The Advisors Option

Advisors Option 42: Live from the Swan Global CIO Conference


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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 more liquidity providers in the markets?
  • Comparing and contrasting ETFs and futures in terms of execution, management fees, etc.
  • And more...
  • ...more
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