On this episode of Animal Spirits, Jason Barsema joins Michael Batnick and Ben Carlson for a third time to discuss how structured notes are made, counter-party risk during banking crises, customizing structured notes, and much more!
ORIGINAL CONTENT PROVIDED BY: Animal Spirits
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CHICAGO and AUSTIN, April 21, 2026 /PRNewswire/ -- Halo Investing ("Halo"), a technology-first wealth management platform for protective investing, and Ironlight Group Inc. ("Ironlight"), a financial technology company developing regulated marketplace infrastructure...
Key Takeaways: Rising stock-bond correlations challenge traditional diversification and long-standing 60/40 assumptions Clients would like growth, income, and protection — without the usual tradeoffs Structured Note SMAs are designed to provide a flexible,...
What’s Ahead: Stocks and bonds declined last month as geopolitical tensions and oil prices surged, increasing equity market volatility and macro uncertainty Rising yields and energy-driven inflation reshaped intermarket dynamics, challenging traditional...
What's Ahead: The traditional 60/40 allocation now carries equity-like risk amid higher stock-bond correlations and stretched valuations. Structured Notes help redefine portfolio outcomes through downside protection, enhanced participation, and uncorrelated-income...