Rich Habits Podcast

144: How to Profit From Market Uncertainty

Nov 17, 2025
Garrett Paolella and Troy Cates, managing partners at NEOS Funds, dive into ingenious strategies for profiting amid market uncertainty. Garrett explains how selling covered calls can convert volatility into steady income while remaining invested. Troy contrasts two hedged NASDAQ ETFs, showcasing how protection and income can coexist. They also discuss upcoming products like Ethereum exposure, and Garrett shares exciting details about BTCI's innovative approach to Bitcoin investments. A must-listen for anyone looking to enhance their investment strategies!
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ADVICE

Annual Portfolio Review

  • Review your portfolio annually and define clear goals for the next year.
  • Check overlaps, tax efficiency, and whether your current allocations match your risk tolerance.
INSIGHT

Turn Volatility Into Income

  • Options transform volatility into an income source that buffers portfolio swings.
  • Selling covered calls produces monthly cash that offsets price declines and lowers realized volatility.
ADVICE

Pick Between QQQI And QQQH

  • Choose QQQI for high income with full NASDAQ exposure and QQQH if you want downside smoothing.
  • Use the hedged ETF to trade some yield for put-spread protection while keeping upside potential.
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