Our conversation with Hans Albrecht and Nicolas Piquard, portfolio managers at Horizons ETFs.

In this wide ranging discussion, we discuss markets and market conditions, investor economics, (low) bond yields and (low and threatened) dividend yields. We go in-depth on the misunderstood opportunity of covered call writing as an overlay equity investing strategy, that is available via covered call ETFs, that produce a sustainable, tax efficient, high monthly income for every-day investors seeking yield, in addition to equity returns.

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Our conversation with Steve Hawkins, President and CEO, Horizons ETFs, we discuss markets, trends, and why cash balances shouldn’t be a drag on investing, which led his firm to launch two new cash management ETFs.

HSAV, launched earlier this year, and HSUV.U, launched more recently, solve some of the perennial problems of cash balances, earning nearly zero-interest, which are a drag on returns and revenue, sitting in investment accounts.

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Brooke Thackray is an expert on seasonal investing, a research analyst for Horizons ETFs, and sub-advisor of the Horizons Seasonal Rotation ETF (Ticker: HAC). He is also the author of 9 books and guides on the subject.

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Our conversation with Resolve Asset Management’s Mike Philbrick and Rodrigo Gordillo. We discuss how in little more than 10 weeks we have gone from “What’s going on with the market? The world is ending.” to “What’s going on with the market? Why isn’t the world ending?”

Investors have a second chance now in the midst of the COVID-19 shutdown shock, the biggest single economic event of our lifetimes, to revisit their portfolio construction, and to reconstruct their portfolios so as to capture the highest realized risk adjusted returns, and all but eliminate their exposure to 4-standard deviation, black swan type market events.