What podcasts say about Matt Radgowski
Every statement, with the speaker, the exact quote and the moment it was said.
What Matt Radgowski has said on podcasts
19 statements · 14 positive · 2 negative · 1 mixed · 2 neutral
Platform access and technology are important drivers of structured-product adoption.
“the ease of purchase and management through platforms like Halo and others, I think is very important”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 4:54
Aura empirically shows whether structured notes improve a client’s portfolio.
“we can now show empirically, right? Here is the impact improvement, or quite frankly, if it doesn't show its value, we'll illustrate that to the client.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 6:02
AI can evaluate structured-note combinations to identify suitable products.
“You power AI, right? You can actually calculate, again, the combinations of those things and really, again, analytically decide, is it the right product”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 8:01
Structured notes can provide upside participation for bullish market views.
“you can, in fact, capitalize on that bullish outlook by taking upside participation through the structure notes.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 9:48
Equity-repair notes may help recover drawdowns through protection and higher upside participation.
“There's a possibility to repair that equity down, that down draw you've had by allocating to a note that has some level of downside risk management, but also has a higher upside participation.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 10:50
Ordinary structured notes do not manage concentration risk in the same underlying.
“the short answer, quite frankly, with the note is no”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 12:06
Variable prepaid forwards can collar concentrated stock positions.
“there's the variable prepaid forward. And so where you can use derivative-based strategies to effectively collar that position.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 12:31
Variable prepaid forwards can defer taxes until the security is ultimately sold.
“it allows you to, there's a tax play there, of course, right? You defer the taxes on that because you're not, you know, you're not selling that security until that final future date”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 15:03
Variable prepaid forwards typically last 13–18 months and can be rolled forward.
“Typical duration of the VPF is... 13 to 18 months, and then you can roll it forward if you so choose.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 15:39
Advisors normally roll variable prepaid forward contracts forward.
“Normally, they're rolling that contract forward.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 16:02
Some advisors believe AI and technology will fuel growth far into the future.
“we have advisors that are all in, right? The promise of technology advancement, AI, other things that are going to fuel this growth into the distant future”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 17:08
AI will fuel growth over the next decade.
“Again, AI is going to fuel the next 10 years of growth.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 18:51
Removing downside protection when investors feel comfortable may prove harmful.
“That's probably the very moment at which they need it most and it turns against them”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 19:47
Halo’s platform lets advisors set product and issuer concentration rules.
“you can set rules around product type concentration, issuer concentration.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 22:43
Aura quantifies portfolio changes after adding structured notes.
“here is the change, right, in expected return, median return, standard deviation, downside return frequency, sharp ratio. All those things are quantified within Aura”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 24:00
Investors using structured products should diversify across multiple issuers.
“if you're diligently using the products, you want to make sure you utilize multiple issuers.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 27:20
Supply may become constrained before counterparty risk harms structured-note marketability.
“I do think as demand grows, I think what will happen first is supply will become constrained before counterparty risk becomes a, you know, I'll say a marketability issue.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 28:15
Halo will eventually launch a defined-outcome ETF product.
“you'll see Halo product in market here at some point in the future.”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 28:59
Tokenization will eventually reach the structured-note market.
“We do feel it will come to the structured note space”
Open the episode · Talk Your Book: The Alternative to AlternativesListen at 30:08
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.