Talk Your Book: The Biggest Active ETF
Animal Spirits Podcast
Process: Research and Portfolio Construction
Hamilton details JP Morgan's research resources, disciplined valuation process, and importance of position sizing for alpha.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by J.P. Morgan's Hamilton Reiner to discuss: creating income via options and how covered call strategies work.
Check out J.P. Morgan's disclosures here -
https://am.jpmorgan.com/us/en/asset-management/adv/disclosures/talkyourbookpodcastapril2026/
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
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