Podcasts about downside protection

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the role of buffered ETFs in financial planning. They explore the mechanics of buffered products, including their potential for equity exposure and downside protection. The conversation delves into how these products can be integrated into financial strategies, particularly for individuals nearing retirement or already retired. The hosts emphasize the importance of understanding the risks and returns associated with buffered ETFs and how they can provide flexibility in investment decisions. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Buffered ETFs provide equity exposure with downside protection. Understanding caps and downside risks is crucial for investors. Buffered products can be beneficial for those nearing retirement. It's important to diversify investment strategies with buffered ETFs. Buffered ETFs can offer flexibility in retirement income planning. Investors should be aware of the fees associated with buffered products. The structure of buffered ETFs can vary significantly. Market volatility can impact the effectiveness of buffered ETFs. Buffered ETFs are not a one-size-fits-all solution. Financial advisors play a key role in guiding clients on buffered products. Chapters 00:00 Introduction to Buffered ETFs 02:48 Understanding Buffered Products 05:50 Exploring Financial Planning with Buffered ETFs 11:59 Utilizing Buffered ETFs in Retirement 15:01 The Role of Risk and Return in Financial Strategy    

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Introduction to Bitcoin and Real Estate Convergence03:07 - The Historical Context of Real Estate as a Store of Value06:15 - The Impact of Fiat Money on Real Estate Development08:47 - The Role of Bitcoin in Real Estate11:59 - Quality Degradation in Construction and Its Causes15:09 - Bitcoin as a Solution to Real Estate Challenges17:49 - Long-Term Perspectives on Bitcoin and Real Estate20:53 - Navigating Inflation and Real Estate Investments24:13 - The Future of Real Estate in a Bitcoin Economy45:03 - The Benefits of Bitcoin in Lending and Real Estate49:13 - Real Estate Development: Stress and Technology Adoption51:35 - Positive Reception of Bitcoin in Real Estate54:29 - The Future of Real Estate and Bitcoin Integration01:00:10 - Downside Protection and the Role of Bitcoin01:06:11 - Innovative Strategies: Bitcoin Mining in Real Estate01:12:59 - Long-Term Ownership and Value Creation01:19:00 - The Urgency of Adopting Bitcoin in Real EstateIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Keep up with Leon Wankum:https://www.digitalrealestate.org/https://x.com/leonwankumKeep up with Kelly Lannan:https://bitcoinurbanism.substack.com/https://x.com/ktlannan

Brookfield CEO Bruce Flatt reveals the investment philosophy behind building one of the world's largest alternative asset managers with over a trillion dollars under management.  At the core of Brookfield's strategy is a disciplined focus on downside protection that has delivered 19% annualized returns over 30 years. Flatt identifies three major trends driving their investments: digitalization (including AI infrastructure), global energy transition, and reindustrialization as supply chains shift. The conversation explores Brookfield's approach to risk management, their expansion into insurance, and their meritocratic culture. When Shane presses for clarity on Brookfield's complex corporate structure, Flatt provides rare insights into how the organization's design creates both operational flexibility and investment opportunities.  What separates Brookfield from competitors? Patient capital: the discipline to wait for extraordinary opportunities and the financial strength to act when others can't.  If you want to understand how the smartest capital allocators think and what it takes to build something enduring, this episode is essential listening.  Thanks to these sponsors for supporting our show:  NordVPN: EXCLUSIVE NordVPN Deal ➼ nordvpn.com/KNOWLEDGEPROJECT. Try it risk-free now with a 30-day money-back guarantee  Shopify: Sign up for your one-dollar-per-month trial period at shopify.com/shane. All lowercase. ShipStation: Get a 60-day free trial at www.shipstation.com/knowledgeproject. The opinions shared on this podcast belong solely to those expressing them. Hosts and guests may hold positions in the securities discussed. This podcast is intended to provide general information only and should not be considered financial advice.  (00:02:56) Changes in Investing Over the Past 25 Years (00:04:51) How Private Enterprise Has Built Our Tech Infrastructure (00:07:08) Implications and Opportunities of Passive Investing (00:09:08) Advantages of Private Companies (00:12:36) Three Investment Themes (00:15:11) Winners in Digitalization (00:16:45) Application of Artificial Intelligence in Businesses (00:21:44) Transition to Low-Carbon Energy (00:25:24) Future of Data Centers (00:27:32) De-globalization of Industry (00:29:59) Implications of Manufacturing Repatriation (00:31:11) Long-term Prospects for America (00:36:20) Approach to Risk and Debt (00:37:48) Impact of Interest Rates (00:40:47) Managing Market Dislocations (00:42:30) Long-term Investing Strategy (00:45:06) History and Future of Brookfield (00:47:55) Exploration of Private Markets and Insurance (00:48:48) Investment Decision Process (00:55:18) Understanding Brookfield's Structure (00:59:40) Positioning of Brookfield's Businesses (01:00:21) Talent and People Management at Brookfield (01:02:58) Focus on Downside Protection (01:05:03) Accountability in Investment Decisions (01:06:32) Understanding Investment Cycles (01:08:14) Learning and Training in the Organization (01:09:06) Postmortem Analysis of Investments (01:11:14) Consideration of Geopolitical Risks Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠ and get your own private feed. Watch on YouTube: @tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

On this special edition of The Takeaway, we're joined by Portfolio Manager and FS Investments Head of Global Credit Andrew Beckman. We go in depth on what differentiates his approach to credit, how his team sources opportunities and his insights into credit markets today.Andrew sits down with Chief Market Strategist Troy A. Gayeski, CFA who addresses how allocators are responding to credit's key trends. Senior Content Strategist Harrison Beck leads the conversation. Link to Andrew Beckman's bio:  https://fsinvestments.com/fs-people/andrew-beckman/Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

Derek Moore previews Apple, Tesla, and Microsoft earnings by looking at the implied moves around earning by the options market. Plus, Bloomberg comes out with a new inflation gauge called The Bacon Egg & Cheese Sandwich index. Later, Derek talks about a new study which shows the percentage of time in recessions by decades. Oh, and reacting to a headline “hedging is for suckers” and why it's wrong.   Zero Hedge article headline “Downside Protection is for Suckers” reaction Percent of time in recessions Bacon Egg & Cheese Inflation Index from Bloomberg Implied volatility on major companies reporting earnings TSLA, MSFT, and AAPL How to easily calculate the options market implied 1-day 1-standard deviation move Why implied volatility moves higher pre-earnings Cost of a options Straddle trade around earnings Risks of a straddle trade both buying and selling the straddle     Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com  

The latest price moves and insights with Jennifer Sanasie and Calamos Investments Head of ETFs Matt Kaufman.To get the show every day, follow the podcast here.Calamos Investments Head of ETFs Matt Kaufman joins CoinDesk to discuss the firm's new ETF product that promises to protect investors from the volatility in bitcoin's price hit the market. Plus, insights into innovating with security.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-From our sponsor: In Chinese, belief means trust. For 10 years, Consensus has united those who believe in building a new internet where everyone has value. Join us at Consensus Hong Kong February 18 - 20, 2025 where belief becomes real. Connect with global leaders, innovators, and investors shaping the future of Web3, and experience the power of collaboration at the industry's most influential event. Register now: https://go.coindesk.com/3BeigBq-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Jennifer Sanasie and Calamos Investments Head of ETFs Matt Kaufman.To get the show every day, follow the podcast here.Calamos Investments Head of ETFs Matt Kaufman joins CoinDesk to discuss the firm's new ETF product that promises to protect investors from the volatility in bitcoin's price hit the market. Plus, insights into innovating with security.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-From our sponsor: In Chinese, belief means trust. For 10 years, Consensus has united those who believe in building a new internet where everyone has value. Join us at Consensus Hong Kong February 18 - 20, 2025 where belief becomes real. Connect with global leaders, innovators, and investors shaping the future of Web3, and experience the power of collaboration at the industry's most influential event. Register now: https://go.coindesk.com/3BeigBq-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The first structured-protection Bitcoin ETF is here. How do you get up to 100% protection to the downside and, importantly, what do you give up for it? We'll explain.          

The last two years have felt like a slow-motion car crash in commercial real estate.  That goes for office space, of course, but it also goes for multifamily and other commercial property classes. Look no further than this piece by BiggerPockets if you need a refresher. Two regional banks went under because of the industry's woes in 2023.  But even in one of the worst stretches for commercial real estate on record, many operators and passive investors have continued earning solid returns. Since 2022, I've invested in nearly 30 passive real estate deals as one more member of SparkRental's Co-Investing Club. Of those, only one has imploded and resulted in a loss—and it was one of the first deals we invested in as a club.  One advantage to getting together with a group of other passive investors every month to vet deals is that you get better at doing it and quickly. This year, I've shifted how I think about risk.  As you continue (or start) investing passively in real estate, consider this framework for looking at risk. Keep reading the article here: https://www.biggerpockets.com/blog/the-extra-downside-protection-i-look-for-in-investments Subscribe to the BiggerPockets Channel for the best real estate investing education online! Become a member of the BiggerPockets community of real estate investors - https://www.biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Shane Thomas is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+.  Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst's processes are best-in-class.  Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology.    In this episode, we talked to Shane about, the lessons he learned from his initial investments, his transition from a limited partner to a general partnership, what it takes to be a good syndicator or operator, adapting the right business plan for every deal uniquely, key things to look at while preparing that business plan, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Downside Protection in Multifamily Syndication;   02:27 Shane's background; 14:21 Lessons he learned from initial investments; 17:41 When he transitioned from limited to general partnership; 19:47 What it takes to be a good syndicator or operator; 24:22 Adapting the right business plan for every deal; 30:24 The key things to look at while preparing the business plan; 34:08 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Not capitalizing the deals as well as they needed to be in his early deals. Digital Resource: Slack, Asana, and similar communication tools. Most Recommended Book: Who Not How. Daily Habit: Writing the top 3 things to accomplish every day, first thing. #1 Insight for scaling a multifamily investing firm: Finding the right people to delegate certain tasks is key to success. Best place to grab a bite in Houston, TX: Uchi.   Contact Shane: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Our guest for today's podcast is Vishal Bhutani, Chief Investment Officer of AMS Children's Fund (AMS), a new fund launching in early 2025.  Together with David Gaynes, Vishal is forming AMS to capitalize on the growing interest by institutional investors in the Indian equity markets.  Vishal believes that the middle market opportunity in Indian equities is one of the best investment opportunities available today.  Leveraging his experience as an event driven portfolio manager, AMS believes it will be able to achieve superior risk adjusted returns.   Vishal has spent the bulk of his 20 year investment career as an Event Driven investor, investing across the capital structure.  Joining me on the podcast is Clark Cheng, CEO and CIO of Merrimac Corp, a large single family office with investments in hedge funds, private equity, venture capital and real estate AND David Gaynes, co-founder of AMS Children's Fund.   So why should investors care about the Indian equity markets now?  Vishal provides many insights and answers why in this podcast.   Without further ado, here is our conversation with Vishal Bhutani.

On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, our connecting portfolio managers and experts with advisors. Today's podcast is portfolio manager Ramona Persaud's session from the event. Ramona speaks with host Glen Davidson about her focus on downside protection and dividend investing. Ramona is known for looking at not just a fund's ultimate destination, but also the quality of the journey. That journey being lower volatility, and the destination being strong risk-adjusted returns over a full market cycle. Recorded on October 23, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We'd love to hear from you. What are your thoughts and questions?Brandon Cobb, co-owner of HBG Capital, shares his journey from medical device sales to real estate investing. He discusses the importance of taking risks and burning bridges to pursue entrepreneurship. He also highlights six strategies to navigate risk in real estate investing: multiple exit strategies, control of debt, forced asset appreciation, having the end buyer lined up, and downside protection. Brandon emphasizes the need to follow the money and invest in areas where money is moving, both at the macro and micro levels.Main Points:Taking risks and burning bridges can lead to unexpected success in entrepreneurship.Six strategies to navigate risk in real estate investing: multiple exit strategies, control of debt, forced asset appreciation, having the end buyer lined up, and downside protection.Following the money is crucial in real estate investing, both at the macro and micro levels.Investing in areas where money is moving, such as entry-level housing, can provide long-term opportunities.Building a network of mentors and joining mastermind groups can provide valuable guidance and support in business.Connect With Brandon Cobb:https://www.facebook.com/hbgcapitalhttps://www.instagram.com/hbgcapital/https://www.linkedin.com/in/hbgcapital/

There is no such thing as a free lunch – or is there?    Discover the world of buffered ETFs, a fast-growing segment in financial markets designed to offer investors defined outcomes with built-in downside protection.   In this episode, hear Tyler Emrick, CFA®, CFP®, dive into the mechanics, benefits, and potential drawbacks of these complex financial instruments. And be sure to listen to the comparisons of buffered ETFs against traditional investment options and how each may fit (or not) in your diversified investment strategy.   Here's some of what we discuss in this episode: The rapid growth we've seen in Buffer ETFs. Defining and explaining the Bufffer ETF or Defined Outcome ETF. Why are investors using these and what are the benefits compared to structured notes and annuities? What you need to know that they aren't telling you. Our overall feelings on this investment and whether they work in a long-term portfolio.   Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

 Is big tech too overdone? The shop runs lean this week when Danny and Ted dig into whether or not it's worth trusting your 401k to AI Advisors and whether or not we're just one bad payroll away from tech stocks losing their lunch before diving into Amazon's odd tumble in the Magnificent 7 […] The post Downside Protection Strategies | Your Money Podcast – Episode 511 appeared first on Revere Asset Management.

Annuities are a topic of debate, with both pros and cons. The main concern is the high fees and lack of access to principal in an emergency. However, Abe Ashton explains that not all annuities are created equal and that it's important to understand the different types of annuities before making a judgment. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe's mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they've worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

Join Phil Better on the latest episode of "Invest In Yourself: the Digital Entrepreneur Podcast," as he sits down with Joseph Lombardi, the managing partner at IronHawk Financial. Discover how Joseph's humble beginnings and personal financial struggles fueled his journey to becoming a financial powerhouse, dedicated to providing security for blue-collar industries. Learn about the innovative approach outlined in his book, "Being Your Own Bank," and why successful individuals are shifting away from traditional investment accounts. Joseph also shares invaluable insights into the importance of financial diversification, leveraging different assets, and the keys to ensuring wealth stability. With real-life anecdotes, Joseph's transition from a solo entrepreneur to building a successful team, and tips for aspiring entrepreneurs, this episode is a treasure trove of financial wisdom. Don't miss out on Joseph's offer of a free copy of his book and exclusive advice on securing your financial future. Tune in for this motivational episode and start investing in yourself today!

A new type of fund promises upside exposure – to a limit – but with 100% protection to the downside. How does it work? Plus, why it might face stiff competition from good old money market funds.       

On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity's portfolio managers and subject matter experts. For today's podcast, we're bringing you a discussion from this event, featuring portfolio manager Ramona Persaud, sitting down with host Glen Davidson. Ramona manages several dividend strategies including Fidelity U.S. Dividend Fund, and Tactical High Income Fund, among others. Morningstar has described Ramona as quote “she never rests on her laurels; instead, her drive to improve paired with the analytical rigor she applies to her process have led to continued excellence”. We'll hear today how Ramona manages her several dividend strategies with a continued focus on downside protection. Recorded on April 18, 2024   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

As the market keeps changing, many investors and people from the investing side of real estate are discovering alternative niches that sustain the undeniable benefits of passive investing. So, in this episode, Alex Kholodenko joins us to share how he's navigating different investment strategies, unlocking opportunities, and minimizing risks for the long-term game. Alex will give us an idea about the alternative assets worth considering in the current economy, downside protection, and the mindset it requires to keep going despite challenges. Key Points & Relevant TopicsWhat Alex did realize that led him to real estate investingThe importance of exploring different investment strategies based on the market situationThe changes in Alex's career as an engineer when he entered the world of entrepreneurshipAlex's perspectives on the current market situation from different asset classesIdentifying opportunities and mitigating risks in today's marketWhat makes alternative assets such as medical offices and ATMs performHow does Alex prepare to capitalize from distressed opportunities in the marketAlex's preferred markets and current focus in real estateHaving the right mindset in handling setbacks in the investing spaceResources & LinksThink and Grow Rich by Napoleon HillApartment Syndication Due Diligence Checklist for Passive InvestorAbout Alex KholodenkoAlex is a Co-Founder of Wealthy Mind Investments and has been actively involved in $2B+ of Commercial Real Estate transactions. He is a Fund Manager, General Partner, Syndicator, and Passive Investor in over 60 investments.  After investing in the stock market for many years and building a large portfolio. He started investing in single-family homes, tax deeds, mortgages, and fix and flips, then quickly realized it was taking too much time, a substantial amount of risk, and not a scalable way to build a diversified portfolio. He had discovered through studying and research the power of passive investing in syndications and never looked back since then. He spent 20+ years in Silicon Valley, working as a Tech Executive for Fortune 500 and startup companies, before leaving corporate America. His fascination with the concept of creating passive income streams to achieve financial freedom turned into a reality, so now he wants to help others do the same. At  Wealthy Mind Investments, Alex oversees Deal Structuring, Due Diligence process, Investor Relations, and Strategic Partnerships. Alex also enjoys investing in early-stage ventures and other alternative niches. He is an avid sports fan, and world traveler as well as into constant and never-ending improvement while continuing Personal Development journey such as Tony Robbins, Bob Proctor, and Joe Dispenza. He volunteers his time to feed the homeless and support cancer research. He lives in the Golden State on the Peninsula with his family and 2 sons. Get in Touch with AlexWebsite: https://www.wealthymindinvestments.com/ Facebook: Alexander KholodenkoLinkedIn: Alexander (Alex) KholodenkoTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Whether you're a limited or general partner in multifamily syndication, lend an ear to this episode with Deepa Reddy Akula! Today, she connects with us to share her journey from engineering to passive investing to where she is today.We'll cover Deepa's competence in preserving investors' capital in a volatile market, the perks of investing in a fund, property value-add strategies, and some excellent advice when participating as a limited partner in a deal. Let's benefit from her wealth of knowledge by tuning in!Key Points & Relevant TopicsWhat attracts Deepa to invest passively in real estate syndicationsValuable tips on what investors should be asking and looking for in a deal when investing as a limited partnerThings to focus on to preserve investors' capital as an asset manager and general partnerDeepa's amazing journey with JT Capital Group as an LP, co-GP, and PrincipalJT Capital Group's current focus markets and its goal of increasing the living standards of its residentsAdvantages of having a fund modelResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Deepa Reddy Akula, PE, MSME, M.ASCEDeepa Akula is a highly accomplished leader and real estate investor, with over 14 years of experience in engineering and commercial real estate. Currently, she serves as the Managing Principal at JT Capital, leading the investor relations group. JT Capital is a boutique Real Estate Private Equity group specializing in institutional-grade multifamily properties in vibrant submarkets of Texas and Florida. She brings her love for numbers and strategic thinking from her engineering background and her experience in property management, asset management, and underwriting to the field of commercial real estate. She is passionate about generating double-digit returns for passive investors through strategic investments in Multifamily assets. Deepa is an alumnus of the University of Missouri, where she earned a Master of Science degree in Engineering. Get in Touch with DeepaWebsite: https://www.jtcapitalgroup.com/ / https://www.jtcapitalgroup.com/current-offerings LinkedIn: Deepa Reddy Akula, PE, MSME, M.ASCETo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Today we're bringing you a conversation from Fidelity Canada's Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity's investment process and our global research network operation. The following conversation is with long time dividend investor Ramona Persaud. Ramona speaks about the current market environment, how she thinks about risk, and how that plays into her investment strategy. Recorded on January 31, 2024. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Erik Wetterling, Founder and Editor of The Hedgeless Horseman joins me to focus on junior resource stocks, isolated by a couple distinct characteristics. For all of us holding stocks that trade very little volume Erik is in a couple of those as well so we chat abut how he views those positions. We also address the comment that stocks might still crash due to a market crash. Erik points out that many stocks have already crashed and that's why he thinks the sector could go through a strong recovery.    Click here to visit Erik's site - The Hedgeless Horseman.

In this episode, host Whitney Sewell welcomes real estate expert Dan French, who has nearly 20 years of experience in transacting and operating real estate. With a track record of over $2 billion in assets under management and a history of successfully operating 15,000 apartment units, Dan shares valuable insights and lessons learned from his extensive career. Listeners will gain valuable knowledge about the real estate market and the importance of starting early and learning from experience. Tune in to this episode to hear from an industry expert who has returned nearly $1 billion to investors and partners.Quotes:00:00:00 - "If this is in your heart, start early, because there's no sustainable success out of the gate."00:04:52 - "I get questions all the time about partnerships."00:06:07 - "It's when times get challenging that you really find out who's made of the right stuff."00:10:29 - "So we didn't, I think we had floating on some of that stuff back in the day."00:12:49 - "That was actually more important for our long-term career than getting some small financial payout."00:14:52 - "managing your asset well."00:16:05 - "Because by year four or five, you're just going to naturally have to spend this money to keep your asset competitive in your market."00:21:14 - "A-teams start with character, and that includes a mission orientation."00:23:15 - "You're not going to get it right every single time."00:24:41 - "The worst thing you can do is waste people's time in their career by hiring them wrong."00:26:38 - "There has been a couple of people that I've hired that I just knew they were great people and like were driven and those things, some of the things you've mentioned, I didn't even know what they were going to do yet."To connect with Dan French and learn more about his expertise in real estate, reach out to him at 845-629-1808 or connect with him on LinkedIn. You can also visit their website to explore  more at  ATX Acquisitions. Don't miss out on the opportunity to gain valuable insights and guidance from Dan in the real estate industry.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

On today's show, Michael and Ben are joined by Bruce Bond, Founder and CEO of Innovator ETFs to discuss: how 100% downside protection works, what upside you can earn with complete downside protection, who this product makes the most sense for, how rates and option premiums affect the strategy, and much more!    Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity's portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Dividend-focused portfolio manager Ramona Persaud hit the stage early in the day, joining host Kathryn Black to discuss her approach to value investing. For three consecutive years Ramona has been recognized as one of Morningstar's top 10 rated female portfolio managers. Morningstar considers risk-adjusted returns when looking at investment products and managers, and today Ramona shares how she looks at risk playing into her process, while focusing on providing a smoother ride for the investor. Ramona and Kathryn also discuss North American dividend payers versus European or Asian companies, as well as the market volatility we've seen so far this year, which has been centred around inflation and central bank uncertainty in the financial sector. Ramona also touches on her market outlook and how her funds are currently positioned. She also shares insights on the global strength of Fidelity's research teams. Recorded on May 11, 2023. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. Timestamps: (0:00) - Intro (0:55) - What FinTwit debates are really about (3:14) - Risk tolerance (5:10) - My Focus is (more) on Downside Protection (5:50) - Value Investing vs Growth Investing (6:42) - I am opportunistic and break my own rules if necessary (9:08) - Age, Time Horizon, and Goals (10:52) - Recap Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videos Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c Email at iamthenewcomerinvestor@gmail.com

Today we hear from portfolio manager Steve MacMillan. Steve is an American equities investor who has a prudent focus on downside protection – making money by not losing money, with a low-turnover, long-term approach. For Canadian investors, Steve manages Fidelity Small Cap America Fund, American Equity Fund, and co-manages Fidelity CanAm Opportunities Class alongside Mark Schmehl. Steve discusses his current outlook and portfolio positioning, shares opportunities he is seeing in 2022, and notes the importance of investing expertise in the current environment. This presentation and Q&A session was recorded during our Focus 2022 event on May 17 in Vancouver, with Steve also taking questions from the live and virtual audience with moderator Pamela Ritchie. Today's podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative. Recorded on May 17, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Right Now, Only Nibbling On Downside Protection

For Canadian investors, portfolio manager Steve MacMillan manages Fidelity Small Cap America Fund, Fidelity American Equity Fund, and is a portfolio co-manager on Fidelity CanAm Opportunities Class alongside Mark Schmehl. On today's show, Steve discusses his investment style with host Pamela Ritchie. This consists of a low turnover, long-term approach that protects on the downside. Steve also reflects on market psychology and the growth vs. value debate. Also, Steve discusses how inflation, rising rates, supply chain issues, labour concerns, and other macro factors, may or may not affect how he invests. Recorded on January 26, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Short-term worries versus long-term goals—which are guiding your investment decisions? If you've done your homework and you've given careful consideration to achieving the financial results you want, that question is easier to answer—even if it remains nerve-wracking to stay the course. Here in early 2022, we're awash in short-term concerns once again. Between inflation, rising interest rates, and more, it's easy to question the faith you had when the outlook was brighter. So, with that in mind for this episode, we're focusing on how to keep your worries at bay and your eye on the ball.

Tiny Seed co-founder Rob Walling joins Dan to share insights about why bootstrapped businesses, particularly Software as a Service (SaaS), are becoming increasingly desirable to investors, partly due to the ‘downside protection' they offer. They also discuss the pros and cons of serving ‘two sided marketplaces' and why Rob has recently updated his ‘Stair Step Approach' to entrepreneurship: “One thing that has changed is that there are a lot more opportunities to do ‘step one' businesses that are recurring revenue from the start, like Shopify add ons .. If there's already a marketplace in place, it takes a huge amount of complexity off your plate .. it allows you to build the business and then learn the other stuff as you go.”

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher chatting with Scott Bauer, CEO of Prosper Trading Academy. Among the topics covered: Barring worsening news on the Delta variant or some other unfortunate event, there's little standing in the way of the market continuing to move higher, says Bauer. That doesn't mean investors shouldn't be buying protection, and - thanks to recent low volatility - that protection is relatively cheap at the moment. Recent strong economic growth and inflation prints suggest we're maybe nearing the end of the zero rate regime sometime in the next year, but Bauer believes the market has discounted as much. More important is how to play stronger inflation, and Bauer - who has been long semiconductors (SMH) through their big run of the past few months - believes there's plenty more upside to come. Markets don't always have to make sense, reminds Bauer. U.S. bond yields until recently had been headed sharply lower, but at the same time the dollar was showing plenty of strength. Apparel stocks have been taking off of late, even amid stores about companies extending work-from-home, and chatter about at least some schools continuing with remote learning. And of the dollar (USDOLLAR), Bauer expects it to continue rising - not because its a “bastion of strength” - but because it's being measured against other currencies like the euro and yen that have even larger flaws. Links of interest: Prosper Trading Academy Micron CFO discusses continuing supply chain shortages as semi stocks pull back Apparel stocks are taking off - why the sector looks appealing Listen to or subscribe to Alpha Trader on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher Learn more about your ad choices. Visit megaphone.fm/adchoices

F. Barry Nelson, Partner and Senior Advisor with Advent Capital Management joins the Closed-End Fund Association to discuss convertible securities and the potential for equity-like returns with downside protection.

Looking for an income solution with little to no credit risk? In this episode of Inside Investments, Rob Butler speaks with Director and Portfolio Manager of Exchange Traded Funds, Matt Montemurro, about the advantages of investing in the $500 billion Canadian MBS market, and the significant structural differences from its U.S. counterpart. Listeners will hear how BMO Canadian MBS Index ETF (ZMBS) has democratized the asset class for investors, providing direct access to a strategy previously only reserved for institutions that bolsters portfolio yield – and offers stability and assurance at the same time.   ETFs mentioned in the podcast: ·       BMO Canadian MBS Index ETF (ZMBS)     Disclaimers The viewpoints expressed by the Portfolio Managers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence. 

This week Brian talks about the risk bucket and what options you have. Whether you're seeking growth or downside protection, most people don't know there is a strategy that can give you both in retirement.

Are you an investor looking for better risk-adjusted returns? Tauheed Siddiqui, a Wallstreet hedge fund veteran, has found that multifamily real estate offers investors better risk-adjusted returns and less volatility as compared to stocks. He leverages his analytical skills to select the right multifamily deals. Tauheed is a general partner in over 1,300 units. He is focused on existing value add multifamily deals as well as new construction development. Listen to hear how Tauheed manages downside protection, downside risk, and capital preservation in this episode! For links and resources discussed in this episode, please visit our show notes at https://darinbatchelder.com/Downside-Protection  

> Click here to join the conversation on this episode in the Mindshare community.Most of my clients these days are turning into long-term clients, ranging from 1 to 4+ years working together so far. Which is great!But with that, I get a slight background concern that they could all "ripen" (like a fruit) at the same time and fall off the tree leaving my business cut in half. I also know that a business needs turnover in order to remain fresh, just like anything else in life. One of the things I've done to create such long-term clients while still making room to work with new ones is to create a continuity program that costs less but is also much less time-intensive. It ends up being about 30-40% of the original workload for about 60% of the original price. Which means the client saves considerably on my monthly retainer fee and I get to actually increase my effective hourly rate, freeing up more bandwidth to take on new clients while retaining a solid base of high effort:value work.It acts a bit like insurance for both of us - they get the value of my mind applied to their business (to a lesser degree than before), which protects their downside and keeps new innovations and ideas flowing in.For me, it lets me build a stable roster of revenue that keeps me feeling financially secure over time. A win-win.There are limitations to this, of course. And it's not the only way to do things. But for me, half my job is to protect the downside for me and my clients while also incrementally building in more leverage to increase the upside for everyone. Give this a listen and let me know what you think!—k

Vanessa Peters, founder of VMD Investing has been investing in real estate for 10 years in single-family homes, commercial retail, apartment communities, self-storage and manufactured home parks. She has invested in over 2500 units across 5 properties and 3 funds. She earned her medical degree at the University of Calgary, Alberta, Canada. She also has a thriving full-time family practice in Escondido, California, and is Chief Physician Officer for her medical group. She is involved in her community and volunteers at Interfaith Community Services. She lives in Escondido with her husband and son. She enjoys travel, nature, aviation, and cooking.

The topic of downside protection is of particular importance right now as we are all going through this current crisis and period of instability. Our guest, Tauheed Siddiqui, is here to discuss his thoughts on the subject and how he and his company, TAAS, have gone about preparing for the more difficult times. He mentions conservative underwriting as the best place to start with a safety net. He also explains the importance of the market in which you're investing in and how you prepare before reminding us of the power of liquidity; you do not want to be going into a downturn without any cash! Tauheed is very generous in sharing some of the strategies he uses and is currently using to make it through the troubled waters, and from there we move onto leases and renewals and hedging known and unknown factors. For Tauheed, an intimate relationship with the data as well as close links to his property management company are what helps him sleep at night. Listen in with us for this episode of Asset Management Fridays, to get it all!Key Points From This Episode:Tauheed's work in real estate and land development.The three key components of downside protection; underwriting, location, cash-reserves.Setting aside a percentage of a purchase price for this downside period. The knowns and unknowns and hedging these in the smartest ways for the future.Examples of how Tauheed manages during downtimes; working with tenants and more!Lease renewal practices during the pandemic — aligning with tenant needs as much as possible.Tauheed's asset management superpowers: relationships and data.  Tweetables:“The bottom line is, during the headwinds, would you be able to keep your head above the water?” — Tauheed Siddiqui [0:03:49]“I just keep communicating to my property management company. The more you have a system, the more it is going to help our bottom line.” — Tauheed Siddiqui [0:05:57]“You always want to be very careful with the expenses but more so now. So cut where you can and even revise some agreements if possible.” — Tauheed Siddiqui [0:05:57]Links Mentioned in Today's Episode:Tauheed SiddiquiTAASredIQPassive Income through Multifamily Real Estate Group on FacebookKyle Mitchell on Facebook

Gaming REITs whose tenants are investing in online gaming (iGaming) platforms are expected to benefit from increased downside protection, according to Spenser Allaway, an analyst on Green Street’s research team and sector head of net lease, gaming, and self-storage. Speaking on the REIT Report, Allaway said downside protection for the gaming REITs will be in the form of improved underlying tenant credit. The three primary gaming REIT tenants are: Penn National Gaming, a tenant of Gaming and Leisure Properties, Inc. (Nasdaq: GLPI); Caesars Entertainment, the operator for VICI Properties Inc. (NYSE: VICI); and MGM Resorts, a key tenant of MGM Growth Properties LLC (NYSE: MGP). “All of these tenants have made sizeable investments to establish an online presence,” Allaway said.

The topic of downside protection is of particular importance right now as we are all going through this current crisis and period of instability. Our guest, Tauheed Siddiqui, is here to discuss his thoughts on the subject and how he and his company, TAAS, have gone about preparing for the more difficult times. He mentions conservative underwriting as the best place to start with a safety net. He also explains the importance of the market in which you’re investing in and how you prepare before reminding us of the power of liquidity; you do not want to be going into a downturn without any cash! Tauheed is very generous in sharing some of the strategies he uses and is currently using to make it through the troubled waters, and from there we move onto leases and renewals and hedging known and unknown factors. For Tauheed, an intimate relationship with the data as well as close links to his property management company are what helps him sleep at night. Listen in with us for this episode of Asset Management Fridays, to get it all!Key Points From This Episode:Tauheed's work in real estate and land development.The three key components of downside protection; underwriting, location, cash-reserves.Setting aside a percentage of a purchase price for this downside period. The knowns and unknowns and hedging these in the smartest ways for the future.Examples of how Tauheed manages during downtimes; working with tenants and more!Lease renewal practices during the pandemic — aligning with tenant needs as much as possible.Tauheed's asset management superpowers: relationships and data. Tweetables:“The bottom line is, during the headwinds, would you be able to keep your head above the water?” — Tauheed Siddiqui [0:03:49]“I just keep communicating to my property management company. The more you have a system, the more it is going to help our bottom line.” — Tauheed Siddiqui [0:05:57]“You always want to be very careful with the expenses but more so now. So cut where you can and even revise some agreements if possible.” — Tauheed Siddiqui [0:05:57]Links Mentioned in Today’s Episode:Tauheed SiddiquiTAASredIQPassive Income through Multifamily Real Estate Group on FacebookKyle Mitchell on Facebook

In this episode of the Modern Stock & Options Trading Show, host Russ Mathews will discuss the volatile markets of September and October and expand one of his favorite trading strategies  -Selling Cash Backed Puts (with downside protection).  Russ will teach you what it is, why it is so powerful and the proper mechanics to frame the trade.  In volatile markets this is a great trade setup and it is illustrated with two examples.  Don't forget to subscribe to the show!

Structured product, also known as a market-linked investment, is a pre-packaged investment strategy designed to give customized risk-return. This is accomplished by taking a traditional security, such as an investment-grade bond or a CD, and replacing the interest payment with a payoff based on the performance of one or more underlying assets. These products were available, until recently, only to institutional investors or with very high minimums.  They are excellent asset management tools. They allow an investor market exposure with downside protection or leveraged exposure to the market. Most structured investments are for a fixed term (like a CD, with varying levels of protection from loss, and exposure to the return of an index). Three basic structured investment categories are: principal protected, buffered return enhanced notes and return enhanced notes. Principal Protected Notes – Market-Linked CDMarket-Linked CDs are a type of principal protected notes. They offer 100% protection of your investment with 4 to 7 year maturity date. They are linked to an index such as the S&P 500, Dow Jones, Nikkei 225, Eurostoxx 50, currency indices, commodity indices … If at maturity the underlying index is up (higher than when it was purchased), the investor receives 100% of the principal plus that gain. If the market is down at maturity, the investor receives 100% of the principal. For example, if you purchase $1,000 of a Market-Linked CD and the underlying index is the S&P 500 and in 7 years the S&P 500 is 70% higher than it was when you purchased the Market-Linked CD, then you would receive $1,700. If the S&P 500 lost 40% during those 7 years, you would receive $1,000 at maturity. No interest or dividends are paid. In the case of Market-Linked CDs, the principal is protected by a CD that is FDIC insured. If the investor would like to sell the note before maturity, there is a secondary market (you can sell them before maturity) but due to the highly customized nature of the investment the marketed is limited. Structured notes are more popular in Europe but are fairly new in the US. A secondary market may develop over time. So be ready to hold the note until maturity. Buffered Return Enhanced NotesBuffered Return Enhanced Notes offer participation in an index with a varying amount of downside protection. Another option is a buffered note.  This is a 2 year capped buffered note linked to the S&P 500.  Currently (1/2016), the down side is protected by 10%.  So if the S&P 500 is down by 10% in 2 years, you get your money back.  If it's down by more (like 15%) you lose 10% less than the fund (5% if the S&P is down 15%).  On the upside, the return is doubled up to a cap.  Currently (1/2016) the cap is 18%. So if the index is up by 9% or less, the return is doubled.  Note that the standard deviation for the S&P 500 over the past two years is about 10%; hence, 67% of the time the S&P 500 will be in the range of the buffer or increased return. No interest or dividends are paid. The return may be uncapped. As with the Market-Linked CDs, Buffered Return Notes are linked to various indices. The standard deviation of the S&P 500 over the last two years is about 10% with an average return of about 5%. So there is about a 67% chance that return will be between 15% and -5% return. Hence, there is a good likelyhood that in two years an investor will be completely protected from the downside or get a boost on the upside. But note that about 1/3 of the time the could be some loss (although 10% less than just holding the index) or the return will be more that the cap. These notes are not FDIC insured. Their ability to pay depends on the credit of the bank issuing them, such as: Wells Fargo, JP Morgan, HSBC, … The same option is available linking to small US stock index (Russell 2000), developed foreign stock index, emerging market index, and many others. Another option includes a 4 year buffered note t...

This has been an eventful week in the grain markets launched by a surprising drop in corn acres from the USDA.

Portfolio manager Steve MacMillan shares his latest insights on how he is judging earnings visibility with so much market uncertainty. Overall, Steve sees opportunity in staying invested in defensive stocks, both large cap and small cap, throughout this year. For Canadian investors, Steve manages Fidelity Small Cap America Fund, as the name suggests it is a small- and mid-capitalization oriented fund. Steve also manages Fidelity American Equity Fund, a unique approach to the US mid- and large-cap market. American Equity Fund offers more defensive positioning with exposure to non-cyclical industries, and less exposure to high valuation tech names. Steve speaks to preserving capital through past market drawdowns, his sell discipline, and looks at current holdings in his top ten. Recorded on June 17, 2020.

THE OPPORTUNITY “โอกาสลงทุน” ตอน “ปรับพอร์ตรับครึ่งปีหลัง 2563 เมื่อ FED ช่วยสร้าง Downside Protection” ดูแบบมีภาพได้ที่ : https://youtu.be/DpVn4Lv1GvU

In a down market, one of the types of investments that should perform well is long-short funds. But not all those funds have given investors the downside protection they need. I am talking today with the manager of a long-short fund that has delivered this year. That fund is the 361 Global Long/Short Equity Fund (AGAZX). Although it is down 8.21% this year, that is 132 basis points better than the S&P 500 total-return index, and 244 basis points better than the Morningstar long-short fund category average.

I'm thrilled to bring you Episode 24, my chat with Harris Kupperman (aka Kuppy) of Praetorian Capital. Kuppy is known for his views on all things tankers and shipping stocks. But he's more than that. Way more than that. Our conversation dives deep into Kuppy's overall investment philosophy, how he stumbled upon investing, his love for travel and some crazy adventure stories. If you're looking for the latest opinion on tankers, this isn't your podcast. But if you're looking for actionable, timeless investment thought and wisdom, you're in the right place. Here's the podcast outline: [0:00 - 4:00] Kuppy's First Dip in The Stock Market [5:00 - 10:00] Charts and Value Investing [11:00 - 20:00] Downside Protection & Why People Love Cheap [25:00 - 32:00] An Example of Kuppy's Investment Process [33:00 - 39:00] How Kuppy Thinks About Valuation [40:00 - 46:00] Breathe-Right Example [47:00 - 50:00] Cap-Ex Disguises Earnings Power [51:00 - 54:00] Operating Leverage [55:00 - 58:00] Kuppy's Ideal Investment Situations [60:00 - 65:00] The Importance of Gut Feeling [66:00 - 76:00] Investing in Frontier Markets [77:00 - end] Kuppy's Travel Adventures If you like what we're doing, please leave a rating and review on Apple Podcasts! Also, if you want to learn more about Kuppy, check him out on Twitter @hkuppy

The economy and markets are facing multiple headwinds. But the cumulative real growth of the economy, that’s excluding inflation, is far below other post World War II recoveries. That growth is now being challenged on several fronts - enough to derail the U.S. economy and the record-breaking bull market in large-cap stocks? In a slow-growth world, growth commands a premium. Large-cap growth stocks, particularly the largest U.S. ones known as mega-caps have dominated market performance, revenues, and earnings over the last decade with a few short-lived challenges from value stocks. Will they continue to do so? This week’s guest is a newcomer to WEALTHTRACK, but not to the investment business. She is Margaret Vitrano, Co-Portfolio Manager of the high performing ClearBridge Large Cap Growth Fund Vitrano and her Co-Portfolio Manager Peter Bourbeau also oversee ClearBridge’s All Cap Growth Strategies along with Large Cap Growth which adds up to nearly $50 billion under management. Of particular interest is the team's “three-bucket” approach strategy to large-cap growth which Vitrano believes has protected their portfolios in down markets. She will also discuss their treatment of the FAANGs in their portfolios and why they are currently overweighting Facebook. WEALTHTRACK # 1615 broadcast on October 11, 2019. More Info and Hersh Cohen “Dividend Compounders List” are available at: https://wealthtrack.com/growth-stocks-with-downside-protection/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Stock Market Crash | How to Prepare for a Recession  Let's discuss how to prepare or deal with an upcoming recession or a market crash. Say you're watching BNN or CNBC and they're talking about an upcoming recession or stock market crash. You panic, you're worried about it, and you don't know what to do. First thing's first, let's remember that the market prices accurately reflect the emotion of every single human being that's investing, every single institutional investor, and every single pension plan that exists out there. The buying and selling reflects the current feelings and emotions of the market. There's a lot of people that will tell you they knew the crash was coming. Make sure to be careful out there, as there can be a report one day that the market will crash for the next six months, then minutes later someone will say the exact opposite. In reality, most of them do not know, and they're just doing the best they can to be a talking head on TV. The key for dealing with a potential recession is to make sure that you have a portfolio built to absorb it should something happen ⭐ Full Video on Effectively Timing the Stock Market | Timing the Market  Minimizing Risk How can you take some risk off the table if you feel a crash is coming? Hopefully your advisor (likely a discretionary portfolio manager) has a plan in place for you. If they feel a crash is coming, they should take the necessary steps to reduce the risk or capital that is exposed, or maybe even add some downside protection to your portfolio. You will never want to be completely out of the market, because in reality, most people get these things wrong. If you would have sold all the times someone claimed a crash was coming and been out of the market for all of your portfolio, history will tell you that that would've been a colossal mistake. Markets historically make new highs and will continue to make new highs for the next 100 years. The key is to reduce the downside exposure. If you believe a market crash is coming, what you should do is take a look at your actual Beta or your exposure to the markets. How much is your portfolio moving every time the market moves 1%?  Ideally, you'd like to target a high upside capture and a really low downside capture. When assets are correcting, how much of that downside do you capture and when markets are rallying, how much of that upside do you capture? How do we do that? Downside Protection  One, you take a look at asset classes that perform regardless what happens in the market. That specifically can be something like a private equity deal, a limited partnership, or a real estate transaction that is uncorrelated to the market. We take a look at maybe adding some private debt or something that generates a little bit more return but is not correlated to the markets as well. You will also want to have some lower Beta stocks. This could be a utility stock, potentially an infrastructure play, anything that is less correlated with the actual stock market. You could switch from a growth to a value play. ⭐ Full Video on Value vs Growth Stocks  You want less companies that are super volatile and more companies that are going to pay their dividends. Strong balance sheets, maybe more large cap companies. These are all strategies you could use if you think a stock market crash is coming. You could also use a variation of either principal protected notes or equity income notes. These are structured notes that exist so that you can control your downside. You can say, I want this much exposure to the stock market, but I only want X% of the downside. You can be really, really flexible. If you're doing this on your own at home, you can't be flexible. But if you're working with a portfolio manager who's able to custom notes for you, then you could actually protect the downside quite a bit by building some principal protected notes or some equity income notes that would generate income. Therefore, if the market crashes, that principal is protected. These are some of the ideas in addition to the alternatives, private debt, and the lower Beta equities. I will say this; going completely to cash is likely not a good idea. You're probably going to be wrong. When you think the crash is happening, that's when the market will rally. You're going to be so timid, and worried about when to get back in that you're never going to get back in. You'll end up missing a year of gains, which is too expensive to miss. Even if there is a crash, just remember this; 100% of the time in the history of the stock markets in Canada and the US, when there's a correction the market has made a new high. It's something to factor in, and it's something to consider. You want to protect that downside, but you don't want to underexpose yourself and get out of the market completely.  

This week on Solve It, Head of U.S. Equity Derivatives and Portfolio Manager Hamilton Reiner discusses why it is important to stay invested even as the market fluctuates.

Investors who want to participate in the stock market upside while limiting their losses should consider these products (0:35) - Bruce Bond's Launch Of Innovator Capital Management  (3:45) - Overview of Defined Outcome Series ETFs: Structure and Buffer Levels (10:30) - Understanding the Terminology and Resources (15:45) - When Is The Best Time To Purchase These ETFs? (19:15) - What Are The Risks and Drawbacks For Defined Outcome ETFs? (22:50) - Will Innovator Capital Management Expand The Product Line Up? (25:20) - What Kind Of Investors Are These Products Best Suited For? (28:45) - Smart Beta and Fee War Trends Podcast@Zacks.com

Today's episode is a joint presentation and episode of Dentist Freedom Blueprint Podcast and Big Mike Fund Podcast. Dr. David Phelps and I discuss a collaboration we have between the Tempo Fund Management Group and the Freedom Founders mastermind. I share my presentation about alternative deals and speculative deals. We hope to educate you on the pros and cons of investment grade deals and speculative opportunities. It is also important to work with a group like David's Freedom Founders to weed out the bad deals and limit the risk in a deal. Of course, we want you to steer toward investment grade deals but there are good speculative deals and you need to know how to recognize the difference. There is a lot of good information in this episode and David is a great presentation partner. So, please join us for this Big Mike Fund Podcast and Dentist Freedom Blueprint Podcast. MINUTES MARKERS 00:00 — Introduction to the Big Mike Fund Podcast. 00:22 — Welcome to the Big Mike Fund Podcast. 00:27 — Welcome to the Dentist Freedom Blueprint Podcast. 00:42 — Our joint episode about due diligence and deal selection. 01:40 — Our current collaboration and how we met. 04:55 — How to leverage others' specialties and expertise. 06:22 — What are alternative investments? 07:00 — A brief overview of today's episode. 08:35 — The beginning of my presentation. 09:16 — The difference between investment grade deals and speculative deals. 10:56 — Who is Dr. David Phelps? 11:40 — The beginnings of the Freedom Founder mastermind. 12:10 — A little about me. 14:07 — David's book and how to get it. 15:12 — Pros and cons of investing in syndicated real estate. 21:26 — Pros and cons of individual deals and funds. 23:24 — The difference between a syndication deal and a fund. 24:41– Investing vs. Speculating 28:44 — The 4 Deal Quadrants. 35:30 — What does downside protection mean? 38:51 — Downside Protection vs. Wall Street 39:25 — All projects have risks. 40:30 — Typical risk adjustment based on the Deal Quadrants. 45:55 — The role of the market in deal risk. 48:11 — Backend appreciation in a deal and the cash flow. 49:23 — The mixed results of investment grade growth focused deals. 50:43 — An overview of the speculative sector and cash flow expectations. 52:35 — The ways cash flow works in syndicated deals. 01:02:00 — A brief explanation of underw

Dan Dupont's passion for protecting his investors against downturns is worth more to him than the opportunity risk of the rising market. Dan Dupont is a portfolio manager at Fidelity Investments Canada. He manages Fidelity Canadian Large Cap Fund and co-manages Fidelity NorthStar Fund with legendary manager Joel Tilinghast. They are respectively rated 5 and 4 stars by Morningstar. He is also sub-portfolio manager of Fidelity Monthly income, Fidelity Income Allocation Fund, and Fidelity North Star Balanced Fund.

A very common sales pitch among the active management community is their ability to provide “downside protection” for investors in falling markets.

The market has surprised everyone by breaking record, after record, after record. And many investors have made the dangerous assumption that this market … is unstoppable. Join Ron and Paul as they discuss ways you can help yourself survive the next major market correction.

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The post Structured Products – Downside Protection appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.