Jerry Haworth's guest appearances

Jerry Haworth

Mutiny Investing Podcast

The Derivative

OwlTail

In this episode, we talk with Jerry Haworth, CIO and co-founder of 36 South. Jerry has over 32 years of investment experience, and is well known for his thought leadership in the volatility space. He often represents 36 South as a speaker at high profile educational and professional events, and is a frequent guest speaker and writer on volatility in the financial media. 36 South seeks out long dated, pan asset class, global, convexity in the most cost efficient manner. We talk about Jerry’s background, starting with the nascent options market in South Africa. We go through the highlights on how options markets have evolved over decades. Why does he believe that long term options are the best way to play Vega. How to construct an options book and overlay with other assets. Jerry is always full of great anecdotes and analogies from a colorful personal trading history. I hope you enjoy Jerry’s insights as much as I did...

In this episode, we talk with Jerry Haworth, CIO and co-founder of 36 South. Jerry has over 32 years of investment experience, and is well known for his thought leadership in the volatility space. He often represents 36 South as a speaker at high profile educational and professional events, and is a frequent guest speaker and writer on volatility in the financial media. 36 South seeks out long dated, pan asset class, global, convexity in the most cost efficient manner. We talk about Jerry’s background, starting with the nascent options market in South Africa. We go through the highlights on how options markets have evolved over decades. Why does he believe that long term options are the best way to play Vega. How to construct an options book and overlay with other assets. Jerry is always full of great anecdotes and analogies from a colorful personal trading history. I hope you enjoy Jerry’s insights as much as I did...

[MM]29. Jerry Haworth

We’re excited to have one of the pioneers of options trading on this episode, Jerry Haworth -  Founder and CIO of renowned option and tail risk firm 36 South. In this wide-ranging talk, we dive into Jerry’s roots in Zimbabwe, trading South African bonds, structuring derivatives, the point in his jazz career where talent and drive diverge, how 36 south got started, canoe marathons, why long term options rule, non-recourse leverage, Victoria Falls, swaptions, asymmetry, Chicago Blues bars, liquidity cascades, slow-moving south sea bubbles, leptokurtic curves, changing correlations and, of course - Teams of Options. Enjoy!  Chapters: 00:00-02:19=Intro 02:20-18:31=Zimbabwe to Auckland to London 18:32-44:10=Positive, Neutral Carry &amp; Teams of Options 44:11-56:16=Long-Term Options &amp; Non Recourse Leverage 56:17-01:04:29=What’s changed in 30yrs of Option Trading 01:04:30-01:08:46=Favorites  Learn more about 36 South at 36south.com  And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, and our host Jeff at @AttainCap2 or LinkedIn, and Facebook, and sign-up for our blog digest. And visit our sponsor, the CME Group at www.cmegroup.com to learn more about futures and options. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

We’re excited to have one of the pioneers of options trading on this episode, Jerry Haworth -  Founder and CIO of renowned option and tail risk firm 36 South. In this wide-ranging talk, we dive into Jerry’s roots in Zimbabwe, trading South African bonds, structuring derivatives, the point in his jazz career where talent and drive diverge, how 36 south got started, canoe marathons, why long term options rule, non-recourse leverage, Victoria Falls, swaptions, asymmetry, Chicago Blues bars, liquidity cascades, slow-moving south sea bubbles, leptokurtic curves, changing correlations and, of course - Teams of Options. Enjoy! Chapters: 00:00-02:19=Intro 02:20-18:31=Zimbabwe to Auckland to London 18:32-44:10=Positive, Neutral Carry &amp; Teams of Options 44:11-56:16=Long-Term Options &amp; Non Recourse Leverage 56:17-01:04:29=What’s changed in 30yrs of Option Trading 01:04:30-01:08:46=Favorites Learn more about 36 South at <a href="https://www.36south.com/" rel="nofollow" target="_blank">36south.com </a> And last but not least, don't forget to subscribe to <a href="https://www.rcmalternatives.com/the-derivative-podcast/" rel="nofollow" target="_blank">The Derivative</a>, and follow us on <a href="https://twitter.com/rcmAlts" rel="nofollow" target="_blank">Twitter</a>, and our host Jeff at <a href="https://twitter.com/AttainCap2" rel="nofollow" target="_blank">@AttainCap2</a> or <a href="https://www.linkedin.com/company/rcm-asset-management/" rel="nofollow" target="_blank">LinkedIn</a>, and <a href="https://www.facebook.com/RCMAlternatives/" rel="nofollow" target="_blank">Facebook</a>, and <a href="https://info.rcmalternatives.com/get-our-blog-alternatives" rel="nofollow" target="_blank">sign-up for our blog digest</a>. And visit our sponsor, the CME Group at <a href="https://www.cmegroup.com/" rel="nofollow" target="_blank">www.cmegroup.com</a> to learn more about futures and options. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit <a href="http://www.rcmalternatives.com/disclaimer" rel="nofollow" target="_blank">www.rcmalternatives.com/disclaimer</a>