Dividend Stockpile

Today I’m joined by Hans Williams, Head of ETF Distribution at Calamos Investments, to discuss their brand new income-focused ETF — the Calamos Autocallable Income ETF (CAIE).CAIE takes a unique approach to generating income by investing in a diversified portfolio of autocallable structured products tied to the MerQube US Large Cap Vol Advantage Index. These products are designed to deliver attractive monthly income while managing downside risk through a structured -40% protection barrier.In this video, we cover:✅ What an autocallable actually is and how it works✅ How Calamos uses this strategy to target a ~14% distribution rate ✅ How CAIE may fit into a dividend or income investor’s portfolio✅ Key details about the ETF’s holdings, strategy, and risk managementIf you’re an income investor looking for new ways to generate consistent monthly cash flow with built-in downside protection, you won’t want to miss this discussion.🔗 Learn more about CAIE at calamos.com

Today I’m joined by Josh Dorfman, Co-Founder and CEO of Supercool, where climate meets commerce. Josh and his team spotlight proven climate technologies and business models scaling across the globe.The carbon transition is one of the biggest investment themes of our lifetime, requiring trillions in annual funding. Governments can’t cover it alone, which means public companies are leading the way. And the best part? Some of them are paying dividends while saving the planet.In this interview, we cover:✅ The global need for sustainability and why companies are stepping up.✅ How climate goals and investment goals can align.✅ How Supercool highlights innovators reshaping industries.✅ A deep dive into 4 dividend-paying companies driving the carbon transition:GE Vernova (GEV) – powering renewables & electrification.Interface (TILE) – flooring with a carbon-negative future.Clearway Energy (CWEN) – scaling renewable power & storage.Xylem (XYL) – water tech cutting emissions through efficiency.If you’re curious about how to profit from sustainability megatrends while building income from dividends, this is a conversation you won’t want to miss.Timestamps:00:00 Introduction01:06 Welcome Josh Dorfman from Supercool02:32 Background of Josh and Supercool06:27 Why we need to focus on the climate crisis09:58 How are governments helping with this transition to climate focus?12:38 Dividend companies that are at the forefront of climate innovation12:50 Interface (TILE)17:22 Clearway Energy (CWEN, CWEN.A)20:55 Xylem (XYL)25:41 GE Vernova (GEV)31:32 Summary of companies31:38 More info about Supercool and resources they provide34:22 Outro

Is it time for small caps? I sit down with Jay Hatfield, CEO & Portfolio Manager at Infrastructure Capital Advisors, to dive into whether now is the right time to invest in small cap stocks.We cover:✅ Why small caps could be attractive right now✅ The valuation divide between small cap and large cap stocks✅ The long-term performance track record of small caps✅ How the Fed funds interest rate cycle impacts small cap returns—and why we may be entering a new cycle of performanceJay also shares deep insights into InfraCap’s small cap ETF – SCAP (The InfraCap Small Cap Income Fund), and how this fund may be a strong option for income-focused investors.To wrap things up, we discuss InfraCap’s brand-new ETF for European investors: PFFI – the Infrastructure Capital Preferred Income UCITS ETF—an unleveraged version of the popular U.S. preferred stock ETF, PFFA.If you’re curious about small caps, income investing, or new ETF opportunities, you won’t want to miss this conversation!Timestamps:00:00 Introduction00:38 Welcome Jay Hatfield, Founder, CEO, and Portfolio Manager at Infrastructure Capital Advisors01:52 Why are small cap stocks so undervalued compared to large cap stocks?03:41 What makes now a good time to consider investing in small caps?07:18 Small cap stocks have beaten large cap stocks at times in the past, why have they struggled over the past few years?08:54 Deep Dive into SCAP - The InfraCap Small Cap Income ETF17:05 Introducing PFFI - the Infrastructure Capital Preferred Income UCITS ETF19:37 Outro

Troy from NEOS Investments joins to talk about their brand-new international income ETF — NIHI: NEOS MSCI EAFE High Income ETF.NEOS has already delivered some of the most exciting high-income ETFs on the market, including SPYI, QQQI, BTCI, IYRI, and IWMI. Now, they’re expanding into the international space with NIHI, giving dividend and income investors a brand-new way to diversify while collecting yield.In this interview, we cover:✅ Why NEOS chose international investing — and why now✅ How international exposure can diversify your income portfolio✅ A breakdown of the underlying ETF: performance, holdings, and strategy✅ Tax advantages of NIHI, including the 60/40 split and tax-loss harvesting✅ A full deep dive into NIHI’s strategy, holdings, cost, options process, and yield✅ A teaser of NEOS’ upcoming Boost product line and MLP and Energy Infrastructure ETFsIf you’ve been waiting for NEOS to launch an international high-income ETF, this is the conversation you don’t want to miss!👉 Make sure to like, subscribe, and comment your thoughts on NIHI and the new NEOS products coming soon! Timestamps:00:00 Introduction to NIHI - NEOS MSCI EAFE High Income ETF00:38 Welcome Troy Cates00:55 High level review of NIHI02:31 Why an International focused ETF?04:23 Review of the underlying ETF - IEFA06:04 NIHI Options Strategy07:22 NIHI Distribution plan09:26 NIHI Current Holdings11:02 Summary of NIHI11:37 NEOS' new products coming soon!11:51 NEOS MLP and Energy Infrastructure ETF13:34 NEOS Boosted Series ETFs16:05 Where to get more info on NEOS16:45 Outro

I’m excited to welcome a very special guest—Meb Faber. Meb is the Co-Founder and Chief Investment Officer of Cambria Investment Management, host of The Meb Faber Show podcast, and a well-known author and researcher in global markets, asset allocation, and income strategies.In this interview, we dive deep into dividend investing, shareholder yield, and income-focused ETFs. Meb shares his thoughts on:- The benefits and downsides of dividend growth investing- Why he believes shareholder yield is a smarter approach than dividends alone- His candid take on the boom of options-income ETFs- A deep dive into Cambria’s ETFs SYLD & FYLD- Where you can learn more about his work, funds, and researchThis is a must-watch for income investors, dividend growth enthusiasts, and anyone looking for smarter strategies to build wealth.Timestamps:00:00 Intro to Meb Faber00:30 Welcome Meb Faber and background of Cambria Asset Management02:07 Meb's approach to dividend investing05:28 How buybacks can benefit dividend investors08:50 CEO's capital allocation choices09:43 Intro to Shareholder Yield12:00 What good is a buyback if dividend investors never plan on selling shares?15:12 Buybacks vs. dividends in non-taxable accounts17:50 Bias and tribe mindset in investing18:35 Argument against buybacks20:35 Deep dive on Shareholder Yield process23:15 Recency bias in investor's minds24:23 Meb's opinion on high-yield option income ETFs27:00 Importance of building a plan in investing29:47 Overview of SYLD and FYLD ETFs34:20 Where to learn more information about Cambria and Shareholder Yield

In this video, I break down the world of Closed-End Fund (CEF) investing for income-focused investors. We’ll cover what CEFs are, how they work, things to look for before buying, and different ways to invest in them. I’ll also compare Closed-End Funds vs High-Yield ETFs, so you can decide which strategy might fit best in your dividend or income portfolio. Plus, I’ll walk through the Top 10 best-performing CEFs over the past 10 years and reveal all of my own Closed-End Fund investments. If you’ve been curious about CEFs and whether they belong in your portfolio, this is the ultimate guide.

I sit down with Michael Loukas, Principal & CEO of TrueShares, to explore their innovative ETF: ONEZ – the TrueShares Seasonality Laddered Buffered ETF.We cover everything investors need to know about ONEZ, including:✅ The background and philosophy behind TrueShares✅ What “buffers” are and how they work in an ETF✅ The role of hedges in managing downside risk✅ How ONEZ uses option strategies for both protection and growth✅ Why combining buffers with at-the-money call options creates a unique balance of downside protection and upside captureIf you’ve been looking for a way to invest in U.S. large-cap equities while smoothing out volatility, you won’t want to miss this conversation.Time Stamps:00:00 Intro to ONEZ00:25 Welcome to TrueShares CEO Michael Loukas00:50 Background of TrueShares03:31 Innovation in ETFs04:03 Overview of ONEZ05:46 What is a buffer?09:26 How the buffer works in ONEZ10:52 ONEZ's buffer strategy in detail12:56 Summary of buffer strategies15:10 ONEZ's portfolio strategy18:31 Summary of ONEZ18:42 Where can ONEZ fit into an investor's portfolio?20:15 Where to find more information on buffer products & ONEZ22:44 Wrap

GraniteShares YieldBOOST ETFs are brand-new high yield income ETFs designed to pay big distributions using a unique put spread strategy. In this interview with Will Rhind, Founder and CEO of GraniteShares, we discuss how YieldBOOST works, the truth about NAV erosion, and how these ETFs compare to YieldMax and NEOS. Perfect for dividend investors, income seekers, and anyone exploring high-yield ETF strategies.We cover:GraniteShares’ background and ETF philosophyHow YieldBOOST ETFs work and what makes them uniqueThe real truth about NAV erosion and why it mattersWho these high-yield ETFs might be right forHow GraniteShares plans to shake up the income investing spaceTime Stamps:00:00 Introduction & Overview of the YieldBOOST ETFs00:25 Welcome Will Rhind, Founder and CEO of GraniteShares02:15 Details of the YieldBOOST ETF lineup - TQQY, YSPY, COYY, NVYY, TSYY, XBTY04:58 Discussion on the recent boom in options and options selling ETFs07:12 How does GraniteShares' YieldBOOST differ than the offerings from other providers like NEOS and YieldMax?09:10 Deep Dive on TQQY and YSPY14:32 Where can these products fit into an investor's portfolio?17:25 Tax treatment of these ETFs & GraniteShare's strategy to avoid destructive ROC20:10 Where to get more info about YieldBOOST ETFs and GraniteShares21:10 Wrap upIf you’re an investor interested in high income strategies, covered call ETFs, or just want to understand how these funds compare to YieldMax and NEOS, this is a must-watch conversation.

I sit down with Adam Patti, CEO of VistaShares, to discuss their brand-new income-focused ETF: ACKY – the VistaShares Target 15 ACKtivist Distribution ETF! We dive into:✅ How the ACKY ETF is designed around activist investor-driven companies✅ The methodology behind ACKY and how it selects its top 15 holdings✅ Where ACKY fits into a dividend investor’s income strategy✅ What investors can expect in terms of distributions and yieldIf you’re looking for a high-income ETF with a unique activist-inspired approach, this is a must-watch! Time Stamps:00:00 Introduction to ACKY - VistaShares Target 15 ACKtivist Distribution ETF00:38 Welcome Adam Patti, CEO of VistaShares01:00 Overview of ACKY03:04 Why follow Bill Ackman and Pershing Square Capital?04:10 Details of the ACKY strategy06:29 Top Holdings in ACKY today09:42 How are the holdings in ACKY determined?12:50 Deep Dive on the options strategy to get 15% yield15:32 Where to get more info on VistaShares and ACKY16:10 Wrap upLet me know in the comments: Will you be adding ACKY to your portfolio? 👇

I sit down with David Nicholas, Portfolio Manager at XFUNDS, to discuss their 3 high-income ETFs: FIAX, GAIX, and BLOX.We break down each ETF’s investment strategy, portfolio holdings, options positions, and talk about the distribution yields investors can expect. David also shares the story behind why he started XFUNDS and what sets his firm apart from the competition in the crowded income ETF space.Whether you’re looking for steady income, smart options strategies, or new ETFs to watch, this interview gives you an inside look at one of the fastest-growing income-focused ETF managers.👉 Tickers covered: FIAX, GAIX, BLOX👉 Topics: income investing, ETF strategy, options, dividend yieldsIf you want to learn more about how to boost your income portfolio with ETFs, this is a must-watch!Time Stamps:00:00 Intro and Overview of XFUNDS ETFs - FIAX, GIAX, BLOX00:49 Background of David Nicholas & XFUNDS04:17 Why did you start XFUNDS?06:15 FIAX Overview09:40 GIAX Overview18:03 BLOX Overview23:48 Where to get more info about these ETFs?24:35 Outro