In this episode of Talk Your Book, Michael Batnick and Ben Carlson sit down with the team behind CAIE – the Calamos Autocallable Income ETF, a first-of-its-kind fund bringing institutional-style structured notes to the ETF world. They explore what makes CAIE structurally unique compared to traditional autocallable notes, including how its laddered structure offer investors a differentiated income strategy.

On today’s show we discuss recession hypotheticals, all-time highs in the stock market, the death of the permabear, international outperformance, a crashing dollar, the automatic investing revolution, yield magicians, fast food price inflation, AI vs. financial advisors, the potential for a housing market correction and more.

On today’s show, we are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investments, revenue drivers within infrastructure, the risk/return profile for infrastructure investments, thoughts around liquidity, and much more!