This interview is the 17th episode of NEOS’ Monthly Income podcast series. View all episodes here
In Episode 17 of the NEOS Monthly Income Podcast, host Tom Lydon and NEOS Investments co-founders Garrett Paolella and Troy Cates outline strategies for navigating market volatility while seeking to generate monthly income.
They distinguish temporary market pullbacks from true structural NAV erosion, highlighting that that they believe advisors are maintaining disciplined, long-term allocations despite short-term market swings. The team explores how adding modest leverage to options strategies may capture greater upside during rallies seeking to boost monthly distributions, as well as how tax-efficient option overlays on fixed-income holdings may enhance yields without forcing investors into excess credit or duration risk.
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