We're chatting to Hamilton Reiner, the Head of US Derivatives at J.P. Morgan Asset Management, about using equities for income in this episode. We're speaking at the halfway point of 2023 - so we reflect on the state of the markets, a bit about Hamilton's career, and his thoughts on whether this AI hype is going to continue.
For more information on J.P. Morgan Asset Management, click here.
This episode is sponsored by J.P. Morgan Asset Management.
The views, forecasts or opinions expressed here are those of the presenter at the date of this material based on current conditions which may be subject to change and does not represent those of J.P. Morgan Asset Management
The products mentioned were:
JEPI – world’s largest active ETF at $38.3b AUD (Australian listed version)
JHPI – hedged version of JEPI for those who want to minimise exchange rate risk
JPEQ – similar strategy but focused on Nasdaq 100 – for those looking to invest in US Large Cap Growth and tech
JPHQ – hedged version of JPEQ
PS. We've got two special offers on atm:
First the Rask + Equity Mates courses! Take a free course or become part of the highly-rated Value Investor Program, and get $100 off with the Promo Code: MATES
And if you're currently sorting your EOY Tax - remember Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds.
If you join now via Equity Mates, you'll save 4 months when you purchase an annual premium plan. If you purchase by 30 June, you may even be able to claim it as a tax deduction (just check with your accountant). You must follow our link here to claim this discount: sharesight.com/au/equitymates/
Want more Equity Mates? Click here.
*****
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
*****
Equity Mates Investing Podcast is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Equity Mates is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
