Rich Habits Podcast

157: How We’re Preparing for Volatility in 2026

4 snips
Feb 16, 2026
Garrett Paolella, managing partner at NEOS Investments who oversees ETF strategy, and Troy Cates, managing partner who co-manages options-based income ETFs, join to discuss monetizing market swings. They cover how volatility boosts covered-call income. They explain covered-call and boosted ETF mechanics, staggered monthly payouts, tax treatment of index options, and what they’re watching for 2026.
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ADVICE

Match Products To Your Goals

  • Match product choice to your risk tolerance and financial goals before allocating capital.
  • Build a diversified, durable portfolio across equity, fixed income, and alternatives using NEOS suites as tools.
INSIGHT

Boosted ETFs Add Synthetic Leverage

  • NEOS built boosted ETFs to offer risk-on exposure by synthetically adding leverage via option combos.
  • Garrett Paolella notes boosted funds buy calls and sell puts to create delta-one exposure plus extra short calls for income.
ADVICE

Stagger Funds For Weekly Cash Flow

  • Stagger distributions across weeks to create steady cash flow if you hold multiple NEOS funds.
  • Use boosted, fixed income, high income, and hedge suites to receive monthly payouts in different weeks.
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