Beat the S&P 500 — Here’s the Strategy Investors Are Switching To

Download the FREE Upside App here https://yt.link/SVITQfN and use code TheStreet to get an extra 25 cents back per gallon on your first tank of gas! Thank you Upside for sponsoring this video! In this episode of ETF Spotlight, Matt Kaufman, Global Head of ETFs at Calamos, explains why investors are moving beyond the 60/40 and using auto‑callable ETFs like $CAGE and $CAIE to seek higher income and amplified S&P‑linked growth. 00:00:00 Introduction 00:00:18 Does the 60/40 model still work? 00:02:39 Moving away from traditional bond funds 00:04:28 Portfolio role of auto-callable ETFs 00:09:33 Auto-callable growth vs. leveraged ETFs 00:12:39 What kind of market would make these ETFs disappoint? 00:13:19 Who’s the right investor for CAGE and CAIE? 00:13:43 Mechanics behind the 14% yield 00:14:54 Understanding equity market tail risk 00:16:05 Auto-calls explained for beginners 00:17:25 Rapid Fire: This or That Subscribe | http://t.st/TheStreetTV Earn. Live. Invest. | https://www.thestreet.com/ TheStreet Pro | https://pro.thestreet.com/ Recorded July 7, 2026 #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano