Options Discovery

Portfolio Margining in Options: Doug Engmann, Senior Consultant at SageTrader LLC, Discusses Portfolio Margining and It’s History

Alex Teng — Tue, 16 Apr 2024 23:05:02 +0000

In this Options Discovery full interview, Asma Awass speaks with Doug Engmann, a senior consultant at SageTrader. Doug addresses a variety of topics from his career, including what got him started in the options industry. He gives more insight into what portfolio margining is and he goes deeper into the influential role he had in making portfolio margin accounts mainstream in the options industry. You can check out SageTrader here: https://sagetrader.com/

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Technical and Fundamental Analysis in Options; Bret Kenwell, Options Analyst At eToro, Discusses Options Analysis Strategies

Alex Teng — Mon, 25 Mar 2024 14:00:00 +0000

In this Options Discovery full interview, Asma Awass speaks with Bret Kenwell, an Options Analyst at eToro. Bret addresses a variety of topics from his career, including his background in financial journalism. Bret gives more insight into the different kinds of technical analysis, technical indicators, and price trends. Bret also talks about the basics of fundamental analysis and the influencers behind it. You can check out eToro here: https://www.etoro.com/en-us/

Risk Management For Options Portfolios: Hilary Till, Principal At Premia Capital Management, Discusses Risk Management Strategies In This Options Discovery Full Interview

Alex Teng — Mon, 19 Feb 2024 19:58:44 +0000

In this Options Discovery full interview, Asma Awass speaks with Hilary Till, principal of Chicago-based Premia Capital Management, LLC and a consultant with Premia Research LLC. Hilary addresses a variety of topics from her career, including her background in statistics & computer science and how she got into the options industry. Hilary gives more insight into the different kinds of research and publications she has done. Hilary also shares her experience managing risks on portfolios for large companies. You can check out Premia Research LLC here: https://www.premiaresearch.com/

Understanding The Foundations To Become A Successful Options Trader: Mark Esposito, Options Mentor at McMilan Analysis Corps., Discusses the Key Principles to Understand Options Trading in this Options Discovery Full Interview.

Alex Teng — Mon, 15 Jan 2024 12:00:00 +0000

In this Options Discovery full interview, Asma Awass speaks with Mark Esposito, an options mentor at McMilan Analysis Corp. Mark addresses a variety of topics from his career, including his background as a trader as well the different services he provides as an options mentor. Mark also gives more insight into how new traders should approach the market, options strategies that traders should familiarize themselves with, different trading styles, and more. You can check out the Options Mentoring Program here: https://www.optionstrategist.com

Understanding Market Movements to Make Options Trades: Matt Amberson, Founder of ORATS and Cboe trader, Discusses Trading Strategies for Different Market Movements in this Options Discovery Full Interview

Alex Teng — Sat, 23 Dec 2023 18:00:00 +0000

In this Options Discovery full interview, Asma Awass speaks with Matt Amberson, Principle and Founder of Options Research and Technology Services. Matt addresses a variety of topics from his career, including his background as a Cboe trader as well the different services provided on his platform. Matt also gives more insight into trading around bullish/bearish markets, how the greeks are affected by movements in the market, how risk management can come into play when establishing positions, and more. You can check out ORATS here:https://orats.com/

Intro To Options On Futures: Larry Abrams, President of Absolute Return Capital Management and former floor trader, Discusses Futures Options in this Options Discovery Full Interview

Alex Teng — Fri, 22 Dec 2023 18:00:00 +0000

In this Options Discovery full interview, Asma Awass speaks with Larry Abrams, President of Absolute Return Capital Management. Larry addresses a variety of topics from his career, including his background as a floor trader as well as the non-profit organization he is currently involved in. Larry also gives more insight into the options on futures market, such as the benefits of these options, how they are different from stock options, volatility risk, and more. You can check out Absolute Return Capital Management here: https://www.arcapmgt.com/

The Science Behind Selecting a Strike: Jermal Chandler, Host of "Engineering The Trade" and Veteran Options Trader, Discusses Option Strike Price Selection in this Options Discovery Full Interview

Alex Teng — Thu, 21 Dec 2023 20:54:20 +0000

In this Options Discovery full interview, Asma Awass speaks with Jermal Chandler, host of tastylive's "Engineering The Trade." Jermal addresses a variety of topics from his career, including his background in the sciences and discovering his passion for the derivatives space. Jermal also gives more insight into strike price selection, such as the “moneyness” of a strike, risk profiles, and more. You can view Engineering The Trade here: https://www.tastylive.com/shows/engineering-the-trade

A Deeper Dive into 0DTE Options trading: Jonathan Zaionz, Senior Derivatives Analyst at Cboe Global Markets and Author of “The Rise of SPX & 0DTE Options,” Discusses 0DTE and More in this Options Discovery Full Interview

Alex Teng — Mon, 20 Nov 2023 03:40:34 +0000

In this Options Discovery full interview, Asma Awass speaks with Jonthan Zaionz, a senior derivatives analyst at Cboe Global Markets who recently had his paper, “The Rise of SPX & 0DTE Options” published. Jonathan addresses a variety of topics from his career, including his passion for the derivatives space as well as the content published in his most recent article. Jonathan also gives more insight into 0DTE options trading such as the history, misconceptions, benefits and risks. You can download “The Rise of SPX & 0DTE Options" here: https://cottconsulting.com/services

Market Makers in the Options Industry: Eric Cott, Former Advisor in Education at the OIC, Discusses Market Makers and More in this Options Discovery Full Interview

Alex Teng — Thu, 16 Nov 2023 20:32:19 +0000

In this Options Discovery full interview, Asma Awass speaks with Eric Cott, former advisor in education at the OIC and current president of Cott Consulting. Eric addresses a variety of topics from his career including his experiences in the derivatives space as well as how he started his own company. Eric also gives insight into how liquidity, market volatility, and technology. affect the role of market makers in the options industry.

Feel free to learn more about Cott Consulting here: https://cottconsulting.com/services.

JEPI AND JEPQ, JP MORGAN’S COVERED CALL ETFS; VETERAN PORTFOLIO MANAGER, RICH EXCELL, DISCUSSES COVERED CALL ETFS AND MORE IN THIS OPTIONS DISCOVERY FULL INTERVIEW

Alex Teng — Thu, 26 Oct 2023 00:51:13 +0000

In this Options Discovery full interview, Asma Awass speaks with Rich Excell, a veteran portfolio manager and host of the Investment Exchange Forum & Macro Matters Podcast . Rich talks about a variety of topics from his career including his experiences as a portfolio manager and his blog Excell with Options. Rich also gives insight into the benefits of JEPI and JEPQ, the strategy behind them, their recent growth, and more. Feel free to learn more these two ETFs here: https://am.jpmorgan.com/us/en/asset-JEPI

https://am.jpmorgan.com/us/en/asset-JEPQ

INTRO TO THE COLLAR STRATEGY; DOUG ASHBURN, EXECUTIVE EDITOR AT BRITANNICA MONEY, DISCUSSES THE DIFFERENT COMPONENTS OF A COLLAR AND ITS USE IN THE OPTIONS INDUSTRY

Alex Teng — Fri, 29 Sep 2023 00:08:02 +0000

In this Options Discovery full interview, Asma Awass sits down with Doug Ashburn, executive editor at Britannica Money. Asma and Doug discuss Doug’s career, the basics of a collar, when a collar is used, different versions of the strategy, and more. To learn more about an options collar checkout Doug Ashburn’s article here:

https://www.britannica.com/money/option-collar-strategy

OPTIONS AND EARNINGS: CALLIE COX, INVESTMENT ANALYST AT ETORO, EXPLAINS THESE CONCEPTS AND MORE IN THIS OPTIONS DISCOVERY INTERVIEW

Alex Teng — Thu, 14 Sep 2023 03:48:05 +0000

In this Options Discovery full interview, Alex Teng sits down with Callie Cox, equity and derivatives analyst at eToro, for this week's full interview. Callie breaks down indicators to look at when close to earnings announcements, how implied volatility comes into play, hedging with options before an earnings announcement, and more. Callie also discusses eToro, a “social-based” brokerage firm. You can learn more about eToro here: https://www.etoro.com/en-us/

Entrepreneurship and brokerages in the options industry; Scott Sheridan, Ceo of Tastytrade and Co-founder of Thinkorswim, Discusses these topics and more in this Options Discovery full interview

Alex Teng — Thu, 14 Sep 2023 03:46:38 +0000

In this Options Discovery full interview, Alex Teng speaks with Scott Sheridan, CEO of the brokerage firm tastytrade and co-founder of the trading platform thinkorswim, to discuss tastytrade and entrepreneurship in the options industry. Scott talks about a variety of topics, including his career and transition to the brokerage business, as well as the start and growth of tastytrade and thinkorswim. Feel free to learn more about tastytrade and thinkorswim here:

https://tastytrade.com/

https://www.tdameritrade.com/tools-and-platforms/thinkorswim.html

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INTRO TO OPTIONS ON EARNINGS: JORDAN NAYLOR, CEO OF MATRIX EXECUTIONS, EXPLAINS THESE CONCEPTS AND MORE IN THIS OPTIONS DISCOVERY INTERVIEW

Alex Teng — Wed, 06 Sep 2023 21:44:28 +0000

In this Options Discovery full interview, Alex Teng sits down with Jordan Naylor, industry veteran and CEO of Matrix executions. Jordan discusses his background in finance, how options prices react during earnings events, effects of stock dividends on options, the founding of Matrix executions and more. You can learn more about Matrix executions here: https://www.matrixexecutions.com/

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INTRO TO OIC, OCC, AND HOW TO ANALYZE VOLATILITY; MAT CASHMAN, EXPERIENCED TRADER & PRINCIPAL OF INVESTOR EDUCATION AT OCC, EXPLAINS THESE CONCEPTS IN PART ONE OF THIS OPTIONS DISCOVERY FULL INTERVIEW

Alex Teng — Wed, 08 Mar 2023 20:35:59 +0000

In this Options Discovery full interview, Alex Teng sits down with Mat Cashman, principal of investor education at OCC®, to discuss Mat’s background, OCC, The Options Industry CouncilSM (OIC®) and volatility. To learn more about OIC and access their host of free options tools, go to https://www.OptionsEducation.org/.

OPTION PRICE BEHAVIOR OVER TIME AND THE OPTIONS GREEKS; DAN PASSARELLI OF MARKET TAKER MENTORING EXPLAINS THESE CONCEPTS AND MORE IN THIS FULL INTERVIEW WITH JLN’S ALEX TENG

Alex Teng — Fri, 03 Feb 2023 19:17:00 +0000

In this full interview, Alex speaks with author, former trader, trading mentor and business media personality Dan Passarelli, about how option values change over time as well as the intrinsic and extrinsic value of options. You can find more info about Dan on his website MarketTaker.com.

INTRODUCTION TO OPTIONS GREEKS AND OPTIONS THEORY; CQG’S VP OF EXECUTION TECHNOLOGY, KEVIN DARBY, TALKS OPTIONS AND TECH WITH JLN’S ALEX TENG

Alex Teng — Thu, 19 Jan 2023 20:51:00 +0000

In this Options Discovery Full interview Kevin Darby, the VP of execution technology at CQG, breaks down the basics of options theory and the options greeks. Kevin also talks about new technology at CQG and describes the recent announcement on the joint innovation lab between CQG and NUTS Finance called Optio Research.

BEAR CALL AND PUT SPREADS; FORMER CBOE TRADER AND LEAD EDUCATOR AT OPTIONTHINKER.COM, DAN KEEGAN, TALKS SPREAD TRADING AND OPTIONS EDUCATION WITH JLN’S ALEX TENG

Alex Teng — Thu, 19 Jan 2023 20:37:00 +0000

In this Options Discovery full interview, Dan Keegan, lead educator of Optionthinker.com, dives deep into the mechanics of bear call and put spreads with a live demonstration. Dan also talks about his experience as a trader and educator and how he teaches his students to think like a trader.

ALL OPTIONS CEO ALLARD JAKOBS TALKS ABOUT RUNNING A SUCCESSFUL TRADING FIRM, WHAT HE LOOKS FOR FROM NEW TRADERS, AND MORE IN THIS FULL INTERVIEW WITH JLN’S ALEX TENG

Alex Teng — Thu, 19 Jan 2023 20:26:00 +0000

In this Options Discovery interview, Allard Jakobs, the CEO of All Options, sits down with JLN’s Alex Teng. In this interview Allard shares his thoughts on a variety of topics from hiring new traders to the All Options approach to market making. He also shares the history of how and why he founded his firm and how All Options has lasted for over 24 years.

COMPLETE INTERVIEW: USING OPTIONS FOR RISK MANAGEMENT AND PROTECTIVE PUTS; MICHAEL J. OYSTER BREAKS THIS DOWN AND MORE

Alex Teng — Wed, 19 Oct 2022 19:14:00 +0000

In this Options Discovery full interview, JLN’s Alex Teng sits down with Michael J. Oyster from Options Solutions and discusses how options can be used for risk management and navigating a declining stock market. Oyster also discusses his background and how to implement a put protection strategy, which can give investors downside protection by limiting their upside gains.

COMPLETE INTERVIEW: BILL BRODSKY TALKS OPTIONS HISTORY, INNOVATIONS AND STRATEGY WITH JLN’S ALEX TENG

Alex Teng — Thu, 22 Sep 2022 02:13:00 +0000

In this interview for The Spread, Alex Teng spoke with Bill Brodsky, an industry giant who led both the Chicago Mercantile Exchange and the Chicago Board Options Exchange (Cboe) during his long career.

Brodsky talked about growing up in New York City and following his father’s footsteps to Wall Street, where he became enamored of the stock market, and then buying a seat on the Cboe for $10,000 before it even opened. Eventually, a headhunter from Chicago asked him to run the CME – then called “the Merc” and he moved to Chicago and learned about futures. He later ran the Cboe for 16 years as CEO and then for several years as chairman.

He also talked about joining his sons Jonathan and Michael in forming new companies, Cedar Street Asset Management and Options Solutions, where he is chairman and partner respectively.

He discusses how a number of products – such as stock index options – were invented or fine-tuned in Chicago, and he talked about the difficult transition in Chicago to electronic trading. He said the biggest fight in his career was getting the floor traders to recognize that “if we didn’t have some type of electronic trading we’d be out of business.”

He also discussed the options strategies used at Options Solutions and how he helps clients understand that options are not just speculative. He also said options are multidimensional and that the key to options is understanding the erosion of time value and how that works in the client’s favor.

LEX LUTHRINGSHAUSEN INTERVIEW PART 1; LEX TALKS IV RANK, IV PERCENTILE, AND STRADDLES WITH JLN’S ALEX TENG

Alex Teng — Thu, 22 Sep 2022 02:08:00 +0000

In this Options Discovery interview, Lex Luthringshausen from Tradier sits down with Alex Teng to discuss implied volatility rank and implied volatility percentile and how to use them when trading options. He later breaks down the options straddle trading strategy and talks about his personal experiences as a tradier. Lex is also very prominent in the world of options education. You can find him at OptionsBrewTV by Tradier on YouTube, where he creates content, holds workshops, and gives free seminars for options traders at all levels.

COMPLETE INTERVIEW: DAVID PROSPERI; HOW TO BE SUCCESSFUL IN THE OPTIONS INDUSTRY

Alex Teng — Thu, 22 Sep 2022 02:07:00 +0000

In this full interview, Alex talks to longtime financial industry executive David Prosperi. David opens up about how he was able to be successful working on the public relations side of the industry and discusses the career experiences he learned from the most. He finishes the interview by giving advice to those looking to start a career in the options industry and talking about his time in the Reagan White House.

COMPLETE INTERVIEW: BOB WHALEY DISCUSSES OPTIONS VOLATILITY AND VOLATILITY INDEXES WITH JLN’S ALEX TENG

Alex Teng — Thu, 22 Sep 2022 02:04:00 +0000

In this exclusive interview for JLN, Alex Teng sits down with Robert Whaley, a professor and the head of market research at Vanderbilt University, to discuss options volatility and Whaley’s work creating some of the most important volatility indexes in the industry.

Whaley, sometimes called the Father of the Fear Index, spoke about combining an academic career with a career in the trading industry. He worked with a number of industry players in the early 1990s after the October 1987 crash, when index put options on Cboe sold for enormous premiums and so became incredibly volatile. He worked intensively with the exchange’s options data and ended up being approached by the Cboe’s president to develop something more formal around implied volatilities. They gave him a retainer to design an index for them, and he spent four months there developing the VIX index, sometimes called the Fear Index.

COMPLETE INTERVIEW: CHEN LIANG, THE CO-FOUNDER OF ODDS.TRADE

Alex Teng — Thu, 22 Sep 2022 01:59:00 +0000

Complete Interview: JLN talks with Chen Liang, co-founder of Odds.Trade, a fintech company that develops tools for retail options traders that enable them to quickly generate options strategy ideas.