Talk Your Book: Autocallable Income

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.

Animal Spirits: The Top 10 Risks to the Stock Market

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.

Talk Your Book: What Even Is Infrastructure?

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!