Janus Henderson · Animal Spirits Podcast · Talk Your Book: The Next Generation of Income Strategies
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assert that auto-callable ETFs can have lower betas than covered-call strategies because they don’t own the underlying stock
“Now imagine that this fund tracks something like an index. So something that has about 1% daily volatility. Now in this case, the break even return, the underlying stock is to be up, I think about 8.4% for the levered ETF and the underlier to have the same.”
“We built a set of ETFs, a set of beta exposures and a set of smart beta exposures… today we're the fifth largest ETF manufacturer in the world.”
“I personally own in between 30 and 35 companies, generally speaking, in our portfolio. So we'll have companies that are 4% of the portfolio at purchase and some that are 1.5% to 2%. We don't go lower than that because we want it to matter.”
“They can run it in Jet Fuel HQ... they don’t have to be a master at prompting because the Jet Fuel HQ… has our own MCP”
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