March 12, 2026

How to Borrow Against Your Portfolio For Less

How to Borrow Against Your Portfolio For Less
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On this episode of Talking Wealth, Ben Carlson is joined by Joseph Wang, co-founder and CRO of SyntheticFi, a company that helps clients borrow against their portfolios for lower financing rates using box spread loans. They cover how box spreads work, how to use the options market to borrow at more competitive rates, box spread loan use cases, how SyntheticFi works with financial advisors and more.


This episode is sponsored by WisdomTree. Visit https://www.wisdomtree.com/portfolioconsultations to schedule an introductory call today.

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