In Plus episode 533, David discusses how he donated 40% of his Ethereum to charity. We look at the factors that will determine the long-term strength or weakness of the U.S. dollar. Finally, we analyze two Bitcoin covered call ETFs. … [Read more...]
532 Plus: NVIDIA, CLO Equity Sell Off, and Equity REIT Return of Capital
In Plus episode 532, we correct last week's episode regarding the valuations of ETFs that invest in AI. We discuss investing in high-octane stocks like NVIDIA. We examine why CLO equity closed-end funds experienced a sell-off this week, including the news that the Department of Justice is investigating alleged collusion by CLO equity investors. Finally, we explain why equity REIT ETFs could have a return of capital distribution. … [Read more...]
531 Plus: AI ETFs, Mortgage REITS, Autocallable Notes ETF, and Trust Preferred Securities
In Plus episode 531, we review the leading ETFs that invest in the AI space. We consider what environments mortgage REITS perform the best, and is now a good time to invest. We analyze the new Calamos Autocallable Income ETF. Finally, we explore what trust preferred securities are. … [Read more...]
530 Plus: July 2025 Investment Conditions and a Portfolio Trade
In Plus episode 530, we review current investment conditions, including the impact of the One Big Beautiful Bill and the global trade war. David also shares some recent changes in his portfolio to add a baby bond. … [Read more...]
529 Plus: Annual Reports, Baby Bonds, and CLO Equity
In Plus episode 529, we discuss whether it is worth reading the annual reports of funds and ETFs. We contrast investing in baby bonds versus preferred stock. Finally, we examine the investment in CLO equity-focused closed-end funds. … [Read more...]
528 Plus: Closed-End Fund Price Declines, DBLTX Risk and a New DoubleLine ETF
David reviews his performance record of investing in debt and convertible-focused closed-end funds, noting that most closed-end funds often fall short of their distribution yields due to price declines. We also look at the risk of the DoubleLine Total Return Bond fund (DBLTX), and analyze the new DoubleLine MultiSector ETF (DMX). … [Read more...]
527 Plus: Portfolio Trades, Ultra Short-term TIPS ETF, and Revisiting Buffer ETFs
In Plus episode 527, David discusses changes in his portfolio to add a CLO ETF and sell the individual single family home rental REITs that he owned. We analyze a new ultra-short-term TIPS ETF. Finally, we revisit the performance of defined outcome ETFs based on the models we are running and some recent research from AQR. … [Read more...]
526 Plus: June 2025 Investment Conditions Commentary
In Plus episode 526, we review financial market returns, the underlying narratives driving financial markets, and portfolio positioning. … [Read more...]
525 Plus: Banning Chinese Stocks and Reviewing a Paper on U.S. versus Non U.S. Stock Returns
In Plus episode 525, we analyze the risk of the Trump Administration banning U.S. citizens and entities from owning Chinese-listed stocks, including stocks held in ETFs and mutual funds. We also discuss two papers by AQR Capital Management on U.S. versus non-U.S. stock returns. … [Read more...]
524 Plus: Buying Pre IPO Stock Shares, Online Versus Offline Ownership, and a Closed End Fund Follow Up
In Plus episode 524, we review the risks of purchasing pre-ipo stock on platforms like EquityZen. We also compare owning gold and cryptocurrency offline versus owning an ETF or holding them through a custodian. Finally, David provides an update on a conversation he had with Steve Selengut about closed-end fund investing. … [Read more...]
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