Eric Wallerstein
speaker
106 appearances
2 recordings
1 series
first heard Sep 2022
last heard Nov 2022
Eric Wallerstein’s voice in public audio — every appearance, attributed to the second.
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Appearances
Inflation has shown signs of easing recently, but remains at multi-decade highs.
And then there's that worry that we do enter a recession or that consumer spending or corporate earnings start taking a legitimate hit.
So there's definitely like concerns on the horizon and investors recognize that.
There's also the potential that the U.S.
economy remains really resilient.
I think some of the things that we've heard from investors is that whether the U.S.
does continue to outperform or not, it could be a really choppy ride.
And that's one of the reasons they've promoted diversification into some of these other markets.
Thanks a bunch, JR.
A pleasure.
It basically exposes you to the stock market going up or down, but to a lesser degree than if you just only owned stocks.
Yeah, I appreciate it, JR.
So a buffer fund is a really popular set of ETFs or exchange-traded funds that will guard an investor's losses from the stock market, but also limit some of their potential gains as well.
They'll use an option strategy where they're going to mitigate against some of your losses if the market falls, but then they'll also sell some options to help buy that protection.
When they're selling those options, they're going to cap your gains at a certain level.
It basically exposes you to the stock market going up or down, but to a lesser degree than if you just only owned stocks.
So the largest family of funds in the category is called the JP Morgan hedged equity strategies.
Their first one actually became so big they closed it to new investors.
But their two remaining funds are still open and that can be accessed via your investment advisor, your 401k plan or other means versus there's newcomers onto the scene called the buffer ETFs, which are a huge suite of exchange traded funds that investors can easily access through their investment advisor or a trading app.
And so far, just in 2022, over six billion dollars has come into these funds.
Showing 61–80 of 106 · page 4 of 6
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