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Arming advisors with the info necessary to manage risk.




Advisors Option 58: Bringing Women Into The Options Fold

Co-Hosts: THE BUZZ Bringing women and advisors into the options fold - a look at IMCA, Boston Options Exchnage & Dymnd’S upcoming "All Women Want Options" webinar. A new report on the "typical" advisor from Investment Advisor Association - All advisors should pay attention to Amazon after their multibillion acquisition of Whole...

Duration: 01:03:51

Advisors Option 57: Beware of Gamma and Flying Deltas

Options 101: Gamma: Measuring the Changes in Delta The Buzz: The low volatility regime continues: 7 of the 11 days in the past 20 years where VIX has been below 10% have occurred since mid-May 2017. Two studies, two different conclusion about alts & hedge funds. Office Hours: Listener questions and comments: Advisors Option Flash Poll. With $VIX hitting new lows and $SPX new highs, what is your financial advisor telling you about using #Options? Listner Questions:

Duration: 01:07:59

Advisors Option 56: How to Sell Options When VIX is Low

In this episode Mark is joined by co-hosts: Tricks of the Trade: Selling options in a low volatility environment. What are some ways that advisors/asset managers can maintain the income component of their portfolios, without taking unnecessary risks? Options 101: Information advisors need to know Rho: Interest Rates Impact on Option Pricing The Buzz: What is happening in the industry? Why Volatility Is an Investor’s Worst Enemy: Searching for Alpha Office Hours: Question from Ian...

Duration: 01:03:35

Advisors Option 55: The Truth About Options Backtesting

In this episode, Mark is joined by co-hosts: Tricks of the Trade: Looking at Options Backtesting The Buzz: A recap of the 2017 OIC Conference. Cerulli study says financial advisors who currently use options expect to increase use of options by 30% in three years. Office Hours: Options Question of the week This volatility implosion is starting to make people nervous. It's VIX limbo time: How Low Can It Go in 2017? Currently: Listener Questions:

Duration: 01:06:13

The Advisors Option 54: Live from the Swan CIO Summit

Recorded live at the Swan CIO summit, Mark is joined by: They discuss: Office Hours: Listener questions and comments

Duration: 00:42:24

Advisors Option 53: What Do Advisors Think About Volatility?

In this episode, Mark is joined by co-hosts: The Buzz: What are the hot topics in the world of financial advisors? OCC Educating Lawmakers on Potential Impact on Tax Reform on Listed Equity Options Market Office Hours: Answering listener questions and comments

Duration: 01:05:04

Advisors Option 51: Trump, ETFs, Covered Calls and More

Today, Mark is joined by co-hosts Chris Hausman and Aash Vyas from Swan Global Investments and Russell Rhoads from the CBOE Options Institute. The Buzz: The Dawn of a New Regime - how will it impact the markets? An overview of the STAC Regulatory Reform Session: the Choice Act, the Volcker Rule, migration of OTC derivates and DOL fiduciary rule. A breakdown of Inside ETFs Conference: A preview of the CBOE RMC Conference: A new paper from Swan Global Investments: What Return Are You...

Duration: 01:00:51

The Advisors Option 49: Analyzing the Impact of Post-Election Volatility

Options 101: Looking back at post-election volatility. How has it impacted the options market and your current trade style or outlook? Takeaways: The Buzz: What do busy advisors need to know? Straight Talk on Put OptionsFunds go exotic with put-write options to stem volatility Office Hours: Taking listener questions and comments Options#QuestionOfTheWeek: Commodities are capturing a lot of attention and generating a lot of #Volatility. What's your option of choice?

Duration: 01:03:48

Advisors Option 48: Elections And Volatility

The Buzz: What are the hot breaking topics in the world of options? Presidential Elections and Option Implied VolatilityVIX in October in election years

Duration: 01:00:08

Advisors Option 47: Collars Revisisted

Options 101: Collars Revisited. Inspired by a listener question, we review the collar strategy Question from Talos - I enjoyed your panel presentation on The Holy Grail of the financial markets with Randy Swan and Mike Cavanaugh. I realize this panel was from a few years ago. Have there been any updates with regards to data on collars? Are they still effective tools for advisors looking to mitigate portfolio risk? On a specific note are they applicable to concentrated equity positions? I...

Duration: 00:56:12

Advisors Option 46: Futures Options Revisited plus the 60-40 Debate

Options 101: Futues Options Strategies Other topics: The Buzz: With experts questioning the 60/40 rule, advisors should consider incorporating alternatives.

Duration: 01:03:00

Advisors Option 44: John Oliver and the Hunt for Yield

Tricks of the Trade: Today's guest co-hosts are Chris Hausman, Portfolio & Chief Technical Strategist, Swan Global Investments and David Beth, Co-founder, Wallacbeth Capital. They discuss: Options 101: The topic of this segment today comes to us courtesy of a listener question. Adjustments are where the rubber meets the road from an options perspective: Office Hours: Listener questions and comments

Duration: 01:03:40

Advisors Option 43: Financial Advisors Vs. Hairdressers

The Buss: Looking back at the Swan Advisor Conference Swan Conferences websiteSwan Global Investments website The ugly from the Swan April newsletter: Office Hours: Listener questions and comments

Duration: 00:59:55

Advisors Option 42: Live from the Swan Global CIO Conference

In this episode, Mark is joined by Marc Odo, Micah Wakefield, and Chris Hausman. They discuss their big take-aways from the conference, including: Good reception to the thoughts on the retirement conundrum Using options for safety and income generation The importance of discipline in risk management. (Have a plan!) How options have become more mainstream The importance of education Fragmentation and the proliferation of options exchanges Inside, outside, and outer rim markets How to get...

Duration: 00:43:46

Advisors Option 41: The Dark Math Behind Investment Returns

The Buzz: Today we are joined by Micah Wakefield, Director of Research and Product Development at Swan Global Investments. They discuss: A preview of the upcoming Swan Global CIO Conference. When it is? What is it? Who is attending? Who should consider attending future Swan events? Math Matters: Rethinking Investment Returns and How Math Impacts Results by Micah Wakefield IRA ban on options raises its ugly head again - By late March, investors should learn if the Labor Department will ban...

Duration: 01:00:04

Advisors Option 40: Dealing with Black Swan Events

The Buzz: Today we have special guest Chris Hausman, Senior Trader & Chief Market Technician at Swan Global Investments. Chris is the author of "Do Market Anomalies Occur More Frequently Now?" They discuss: Normal distributions and when models blow up Five- and 10-sigma events What do financial advisors need to look for? How to be prepared Plus, options within IRAs Annuities More data from CBOE regarding Russell 2000 Index related products Office Hours: Listener questions and comments...

Duration: 00:54:18

Advisors Option 39: The Retirement Gordion Knot

The Buzz: Today's guest is Marc Odo, Director of Investor Solutions, Swan Global Investments, and author of "The Retirement Conundrum: Untying the Gordian Knot" Good, Bad, and Ugly Q4 2015 review: This has been the worst start of a trading year in history. Volatility is elevated across all products- from VIX to crude oil How does this current environment impact options trading? Is this a good time to consider hedging strategies? Income strategies? New study: An analysis of index option...

Duration: 00:55:58

Advisors Option 38: Top Options Trends of 2015

The Buzz: SEC to crack down on derivatives use in funds. Mutual funds face leverage caps under SEC rule on derivatives. Looking at the financial advisory business of tomorrow - Volatility skew. Tricks of the Trade: Looking Back at 2015: Top Options Trends/Stories for Advisors/Asset Managers Fallout over IRA use in options. Impact of rising volatility on options prices. Impact of fed rate hike on options / rho. Ongoing fascination with crude oil options. Year of great data regarding options...

Duration: 01:03:15

Advisors Option 37: Taking on Listener Questions

Office Hours: Listener questions and comments Question from Peter D - Stocks are being hit by latency sensitive strategies like HFT. Is that happening in options as well? Should I steer clients to other products instead? Question from Batram - Thank you for the information you provide on your advisors option program. I have found it very useful in my business. I have evaluated multiple online platforms for use with my clients but have not found the optimal solution yet. I would like to...

Duration: 01:00:57

Advisors Option 36: Options Data You Can Use

Tricks of the Trade: An overview of leading options studies & options fund studies. New OIC Study Shows Increased Knowledge of Listed Options by Investors. Performance Analysis of Options-Based Equity Mutual Funds, CEFs, and ETFs Advisors Option 28: Breaking Down How Options Can Benefit Advisors 196 Funds That Use Options Had Lower Volatility and Higher Returns The Buzz: What's the Latest News? Department of Labor IRA Proposal - seems like the worst is out. DOL is open to changing...

Duration: 01:02:14

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