What happens in Vegas…. Gets Dished on this Pod. Overheard at a Derivatives Conference, Part 2
Mutiny Investing Podcast
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Is It a Good Time to Bring Up Liquidity?
Golding from optover talked about with with positioning. He's saying, that a good spot right now is the long dated vall, like 12 months out. But if you can work an order over multiple days, even in single names, he thinks there's a lot of liquidity there for people that have that ability. Golding: If we quickly slide down another ten to 15 %, we're going to see an explosion and convexity im just based on positioning.
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