Money For the Rest of Us

How To Analyze Complex Investments


Listen Later

How to determine whether you should invest in a complex investment such as an actively managed ETF that uses option strategies.

Topics covered include:

  • A recent investment David made that he shouldn't have
  • What is the volatility risk premium and how to invest in it
  • Why there have been over 200 new ETFs and ETNs launched in the U.S. in 2020
  • Why some ETF sponsors launch lower cost versions of ETFs that compete with their existing offerings.
  • What questions to answer as part of analyzing a complex investment
  • Why there is always a catch to ETFs such as the Innovators Stacker and Ultra Buffer ETF series that can make them seem too good to be true.
  • A simpler way to lower portfolio risk without using complex option-based ETFs.


Thanks to Netsuite and LinkedIn for sponsoring the episode.

For show notes and more information on this episode click here.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

...more
View all episodesView all episodes
Download on the App Store

Money For the Rest of UsBy J. David Stein

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

1,319 ratings


More shows like Money For the Rest of Us

View all
Investing Insights by Morningstar

Investing Insights

497 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,195 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

778 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,983 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,290 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

510 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

640 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

592 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Simple, but Not Easy by Morningstar

Simple, but Not Easy

85 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

175 Listeners

Risk Parity Radio by Frank Vasquez

Risk Parity Radio

240 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

163 Listeners