Lead-Lag Live Falling Rates, Rising Uncertainty: Investors Chase Higher Yields
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Nov 10, 2025 Will Rhind, CEO and founder of GraniteShares, shares insights on the booming demand for options-based income ETFs like YieldBoost, which promise impressive annual yields. He discusses the implications of falling interest rates and how investors are pivoting towards higher yield alternatives beyond bonds. Rhind explains the nuances of selling options to generate income, the design of put-spread strategies for downside protection, and the role of liquidity in ETF markets. He also outlines how to construct a diversified income portfolio to enhance yield while managing risk.
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Rates Are Likely To Fall
- Will Rhind argues that interest rates are headed lower and the timing is the key variable for markets.
- Falling rates are driving investors to seek higher-yielding assets outside traditional cash and treasuries.
Why Investors Chase Alternatives Now
- Will Rhind says bond yields adjusted for inflation push investors toward alternative income sources.
- Demand for options-based income ETFs has surged as investors seek independent passive income streams.
Generate Income With Put Spreads
- Sell options to collect premium and distribute that cash as regular income to shareholders.
- Use a put spread (sell a put and buy a protective put) to generate income while limiting downside risk.