Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 3min
The Importance of Equity Vol in 2022
03:00 • 2min
The Negative Effects of SKU on Equity Vol
04:41 • 2min
The Pros and Cons of VIX Calls
06:59 • 2min
Zero DTE: The Mother of All Basis Risk
09:14 • 2min
The Balance of Market Maker Risk
11:12 • 2min
Zero DTE Options: The Best Tool Ever
13:05 • 3min
The Inverse Lines of the Zero Dt
15:58 • 3min
The Countervailing Forces of Margin Calls
18:47 • 3min
The Role of Retail in the Market Maker World
21:32 • 2min
What's Up With the Moss?
23:10 • 2min
Building Resilience in a Risky World
25:35 • 4min
The Dispersion of Complexity in the CTA Index
29:21 • 2min
The Importance of Understanding Compliance
31:04 • 2min
How Institutions Will Benefit From the Technology of Tomorrow
32:37 • 2min
The Dispersion of Single Name Options
34:26 • 3min
The Importance of the Host in a Conversation
37:16 • 2min
How to Automate Your Models for Scalability and Cost
39:16 • 2min
The Evolution of Trend Following Over the Last Decade
41:16 • 2min
The Importance of Hedging in Options Trading
42:48 • 2min
How to Reduce Execution Costs for Trend Followers
45:16 • 2min
The Importance of Trend Following
47:13 • 3min
Does the Rear Mirror See the Wall Ahead?
50:30 • 2min
The Timing of Vol Expansion
52:38 • 2min
The Importance of Conviction in Options
54:41 • 2min
The Future of Equity Derivatives
56:56 • 2min