Talk Your Book: Interest Rates and Volatility

Today’s Animal Spirits is brought to you by Halo Investing:

See here for more information on investing with Halo.

We had Jason Barsema, Co-Founder and President of Halo Investing on today’s show to talk about investing with structured notes.

On today’s show we discuss:

  • What a structured note is
  • How downside protection works
  • What happens when you breach the protection level
  • When it makes sense to use structured notes
  • Working with Halo vs traditional wholesalers
  • How annuities are performing in today’s market

Listen here:



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