Si Katara, CEO of TappAlpha, talks about the innovative ETF products TSPY and TDAQ, which aim to provide investors with growth and income through covered calls. Si explains the mechanics of these funds, the importance of risk management, and the technological advancements that enhance fund performance.

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📈 TDAQ & TSPY: https://www.tappalphafunds.com/

00:00 - TSPY and TDAQ

03:02 - Mechanics of Covered Calls and Income Generation

05:59 - Risk Management and Market Volatility

08:49 - Leveraging Technology in Fund Management

11:56 - Tax Efficiency and Distribution Strategies

15:12 - Active Management and Market Sentiment

17:49 - Zero DTE Strategy and Its Advantages

22:18 - Exploring Weekly Distributions and Accounting Challenges

24:49 - Canadian Market Opportunities for ETFs

26:15 - Tax Implications for Canadian Investors

28:40 - Understanding Return of Capital and Income Generation

30:07 - The Mechanics of T-SPY vs. TDAC

32:31 - Si Katara's Journey from Tech to Finance

38:23 - The Mission Behind Tap Alpha and Financial Education

#investing #ggpodcast #passiveincome #etf #coveredcalls

Legal Disclosure: I’m not a financial advisor. The content in this video is for entertainment and informational purposes only. Always consult a licensed professional before making any investment decisions. The stocks I discuss are not investment recommendations. I’m not responsible for any losses you might incur from following my examples. Remember, investments that aren't FDIC insured can fluctuate in value. Please invest wisely!