Troy Cates

Troy Cates, Co-founder and Managing Partner at NEOS Investments, delves into the world of options-based income ETFs and hedged equity strategies. He highlights the growing demand for yield among investors and explains how selling options can transform returns while managing risks. Troy also discusses the benefits of QQQH's hedged strategy, the advantages of index options, and the importance of tax efficiency. He even touches on innovative products like the Bitcoin income fund, showcasing the evolving landscape of investment strategies.

Garrett Paolella and Troy Cates, managing partners at NEOS Funds, dive into ingenious strategies for profiting amid market uncertainty. Garrett explains how selling covered calls can convert volatility into steady income while remaining invested. Troy contrasts two hedged NASDAQ ETFs, showcasing how protection and income can coexist. They also discuss upcoming products like Ethereum exposure, and Garrett shares exciting details about BTCI's innovative approach to Bitcoin investments. A must-listen for anyone looking to enhance their investment strategies!

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.