HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, PRINCIPAL, OPTION RESEARCH & TECHNOLOGY SERVICES CO-HOST: CHRIS HAUSMAN, PORTFOLIO MANAGER, MANAGING DIRECTOR OF RISK, SWAN GLOBAL INVESTMENTS CO-HOST: ERIC COTT: DIRECTOR OF ADVISOR EDUCATION, OIC
LOOKING BACK ON 2019
PAYING OFF OUR 2019 PREDICTIONS FROM LAST YEAR’S SHOW: WHAT WERE THE HOTTEST OPTIONS STORIES/DEVELOPMENTS/EVENTS OF 2019 FOR ADVISORS?
MUTUAL FUNDS THAT USE OPTIONS | BLACK SZADO STUDY - HTTPS://WWW.BORNTOSELL.COM/COVERED-CALL-BLOG/MUTUAL-FUNDS-THAT-USE-OPTIONS - THE NUMBER OF OPTIONS-BASED FUNDS GREW FROM 10 IN 2000 TO 119 IN 2014. IN 2019, BELIEVE IT’S OVER 140. DO WE HIT OVER 200 IN 2020? OPTIONS VOLUME CAN’T MATCH THE RECORD PACE OF 2018 THE COMMISSION WAR HIT NEW HEIGHTS IN 2019 FEWER HEADLINE-MAKING IMPLOSIONS OF OPTIONS-ORIENTED FUNDS DUE TO POOR RISK CONTROLS.
LOOKING AHEAD TO 2020?
OPTIONS-BASED FUNDS OFFER SUCCOR TO INVESTORS WARY OF VOLATILITY - HTTPS://WWW.REUTERS.COM/ARTICLE/US-USA-FUNDS-VOLATILITY-IDUSKCN1RF2HF - MORE OPTIONS CENTRIC FUNDS TO BE LAUNCHED ?? 2020 VOLATILITY OUTLOOK: CME SENIOR ECONOMIST RECENTLY CAME ON THIS NETWORK AND PREDICTED “MUCH MUCH HIGHER VOLATILITY FOR THE 2020’S VS THE 2010’S”. AGREE? DISAGREE? THOUGHTS ON 202 OPTIONS VOLUME - HIGHER OR LOWER THAN 2018?
OFFICE HOURS
QUESTION FROM LAMBERT: IS THERE A GOOD PLACE FOR A LIST OF OPTIONS-ORIENTED ADVISORS? QUESTION FROM DAVE MARTIN: WHY NO POSTS FROM THE DIRECTOR OF RISK ON WWW.SWANGLOBALINVESTMENTS.COM QUESTION FROM SAMUELSON: HELLO AO! I KNOW YOU ALL HAD OPINIONS ON THE DEMISE OF XIV AND THE SHORT VOLATILITY TRADING THAT LED TO IT. WHAT ARE YOUR THOUGHTS ON THIS POTENTIAL NEW PRODUCT? DOES THIS THING HAVE A CHANCE OF GETTING LISTED? RE: THIS ARTICLE - HTTPS://WWW.BLOOMBERG.COM/NEWS/ARTICLES/2019-12-12/GHOST-OF-XIV-RISES-A-NEW-SHORT-VOL-PRODUCT-IS-IN-THE-PIPELINE QUESTION FROM BWARD: ANY PLANS FROM THE OIC TEAM TO REVISIT THEIR COLLAR STUDY? GREAT SHOW. QUESTION FROM EL IDOLO: HOW DO I GAIN ACCESS TO THE STUDY OF ADVISORS USE CASES FOR OPTIONS MENTIONED ON THE PROGRAM? OIC COLLAR STUDY ACROSS ASSETS - HTTPS://WWW.OPTIONSEDUCATION.ORG/DOCUMENTS/LITERATURE/FILES/OPTIONS-BASED-RISK-MGMT-SUMMARY.PDF