolio cushion when you need it most. As Shelon explains, "When US markets experience stress or drawdowns, it happens at a completely different time than when China experiences market stress."We explore the compelling valuation case for Chinese equities, with tech companies trading at PE ratios in the mid-teens while maintaining strong growth. This stands in stark contrast to U.S. markets trading near historic highs both in index levels and valuations. Most investors remain significantly underweight China at just 2-3% exposure, despite KraneShares recommending 5-10% allocation.Whether you're seeking to enhance your income strategy, reduce portfolio volatility, or strategically position for a potential shift in global market leadership, this conversation offers practical insights you won't want to miss. Ready to transform your approach to income and international diversification?Visit kraneshares.com to learn more about KLIP and other innovative investment solutions designed for today's challenging market environment.With ChatDOC, instantly analyze professional documents using AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Where I buy Bitcoin (Non-KYC options)https://bitcoinwell.com/referral/bitcoinnotcryptoNeed help on how to buy btc on Bitcoin well?https://youtu.be/-52aEY3LIFsBook a 1|1 Bitcoin Consulting call with mehttps://www.differentmedia.ca15% Stampseed Titanium Seed plates (BEST WAY TO STORE BTC PRIVATE KEYS)https://www.stampseed.com/USE CODE : BTCNOTCRYPTO15Become a Member of the Channel, Get exclusive content, and livestream playbackhttps://www.youtube.com/channel/UC2aM2gVVEHTu0pfE1ZyA0BQ/joinFollow Rajat, Jor, and I's new show togetherhttps://www.youtube.com/@MapleBitcoinJoin my BTC Discordhttps://discord.gg/PY5tKvAamBListen to this as a podcasthttps://podcasters.spotify.com/pod/show/bitcoinnotcryptoFund my Documentary Series "Bitcoin Fixes This"https://geyser.fund/project/bitcoinfixesthisFollow me on Nostrnpub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fsFollow on Twitter/Xhttps://x.com/forrestHODLDonate to the show hereBitcoinnotcryptoshow@coinos.iobc1qnzxvnchtyqzk623rvnvnvvsjjsqt07y4xat6zslxzf8lcv8ku7uqf0qrraMovies I've madehttps://amzn.to/3FtVKmrhttps://amzn.to/3FtVKmrhttps://amzn.to/3FtkmM6https://amzn.to/3s43FE8Alternative Dwelling Documentarieshttps://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA00:00 – IntroductionOverview of the video topic and what viewers can expect.01:15 – What is a Covered Call?Explanation of the traditional covered call strategy.03:30 – Understanding Synthetic Covered CallsIntroduction to synthetic covered calls and how they differ.06:00 – Comparing Risk ProfilesAnalysis of the risk associated with each strategy.08:45 – Profit Potential AnalysisDiscussion on potential returns from both strategies.11:20 – Tax ImplicationsOverview of tax considerations for each approach.13:50 – Real-World ExamplesCase studies demonstrating each strategy in action.16:10 – Common Mistakes to AvoidHighlighting pitfalls investors should watch out for.
Canadian ETFs are booming—and behind the scenes, a quiet revolution is reshaping how advisors and investors build smarter, more efficient portfolios. In this episode, ETF industry leader Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon joins us to explore what's driving record ETF flows, the rise of covered calls and liquid alts, the accelerating evolution of Canada's ETF landscape, and the policy shifts that could transform the advisory business in 2025 and beyond. Landry shares over 30 years of industry insight, covering everything from: The two-year boom in covered call ETFs—and why yield remains kingHow alternative strategies are finally gaining traction after years of slow adoptionNew ETF-wrapped solutions making it easier than ever for advisors to close portfolio gapsThe regulatory innovations (like total cost reporting and ticker rule proposals) that could reshape the advisor-client conversationWhy Canada continues to lead global ETF innovation—and what the US is learning from our marketChapters 00:00 – The ETF Boom: Why 2025 Is Already One for the Record Books 02:00 – 30 Years of Insight: Ron Landry's Unlikely Path to ETF Leadership 04:00 – Markets in Transition: What Record Q1 Flows Are Really Telling Us 08:00 – Central Banks in a Bind: Rates, Tariffs, and the Inflation Puzzle 09:30 – Single Stock ETFs, CDRs, and the Quest for Yield in Canada 12:00 – Built for Canadians: Why Homegrown ETFs Are Winning 14:00 – Crypto, Covered Calls, and the Real Drivers of Demand 16:00 – Alternatives Accelerating: The 53% Growth Story You Missed 19:00 – Advisors' Dilemma: Explaining Line Item Risk in a 60/40 World 21:00 – Regulation as Catalyst: CSA Reviews, Cost Transparency, and Ticker Labels 24:00 – From 6% to 20%: Canada's ETF Market Is on a Tear 26:00 – The Rise of Dual-Structure Funds: ETF and Mutual Fund Hybrids 27:00 – Canada: The Quiet Giant of ETF Innovation 29:00 – One Rulebook to Rule Them All: The Secret to Canada's ETF Advantage #ETFs #CanadianETFs #InvestingCanada #FinancialAdvisors #CoveredCalls #LiquidAlts #ETFInnovation #CIBCMellon #RonLandry #WealthManagement #PortfolioConstruction #FinancePodcast #InvestmentStrategies #YieldHunting
Anfang April wurden die Kapitalmärkte von einer riesigen Welle der Unsicherheit heimgesucht. Der Fear & Greed Index markierte mit drei von hundert Punkten den niedrigsten Stand seit dem Shutdown-Crash im Frühjahr 2020. Auslöser waren die Zollmaßnahmen der US-Regierung, die nicht nur Aktien und Anleihen, sondern auch Währungen und alternative Anlageklassen kräftig durchschüttelten. In der aktuellen Schatzmeister-Folge diskutieren wir, wie sich Anleger in diesem Umfeld positionieren können, welche Chancen sich bieten und worauf es jetzt ankommt. Diese Schatzmeister-Folge wird von IncomeShares präsentiert. IncomeShares bietet euch eine neue Generation von Sammelanlagen mit monatlichen Dividenden und Ausschüttungsrenditen von sechs Prozent p. a. und mehr – ideal für alle Investoren, die auf regelmäßige Erträge setzen. Die Produkte basieren auf bewährten Optionsstrategien wie Covered Calls und Cash Secured Puts, sind MiFID-II-konform und daher wie ein klassischer ETF ganz einfach über die Börse handelbar:
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Kinsta: https://kinsta.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
What if I told you there's a way to make consistent cash flow from the stock market without spending all day glued to your computer screen? Sounds too good to be true, right? Well, it's not — and in this week's Happy Hustle Podcast episode, we're diving deep into exactly how you can do it!I had the pleasure of bringing back one of our guest gurus from The Happy Hustle Club, with Jeremy Newsome. Jeremy is a life hacker, entrepreneur, endurance athlete, and a total rockstar in the stock market space. His specialty? Teaching everyday people (like you and me) how to generate consistent cash flow through covered calls and smart stock market strategies. And trust me — this episode is PACKED with gold.So if you've ever thought, “Man, I wish I could make my money work for me,” this episode is for YOU.Jeremy dropped a major truth bomb in our conversation: Most people think the stock market is just for long-term investing, but very few understand how to generate consistent cash flow from it. This is where the game changes, my friends.The strategy Jeremy talked about is called covered calls — a way to get paid every single week just for owning a stock. Imagine making $500, $1,000, or even $5,000 per month in passive income from your stocks. Sounds like a Happy Hustler's dream, right?One of the most powerful things Jeremy said was this: “The skill of trading is something that, once you learn it, you have it forever.”Think about it. If you spent 50-100 hours learning how to make $500-$5,000 a month through covered calls, that's a skill you can monetize for LIFE.It's like learning how to ride a bike or start a business. Once you've got it down, it's yours to keep.And if you're thinking, “I don't have time to learn all that,” let me remind you — you're already investing your time in social media, Netflix, and endless scrolling. Why not spend some of that time learning a high-income skill that could change your financial future?Jeremy has personally helped countless people build six- and seven-figure portfolios, and his strategies are ridiculously simple when you break them down.The stock market doesn't have to be scary. It doesn't have to be a rollercoaster of emotions. With the right education and strategy, you can create consistent cash flow that supports your dream life.And if you're ready to dive deeper, I highly recommend checking out the full episode. This dude is the real deal and breaks down the stock market in a way that anyone can understand.It's time to take control of your financial future. Learn the skill. Build the cash flow. And go live that freedom lifestyle you've been dreaming about.Connect with Jerremyhttps://www.instagram.com/jerremynewsome/https://www.facebook.com/jerremyalexandernewsome/https://www.linkedin.com/in/jerremynewsomehttps://www.youtube.com/channel/UCPPNysg5PvYuJjkp8q7RxOQhttps://twitter.com/newsomenuggetsFind Jerremy on his website: jerremynewsome.com reallifetrading.comConnect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featuredGet a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustle.com/bookSign up for The Journey: 10 Days To Become a Happy Hustler Online Course https://thehappyhustle.com/thejourney/Apply to the Montana Mastermind Epic Camping Adventure https://thehappyhustle.com/mastermind/“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode Sponsor: Magnesium Breakthrough from BiOptimizers https://bioptimizers.com/happyIf you've been on a restricted diet lately or maybe even taken some meds to shed those pounds for the summer, I gotta warn ya—be careful! You might have unknowingly created a nutrient deficiency that could not only mess with your health but also jeopardize those weight loss goals.Did you know that over 75% of Americans are already deficient in magnesium? Yeah, it's wild! Magnesium is this powerhouse mineral that's involved in over 600 biological reactions in your body. It helps with everything from sleep to stress management to hormone balance—all key players in keeping your weight on track.And if you're still on those meds, you might be dealing with some side effects like sleepless nights, digestive issues, or irritability, which can totally throw off your commitment to your goals. Whether you're taking meds or not, setting up healthy habits is crucial to maintaining your weight over time. One of the best things you can do? Make sure you're getting all the magnesium your body needs.Don't let a magnesium deficiency derail your progress! Give Magnesium Breakthrough by BIOptimizers a shot. Unlike other supplements, this one's got all 7 forms of magnesium that your body can actually absorb, so you get the full spectrum of benefits.This approach will help you crush your goals and maintain a healthy weight while keeping your overall health in check. For an exclusive offer, head to bioptimizers.com/happy and use the promo code 'happy10' at checkout to save 10%. And if you subscribe, you'll snag amazing discounts, free gifts, and a guaranteed monthly supply.
In this episode, hosts Mark Longo and Dan Passarelli discuss the explosive growth in options trading, particularly single name equity options, which have seen a significant rise. They delve into the role of retail traders, the impact of the pandemic, and the rise of zero-day options. The episode features insights into options trading metrics, strategies like covered calls, cash-secured puts, and market volatility influenced by economic events such as tariffs. Also discussed are listener questions and opinions on market trends, 24-hour trading, and the concept of a strategic crypto reserve. 01:09 Welcome to Options Bootcamp 01:38 TastyTrade: Tools for Traders 02:53 Options Bootcamp: Education and Resources 05:49 Options Market Trends and Analysis 14:39 Mail Call: Listener Questions 16:03 Market Taker Question of the Week 19:53 Market Volatility and Predictions 23:08 Crypto Market Insights 30:18 Final Thoughts and Substack Promotion
In this episode, hosts Mark Longo and Dan Passarelli discuss the explosive growth in options trading, particularly single name equity options, which have seen a significant rise. They delve into the role of retail traders, the impact of the pandemic, and the rise of zero-day options. The episode features insights into options trading metrics, strategies like covered calls, cash-secured puts, and market volatility influenced by economic events such as tariffs. Also discussed are listener questions and opinions on market trends, 24-hour trading, and the concept of a strategic crypto reserve. 01:09 Welcome to Options Bootcamp 01:38 TastyTrade: Tools for Traders 02:53 Options Bootcamp: Education and Resources 05:49 Options Market Trends and Analysis 14:39 Mail Call: Listener Questions 16:03 Market Taker Question of the Week 19:53 Market Volatility and Predictions 23:08 Crypto Market Insights 30:18 Final Thoughts and Substack Promotion
Are you taking on too much risk by investing in individual stocks, or could a broader sector-based index ETF help protect your portfolio from major swings in the market?In today's episode, we tackle a common dilemma for investors—should you bet on single stocks or spread your risk across a sector index ETF by digging into a case study. With the markets constantly fluctuating, it's easy to get drawn into individual stocks that seem to have huge upside potential, but this comes with the risk of major losses when those stocks take a dive. We break down how the recent market turmoil, including a significant drop in Nvidia (NVDA), highlights the risks of going all-in on a single stock, especially when the stock is highly speculative or overvalued. Meanwhile, index ETFs like the Nasdaq 100 (QQQ) offer diversification that helps shield investors from these large, company-specific downturns.For anyone looking to grow their wealth without risking it all on one company, this episode will help you understand the balance between higher returns and risk exposure. We dive into actual market data, using Nvidia's recent struggles and the relative stability of the QQQs, to demonstrate how a diversified index ETF strategy can help protect your investments while still providing strong growth potential. If you're questioning whether to double down on your single stock picks or diversify, this episode is the perfect resource to help you decide.Discover what happens when a high-growth tech stock like Nvidia faces major challenges and how that impacts your portfolio depending on your position sizing; Learn how investing in a sector index ETF can reduce risk, even if individual stocks within the index ETF experience volatility; and,Understand how choosing the right mix of investments can help you manage potential losses while still positioning yourself for long-term growth.Hit play now to find out how to protect your portfolio from the risks of single-stock investing and discover the power of diversification.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALK* Check out Indochino: https://indochino.com/INVEST* Check out Kinsta: https://kinsta.com* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
Are you tired of stressing over which individual stocks you should be adding to your Canadian investment portfolio? Wondering if there's a smarter, simpler way to invest without losing sleep over market swings?In this episode, we explore why Exchange Traded Funds (ETFs) have quickly revolutionized how Canadian investors—from beginners to seasoned pros—build wealth. Whether you're looking for a hands-off Canadian investment strategy or want to actively trade like a pro, ETFs offer unparalleled flexibility, diversification, and cost-effectiveness. You'll discover how these powerful investment tools can protect you from the pitfalls of single-stock investing and why they're a key component of a Canadian millionaire's long-term success.What you'll learn:Learn why ETFs are often a smarter, safer alternative to individual stocks.Discover how ETFs cater to both passive "set it and forget it" investors and those who love hands-on strategies.Get a clear, actionable roadmap for starting your self-directed, ETF investment journey today.Press play now and learn how to make ETFs a cornerstone of your wealth-building strategy—because smarter investing starts with informed decisions.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial independence retire early (FIRE) requires smart planning, especially when it comes to growing your net worth and generating passive income with a focus on the sequence of returns of your Canadian investment portfolio. In this episode, we focus on why Canadian investors are better diversified and protected using index Exchange Traded Funds (ETFs) instead of trying to pick the next best stock on the TSX, S&P500 or NASDAQ. For Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
After our recent episode exposing how a simple covered call options strategy could create some additional income in your Canadian investment portfolio, you might be wondering what it could look like in practice. In this episode, we walk through an actual covered call option scenario step by step to show you how selling at-the-money options can pad your bottom line with extra premium while offering some strategies to adjust trades when the stock price moves against you. Whether you're looking to use covered call options to protect against a market downturn or capture steady returns from shares you already own in your Canadian portfolio, knowing how to navigate each possible outcome is key to feeling confident about every covered call options trade you enter.By digging into real numbers and real time-stamped events, you'll discover what happens when your covered call option expires worthless, what it means if your covered call option expires “in the money” and your shares are “called away,” and you'll learn how rolling an in-the-money covered call option can create even more income from the added extrinsic or time value. This deep dive transforms theory into practice so you can decide if a covered call options strategy is the right fit for your Canadian financial freedom goals.What you'll learn:Experience a step-by-step breakdown of a live covered call options trade using the Nasdaq 100 ETF, ticker QQQ;Understand how and why you'd roll an in-the-money covered call option to keep your shares and earn additional premium; and,Gain confidence in handling each outcome—from worthless covered call option expirations to assigned shares—so you can build a more resilient Canadian investment portfolio.Press play now to discover how a single covered call options trade can reshape your approach to generating extra income from the shares you already own.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars intReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Advertising Inquiries: https://redcircle.com/brands
Are you leaving easy-safe money on the table by letting your stocks sit idle in your portfolio?When the market's unpredictable swings have you wondering if there's a better way to capitalize on your investments, selling covered calls can offer a lucrative and relatively safe income stream you may be overlooking. Rather than watching your portfolio's value bounce around, imagine renting out your shares the same way you'd rent out a property, collecting premiums while still maintaining a stake in the stocks you believe in for the long term.More importantly, as you strive to build wealth responsibly, managing taxes and minimizing risk become top priorities. In this episode, you'll gain insights into how covered calls can help you smooth out the turbulence in your investment returns, whether you're preparing for early retirement or seeking to optimize the cash flow from assets you already own.Learn a simple yet powerful way to generate consistent monthly income from your existing sharesDiscover tax-friendly strategies for handling premium income in both personal and corporate accountsGain the confidence to navigate call option trades without the high-stakes risk often associated with options tradingPress play now to learn exactly how covered calls can earn you extra income from the stocks you already own.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Visit the Canadian Wealth Secrets Show Notes PageConsider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial independence retire early (FIRE) requires smart planning, especially when it comes to growing your net worth and generating passive income with a focus on the sequence of returns of your Canadian investment portfolio. For business owners, navigating the complexities of corporate structures, tax implications, and investment strategies can feel overReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Welcome to another edition of the Trading Justice podcast! This week, Matt and Mark Justice break down market indecision, analyzing key technicals and the influence of the dollar and bond yields on January's market. They also explore the rising impact of AI and nuclear energy on investments and answer listener questions on covered calls with actionable strategies. Don't miss this insightful episode packed with market analysis and strategies to help you succeed!
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.Advertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Indochino: https://indochino.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALKAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALKAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
As the holiday season approaches, there are valuable strategies to help consumers navigate festive spending without breaking the bank. Today's Stocks & Topics: DHR - Danaher Corp., NKE - Nike Inc. Cl B, Market Wrap, MU - Micron Technology Inc., Expert Tips for Saving Money During the Holiday Season, Covered Calls, DOW - Dow Inc., ETFs Analysis, Liquidity Numbers, IONQ - IonQ Inc., OKE - ONEOK Inc.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALKAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
With identity theft on the rise, it's crucial to take proactive steps to safeguard personal information. Today's Stocks & Topics: AAON - AAON Inc., Market Wrap, Covered Calls, VLTO - Veralto Corp., Protect Yourself from Identity Theft, QCOM - Qualcomm Inc., TJX - TJX Cos., DDS - Dillard's Inc., Sentiment, DVN - Devon Energy Corp., U.S. – China Trade War.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALKAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Is selling Covered calls on MicroStrategy a good or bad idea? In this video I explore that and explain how options and covered call strategies work. Of course non of this is Financial Advice, it is just entertainment and general information. Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Need help on how to buy btc on Bitcoin well? https://youtu.be/-52aEY3LIFs Join my BTC Discord and book a Free 1on1 call https://discord.gg/PY5tKvAamB Fund my Documentary "The Land of Volcanos and Bitcoin" https://geyser.fund/project/thelandofvolcanosandbitcoin Follow me on Nostr npub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fs Movies I've made https://amzn.to/3FtVKmr https://amzn.to/3FtVKmr https://amzn.to/3FtkmM6 https://amzn.to/3s43FE8 Alternative Dwelling Documentaries https://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA --- Support this podcast: https://podcasters.spotify.com/pod/show/bitcoinnotcrypto/support
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
See my $220,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/posts Best Fall Deals: https://amzn.to/3NGmBPT I have made some good money doing Covered calls on NVDA stock recently. This options trading was done near NVDA's earning date. Today I go over the pros and cons of Covered calls and how they can be more powerful than dividends. Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one --- Support this podcast: https://podcasters.spotify.com/pod/show/collect-cash/support
In this week's episode of the Rich Habits Podcast, Austin Hankwitz and Robert Croak answer your questions! ---
With peak earnings season approaching, the industrial sector is poised for significant insights as major companies prepare to report. Today's Stocks & Topics: Moving Averages, SVM - Silvercorp Metals Inc., STLD - Steel Dynamics Inc., Market Wrap, Industrial Sector Spotlight: What to Watch This Earnings Season, UFPI - UFP Industries Inc., Covered Calls, RYLD - Global X Russell 2000 Covered Call ETF, Election Potential Outcome, MU - Micron Technology Inc., XYL - Xylem Inc., Social Security Withdraw, Commercial Real Estate.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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Send us a Text Message.In this episode of Investing RN, we sit down with Brian Benjie (Brian Cerezo), a nurse and investing expert, to explore his fascinating journey from penny stocks to mastering the art of covered calls, cash-secured puts, and real estate. Brian shares personal stories of early investing mistakes, including the wild ride of making (and losing) a fortune in crypto, and how he evolved into a more calculated, risk-averse investor. We also dive into the details of how to leverage HELOCs (Home Equity Lines of Credit) to accelerate mortgage payoffs and explore creative strategies to maximize financial growth while working in healthcare.Whether you're a nurse looking to dip your toes into the stock market or curious about more advanced investment strategies like options trading and real estate, this episode is packed with actionable insights and real-world advice.Timestamps:[00:00] - Highlight/Introduction[01:45] - Welcoming Brian Benjie (Brian Cerezo) to the Podcast[04:20] - Brian's Journey from Nursing to Investing[10:30] - Learning from Losses: Brian's Crypto Experience[18:00] - Covered Calls and Cash-Secured Puts: An Overview[24:50] - How Brian Uses HELOCs to Pay Off His Mortgage Faster[32:15] - Stock Market Strategies and Reducing Risk[38:10] - Using Zero Percent Interest Credit Cards for Financial Leverage[44:35] - Balancing Work, Family, and Investing[51:00] - Real Estate Ventures and Diversifying Income[58:30] - How to Get Started in the Stock Market with Little Capital[1:05:20] - Final Thoughts and Where to Find Brian Benji OnlineAbout the Guest:Brian Benjie, is a registered nurse and self-taught investor who made a name for himself in the world of stocks and real estate. From learning the ropes through penny stocks to finding success in options trading and leveraging real estate, Brian's journey is one of trial, error, and ultimate financial growth. He now teaches other healthcare professionals how to build wealth and find financial freedom through his online courses and social media platforms.Links & Resources:Follow Brian on Instagram: www.instagram.com/brianbenjiernCheck out Brian's Investing Course: www.stan.store/brianbenjrn#NurseInvestor #HELOCStrategy #CoveredCalls #StockOptions #FinancialFreedom #NursingCommunity #PassiveIncome #RealEstateInvesting #NurseEntrepreneur #InvestingRNBe sure to follow us on instagram here Subscribe to our YouTube channel here Click the link, share your contact details, and we'll help you get started on your investment journey. Start now!
This episode discusses various financial topics, including market updates, strategies for selling covered calls to create income on large stock positions, estate planning considerations, capital gains tax implications, and the flexibility of 529 plans for education savings. Chad provides insights on the pros and cons of different financial strategies, such as transferring funds from 529 plans to Roth IRAs and the importance of considering risk versus tax savings when making financial decisions. Additionally, the episode touches on the evolving landscape of education and the potential need for reevaluation of traditional college education in light of changing job markets and specialized training opportunities. Timestamps: [00:02:36] Market update and Fed day. [00:04:25] Small cap companies and interest rates. [00:10:26] Covered calls for income. [00:11:52] Selling covered calls for income. [00:17:09] Selling calls for current income. [00:22:05] Capital gains tax rates. [00:23:23] Tax implications of stock sales. [00:28:27] 529 plans basics. [00:30:14] Maximizing 529 Plan Benefits. [00:35:34] Changing landscape of college education. [00:38:13] Specialized Training in Financial Planning. Email your money question to chad@chadburton.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
Derek Moore is back to take some listener questions on the political ramifications for the stock market, covered calls, and other general market and option questions. Also, he'll cover the continued coverage of the market broadening out in its participation especially from small caps and the non-mag-7 companies. What about on the economic front? All this and more this week. What political party is better for the stock market? Does it matter who is in office? Google earnings announcement $1Billion in quarterly profit Richmond Fed Manufacturing Index shows weakness Shipping container rates continue rising What does the perception of lower rates and strong earnings mean for stocks? Why do people sell covered calls? Why are options more expensive around earnings announcements? Who is on the other side of my option trade and does it matter? Mentioned in this Episode Download white paper on concentrated stock management with options https://static.twentyoverten.com/5b313bf81c53ec3270915df3/27gJFrs2H/Concentrated-stock-positions-Full-White-Paper.pdf Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com www.zegafinancial.com
Have you ever worried about protecting your wealth during a volatile election year? Wondering what the rest of 2024 holds for the market? In this episode, Toby Mathis, Esq. chats with Kevin Simpson, founder and chief investment officer of Capital Wealth Planning, LLC. Kevin is a $10.3 billion wealth management expert, and shares insights from his book "Walk Toward Wealth" on navigating market uncertainty. Learn how to manage risk, write covered calls to hedge against volatility, and discover the surprising truth about election year performance. Kevin will also delve into the Madoff scandal, helping you identify a trustworthy custodian for your hard-earned money. Don't miss this opportunity to gain valuable advice and protect your financial future! Highlights/Topics: Market volatility in an election year Predictions for the market through the end of 2024 What's driving the earnings? Statistics around the economy Capital Wealth manages $10.3 Billion Managing risk Writing covered calls, managing volatility How presidential elections affect the market Stories from Kevin's book “Walk Toward Wealth” What duty should you be looking for? The Madoff scheme, finding a reputable custodian Advice for Kevin's younger self Send us your questions and ideas for future show topics! Resources: Schedule Your FREE Consultation https://andersonadvisors.com/ss/?utm_source=aba&utm_medium=podcast&utm_content=investing-with-confidence Kevin Simpson Capital Wealth https://capitalwealthplanning.com/team/kevin-simpson/ Book: Walk Toward Wealth https://www.kevinsimpson.com/walk-toward-wealth/ Anderson Advisors https://andersonadvisors.com/ Tax and Asset Protection Events https://andersonadvisors.com/live-tax-and-asset-protection-workshops/ Toby Mathis on YouTube https://www.youtube.com/c/tobymathisesq
When robo-advisors first came onto the scene, they were pitched as an easy way to access index funds. These digital platforms provide algorithm-driven financial planning and investment services, with little to no human supervision, and typically use passive investment strategies. But while this technology has revolutionized access, not all robo-advisors are created equal. In today's episode, Mark, Ben, and Cameron sit down to discuss the role of robo-advisors as passive investors, and the performance disparity in robo-advisor returns, as they investigate different robo-advisors, from Wealthsimple to Wealthfront. Next, in this week's version of ‘Would you rather?', we have robo-advisors pairing off against active bank mutual funds, with each of our hosts debating the pros and cons of these two approaches. For our aftershow section, we discuss listener feedback, interesting community discussions, Ben's addiction to Excel, and much more. Tune in for a deep dive into robo-advisors and how to navigate this technology! Key Points From This Episode: (0:04:20) The history of robo-advisors and how they are used today. (0:08:30) Why there is such a marked dispersion among robo-advisor portfolios; an overview of Wealthsimple's portfolios and the changes they've made over time. (0:16:00) Wealthsimple's investment returns, fees, and an attribution analysis. (0:24:19) Why Wealthfront pulled value out of their factor-tilted portfolios in 2022. (0:26:13) PWL's investment approach and why no strategy is truly passive. (0:30:43) What the average investor needs to understand when using a robo-advisor. (0:32:02) Wealthsimple's value proposition and why people are drawn to it. (0:33:33) Our ‘Would You Rather?' Question: Would you rather put all your money with a robo-advisor or in a big bank actively managed mutual fund? (0:40:30) The growth of passive investing vs active management in the financial industry. (0:44:12) AI's impact on financial planning and an update on new calculators we've released. (0:52:38) Aftershow section: listener feedback, community discussions, leasing versus buying vehicles, Ben's addiction to modelling, and more. Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFPWealthsimple — https://www.wealthsimple.com/en-ca Wealthfront — https://invest.wealthfront.com/ Rational Reminder Episode 308: Dan Bortolotti — Episode 299: The Most Important Lessons in Investing — https://rationalreminder.ca/podcast/299 The Money Scope Podcast — https://moneyscope.ca/Episode 251: Covered Calls — https://rationalreminder.ca/podcast/251 Ashleigh Madison: Sex, Lies & Scandal — https://www.netflix.com/za/title/81602884 — Papers From Today's Episode: ‘Are Banks Better Money Doctors?' — https://www.researchgate.net/publication/377037694_Are_banks_better_money_doctors_An_analysis_of_mutual_fund_flows_of_bank_and_non-bank_funds_using_Canadian_data
Russ discusses this adjustment / ptotection strategy with markets at all-time highs. He discusses when and why one may want to adjust and protect their covered call trades. If the underlying stock (or ETF) has gained and is strongly above the call strike price written when you are already into a trade, is there anything you can do if you wish to protect your covered call trade? The answer is yes and Russ discusses what the adjustment mechanics are and gives an example. Don't Forget to subscribe to the show!
Ever wondered how to achieve true financial freedom? In this episode of the Happy Hustle Podcast, we've got a treat for you! Jeremy Newsome, a stock market specialist and the CEO of Real Life Trading, dives into the world of stock market strategies, financial freedom, and the intriguing concept of covered calls. Whether you're a seasoned trader or just beginning your journey, Jeremy's insights on over-diversification, stock market insurance, and selling covered calls will leave you empowered and inspired.But that's not all! Jeremy also delves into the dynamic realms of stock trading, real estate, and cryptocurrency. Curious about Bitcoin and Ethereum? Jeremy shares his experiences and predictions, offering practical investment advice that you won't want to miss. Plus, he highlights the educational treasures provided by Real Life Trading, ensuring you have the tools and knowledge to seize market opportunities.Ready to transform your financial future? Don't miss out on Jeremy's invaluable advice and strategies. Listen to the full episode now!In this episode, we cover: 00:00 Unveiling the Truth About Stock Market Strategies and Financial Freedom03:24 The Power of Stock Market Insurance and Covered Calls08:26 Practical Advice for Beginners in the Stock Market23:29 The Power of Education in Wealth Creation37:55 Insights on Bitcoin and Ethereum46:03 Crypto Trading and Investment Strategies01:01:22 Happy Hustle Hacks [Health, Money, Entrepreneurship, Spirituality]01:06:34 Rapid-fire questionsWhat does Happy Hustlin mean to you? Jerremy says Happy Hustle to me means that you're working in your purpose, you are pulled by your purpose, and you are no longer being pushed by your pain. You have everything that you want all of the time, always, and you are happy, you are blissful, and you are getting work done.Connect with Jerremyhttps://www.instagram.com/jerremynewsome/https://www.facebook.com/jerremyalexandernewsome/https://www.linkedin.com/in/jerremynewsomehttps://www.youtube.com/channel/UCPPNysg5PvYuJjkp8q7RxOQhttps://twitter.com/newsomenuggetsFind Jerremy on his website: jerremynewsome.com reallifetrading.comConnect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance (https://www.thehappyhustlebook.com/)Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course (http://www.thehappyhustle.com/Journey)Apply to the Montana Mastermind Epic Camping Adventure (https://caryjack.com/montana)“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode sponsor BIOptimizers Magnesium Breakthrough (https://magbreakthrough.com/vip?gl=65132c943f5d60f00f8b4567&coupon=hustle)This stuff is a game-changer! Magnesium Breakthrough packs all 7 forms of magnesium, designed to support stress management, promote muscle relaxation, regulate the nervous system, control stress hormones, boost brain function, increase energy, and enhance sleep.I take 2 capsules before bedtime, and it's been a game-changer for me. The best part is, BIOptimizers offer a risk-free.
This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility. Email us at checkyourbalances@outlook.com to be featured on an upcoming show!Find this episode on YouTubeWe're also on Instagram
Risks associated with artificial intelligence have grown with the use of GenAI and, to create the best protection plan, companies must first understand their risk. Today's Stocks & Topics: HPE - Hewlett Packard Enterprise Co., Covered Calls, AAPL - Apple Inc., ETFs, ADM - Archer Daniels Midland Co., Income in Retirement, APD - Air Products & Chemicals Inc., LIN - Linde PLC, ETFs, EQNR - Equinor ASA ADR, Rents.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The stock market is for gamblers, right? That is what I always preach not this show. But what if there was a way to make yourself the “house” for the gamblers? Mark has a whole system that shows you the way through covered calls. Mark Yegge: Wealth Architect, Hedge Fund Manager, & Author" Mark has authored books and courses including Hacking Money, The Cash Flow Machine, Negotiate To Win-Win, and The Secrets of Business -Mark manages several investment funds -Wealth Architect for 7- and 8-figure investors -Provides wealth education through his learning ecosystem at DestinyCreation.com and cashflowmachine.io -Host of the Wealth Architect Podcast - WealthArchitectPodcast.com. Listen as he explains how you can make cash flow now from the stock market! Follow Mark! Youtube - https://www.youtube.com/channel/UCcVBtTpUIWP89CyFb3bTNMg Want to see your passive income potential? CLICK HERE -https://bit.ly/3TYwf5h
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