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ROI Podcast | Episode 24 | What’s Behind the Growth in Buffered ETFs? | Jeff Chang | July 1, 2024
Manage episode 426588845 series 3524787
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Jeff Chang, President and Co-founder of Vest Financial, discusses the growth of buffered investments over the past few years.
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Capitole
1. Introduction to Buffered Strategies (00:00:00)
2. Jeff Chang's Background in CFA Instruction (00:01:07)
3. Founding Vest Financial (00:02:14)
4. Relationship with First Trust (00:02:47)
5. Defining Buffered Strategies (00:03:29)
6. How Buffered Strategies Are Achieved (00:04:24)
7. Explanation of the Four Options (00:05:13)
8. Trading Off Upside Cap for Downside Buffer (00:07:08)
9. Factors Affecting Buffered Strategy Pricing (00:07:56)
10. Impact of Interest Rates on Buffered Strategies (00:09:54)
11. Role of Implied Dividends (00:10:57)
12. Using Flex Options for Customization (00:13:52)
13. Common Use Cases for Buffered Strategies (00:15:29)
14. Challenges of Managing Money During Inflation (00:17:19)
15. Comparing Low Volatility Funds and Buffered Strategies (00:19:11)
16. Benefits During Market Drawdowns (00:20:20)
17. Determining the Optimal Level of Buffer (00:21:27)
18. Comparing Buffer Strategies with Target Date Funds (00:23:20)
19. Addressing Counterparty Risk in Options (00:24:21)
20. When to Use Buffered Strategies (00:26:03)
21. Market Timing and Buffer Strategies (00:27:09)
22. Macro Economic Outlook (00:28:36)
23. Global Economic Growth and AI Impact (00:31:30)
24. Diversifying Risk with Buffered Strategies (00:33:20)
25. New Equal Weight Buffer Strategies (00:34:50)
26. Jeff Chang's Reading List (00:35:19)
27. Closing Remarks (00:35:39)
24 episoade
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