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Animal Spirits Podcast

Talk Your Book: Preserving Your Capital

Apr 1, 2024
Jason Barsema, Co-Founder of Halo Investing, discusses notes structured around single stocks, Catapult Notes, annuity capabilities, and more. Topics include hard vs. soft protection, benefits of structured notes, and risks in structured note investments. The conversation also delves into wealth preservation strategies with structured notes and navigating financial advisor transitions with the 'Halo' platform.
43:39

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Investors can customize portfolios easily by naming parameters, leading to the decade of customization in investing.
  • Structured notes provide a way to hedge against downside risks while allowing for enhanced upside potential in investments.

Deep dives

Trend Towards Customization in Investing Strategies

Investors can now customize their investing strategies and portfolios more easily by naming their parameters, leading to the decade of customization in investing. This trend allows individuals to define outcomes and understand risks associated with their investments.

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