Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569

Today’s guest is Brian Jacobs (aptuscapitaladvisors.com/person/brian-jacobs-c…), Portfolio Manager and Investment Strategist with Aptus Capital Advisors.

In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity products and defined risk strategies, as well as the benefits of minimum volatility and trend following in portfolio management.

(0:00) Starts
(1:00) Introduction of Brian Jacobs
(2:29) Historical bond performance
(6:02) Aptus ETFs and investment strategies
(9:37) Defined risk and hedging products (ACIO, UPSD, DEFR)
(22:50) Options strategies
(25:42) Bond yields, put writing, and credit spreads
(29:03) Housing market & tax optimization
(35:18) Stock buybacks, dividends, and total return concepts
(45:19) CAPE ratio critique
(56:32) Most memorable investment

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Past guests include Ed Thorp (mebfaber.com/2017/02/08/10017), Richard Thaler (mebfaber.com/2021/08/04/e337-richard-thaler), Jeremy Grantham (mebfaber.com/2021/02/08/episode-286-jeremy-gra…), Joel Greenblatt (mebfaber.com/2020/10/28/episode-260-joel-green…), Campbell Harvey (mebfaber.com/2019/08/28/episode-172-cam-harvey…), Ivy Zelman (mebfaber.com/2022/03/30/403-ivy-zelman), Kathryn Kaminski (mebfaber.com/2021/05/12/e310-kathryn-kaminski), Jason Calacanis (mebfaber.com/2017/08/30/episode-69-jason-calac…), Whitney Baker, (mebfaber.com/2022/01/31/e387-whitney-baker) Aswath Damodaran (mebfaber.com/2019/05/10/episode-155-aswath-dam…), Howard Marks (mebfaber.com/2018/10/03/episode-124-howard-mar…), Tom Barton (mebfaber.com/2018/10/10/episode-125-tom-barton…), and many more.
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