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Ep 3 - Jeff Chang - How can investors exploit volatility to manage risk and generate income? - ROI Podcast

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Manage episode 381408531 series 3524787
Content provided by First Trust Portfolios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by First Trust Portfolios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the First Trust ROI Podcast, Ryan talks with Jeff Chang, President of CBOE Vest, about two areas of the ETF industry that have seen robust growth over the past few years: Buffered ETFs and Call-writing ETFs.

----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Trust LinkedIn
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Subscribe to the ROI Podcast YouTube Channel

  continue reading

Chapters

1. Introduction and Market Overview (00:00:00)

2. Guest Introduction: Jeff Chang (00:01:07)

3. The Coffee Name Story (00:02:13)

4. Challenges of the Current Market Environment (00:03:40)

5. Derivatives and Options Strategies: Addressing Misconceptions (00:04:20)

6. Growth of Buffered ETFs and How They Work (00:05:57)

7. Understanding Volatility and Upside Caps (00:08:16)

8. Rolling Over Options in ETFs: Benefits and Tax Efficiency (00:09:54)

9. Calculating Outcomes for Different Entry Points (00:12:02)

10. Addressing Uncompensated Credit Risk in Options-Based Strategies (00:13:34)

11. Call-Writing ETFs and Generating Income in Volatile Markets (00:15:56)

12. Target Income Strategy: How It Works (00:17:19)

13. Key Considerations When Evaluating Covered Call Strategies (00:18:48)

14. Advantages of Writing Weekly Calls for Higher Premiums (00:20:12)

15. Combining Individual Stock Calls with Weekly Writing (00:21:57)

16. Use Cases for Call-Writing and Buffered Strategies (00:24:55)

17. Final Thoughts and Conclusion (00:26:17)

47 episodes

Artwork
iconShare
 
Manage episode 381408531 series 3524787
Content provided by First Trust Portfolios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by First Trust Portfolios or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the First Trust ROI Podcast, Ryan talks with Jeff Chang, President of CBOE Vest, about two areas of the ETF industry that have seen robust growth over the past few years: Buffered ETFs and Call-writing ETFs.

----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Trust LinkedIn
Follow us on X: First Trust on X
Subscribe to the First Trust YouTube Channel
Subscribe to the ROI Podcast YouTube Channel

  continue reading

Chapters

1. Introduction and Market Overview (00:00:00)

2. Guest Introduction: Jeff Chang (00:01:07)

3. The Coffee Name Story (00:02:13)

4. Challenges of the Current Market Environment (00:03:40)

5. Derivatives and Options Strategies: Addressing Misconceptions (00:04:20)

6. Growth of Buffered ETFs and How They Work (00:05:57)

7. Understanding Volatility and Upside Caps (00:08:16)

8. Rolling Over Options in ETFs: Benefits and Tax Efficiency (00:09:54)

9. Calculating Outcomes for Different Entry Points (00:12:02)

10. Addressing Uncompensated Credit Risk in Options-Based Strategies (00:13:34)

11. Call-Writing ETFs and Generating Income in Volatile Markets (00:15:56)

12. Target Income Strategy: How It Works (00:17:19)

13. Key Considerations When Evaluating Covered Call Strategies (00:18:48)

14. Advantages of Writing Weekly Calls for Higher Premiums (00:20:12)

15. Combining Individual Stock Calls with Weekly Writing (00:21:57)

16. Use Cases for Call-Writing and Buffered Strategies (00:24:55)

17. Final Thoughts and Conclusion (00:26:17)

47 episodes

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