Today I’m joined by Hans Williams, Head of ETF Distribution at Calamos Investments, to discuss their brand new income-focused ETF — the Calamos Autocallable Income ETF (CAIE).CAIE takes a unique approach to generating income by investing in a diversified portfolio of autocallable structured products tied to the MerQube US Large Cap Vol Advantage Index. These products are designed to deliver attractive monthly income while managing downside risk through a structured -40% protection barrier.In this video, we cover:✅ What an autocallable actually is and how it works✅ How Calamos uses this strategy to target a ~14% distribution rate ✅ How CAIE may fit into a dividend or income investor’s portfolio✅ Key details about the ETF’s holdings, strategy, and risk managementIf you’re an income investor looking for new ways to generate consistent monthly cash flow with built-in downside protection, you won’t want to miss this discussion.🔗 Learn more about CAIE at calamos.com
Troy from NEOS Investments joins to talk about their brand-new international income ETF — NIHI: NEOS MSCI EAFE High Income ETF.NEOS has already delivered some of the most exciting high-income ETFs on the market, including SPYI, QQQI, BTCI, IYRI, and IWMI. Now, they’re expanding into the international space with NIHI, giving dividend and income investors a brand-new way to diversify while collecting yield.In this interview, we cover:✅ Why NEOS chose international investing — and why now✅ How international exposure can diversify your income portfolio✅ A breakdown of the underlying ETF: performance, holdings, and strategy✅ Tax advantages of NIHI, including the 60/40 split and tax-loss harvesting✅ A full deep dive into NIHI’s strategy, holdings, cost, options process, and yield✅ A teaser of NEOS’ upcoming Boost product line and MLP and Energy Infrastructure ETFsIf you’ve been waiting for NEOS to launch an international high-income ETF, this is the conversation you don’t want to miss!👉 Make sure to like, subscribe, and comment your thoughts on NIHI and the new NEOS products coming soon! Timestamps:00:00 Introduction to NIHI - NEOS MSCI EAFE High Income ETF00:38 Welcome Troy Cates00:55 High level review of NIHI02:31 Why an International focused ETF?04:23 Review of the underlying ETF - IEFA06:04 NIHI Options Strategy07:22 NIHI Distribution plan09:26 NIHI Current Holdings11:02 Summary of NIHI11:37 NEOS' new products coming soon!11:51 NEOS MLP and Energy Infrastructure ETF13:34 NEOS Boosted Series ETFs16:05 Where to get more info on NEOS16:45 Outro