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Talk Your Book: Customized and Income

Talk Your Book: Customized and Income

Michael Batnick
November 09, 2026

Today's Talk Your Book is sponsored by NEOS and Dimensional Fund Advisors:

To learn more about NEOS, click here: https://neosfunds.com/

To learn more about Dimensional Fund Advisors, click here: Dimensional.com

On today’s show, we discuss:

NEOS,

The surge in demand for derivative-based income ETFs
How option overlays on bond funds work, and the risks involved
Choosing between core, boosted, and downside-protected Nasdaq 100 income funds

Dimensional Fund Advisors,

How SMAs can offer a greater ability to tax loss harvest
How tax transition analysis helps advisors move new clients into their models
Why SMAs alone may not be enough, and where a UMA platform fits

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

Charts, NEOS:

Charts, Dimensional Fund Advisors:

Check out our t-shirts, coffee mugs, and other swag here.

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Disclosures from NEOS:

Investors should carefully consider the investment objectives, risks, charges and expenses of NEOS ETFs before investing. A prospectus containing this and other information may be obtained by calling (866) 498-5677 or by visiting https://neosfunds.com. Please read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

The views and opinions expressed are those of the speaker as of the date of the recording, are subject to change, and are provided for informational purposes only. Nothing contained in this podcast should be construed as investment, legal, or tax advice or as a recommendation to buy or sell any security.

Distributed by Foreside Fund Services, LLC.