E282 – Mitigating U.S. Dollar Risk with Hedge...

Most equity strategies focus on finding winners—but what if you could also benefit when certain stocks decline? In this episode, hosts Zayla Saunders and Hilly Cutler are joined by Sachal Mahajan and Yasser El Boudi, who pull back the curtain on long-short strategies: how they wo ...  Show more

When one sector dominates the market, diversification isn’t as simple as owning the index—so how do you build a more balanced portfolio? In this episode, special guest Nick Koutsoftas joins host Zayla Saunders to break down how sector ETFs work, how they can be used to reduce con ...  Show more

This week, Sim breaks down the drama around the US dollar and whether it's really heading for a so-called 'dollar apocalypse.' From inflation and debt to global shifts in currency power, she unpacks what de-dollarization means in plain English and what it could mean for your mone ...  Show more

With questions around equity outperformance, tech overvaluation and currency headwinds in the U.S., retail investors may want to look internationally to diversify their portfolio. Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lis ...

On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how hedging ladders provide downside protection, the goal of the HELO ETF, hedged equity strategies vs traditional 60/40 portfolio ...  Show more