Talk Your Book: Upside and Downside Customization For Your Portfolio

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 Halo’s latest Hedged Equity Strategies.

On today’s show, we discuss:

  • How structured notes are created
  • Who is paying the investor back at maturity
  • Understanding counterparty risk
  • How callable notes work
  • The hedged equity strategy
  • What generation is using structured notes
  • Growth notes and tax efficiency
  • Structured notes vs. tail risk strategies

Listen here:


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