Mentioned On
Episode Mentions
Masters in Business · Apr 22, 2026
At The Money: Looking Beyond Market Cap Weighted Indexes
“Index provider whose S&P 500 additions/deletions create predictable trading patterns and 15 basis points annual drag”
Market Cap-Weighted Index Concentration RiskFundamental Economic Index WeightingIndex Reconstitution and Trading Costs
View AnalysisMasters in Business · Feb 27, 2026
Financial Products for Hedging with Vest Co-Founder Jeff Chang
“Created Dividend Aristocrats index in 2005; basis for Vest's KNG ETF”
Buffered ETFs and defined outcome investingOptions and derivatives for portfolio hedgingCovered call writing and income generation
View Analysis