Navigating the Challenges of Monetizing Long Volatility Options Positions

In this episode, we talk with Mike Green of Logica. Mike formerly ran Thiel Macro, Peter Thiel’s family office macro fund. We talked with Mike about knowing when and how to monetize your options, what he means when he says a history of markets is a history of transactions, and what he would teach in a one day seminar about the Fed.

Also, be sure to check out The Grant Williams Podcast where Mike Green has been interviewed by Bill Fleckenstein and Grant Williams. They discuss the role passive investing may have to play in The End Game.

I hope you enjoyed this conversation as much as I did.