“We have 295,000 customers in our database… those women are on a list right now currently, that we are warming up to target for our boost cookie launch.”
WR
Whitney Rowell
Unit Economics ·
“We have two ETFs... JELM... prospectus income target is SOFR plus 3% to 5%... JELH... prospectus income target there is SOFR plus 6% to 11%... weighted average coupon of the underlying... about 10% today for JELM, 13.4% for JELH”
Janus Henderson · Animal Spirits Podcast · Talk Your Book: The Next Generation of Income Strategies
Play from 22:03
22:03
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What was described
launched two equity-linked ETFs (JELM and JELH) that target income of SOFR+3-5% and SOFR+6-11% respectively
JELM weighted average coupon ~10%; JELH weighted average coupon 13.4%; target income SOFR+3-5% and SOFR+6-11%
Said nearby on the same subject
“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
KP
Kelvin Pang
Thoughts on the Market ·
“In my Pentagon work, I learned that when you launch a missile, you notify all the other countries, and they train their satellites on your missile launch, which is two reasons. One, they make sure that you did what you said, and second, they get to train their missile launch watcher.”
ES
Eric Schmidt
Rapid Response ·
“As a result, I loaded up on the two most punished names, Meta and Microsoft, at what now appears to be the bottom. Since then, my investments have returned 25% and 40% respectively.”
♫
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