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Options Insider Radio Interviews: Talking VIX, Trump and Buffered Notes with Exceed Investments
In this episode, Mark is joined by Joe Halpern, Founder and CEO of Exceed Investments.
They discuss:
- What is Exceed Investments?
- The Exceed Defined Shield Investment Fund
- Is there a standardized methodology for the fund?
- The obsession with short duration
- How did they arrive at 12.5%
- How are they dealing with record low volatility?
- The volatility in the political sphere
- On the hunt for yield
- The use of options by financial advisors
- Want more information? Check out catalystmf.com or exceedinvestments.com
View all episodes
By The Options Insider Radio Network
5
66 ratings
In this episode, Mark is joined by Joe Halpern, Founder and CEO of Exceed Investments.
They discuss:
- What is Exceed Investments?
- The Exceed Defined Shield Investment Fund
- Is there a standardized methodology for the fund?
- The obsession with short duration
- How did they arrive at 12.5%
- How are they dealing with record low volatility?
- The volatility in the political sphere
- On the hunt for yield
- The use of options by financial advisors
- Want more information? Check out catalystmf.com or exceedinvestments.com
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