Money For the Rest of Us

How To Analyze Complex Investments


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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.

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Money For the Rest of UsBy J. David Stein

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