cover of episode Talk Your Book: Investors Love Cash Flow

Talk Your Book: Investors Love Cash Flow

2024/11/18
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Barry Martin
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Ben Carlson
一位专注于投资教育和策略的金融专家,通过博客和播客分享投资见解。
Topics
Ben Carlson探讨了期权收益基金的市场需求和受欢迎原因。Barry Martin详细解释了Shelton Capital的期权收益策略,强调其与其他策略的不同之处在于卖出个股期权而非指数期权,以及如何选择合适的股票并管理风险。

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Chapters
The popularity of option income funds has surged due to demographic shifts, the need for income in a low-yield environment, and the performance of these strategies in challenging markets.
  • Option income funds have seen significant inflows, becoming the second most popular category in 2022.
  • Older investors approaching retirement seek income and downside protection, making these funds attractive.
  • The strategy's performance in 2022, delivering both income and downside protection, sparked interest.

Shownotes Transcript

On today's show, we are joined by Barry Martin, Portfolio Manager of Shelton Equity Income Fund) to discuss what it means to have shares called away, what makes a good stock to write a call option on, understanding the relationship between volatility and option premiums, how rates affect call option strategies, and much more!

Find complete show notes on our blogs...

Ben Carlson’s A Wealth of Common Sense)

Michael Batnick’s The Irrelevant Investor)

Feel free to shoot us an email at [email protected]) with any feedback, questions, recommendations, or ideas for future topics of conversation.

 

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Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

 

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management), receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers). Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/)

Shelton Capital disclosures: https://www.sheltoncap.com/eqtix-disclosures/)

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