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Beyond Buy and Hold: Si Katara on Zero-Day Options, Income Innovation & the Future of ETFs

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Manage episode 513821368 series 3383922
Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA 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 Lead-Lag Live, I sit down with Si Katara, Founder and CEO of Tap Alpha, to explore how zero-day options are reshaping income investing for everyday investors.

From engineering background to ETF innovation, Katara shares how Tap Alpha’s TSPY ETF delivers daily option overlays on the S&P 500 — capturing upside while generating consistent, tax-efficient income in any market environment.

In this episode:
– Why traditional income products no longer work for investors today
– How zero-day options can mitigate risk and boost returns
– The math behind daily vs. monthly covered call strategies
– Why ETFs solve tax inefficiencies in options-based income
– How Tap Alpha is bridging Wall Street strategies for Main Street investors

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#LeadLagLive #TapAlpha #ETFs #OptionsInvesting #ZeroDTE #Markets

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V

Support the show

  continue reading

Chapters

1. Why Daily Covered Calls Matter (00:00:00)

2. Introducing TSPY and Tap Alpha (00:02:26)

3. Founder’s Journey From Engineering to ETFs (00:03:04)

4. Discovering Zero‑DTE for Real‑Life Income (00:05:21)

5. Fixing Traditional Income Gaps (00:07:51)

6. Rethinking Core Equity Structure (00:10:10)

7. Why Go Daily vs Monthly (00:13:17)

8. Managing Overnight Risk and Precision (00:17:55)

855 episodes

Artwork
iconShare
 
Manage episode 513821368 series 3383922
Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA 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 Lead-Lag Live, I sit down with Si Katara, Founder and CEO of Tap Alpha, to explore how zero-day options are reshaping income investing for everyday investors.

From engineering background to ETF innovation, Katara shares how Tap Alpha’s TSPY ETF delivers daily option overlays on the S&P 500 — capturing upside while generating consistent, tax-efficient income in any market environment.

In this episode:
– Why traditional income products no longer work for investors today
– How zero-day options can mitigate risk and boost returns
– The math behind daily vs. monthly covered call strategies
– Why ETFs solve tax inefficiencies in options-based income
– How Tap Alpha is bridging Wall Street strategies for Main Street investors

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#LeadLagLive #TapAlpha #ETFs #OptionsInvesting #ZeroDTE #Markets

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V

Support the show

  continue reading

Chapters

1. Why Daily Covered Calls Matter (00:00:00)

2. Introducing TSPY and Tap Alpha (00:02:26)

3. Founder’s Journey From Engineering to ETFs (00:03:04)

4. Discovering Zero‑DTE for Real‑Life Income (00:05:21)

5. Fixing Traditional Income Gaps (00:07:51)

6. Rethinking Core Equity Structure (00:10:10)

7. Why Go Daily vs Monthly (00:13:17)

8. Managing Overnight Risk and Precision (00:17:55)

855 episodes

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