HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: ERIC COTT, COTT CONSULTING  THOUGHTS ON CURRENT MARKET ENVIRONMENT 3000 VS 5000 IN SPX JUNE OPTIONS VOLUME NUMBERS WILL WE SEE LOWER VOLATILITY IN SECOND HALF OF YEAR THOUGHTS ON PAST/UPCOMING OPTIONS CONFERENCES EARNINGS SEASON VOLATILITY UPDATE USING CALENDARS IN A LOW VOL ENVIRONMENT TO GET LONG FOR A SMALL OUTLAY AND FOR PUT CALENDARS TO HEDGE A PORTFOLIO IS THERE AN UPTICK IN CLIENT INTEREST IN OPTIONS 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: ERIC COTT, COTT CONSULTING <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>3000 VS 5000 IN SPX</li> <li>JUNE OPTIONS VOLUME NUMBERS</li> <li>WILL WE SEE LOWER VOLATILITY IN SECOND HALF OF YEAR</li> <li>THOUGHTS ON PAST/UPCOMING OPTIONS CONFERENCES</li> <li>EARNINGS SEASON VOLATILITY UPDATE</li> <li>USING CALENDARS IN A LOW VOL ENVIRONMENT TO GET LONG FOR A SMALL OUTLAY AND FOR PUT CALENDARS TO HEDGE A PORTFOLIO</li> <li>IS THERE AN UPTICK IN CLIENT INTEREST IN OPTIONS</li> </ul>

The Advisor's Option 127: Low Vol Calendars Plus the Great 3K vs 5K Debate

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES  THOUGHTS ON CURRENT MARKET ENVIRONMENT LOOK AT MAY OPTIONS VOLUME HOW THE EARNINGS SEASON IS SHAPING UP IS IT TIME TO PURCHASE PORTFOLIO PROTECTION COMPARING SKEW ACROSS PRODUCTS THE SWEET SPOT FOR STOCK SUBSTITUTION STRATEGY CAN GARBAGE CALL/PUT CONCEPT BE APPLIED TO JUST ABOUT ANY EQUITY ARE BUTTERFLIES WORTH DOING WHEN VIX IS IN THE LOW TEENS OVERLAY TOOLS IN THE ORATS LIBRARY EFFECTIVE STRATEGY IN SHORT-DURATION CONTRACTS LIKE 0DTE SPX 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>LOOK AT MAY OPTIONS VOLUME</li> <li>HOW THE EARNINGS SEASON IS SHAPING UP</li> <li>IS IT TIME TO PURCHASE PORTFOLIO PROTECTION</li> <li>COMPARING SKEW ACROSS PRODUCTS</li> <li>THE SWEET SPOT FOR STOCK SUBSTITUTION STRATEGY</li> <li>CAN GARBAGE CALL/PUT CONCEPT BE APPLIED TO JUST ABOUT ANY EQUITY</li> <li>ARE BUTTERFLIES WORTH DOING WHEN VIX IS IN THE LOW TEENS</li> <li>OVERLAY TOOLS IN THE ORATS LIBRARY</li> <li>EFFECTIVE STRATEGY IN SHORT-DURATION CONTRACTS LIKE 0DTE SPX</li> </ul>

The Advisor's Option 126: Attack of Analysis Paralysis

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: BARRY MARTIN, SHELTON CAPITAL MANAGEMENT  THOUGHTS ON CURRENT MARKET ENVIRONMENT GENERATING INCOME IN HIGH RATE ENVIRONMENTS APRIL OPTIONS VOLUME NUMBERS DOWN THOUGHTS ON OPTIONS INDUSTRY CONFERENCE EARNINGS SEASON VOLATILITY UPDATE WHAT IS THE BIGGEST SURPRISE ABOUT OPTIONS LEARNED FROM YEARS OF BACK TESTING 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: BARRY MARTIN, SHELTON CAPITAL MANAGEMENT <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>GENERATING INCOME IN HIGH RATE ENVIRONMENTS</li> <li>APRIL OPTIONS VOLUME NUMBERS DOWN</li> <li>THOUGHTS ON OPTIONS INDUSTRY CONFERENCE</li> <li>EARNINGS SEASON VOLATILITY UPDATE</li> <li>WHAT IS THE BIGGEST SURPRISE ABOUT OPTIONS LEARNED FROM YEARS OF BACK TESTING</li> </ul>

The Advisor's Option 125: AI Sidekicks and Income Generation

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES  THOUGHTS ON CURRENT MARKET ENVIRONMENT HISTORIC MONTH FOR THE OPTIONS MARKET! HOW THE EARNINGS SEASON IS SHAPING UP OPTIONS 101: WHAT ARE ZERO DAY OPTIONS CONTRACTS AND THOUGHTS ON THEIR EXPANSION COLLARS AS THE HOLY GRAIL FOR FINANCIAL ADVISORS 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>HISTORIC MONTH FOR THE OPTIONS MARKET!</li> <li>HOW THE EARNINGS SEASON IS SHAPING UP</li> <li>OPTIONS 101: WHAT ARE ZERO DAY OPTIONS CONTRACTS AND THOUGHTS ON THEIR EXPANSION</li> <li>COLLARS AS THE HOLY GRAIL FOR FINANCIAL ADVISORS</li> </ul>

The Advisor's Option 124: A Historic Look at Zero DTE Options

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES   THOUGHTS ON CURRENT MARKET ENVIRONMENT OPTIONS 101: BUTTERFLY OVERVIEW THE ORATS PHILOSOPHY OF TRADING USING BACKTESTING, PAPER TRADING, EXECUTION TOOLS ADVISOR TAKEAWAYS FROM THE FIA BOCA CONFERENCE FEBRUARY OPTIONS VOLUME FROM OPTIONS CLEARING WHAT OUR INDICATORS ARE SHOWING ABOUT THE SPX, THE BANKING INDUSTRY AND THE MARKETS ADVISOR WHO STOLE MONEY FROM DEMENTIA PATIENTS 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>OPTIONS 101: BUTTERFLY OVERVIEW</li> <li>THE ORATS PHILOSOPHY OF TRADING USING BACKTESTING, PAPER TRADING, EXECUTION TOOLS</li> <li>ADVISOR TAKEAWAYS FROM THE FIA BOCA CONFERENCE</li> <li>FEBRUARY OPTIONS VOLUME FROM OPTIONS CLEARING</li> <li>WHAT OUR INDICATORS ARE SHOWING ABOUT THE SPX, THE BANKING INDUSTRY AND THE MARKETS</li> <li>ADVISOR WHO STOLE MONEY FROM DEMENTIA PATIENTS</li> </ul>

The Advisor's Option 123: The Joys and Mysteries of Butterflies

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: KEN KWALIK, CARRICK LANE  THOUGHTS ON CURRENT MARKET ENVIRONMENT INVESTING IN OPTIONS: PAST GROWTH AND 2023 POTENTIAL COLLATERALIZED PUT WRITING AND COVERED CALL WRITING JANUARY OPTIONS VOLUME FROM OPTIONS CLEARING 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: KEN KWALIK, CARRICK LANE <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>INVESTING IN OPTIONS: PAST GROWTH AND 2023 POTENTIAL</li> <li>COLLATERALIZED PUT WRITING AND COVERED CALL WRITING</li> <li>JANUARY OPTIONS VOLUME FROM OPTIONS CLEARING</li> </ul>

The Advisor's Option 122:  Harvesting the Volatility Risk Premium

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES   THOUGHTS ON CURRENT MARKET ENVIRONMENT WHAT STANDS OUT FROM A MARKETS, VOLATILITY, OPTIONS AND ADVISORS PERSPECTIVE FROM LAST YEAR WHAT WERE THE MAJOR TRENDS/DEVELOPMENTS IN THE OPTIONS MARKET IN 2022 GOOGLE TRENDS 2023 CHECKUP 2022 WAS A RECORD YEAR FOR OPTIONS WILL 2023 BE AN ABOVE AVERAGE YEAR FOR OPTIONS TRADES EARNINGS SEASON VOLATILITY UPDATE 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>WHAT STANDS OUT FROM A MARKETS, VOLATILITY, OPTIONS AND ADVISORS PERSPECTIVE FROM LAST YEAR</li> <li>WHAT WERE THE MAJOR TRENDS/DEVELOPMENTS IN THE OPTIONS MARKET IN 2022</li> <li>GOOGLE TRENDS 2023 CHECKUP</li> <li>2022 WAS A RECORD YEAR FOR OPTIONS</li> <li>WILL 2023 BE AN ABOVE AVERAGE YEAR FOR OPTIONS TRADES</li> <li>EARNINGS SEASON VOLATILITY UPDATE</li> </ul>

The Advisor's Option 121: Top Options Trends, Takeaways And Surprises from 2022

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: NICK GRIEBENOW, SHELTON CAPITAL MANAGEMENT  THOUGHTS ON CURRENT MARKET ENVIRONMENT THOUGHTS ON CORRELATION ACROSS ASSET CLASSES POSING CHALLENGES FOR ADVISORS PORTFOLIO OVERLAY REVIEW EARNINGS SEASON VOLATILITY UPDATE WHY IT IS SO HARD TO MAKE MONEY WITH LONG PUTS AS A HEDGE IN THIS ENVIRONMENT 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: NICK GRIEBENOW, SHELTON CAPITAL MANAGEMENT <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>THOUGHTS ON CORRELATION ACROSS ASSET CLASSES POSING CHALLENGES FOR ADVISORS</li> <li>PORTFOLIO OVERLAY REVIEW</li> <li>EARNINGS SEASON VOLATILITY UPDATE</li> <li>WHY IT IS SO HARD TO MAKE MONEY WITH LONG PUTS AS A HEDGE IN THIS ENVIRONMENT</li> </ul>

The Advisor's Option 120: Overlays Revisited

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: ERIC COTT, COTT CONSULTING  THOUGHTS ON CURRENT MARKET ENVIRONMENT EARNINGS SEASON VOLATILITY UPDATE HOT TOPICS FROM LATEST INDUSTRY CONFERENCES TOTAL OPTIONS VOLUME FOR SEPTEMBER HOW MEME STOCK TREND IMPACTED ADVISORS BITCOIN EXPOSURE IN BITO AND GRAYSCALE PRODUCTS 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: ERIC COTT, COTT CONSULTING <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>EARNINGS SEASON VOLATILITY UPDATE</li> <li>HOT TOPICS FROM LATEST INDUSTRY CONFERENCES</li> <li>TOTAL OPTIONS VOLUME FOR SEPTEMBER</li> <li>HOW MEME STOCK TREND IMPACTED ADVISORS</li> <li>BITCOIN EXPOSURE IN BITO AND GRAYSCALE PRODUCTS</li> </ul>

The Advisor's Option 119: Options Men About Town

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: BILL ULIVIERI, CENACLE CAPITAL  THOUGHTS ON CURRENT MARKET ENVIRONMENT EARNINGS SEASON VOLATILITY UPDATE EXPLORING THE INTERSECTION OF CRYPTO AND ADVISORS TOTAL OPTIONS VOLUME FOR AUGUST SVIX AND ITS SUITABILITY FOR ADVISORS TO INCLUDE IN CLIENT PORTFOLIOS 

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH &amp; TECHNOLOGY SERVICES GUEST: BILL ULIVIERI, CENACLE CAPITAL <ul> <li>THOUGHTS ON CURRENT MARKET ENVIRONMENT</li> <li>EARNINGS SEASON VOLATILITY UPDATE</li> <li>EXPLORING THE INTERSECTION OF CRYPTO AND ADVISORS</li> <li>TOTAL OPTIONS VOLUME FOR AUGUST</li> <li>SVIX AND ITS SUITABILITY FOR ADVISORS TO INCLUDE IN CLIENT PORTFOLIOS</li> </ul>

The Advisor's Option 118: Exploring the Intersection of Crypto and Advisors

Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option  - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education and trading strategies to practical tips, industry news and interviews with leading advisors, you will find it all on The Advisors Option.

The Advisors Option

The Buzz: What do busy financial advisors need to know?  Coffee with Cott from the Options Industry Conference. Earning Season and Options Trading ORATS Earnings Volatility Analysis  Options question of the week: Trading options during earnings season can be challenging. Some live for it while others avoid it. Do you hold options positions through earnings announcements? If so, what is your approach? Or do you prefer to trade just before/after the event? Or is it all too risky?  28% - Yes, Short Premium 20% - Yes, Long Premium 25% - No,Too Risky 27% - I trade around the event  OIC'S Annual Summit on Fundamental and Technical Analysis  OIC recently hosted its annual Summit on Fundamental and Technical Analysis. How did that go? What was the reception for your panel? What is an important takeaway?  Office Hours: Listener questions and comments  Question from Options Knight - Loving the AO show. Great stuff as usual from OI network. Was surprised to hear a whole episode about calendar spreads. Are there a lot of advisors out there doing calendars for their clients? Or is that more of an educational piece for the bleeding edge of the advisor space who are looking for something a little more compelling for their high-end clients? Either way I loved the episode and think more advisors should be doing this stuff. Just wondered what you boots-on-the-ground guys thought about the actual reach of the strategy. Question from FlyGuy - Hey what do you guys do with your long calendar spreads? Do you close out the short leg if the stock doesn't move then keep the long leg or just close the whole spread out? Comment from DaLegit - Great show on calendars. I'm still working up to that level. Not sure I'm ready yet but when I am you guys will be the first to know. Question from Teal C. - Can you do a show on short calendars? Why use? Pros/cons vs. long calendars? Maybe a cool backtest or two? 

The Buzz: What do busy financial advisors need to know? <ul> <li>Coffee with Cott from the Options Industry Conference.</li> <li>Earning Season and Options Trading</li> <li><a href="http://www.theoptionsinsider.com/earnings-move-report-july-16-2018/" rel="noopener nofollow" target="_blank">ORATS Earnings Volatility Analysis</a></li> </ul> Options question of the week: Trading options during earnings season can be challenging. Some live for it while others avoid it. Do you hold options positions through earnings announcements? If so, what is your approach? Or do you prefer to trade just before/after the event? Or is it all too risky? <ul> <li>28% - Yes, Short Premium</li> <li>20% - Yes, Long Premium</li> <li>25% - No,Too Risky</li> <li>27% - I trade around the event</li> </ul> <a href="https://www.optionseducation.org/seminars_events/all_seminars/2018_june_summit.html" rel="noopener nofollow" target="_blank">OIC'S Annual Summit on Fundamental and Technical Analysis</a> <ul> <li>OIC recently hosted its annual Summit on Fundamental and Technical Analysis.</li> <li>How did that go?</li> <li>What was the reception for your panel?</li> <li>What is an important takeaway?</li> </ul> Office Hours: Listener questions and comments <ul> <li>Question from Options Knight - Loving the AO show. Great stuff as usual from OI network. Was surprised to hear a whole episode about calendar spreads. Are there a lot of advisors out there doing calendars for their clients? Or is that more of an educational piece for the bleeding edge of the advisor space who are looking for something a little more compelling for their high-end clients? Either way I loved the episode and think more advisors should be doing this stuff. Just wondered what you boots-on-the-ground guys thought about the actual reach of the strategy.</li> <li>Question from FlyGuy - Hey what do you guys do with your long calendar spreads? Do you close out the short leg if the stock doesn't move then keep the long leg or just close the whole spread out?</li> <li>Comment from DaLegit - Great show on calendars. I'm still working up to that level. Not sure I'm ready yet but when I am you guys will be the first to know.</li> <li>Question from Teal C. - Can you do a show on short calendars? Why use? Pros/cons vs. long calendars? Maybe a cool backtest or two?</li> </ul>

Advisors Option 69: Trading Options During Earnings Season

The Buzz: What is going on in the world of advisors?  An overview of the OCC study (with Notre Dame and the University of Mississippi) on performance of options-based strategies versus long equity strategies on the nine stocks widely held in 401k plans. How Robo-Advisors will sink pretenders and propel true financial advisors. Investors must look beyond US assets - using options for international diversification. Russell becomes the latest to unveil digital tools for advisors. President Obama will order the Labor Department on Monday to begin developing new rules for financial managers who handle retirement accounts for working Americans. Transaction Tax? Elizabeth Warren: Tax the banks - questions SEC chair on broker reforms.  Office Hours: In which the group takes on listener comments and questions  Question from Neal A, Detroit MI - Can I use options to establish bullish positions in an IRA. I am particularly interested in bullish equity option positions using risk reversals. But I am concerned about the short put leg of the trade. Can I take advantage of the benefits of this position in an IRA? Question from Averyman - The 2015 contribution limit for an IRA account is $5500. Are there techniques to increase or circumvent this limitation utilizing options or derivatives? Question from Charles D, Richmond VA - I typically invest in dividend-paying equities on behalf of my clients. I am interested in adding covered calls to the equation. I would like to know if you have any tips for me as I embark on this road. Are there any particular characteristics of dividend-paying equities that make them better-suited, or perhaps not well-suited, to writing covered calls? Most of my clients are investing through retirement accounts. I plan to write 10% out-of-the-money calls when possible. Are there also any strategies for increasing the returns for my clients with these strategies? Question from Tom B - Great show. It now has a regular spot on my iPad playlist. I recently intended an alternative investment conference where one of the instructor discussed the benefits of naked put writes. I am familiar with covered calls but I’ve been actively discouraged by my custodian against put writing because it was “too risky.” So I never investigated them significantly as an investment alternative. Some of the points raised at the conference drew my attention including the fact that put sellers typically generate more income than call sellers. Do you agree with that as well as the overall sentiment that more investors should be utilizing naked puts as an investment option? Also are these strategies available to retirement investors? Thanks for all your insight.

The Buzz: What is going on in the world of advisors? <ul> <li>An overview of the OCC study (with Notre Dame and the University of Mississippi) on performance of options-based strategies versus long equity strategies on the nine stocks widely held in 401k plans.</li> <li>How Robo-Advisors will sink pretenders and propel true financial advisors.</li> <li>Investors must look beyond US assets - using options for international diversification.</li> <li>Russell becomes the latest to unveil digital tools for advisors.</li> <li>President Obama will order the Labor Department on Monday to begin developing new rules for financial managers who handle retirement accounts for working Americans.</li> <li>Transaction Tax?</li> <li>Elizabeth Warren: Tax the banks - questions SEC chair on broker reforms.</li> </ul> Office Hours: In which the group takes on listener comments and questions <ul> <li>Question from Neal A, Detroit MI - Can I use options to establish bullish positions in an IRA. I am particularly interested in bullish equity option positions using risk reversals. But I am concerned about the short put leg of the trade. Can I take advantage of the benefits of this position in an IRA?</li> <li>Question from Averyman - The 2015 contribution limit for an IRA account is $5500. Are there techniques to increase or circumvent this limitation utilizing options or derivatives?</li> <li>Question from Charles D, Richmond VA - I typically invest in dividend-paying equities on behalf of my clients. I am interested in adding covered calls to the equation. I would like to know if you have any tips for me as I embark on this road. Are there any particular characteristics of dividend-paying equities that make them better-suited, or perhaps not well-suited, to writing covered calls? Most of my clients are investing through retirement accounts. I plan to write 10% out-of-the-money calls when possible. Are there also any strategies for increasing the returns for my clients with these strategies?</li> <li>Question from Tom B - Great show. It now has a regular spot on my iPad playlist. I recently intended an alternative investment conference where one of the instructor discussed the benefits of naked put writes. I am familiar with covered calls but I’ve been actively discouraged by my custodian against put writing because it was “too risky.” So I never investigated them significantly as an investment alternative. Some of the points raised at the conference drew my attention including the fact that put sellers typically generate more income than call sellers. Do you agree with that as well as the overall sentiment that more investors should be utilizing naked puts as an investment option? Also are these strategies available to retirement investors? Thanks for all your insight.</li></ul>

Advisors Option 30: Rise of the Robo Advisor

Today's co-hosts are Marc Odo, Director of Investment Solutions, Swan Global Investments and Matt Amberson, Principal, Option Research &amp; Technology Services. Tricks of the Trade: How do options fit into the active vs. passive debate? Active vs. Passive? It Doesn’t Matter, by Marc Odo. How do you incorporate options into a "passive" portfolio? The Buzz: Advisors Sticking With Active Investments: Practical Perspectives. ETF Use Keeps Growing (and Growing). An update on the ongoing DOL fiduciary battle. Office Hours: In which the listeners take over the show. Options question of the week: First #Harvey, then #Irma an #Jose and now #Maria. We prep houses/cars/family for #disasters. How do you prep your portfolio?  31% - Get Long $VIX/$VXX/$UVXY 15% - Go To Cash/T-bills 27% - Buy Index/Stock Puts 27% - "Risk Assets" - Gold, etc.  Listener questions and comments:  Question from JV Cavalia - Question for Advisors Option on annuities. Hello Mark, Randy, Mike and Eric. I am very much enjoying your program. I am still new to options and I am interested in annuities. But most of them seem to be overly complex and riddled with hidden fees. Many of them also seemed to utilize some form of derivative to achieve their investment goals. The obvious question then is can I achieve the same results myself just using options? Would writing a quarterly call on a broad index achieve the same long-term income results for example? Do you have other suggestions. Thanks again. 

Today's co-hosts are Marc Odo, Director of Investment Solutions, Swan Global Investments and Matt Amberson, Principal, Option Research &amp; Technology Services. Tricks of the Trade: How do options fit into the active vs. passive debate? <a href="http://swanglobalinvestments.com/active-vs-passive-it-doesnt-matter/" rel="noopener nofollow" target="_blank">Active vs. Passive? It Doesn’t Matter</a>, by Marc Odo. How do you incorporate options into a "passive" portfolio? The Buzz: <a href="https://www.thinkadvisor.com/2017/08/23/advisors-sticking-with-active-investments-practica" rel="noopener nofollow" target="_blank">Advisors Sticking With Active Investments: Practical Perspectives</a>. <a href="http://www.thinkadvisor.com/2017/09/07/etf-use-keeps-growing-and-growing" rel="noopener nofollow" target="_blank">ETF Use Keeps Growing</a> (and Growing). An update on the ongoing DOL fiduciary battle. Office Hours: In which the listeners take over the show. Options question of the week: First #Harvey, then #Irma an #Jose and now #Maria. We prep houses/cars/family for #disasters. How do you prep your portfolio? <ul> <li>31% - Get Long $VIX/$VXX/$UVXY</li> <li>15% - Go To Cash/T-bills</li> <li>27% - Buy Index/Stock Puts</li> <li>27% - "Risk Assets" - Gold, etc.</li> </ul> Listener questions and comments: <ul> <li>Question from JV Cavalia - Question for Advisors Option on annuities. Hello Mark, Randy, Mike and Eric. I am very much enjoying your program. I am still new to options and I am interested in annuities. But most of them seem to be overly complex and riddled with hidden fees. Many of them also seemed to utilize some form of derivative to achieve their investment goals. The obvious question then is can I achieve the same results myself just using options? Would writing a quarterly call on a broad index achieve the same long-term income results for example? Do you have other suggestions. Thanks again.</li> </ul>

Advisors Option 59: Using Options as a Passive Investor

The Buzz: Today we have special guest Chris Hausman, Senior Trader &amp; 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  Question from Patrick D. -What is your opinion of volatility ETFs such as VXX? Does it make sense to include them in diversified client portfolio?Perhaps 3%-5%?

The Buzz: Today we have special guest Chris Hausman, Senior Trader &amp; Chief Market Technician at Swan Global Investments. Chris is the author of "Do Market Anomalies Occur More Frequently Now?" They discuss: <ul> <li>Normal distributions and when models blow up</li> <li>Five- and 10-sigma events</li> <li>What do financial advisors need to look for?</li> <li>How to be prepared</li> <li>Plus, options within IRAs</li> <li>Annuities</li> <li>More data from CBOE regarding Russell 2000 Index related products</li> </ul> Office Hours: Listener questions and comments <ul> <li>Question from Patrick D. -What is your opinion of volatility ETFs such as VXX? Does it make sense to include them in diversified client portfolio?Perhaps 3%-5%?</li></ul>

Advisors Option 40: Dealing with Black Swan Events

OPTIONS 101 Iron Flys vs. Iron Condors What is an iron butterfly? What is an iron condor? Why/when would you use each? Why/when would you not use each?      THE BUZZ Recent market recap: The rise &amp; fall of volatility Earnings volatility breakdown. Alternative strategies to capture alpha in volatile markets.       OFFICE HOURS Question from Andrew Dodson - Let me see if I have this straight re: delta hedging or “gamma scalping” - even though I’m not sure why it’s scalping gamma and not delta. Let’s say you buy a straddle with a long 10 delta. Then the underlying rallies 1 point so you sell 10 shares to make yourself flat again? Then you wait to see if the underlying drops again so you can buy back those 10 shares at a point lower? Is that the gist of it? What do you do if the stock continues to rally and you continue to get long deltas? And why the heck isn’t it delta scalping?If it was gamma scalping you’d be hedging the rate of change of your delta over that 1 point swing in the underlying? Question from Keving - Why doesn't anyone put out the earnings straddle analysis similar to the analysis from the so called analysts? Then we can all fixate on whether a name outperforms its straddle as opposed to beating the whisper number. I think that's more valuable. Why don't more people know about this stuff.

OPTIONS 101 Iron Flys vs. Iron Condors What is an iron butterfly? What is an iron condor? Why/when would you use each? Why/when would you not use each? THE BUZZ Recent market recap: The rise &amp; fall of volatility Earnings volatility breakdown. Alternative strategies to capture alpha in volatile markets. OFFICE HOURS Question from Andrew Dodson - Let me see if I have this straight re: delta hedging or “gamma scalping” - even though I’m not sure why it’s scalping gamma and not delta. Let’s say you buy a straddle with a long 10 delta. Then the underlying rallies 1 point so you sell 10 shares to make yourself flat again? Then you wait to see if the underlying drops again so you can buy back those 10 shares at a point lower? Is that the gist of it? What do you do if the stock continues to rally and you continue to get long deltas? And why the heck isn’t it delta scalping?If it was gamma scalping you’d be hedging the rate of change of your delta over that 1 point swing in the underlying? Question from Keving - Why doesn't anyone put out the earnings straddle analysis similar to the analysis from the so called analysts? Then we can all fixate on whether a name outperforms its straddle as opposed to beating the whisper number. I think that's more valuable. Why don't more people know about this stuff.

Advisors Options 77: Iron vs Iron

Advisors Option 78: Live from Swan Advisor Forum 2019

Tricks of the Trade: Using options in retirement accounts.  What are the limitations of trading options in a retirement account? What strategies can you utilize? Stock replacement strategy: what is it? Long-term stock replacement strategy with a covered call, aka fig leaf strategy.  The Buzz: What do informed advisors need to know?  2017 turned out to be a pretty good year for options - even with no volatility - also ETFs The new tax bill - not many changes for options users. akeaways from the 2017 Fidelity RIA Benchmarking Study.  Office Hours: Listener questions and comments 2017 was the "Year that Volatility Died". So our first question of the week for 2018 is a puzzler. Quite simply: where do you think $VIX will close at the end of the year?  Between 7.5-9.99 Between 10- 12.49 Between 12.50 -14.99 Above 15  Listener questions: What's on your mind?  Question from L Penguin - I'm a new options trader and I want to buy a LEAP call because it looks like the stock is going to go to up in the next 12 months, but I don't want to commit yet. I also want to generate income while I hold that position. What are your thoughts on selling the call while I have the leap? Also, this stock has an attractive dividend that I'd like to capture. Is this even possible? Interested in your thoughts, thanks!...I was thinking about buying a deep in the money call for the LEAP, and then depending on where the stock is trading at the time, sell closer to the money. 

Tricks of the Trade: Using options in retirement accounts. <ul> <li>What are the limitations of trading options in a retirement account?</li> <li>What strategies can you utilize?</li> <li>Stock replacement strategy: what is it?</li> <li>Long-term stock replacement strategy with a covered call, aka fig leaf strategy.</li> </ul> The Buzz: What do informed advisors need to know? <ul> <li><a href="http://mailchi.mp/etfgi.com/prusetfgi2007yearend-442569?e=3217a06d2f" rel="noopener nofollow" target="_blank">2017 turned out to be a pretty good year for options</a> - even with no volatility - also ETFs</li> <li>The new tax bill - not many changes for options users.</li> <li>akeaways from the <a href="http://www.thinkadvisor.com/2017/12/18/rias-cut-fees-as-growth-shrinks-fidelity-study?eNL=5a3833de160ba0a06eb68a03&amp;utm_source=TA_EarlyWire&amp;utm_medium=EMC-Email_editorial&amp;utm_campaign=12192017" rel="noopener nofollow" target="_blank">2017 Fidelity RIA Benchmarking Study</a>.</li> </ul> Office Hours: Listener questions and comments 2017 was the "Year that Volatility Died". So our first question of the week for 2018 is a puzzler. Quite simply: where do you think $VIX will close at the end of the year? <ul> <li>Between 7.5-9.99</li> <li>Between 10- 12.49</li> <li>Between 12.50 -14.99</li> <li>Above 15</li> </ul> Listener questions: What's on your mind? <ul> <li>Question from L Penguin - I'm a new options trader and I want to buy a LEAP call because it looks like the stock is going to go to up in the next 12 months, but I don't want to commit yet. I also want to generate income while I hold that position. What are your thoughts on selling the call while I have the leap? Also, this stock has an attractive dividend that I'd like to capture. Is this even possible? Interested in your thoughts, thanks!...I was thinking about buying a deep in the money call for the LEAP, and then depending on where the stock is trading at the time, sell closer to the money.</li> </ul>

Advisors Option 63: Using Options in IRAs

 HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, PRINCIPAL, OPTION RESEARCH &amp; TECHNOLOGY SERVICES CO-HOST: CHRIS HAUSMAN, PORTFOLIO MANAGER, MANAGING DIRECTOR OF RISK, SWAN GLOBAL INVESTMENTS  THE BUZZ  THOUGHTS ON CURRENT MARKET/VOLATILITY CONDITIONS EARNINGS VOLATILITY: EARNINGS SEASON IS BACK MATT’S RECENT APPEARANCE AT THE DALLAS ALTS CONFERENCE FREE TRADING SHAKES UP THE BROKERAGE/OPTIONS WORLD ZERO COMMISSIONS AND ADVISORS  OPTIONS 101:  EXPENSIVE COMMISSION TRADES    INSPIRED BY THIS QUESTION FROM ROBERT: Now that commissions are gone are there any trades that are back on the table that would have previously been just too expensive  BUTTERFLY IRON BUTTERFLY IRON CONDOR      OFFICE HOURS   QUESTION FROM Erik Norstedt: Hi Mark, Great show! With some of the major brokers offering no trading fees do you think this will lead to an increase in volatility since traders can trade more? QUESTION FROM PICODEGAULLO: Has matt from orats ever thought about putting out some sort of tradeable earnings vol product? I for one would use it. QUESTION FROM MALLE: Are the swan crew planning to expand drs to crypto when the options list in Q1? 

<ul> <li>HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP</li> <li>CO-HOST: MATT AMBERSON, PRINCIPAL, OPTION RESEARCH &amp; TECHNOLOGY SERVICES</li> <li>CO-HOST: CHRIS HAUSMAN, PORTFOLIO MANAGER, MANAGING DIRECTOR OF RISK, SWAN GLOBAL INVESTMENTS</li> </ul> THE BUZZ <ul> <li>THOUGHTS ON CURRENT MARKET/VOLATILITY CONDITIONS</li> <li>EARNINGS VOLATILITY: EARNINGS SEASON IS BACK</li> <li>MATT’S RECENT APPEARANCE AT THE DALLAS ALTS CONFERENCE</li> <li>FREE TRADING SHAKES UP THE BROKERAGE/OPTIONS WORLD</li> <li>ZERO COMMISSIONS AND ADVISORS</li> </ul> OPTIONS 101:  EXPENSIVE COMMISSION TRADES <ul> <li>INSPIRED BY THIS QUESTION FROM ROBERT: Now that commissions are gone are there any trades that are back on the table that would have previously been just too expensive <ul> <li>BUTTERFLY</li> <li>IRON BUTTERFLY</li> <li>IRON CONDOR</li> </ul> </li> </ul> OFFICE HOURS  <ul> <li>QUESTION FROM Erik Norstedt: Hi Mark, Great show! With some of the major brokers offering no trading fees do you think this will lead to an increase in volatility since traders can trade more?</li> <li>QUESTION FROM PICODEGAULLO: Has matt from orats ever thought about putting out some sort of tradeable earnings vol product? I for one would use it.</li> <li>QUESTION FROM MALLE: Are the swan crew planning to expand drs to crypto when the options list in Q1?</li> </ul>

AO 84: The Atom Bomb of Zero Commissions

The Buzz: What are the hot breaking topics in the world of options?  Presidential Elections and Option Implied Volatility by Chris Hausman, Swan Global Investments. Is the market pricing in a Clinton victory? Have we already seen the peak of election volatility? How should a typical advisor/asset manager that writes covered calls, buys protective puts or trades collars adjust their strategies for this market? Should advisors consider adding a volatility/VIX component to their client portfolios during this period? What about the ETFs / ETPs? VIX in October in election years. 

The Buzz: What are the hot breaking topics in the world of options? <ul> <li><a href="https://www.etftrends.com/2016/09/etf-presidential-elections-and-option-implied-volatility/" rel="nofollow" target="_blank">Presidential Elections and Option Implied Volatility</a> by Chris Hausman, Swan Global Investments.</li> <li>Is the market pricing in a Clinton victory?</li> <li>Have we already seen the peak of election volatility?</li> <li>How should a typical advisor/asset manager that writes covered calls, buys protective puts or trades collars adjust their strategies for this market?</li> <li>Should advisors consider adding a volatility/VIX component to their client portfolios during this period?</li> <li>What about the ETFs / ETPs?</li> <li><a href="http://www.forbes.com/sites/petertchir/2016/09/26/vix-in-october-in-election-years/#28f626a76034" rel="nofollow" target="_blank">VIX in October in election years</a>.</li> </ul>

Advisors Option 48: Elections And Volatility

The Buzz: Final days for comment letter on DOL IRA proposal. Office Hours: So many questions.  Question from TLand66 -I would like to submit a question for the Advisors Option radio program. I have reviewed a wide variety of options products for my clients. Aside from large widely held products like SPY and QQQ, there seems to be a surprising lack of liquidity in many of the products that I research. Spreads are wide and size is relatively limited - particularly in my preferred time frame of 2-3 months. My strategy is 4-5% OTM covered calls. I do not want a substantial amount of size. 200-300 contracts will typically suffice for the needs of my clients. Still this seems to dramatically outstrip the available bid in most calls by several orders of magnitude. I have to sell through the bid, sometimes by a substantial margin, to complete my transaction costing my clients substantial amounts in slippage. After all a $.10 hit on 300 contracts amounts to $3000. If I do that on every trade it adds up fairly quickly. Do you have any tips that will help me find more liquidity or help me improve my execution on behalf of my clients? I find your program tremendously informative. I particularly enjoyed the episodes on the VIX and income trading. Although I found your most recent episode discussing the issues with IRAs to be extremely alarming. I am drafting my comments on the proposal as we speak. Comment from Steve A - With respect to the OIC study on various options strategies since 2003 - Are you really surprised the highest return was gained by a synthetic short put stupid in what has mostly been a bull market? (Covered strangle =&gt; short call + long stock = ITM short put, plus OTM short put). So, yes! Selling 2 puts brings in more money than selling only 1! Yes, the lobster and meatball have taught me enough to figure this out and they should feel good that something has stuck. Keep the great shows coming - Hawkeye Question from NewBQuestion - How does premium selling work when selling options - Do I get the capital right away? How does that work from a margin perspective? Comment from VoxPopuli - Great program. I have shared it with a number of my colleagues because I agree that more fund managers and advisors should use options. You would be surprised how many of those guys still look at me like I am crazy when I tell them to buy a put - they prefer to save the money and rely on stops. Hopefully last month finally put that thought process to bed. What good is a stop order when the market opens down 1000 points? Seems like these are great times to be a proponent of options. Guys like Randy must have their phone ringing off the hook from people who have "seen the light." Question from Alan K - I have heard discussion in several outlets post 8/24 that options can exacerbate market volatility, particularly at the beginning and end of the session. Is this true? Do you agree with this assessment? Question from Mousin - Monday market move was difficult to believe. Could it be that the huge options portfolios held by macro hedge funds are to blame for big move Monday in the market? Does this phenomenon also exhibit itself around options expiration? Question from Vivian: I came across this article recently and immediately thought of your program. Do you feel this information is accurate? If so how should someone treat options that are deeply in-the-money? Are there any guidelines for when they should be exercised or how they should be treated in a portfolio? Question from KDiddy - Hi Mark, I love your shows! Question: what happens to my options if the underlying gets halted permanently? Would I ever be able to close them? I am remembering Sino Forest from a few years ago in Canada- stock got halted pending a fraud investigation and never came back. I am worried that I will not be able to cash in on my BABA puts! Thanks.

The Buzz: Final days for comment letter on DOL IRA proposal. Office Hours: So many questions. <ul> <li>Question from TLand66 -I would like to submit a question for the Advisors Option radio program. I have reviewed a wide variety of options products for my clients. Aside from large widely held products like SPY and QQQ, there seems to be a surprising lack of liquidity in many of the products that I research. Spreads are wide and size is relatively limited - particularly in my preferred time frame of 2-3 months. My strategy is 4-5% OTM covered calls. I do not want a substantial amount of size. 200-300 contracts will typically suffice for the needs of my clients. Still this seems to dramatically outstrip the available bid in most calls by several orders of magnitude. I have to sell through the bid, sometimes by a substantial margin, to complete my transaction costing my clients substantial amounts in slippage. After all a $.10 hit on 300 contracts amounts to $3000. If I do that on every trade it adds up fairly quickly. Do you have any tips that will help me find more liquidity or help me improve my execution on behalf of my clients? I find your program tremendously informative. I particularly enjoyed the episodes on the VIX and income trading. Although I found your most recent episode discussing the issues with IRAs to be extremely alarming. I am drafting my comments on the proposal as we speak.</li> <li>Comment from Steve A - With respect to the OIC study on various options strategies since 2003 - Are you really surprised the highest return was gained by a synthetic short put stupid in what has mostly been a bull market? (Covered strangle =&gt; short call + long stock = ITM short put, plus OTM short put). So, yes! Selling 2 puts brings in more money than selling only 1! Yes, the lobster and meatball have taught me enough to figure this out and they should feel good that something has stuck. Keep the great shows coming - Hawkeye</li> <li>Question from NewBQuestion - How does premium selling work when selling options - Do I get the capital right away? How does that work from a margin perspective?</li> <li>Comment from VoxPopuli - Great program. I have shared it with a number of my colleagues because I agree that more fund managers and advisors should use options. You would be surprised how many of those guys still look at me like I am crazy when I tell them to buy a put - they prefer to save the money and rely on stops. Hopefully last month finally put that thought process to bed. What good is a stop order when the market opens down 1000 points? Seems like these are great times to be a proponent of options. Guys like Randy must have their phone ringing off the hook from people who have "seen the light."</li> <li>Question from Alan K - I have heard discussion in several outlets post 8/24 that options can exacerbate market volatility, particularly at the beginning and end of the session. Is this true? Do you agree with this assessment?</li> <li>Question from Mousin - Monday market move was difficult to believe. Could it be that the huge options portfolios held by macro hedge funds are to blame for big move Monday in the market? Does this phenomenon also exhibit itself around options expiration?</li> <li>Question from Vivian: I came across this article recently and immediately thought of your program. Do you feel this information is accurate? If so how should someone treat options that are deeply in-the-money? Are there any guidelines for when they should be exercised or how they should be treated in a portfolio?</li> <li>Question from KDiddy - Hi Mark, I love your shows! Question: what happens to my options if the underlying gets halted permanently? Would I ever be able to close them? I am remembering Sino Forest from a few years ago in Canada- stock got halted pending a fraud investigation and never came back. I am worried that I will not be able to cash in on my BABA puts! Thanks.</li></ul>

Advisors Option 35: Your Options Questions, Our Answers

Office Hours: It 's all listener questions today  Comment from Avery - Interesting piece about when to fire your financial advisor on the street today. Your thoughts? https://www.thestreet.com/story/13747897/1/5-justifiable-reasons-why-you-can-and-should-fire-your-financial-advisor.html Question from B. Goldberg - I have a large number of SMAs with smaller balances (typically $5,000 - $10,000) from new clients. Most are younger clients willing to try their hands at newer products beyond stocks including options. What are some good options use cases for these types of smaller accounts? Question from Leslie Necing - Morningstar has an option-based category for their funds. But it includes everything from volatility funds to overlays so it 's hardly useful for comparison purposes. What categories should they include to provide more meaningful comparisons for people looking for options funds? Question from Scott Somer:How would movement to treat capital gains to FIFO for the underlying stocks be good or bad for the options market? Comment from Papa Scalp - What 's scary is how many "advisors" don 't have a clue, not even for portfolio protection or insurance. Question from FKnight67 - Is there one position or strategy that you feel applies best to the vast majority of financial advisors and asset managers. Question from Mark Clyde Brant:Will rising vol persist all year? VIX above 20, VXX above 40, half the time? What is the current version of the Swan process? Someone should back test how often fading the skew, by buying the cheaper options, wins. Question from Allan Tullman - There was a lot of research last year regarding selling put options to harvest risk premium. Now that volatility is back is this an ideal time to harvest premium via put selling or does the increased volatility increase the probability of getting whipsawed? Question from Nevos - There are a ton of tickers for the Swan DRS. Are they pretty much all the same or is there a primary fund that I should look for? Question from Bill T. - Is there a platform you recommend for advisors looking on onboard more options clients? 

Office Hours: It 's all listener questions today <ul> <li>Comment from Avery - Interesting piece about when to fire your financial advisor on the street today. Your thoughts? <a href="https://www.thestreet.com/story/13747897/1/5-justifiable-reasons-why-you-can-and-should-fire-your-financial-advisor.html" rel="nofollow" target="_blank">https://www.thestreet.com/story/13747897/1/5-justifiable-reasons-why-you-can-and-should-fire-your-financial-advisor.html</a></li> <li>Question from B. Goldberg - I have a large number of SMAs with smaller balances (typically $5,000 - $10,000) from new clients. Most are younger clients willing to try their hands at newer products beyond stocks including options. What are some good options use cases for these types of smaller accounts?</li> <li>Question from Leslie Necing - Morningstar has an option-based category for their funds. But it includes everything from volatility funds to overlays so it 's hardly useful for comparison purposes. What categories should they include to provide more meaningful comparisons for people looking for options funds?</li> <li>Question from Scott Somer:How would movement to treat capital gains to FIFO for the underlying stocks be good or bad for the options market?</li> <li>Comment from Papa Scalp - What 's scary is how many "advisors" don 't have a clue, not even for portfolio protection or insurance.</li> <li>Question from FKnight67 - Is there one position or strategy that you feel applies best to the vast majority of financial advisors and asset managers.</li> <li>Question from Mark Clyde Brant:Will rising vol persist all year? VIX above 20, VXX above 40, half the time? What is the current version of the Swan process? Someone should back test how often fading the skew, by buying the cheaper options, wins.</li> <li>Question from Allan Tullman - There was a lot of research last year regarding selling put options to harvest risk premium. Now that volatility is back is this an ideal time to harvest premium via put selling or does the increased volatility increase the probability of getting whipsawed?</li> <li>Question from Nevos - There are a ton of tickers for the Swan DRS. Are they pretty much all the same or is there a primary fund that I should look for?</li> <li>Question from Bill T. - Is there a platform you recommend for advisors looking on onboard more options clients?</li> </ul>

Advisors Option 66: The Great Listener Question Palooza

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 would appreciate any information you could provide. If you want to hear the episode that inspired this question, you can find it at: The Holy Grail of the Options Market Its time for an update on collars!  What are collars? What makes them so effective for financial advisors? Why are they the "Holy Grail"? Types include:  Collars with a kicker Zero cost collars    The Buzz: New Wilshire Analytics study finds options indexes offered noteworthy returns over 30 years. Office Hours: Listener questions and comments  Question from Nick Tanner, CFA - The most recent Janus report on metals discusses their outlook for these "volatile products." What is your opinion of the recent volatility in these products? Does that make them less suitable for options-oriented clients or more suitable? Are there particular products you recommend for different clients? Read report here. Question from Javier Mendoza - We are in a relatively low volatility environment right now which is contrary to the seasonality of volatility which points to Sep and Oct as the most volatile months. Do you think we're headed for a return of volatility this month or next month? Is it worth adding a few VIX calls to my holdings? Question from LVX65 - Great breakdown of the problems with 60/40 this episode. I'm curious what part you feel options should play in a traditional portfolio. Should there be an options allocation? What about volatility. Do you agree that volatility is its own asset class and should have an allocation in every portfolio? 

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 would appreciate any information you could provide. If you want to hear the episode that inspired this question, you can find it at: <a href="http://traffic.libsyn.com/conferences/OIC2012HolyGrail.mp3" rel="nofollow" target="_blank">The Holy Grail of the Options Market</a> Its time for an update on collars! <ul> <li>What are collars?</li> <li>What makes them so effective for financial advisors?</li> <li>Why are they the "Holy Grail"?</li> <li>Types include: <ul> <li>Collars with a kicker</li> <li>Zero cost collars</li> </ul> </li> </ul> The Buzz: New Wilshire Analytics study finds options indexes offered noteworthy returns over 30 years. Office Hours: Listener questions and comments <ul> <li>Question from Nick Tanner, CFA - The most recent Janus report on metals discusses their outlook for these "volatile products." What is your opinion of the recent volatility in these products? Does that make them less suitable for options-oriented clients or more suitable? Are there particular products you recommend for different clients? <a href="https://www.janus.com/institutional/Documents/Investment%20Insights/FundamentWal-Informed%20Macro_Unearthing%20Challenges%20and%20Opportunities%20in%20Metals%20and%20Mining_3Q16.pdf" rel="nofollow" target="_blank">Read report here</a>.</li> <li>Question from Javier Mendoza - We are in a relatively low volatility environment right now which is contrary to the seasonality of volatility which points to Sep and Oct as the most volatile months. Do you think we're headed for a return of volatility this month or next month? Is it worth adding a few VIX calls to my holdings?</li> <li>Question from LVX65 - Great breakdown of the problems with 60/40 this episode. I'm curious what part you feel options should play in a traditional portfolio. Should there be an options allocation? What about volatility. Do you agree that volatility is its own asset class and should have an allocation in every portfolio?</li> </ul>

Advisors Option 47: Collars Revisited

Recorded live at the Swan CIO summit, Mark is joined by:  Chris Hausman, Portfolio &amp; Chief Technical Strategist, Swan Global Investments Aash Vyas, Director of Portfolio Strategy and Overlays, Swan Global Investments  They discuss:  What is the CIO Summit? What were the highlights of the Summit? Upside/Downside Capture The importance of education Are options becoming more mainstream? Harvesting risk premium Why Swan takes a longer-term view for choosing expirations Looking into crystal ball for realized volatility levels New participants in the overlay space Shifting the paradigm from harvesting premium to premium extraction Navigating the spike in skew The efficacy of skew  Office Hours: Listener questions and comments  Lumping options funds into the 'alts ghetto.' Is there a better category? Are there too many options exchanges? 

Recorded live at the Swan CIO summit, Mark is joined by: <ul> <li>Chris Hausman, Portfolio &amp; Chief Technical Strategist, Swan Global Investments</li> <li>Aash Vyas, Director of Portfolio Strategy and Overlays, Swan Global Investments</li> </ul> They discuss: <ul> <li>What is the CIO Summit?</li> <li>What were the highlights of the Summit?</li> <li>Upside/Downside Capture</li> <li>The importance of education</li> <li>Are options becoming more mainstream?</li> <li>Harvesting risk premium</li> <li>Why Swan takes a longer-term view for choosing expirations</li> <li>Looking into crystal ball for realized volatility levels</li> <li>New participants in the overlay space</li> <li>Shifting the paradigm from harvesting premium to premium extraction</li> <li>Navigating the spike in skew</li> <li>The efficacy of skew</li> </ul> Office Hours: Listener questions and comments <ul> <li>Lumping options funds into the 'alts ghetto.' Is there a better category?</li> <li>Are there too many options exchanges?</li> </ul>

The Advisors Option 54: Live from the Swan CIO Summit

Options 101: A review of the fundamentals  Short Calendars What is it and why use it? Any other thoughts on the short calendar?  The Buzz: What do informed advisors need to know?  The Dow just registered its longest stint in correction territory in nearly 60 years- failing to move 10% above the closing low hit earlier in the year. The majority of fund managers expect the next recession to begin in the second half of next year or the first half of 2020. Exchange-listed options mean opportunity for pensions and endowments. Best&amp; Worst BDs for Advisors: J.D. Power — 2018 Average satisfaction score - 726, up from 719 a year ago, on a scale of 1 to 1,000.  Office Hours: Options question of the week We're talking about #Crypto #Derivatives at the @BlockchainVoiceConference. So this week we want to know which #Crypto product you'd like to see listed on a major venue next.  68% - Bitcoin options 8% - Ripple Options/Futures 18% - Ether Options/Futures 6% - Litecoin options/Futures  Listener questions and comments: What's on your mind?  Question from Allen T. - Does it count as a calendar if it's on two different underlyings? Or is that more of a pairs trade? Question from Gall - How many options are actually traded by RIAs? Question from D Riley:I have a general question because I'm struggling with hedges. Do most people buy calls or put options as hedges? Do they hedge in, at or out of the money? 

Options 101: A review of the fundamentals <ul> <li>Short Calendars</li> <li>What is it and why use it?</li> <li>Any other thoughts on the short calendar?</li> </ul> The Buzz: What do informed advisors need to know? <ul> <li>The Dow just registered its longest stint in correction territory in nearly 60 years- failing to move 10% above the closing low hit earlier in the year.</li> <li>The majority of fund managers expect the next recession to begin in the second half of next year or the first half of 2020.</li> <li><a href="https://www.theocc.com/about/newsroom/blog/2018/Cusick-Exchange-Listed-Options-Mean-Opportunity-for-Pensions-and-Endowments.jsp" rel="noopener nofollow" target="_blank">Exchange-listed options mean opportunity for pensions and endowments</a>.</li> <li>Best&amp; Worst BDs for Advisors: J.D. Power — 2018</li> <li>Average satisfaction score - 726, up from 719 a year ago, on a scale of 1 to 1,000.</li> </ul> Office Hours: Options question of the week We're talking about #Crypto #Derivatives at the @BlockchainVoiceConference. So this week we want to know which #Crypto product you'd like to see listed on a major venue next. <ul> <li>68% - Bitcoin options</li> <li>8% - Ripple Options/Futures</li> <li>18% - Ether Options/Futures</li> <li>6% - Litecoin options/Futures</li> </ul> Listener questions and comments: What's on your mind? <ul> <li>Question from Allen T. - Does it count as a calendar if it's on two different underlyings? Or is that more of a pairs trade?</li> <li>Question from Gall - How many options are actually traded by RIAs?</li> <li>Question from D Riley:I have a general question because I'm struggling with hedges. Do most people buy calls or put options as hedges? Do they hedge in, at or out of the money?</li> </ul>

Advisors Option 70: Exploring the Dark World of Reverse Calendars

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