
Benn Eifert - Volatility Investing (S2E2)
Flirting with Models
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Is There a Time Bomb Waiting to Happen?
The rise and rapid growth of large scale institutional real money option selling for income. Pension fund consultants are guiding a lot of big institutions on this bhen. I think they're not really taking into account the equilibrium effects on risk premium as the overall size of the floes doing similar things grow and grow and grow.
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