Talk Your Book: Custom Portfolio Protection

This Animal Spirits podcast interviews Matthew Radgowski, CEO of Halo Investing, a technology platform facilitating access to structured notes and other protective investment products for financial advisors. The discussion covers the growing popularity of defined outcome investments, comparing structured notes to ETFs, and highlighting Halo's new Structured Note SMA marketplace offering curated strategies from various managers. Radgowski explains how these strategies help advisors address client needs for customization, downside protection, and income generation, particularly useful for attracting cash-heavy investors hesitant to enter the market. Specific examples include strategies offering 3-6% yields from broad market indexes and higher yields from single-stock notes, emphasizing the importance of balancing risk and return. The interview concludes with information on how financial advisors can learn more about Halo's platform and resources.