Animal Spirits Podcast

Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck, and Bill Sokol, VP and Director of Product Management, delve into the world of collateralized loan obligations (CLOs). They discuss the structure of CLOs and their appeal to investors amid economic uncertainty. The duo analyzes the persistence of low credit spreads and explores how CLOs perform during recessions. They also stress the importance of strategic credit selection and the growing interest in CLO ETFs as a safe investment avenue in volatile markets.

Discover how to become indispensable in the workplace while exploring the stock market's recent resurgence. The hosts delve into the intriguing dynamics of international stocks and consumer behavior, emphasizing that actions speak louder than words. They reflect on both the emotional aspects of investing during fluctuations and the unique challenges in the housing market today. With a sprinkle of humor, they touch on contemporary youth pressures and fondly reminisce about their favorite TV shows, creating a rich tapestry of insights.

Alex Morris, CEO of F/m Investments, joins the discussion alongside Senior Advisor Mark Spindel. They tackle the complexities of Treasury Inflation-Protected Securities (TIPS), revealing why they struggled in 2022 and the challenges of hedging against inflation. The duo introduces a new ultra-short TIPS fund aimed at individual investors, emphasizing the advantages of shorter-duration options. They also explore how ETFs can simplify access to TIPS, offering strategies to preserve purchasing power amidst economic uncertainty.

Charles Duhigg, a Pulitzer Prize-winning journalist and author known for exploring human behavior, joins the discussion to unpack his insights from "Supercommunicators." They challenge the myth that communication skills are innate, stressing that practice and understanding your audience are crucial. Duhigg delves into the nuances of persuasion, identifying both its constructive and destructive potentials. He also highlights techniques such as active listening and storytelling that can strengthen relationships in professional and personal settings.

This lively discussion features humorous travel tales, including comical hotel quirks and an airport mishap. The hosts share insights on the market's recent volatility post-election and the changing sentiments among investors. They dive into the impending wealth transfer projected to impact women significantly and explore challenges in real estate. Expect entertaining debates on movie cities, topped off with lighthearted reflections on a birthday celebration gone awry. It's an engaging blend of finance and fun!

Phil Baur, SVP and Portfolio Specialist at Calamos Investments and former pro baseball player, dives into the intriguing world of private credit. He breaks down how it differs from high yield lending, and the advantages it offers during economic fluctuations. The conversation highlights emerging opportunities in commercial real estate and the importance of risk assessment for financial advisors. Baur also touches on the structural aspects of private credit funds, emphasizing modern underwriting and diversification strategies.

The hosts dive into a healthy correction in the stock market, comparing it to historical movements. They highlight the resurgence of bonds and growing recession fears while discussing the impact of a slowing labor market. Future worries about AI and millennials waiting for inheritances are explored, alongside the effects of COVID-19 on economic trends. A humorous reflection on nostalgic memories, from 90s minivans to market behaviors, keeps the conversation light while addressing the complexities of modern investing and personal experiences.

JD Gardner, CIO and Founder of Aptus Capital Advisors, shares his insights into innovative investment strategies, focusing on options-based active ETFs. He discusses the shift towards riskier portfolios and the use of stock options for hedging. Misconceptions about option-based strategies are addressed, highlighting the importance of understanding risks. Gardner also introduces the 'D-Risk' ETF and two distinct strategies, DRSK and ACIO, that seek to balance risk with potential returns, reflecting on the need for investor education in today's market.

The discussion kicks off with signs hinting at a potential recession and how to brace for market shifts. A light-hearted courtside basketball game chat ensues, leading into insights about economic headwinds and stock market volatility. The hosts examine retirement savings disparities and highlight the crucial role of Social Security. They also analyze the cryptocurrency landscape, alongside a look at the resilient housing market amidst uncertainty. To top it off, personal anecdotes on movie trailers and humorous takes on life keep the conversation engaging.

Explore the fascinating world of investment strategies as experts discuss the benefits of buffered ETFs versus structured notes. Discover how structured notes can serve as effective portfolio insurance amidst market uncertainties. Learn about a new tech platform that connects financial advisors with tailored products for client needs, enhancing both risk management and potential returns. Delve into the advantages of implementing structured notes in wealth management and the role of innovative platforms in modern investing.