AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Jason Barsema
Co-Founder and President of Halo Investing
Best podcasts with Jason Barsema
Ranked by the Snipd community
Apr 1, 2024 • 44min
Talk Your Book: Preserving Your Capital
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.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode