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Talk Your Book: Upside and Downside Customization For Your Portfolio

Animal Spirits Podcast

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How to Layer Structured Notes Throughout Your Portfolio

Halo is a hedge equity strategy. It's gotten a lot of attention and very, very popular within the thousands of advisors that we serve in the United States. And so when I look at these income notes, Michael, I typically target yields of 8% to 9%. In a normalized market, meaning vol and the VIX around 16, 17, and interest rates in a somewhat normalized way over the last 10 years,.

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