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Falling Rates, Rising Uncertainty: Investors Chase Higher Yields
Manage episode 518761097 series 3383922
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.
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
Manage episode 518761097 series 3383922
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.
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
All episodes
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