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Animal Spirits Podcast · 2025-03-03 · 35 min · 6,842 words

Talk Your Book: Custom Portfolio Protection

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Today's Animal Spirits Talk Your Book is presented by Halo Investing. Go to Haloinvesting.com to learn more about their structured note platform and also their brand new SMA marketplace. If your financial advisor, Go check out Haloinvesting dot com to learn more. Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching. All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Red Hulse Wealth Management. This podcast is for informational purposes only and should not be relied upon for any investment decisions. Clients of Rid Holtz Wealth Management may maintain positions in the securities discussed in this podcast.

Welcome to Animal Strips with Michael and Ben. On today's show, we're joined by Matthew. Matthew is the CEO of Halo. Ben, one of the things One of the things that's exploding in popularity. Um or access I should say in the wealth management industry is is customization at scale. And those things might sound like they're like Contradictory.

Uh because how do you how do you achieve such a feat? Well, luckily there are now platforms like Halo that are As much technology platforms as there are financial platforms back in the day. Creating a pr uh A portfolio structure, no. It's

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