The Rational Reminder Podcast

S2E379 - AMA #9: Covered Call ETFs, Currency Hedging, and Bond Misconceptions

Published: October 16, 2025

Duration: 1:23:10

In this AMA episode of the Rational Reminder Podcast, Ben Felix and Dan Bortolotti return to answer listener questions across a wide range of topics—from covered call ETFs and dividend tax credits to currency hedging, bond mechanics, leverage, and career reflections. They open with a striking quote from Harvard economist John Campbell on how markets cater to perceived benefits rather than real ones—a perfect setup for their recent discussions on the rise of covered call ETFs.

Key Points From This Episode:

(0:59) John Campbell's quote on capitalism's tendency to meet perceived rather than...