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493 Plus: Investing in India, Simplify Volatility Premium ETF, and Stock Market Inelasticity

In Plus episode 493, we revisit the case for investing in the Indian stock market and consider whether one should do so with an ETF that hedges currency exposure. We revisit the Simplify Volatility Premium ETF, now that it has three years of performance history. Finally, we review the inelastic market hypothesis that seeks to explain why stocks are so volatile. … [Read more...]

491 Plus: Buffer ETFs, TIPS, Brokerage Bankruptcies and HSA Accounts

In Plus episode 491, we explore why buffer ETFs use European-style options with a set exercise date rather than American-style options that can be exercised at any time. We look at the maximum loss for purchasing a Treasury Inflation Protection Security in the secondary market. We consider what happens to individual bond holdings in the case a brokerage firm goes bankrupt. Finally, we consider the estate tax implications of Health Savings Accounts. … [Read more...]

490 Plus: Accredited Investors, David’s Private Capital Allocation, Closed-End Funds and BLW

In Plus episode 490, we continue the discussion on accredited investors. David breaks down his private capital allocation and discusses potential substitutes. We answer several questions about closed-end funds. Finally, we analyze the Blackrock Limited Duration Investment Trust (BLW). … [Read more...]

488 Plus: Portfolio Trades, Pershing Square USA Follow Up, and CEF Premiums

In Plus episode 488, David reviews changes in his portfolio, including adding a fixed-income bullet ETF, an equity buffer ETF, and increasing his allocation to CLOs. We discuss why Pershing Square didn't move forward with its closed-end fund IPO. Finally, we revisit why it is advantageous for closed-end funds to sell at a premium even though most do not. … [Read more...]

487 Plus: Bank Loans, CLOs, and Pershing Square’s New Closed-end Fund

In Plus episode 487, we answer some members' questions on bank loans and collateralized loan obligations. We also analyze Pershing Square USA (PSUS), Bill Ackman's anticipated closed-end fund initial public offering. … [Read more...]

486 Plus: Callable Bonds, U.S. AI Stock Bubble, Robinhood, and Crypto Taxes

In Plus episode 486, we review how to estimate expected returns when a fund or ETF holds callable bonds. We consider two questions from members worried about high valuations for the U.S. stock market. We discuss the long-term viability of Robinhood. Finally, we discuss ways to reduce the tax headache of owning cryptocurrency. … [Read more...]

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