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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.
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Falling Rates, Rising Uncertainty: Investors Chase Higher Yields

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Manage episode 518761097 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 exclusive conversation, Michael Gayed, founder of The Lead-Lag Report, sits down with Will Rhind, CEO of GraniteShares, to discuss the booming demand for options-based income ETFs like YieldBoost — funds generating 50% to 150% annual yields through innovative option strategies.
They unpack:
- Why rates are headed lower (and what it means for investors)
- How YieldBoost ETFs work and generate high income
- The truth about NAV erosion and downside protection
- What a diversified income portfolio could look like in 2025
- How investors are rethinking “safe yield” in a new market era
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#YieldInvesting #OptionsIncome #ETFs #HighYield #Investing #Finance #LeadLagReport #GraniteShares
Completed Thumbnail (Kseniya

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

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

Support the show

  continue reading

Chapters

1. Falling Rates, Rising Uncertainty: Investors Chase Higher Yields (00:00:00)

2. Welcome And Guest Introduction (00:01:21)

3. Where Interest Rates Go Next (00:04:12)

4. The New Demand For High Yield (00:09:24)

5. Money Market Migration And Risk Assets (00:11:31)

6. How Options Generate Income (00:14:06)

7. Put Spreads Versus Covered Calls (00:18:13)

8. Why Yields Are So High On Leveraged Underlyings (00:23:13)

9. NAV Erosion And Design Tradeoffs (00:28:42)

10. Fund Lineup And Liquidity In ETFs (00:31:23)

874 episodes

Artwork
iconShare
 
Manage episode 518761097 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 exclusive conversation, Michael Gayed, founder of The Lead-Lag Report, sits down with Will Rhind, CEO of GraniteShares, to discuss the booming demand for options-based income ETFs like YieldBoost — funds generating 50% to 150% annual yields through innovative option strategies.
They unpack:
- Why rates are headed lower (and what it means for investors)
- How YieldBoost ETFs work and generate high income
- The truth about NAV erosion and downside protection
- What a diversified income portfolio could look like in 2025
- How investors are rethinking “safe yield” in a new market era
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#YieldInvesting #OptionsIncome #ETFs #HighYield #Investing #Finance #LeadLagReport #GraniteShares
Completed Thumbnail (Kseniya

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

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

Support the show

  continue reading

Chapters

1. Falling Rates, Rising Uncertainty: Investors Chase Higher Yields (00:00:00)

2. Welcome And Guest Introduction (00:01:21)

3. Where Interest Rates Go Next (00:04:12)

4. The New Demand For High Yield (00:09:24)

5. Money Market Migration And Risk Assets (00:11:31)

6. How Options Generate Income (00:14:06)

7. Put Spreads Versus Covered Calls (00:18:13)

8. Why Yields Are So High On Leveraged Underlyings (00:23:13)

9. NAV Erosion And Design Tradeoffs (00:28:42)

10. Fund Lineup And Liquidity In ETFs (00:31:23)

874 episodes

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