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On this episode Mark sits down with Cathy Clay, Head of Global Derivatives at CBOE Global Markets. Mark and Cathy talk aboutWhat's next for 0 DTE options? Will we ever be able to trade 1-day VIX? Do we need to launch cash-settled equity options before we launch Tesla and Nvidia 0DTE options What's the holdup with options on the bitcoin ETFs? Are tradable dispersion products coming soon? Is CBOE bringing variance back to the market? And much more...
On this episode Mark sits down with Cathy Clay, Head of Global Derivatives at CBOE Global Markets. Mark and Cathy talk aboutWhat's next for 0 DTE options? Will we ever be able to trade 1-day VIX? Do we need to launch cash-settled equity options before we launch Tesla and Nvidia 0DTE options What's the holdup with options on the bitcoin ETFs? Are tradable dispersion products coming soon? Is CBOE bringing variance back to the market? And much more...
On this episode we are joined by: JOHN SMOLLEN: Executive Vice President, Head of Exchange Traded Products and Strategic Relations, Miax Mark and John discuss: Is Miax really building a trading floor in Miami? Why does Miax need a 4th options exchange? The impact of the 1 billion contract milestone that was shattered this year? His thoughts on the future of 0 DTE contracts. Will we see 0 DTE Apple or Tesla this year? Why did Miax buy LedgerX from the wreckage of FTX? What are Miax's plans for SPIKES and the volatility market going forward? and much more...
Mark is joined by Mead Welles, Founder & Chairman - A Leg to Stand On (ALTSO) and Founder & CEO - Octagon Asset Management. Mark and Mead discuss what ALTSO is, stories of children who have needed help and how the charity provides these services. Additionally, they discuss ALTSO's annual Rocktoberfest in October. Learn more about ALTSO and attend Rocktoberfest live via https://www.altso.org/
Mark is joined by Mead Welles, Founder & Chairman - A Leg to Stand On (ALTSO) and Founder & CEO - Octagon Asset Management. Mark and Mead discuss what ALTSO is, stories of children who have needed help and how the charity provides these services. Additionally, they discuss ALTSO's annual Rocktoberfest in October. Learn more about ALTSO and attend Rocktoberfest live via https://www.altso.org/
On this episode of Options Insider Radio we are joined by: Bob Krause - CEO, Demand Derivatives Don Schlesinger - President - Demand Derivatives Mark, Bob and Don discuss: Is it possible to crowdfund a new exchange? Is there a place for a new futures exchange in the US? What is Real Vol? Discussing how to make the switch from trading implied volatility to trading actual realized volatility Is there a way to cut the costs associated with futures trading What is the difference between kick starting a new gadget and crowd funding a new exchange And much more...
On this episode of Options Insider Radio we are joined by: Barry Martin - Portfolio Manager at Shelton Capital Mark and Barry discuss: How does Shelton Capital approach the traditional covered call? What is their optimal structure for a covered call portfolio? Should a covered call approach differ for ETFs vs equities Are clients and advisors demanding covered calls right now? Was 2020 a favorable year for covered call traders? What is their outlook for 2021? What is their optimal collar structure? And much more...
On this episode of Options Insider Radio we are joined by: CC Lagator - Cofounder of Options AI Mark and CC discuss: What is Options AI? Why launch yet another options brokerage? What sets Options AI apart from every other options-oriented brokerage? Why put AI in the name? Where does the AI come to play? And much more...
On this episode of Options Insider Radio we are pleased to be joined once again by Jack Schwager, co-founder of www.FundSeeder.com and the creator of the seminal Market Wizards book series. Mark and Jack discuss: How do you find unknown market wizards? Jack's views on the current retail explosion, crypto and the state of funding for new traders and much more...
On this episode of Options Insider Radio we are joined by: Todd Rich - Head of Education, Nadex Mark and Todd discuss: The hot products in the binary options space right now What were people trading around the election? What are knockout options? Has the Robin Hood volume explosion spilled over to Nadex? Will we ever see an event contract around sports or politics? And much more...
GUEST: RUSSELL RHOADS, DIRECTOR OF RESEARCH, EQ DERIVATIVES AND PROFESSOR AT LOYOLA UNIVERSITY MARK AND RUSSELL DISCUSS: HIS NEW BOOK THE VIX TRADERS HANDBOOK WHAT'S GOING ON WITH THE VOLATILITY SURFACE LEADING INTO THE ELECTION A STRATEGY SHORTING BOTH LEVERED LONG AND SHORT ETFS TO CAPTURE THE UNDERPERFORMANCE OF EACH WHEN HELD LONG-TERM WHAT DRIVES INTRADAY PRICES IN VIX ETFS AND MUCH MORE...
Options Insider Radio Interviews: Talking Volatility And Portfolio Hedging With Northern Trust In this episode, Mark is joined by Jon Cherry, Global Head of Options at Northern Trust. Mark and Jon discuss: The current extreme levels of volatility. How Northern Trust's options clients are responding to the recent market downturn. How much should clients really expect to pay to hedge their equity portfolios? And much more...
Options Insider Radio Interviews: Going Binary With Nadex We kick off a new decade with the return of an old friend of the network - Dan Cook, Vice President of Business Development at Nadex. Mark and Dan discuss: New platform and product upgrades at Nadex The challenges of binary options including Google and Facebook banning binary advertising Getting more market makers to trade binaries Dealing with the explosive final minutes of a binary contract Binaries and volatility Crypto binary contracts The future of political and sports wagering And more...
Options Insider Radio Interviews: Catching Up With ALTSO Today's guest is Mead Welles, Co-Founder, Chairman and Treasurer of A Leg To Stand On ("ALTSO"). ALTSO is a non-profit organization providing free orthopedic care including prosthetic limbs, orthotic devices, mobility aids, corrective surgery and rehabilitative care to children in the developing world. Its mission is to offer children who have lost their limbs in traumatic accidents or suffer from congenital disabilities the physical capabilities to access the opportunities and self-esteem earned through education, work and mobility. ALTSO holds major fundraisers known as Rocktoberfests where financial professionals have an opportunity to perform in front of their peers. Learn more at www.ALTSO.org.
Exploring Crypto Regulation With The Crypto Mom HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP GUEST: Hester Peirce, SEC Commissioner How do you feel about the markets dubbing you the "Crypto Mom." What will it will take for the SEC to approve a bitcoin ETF? Do you think we need the ETF to finally bring the crypto markets in the US into the mainstream? Many of our guests are worried that the US is starting to fall behind the rest of the world from a crypto regulatory perspective. Do you share that concern? What are your thoughts on the current bitcoin futures market? Do we need approval levels for ETPs similar to the approval levels for options? Will we ever see an inverse volatility product again or are those days behind us? And much more...
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP GUEST: Jeremie Bacon, CEO, Imagineer Technology Group Provide our listeners with an overview of your background in the financial technology space. What is Imagineer Technology Group? Tell us about your 3 different product offerings. What is Clienteer Web? Do you notice any unique challenges within your different niches (hedge funds, venture funds, private equity) or are they effectively the same from a software design point of view? When a fund reaches out to you, what is the #1 thing that they are looking for? Marketing? IR Documentation? What is the big driver? Do you notice any particular unique needs for the institutional players in the derivatives space vs. traditional equities? They say the fund management software industry is booming. Why is that? What is driving that growth? What can we do to grow the alts pie and get more funds into alts? What are you seeing in the institutions and crypto markets? What is the latest with the Illinois Technology Association? And much more...
Options Insider Radio Interviews: Exploring Predictive Alt Data With Exegy Guest: David Taylor, CTO of Exegy (www.exegy.com) Mark and David discuss: What is Exegy? What are the latest developments in the alternative data market? Can you actually use enhanced data feeds to make sub-second predictions on a stock? What are the challenges in providing enhanced data and analytics for options traders? Is the Race to Zero dead? Update on the status of the Consolidated Audit Trail (CAT) And much more...
GUEST: JIM DOWNS, CEO, Connamara Systems WHAT IS CONNAMARA SYSTEMS ORIGIN OF THE NAME? WHO IS A TYPICAL CUSTOMER? THERE ARE MANY PLAYERS IN THIS SPACE WHO OFFER DIFFERENT ELEMENTS OF YOUR OFFERING. WHAT SET'S CONNAMARA SYSTEMS APART? YOU CAN ACTUALLY PROVIDE THE BACKBONE INFRASTRUCTURE OF AN EXCHANGE WITH EP3? DO YOU ALSO PROVIDE THE MATCHING ENGINE OR IS THAT PROVIDED BY THE CLIENT? YOU ARE THE BACKBONE FOR SANDOR'S AFX? YOU'VE BEEN IN OPERATION FOR YEARS. WHY DECIDE TO START GETTING THE WORD OUT NOW? REAL TIME MARKET DATA - PROHIBITIVE COST? ISSUES AND CHALLENGES TO THE INDUSTRY
HOST: Mark Longo, The Options Insider Media Group Interview with Blu Putnam, Senior Economist, CME Group Mark talked with Blu during the FIA Boca Conference where Blu delivered a keynote address on FX. Mark asked Blu: Why focus on FX? For our listeners who couldn't attend the conference, give us an overview of your remarks. You gave a global FX rundown. What are some of the highlights Speaking of FX, Brexit - Yay or Nay? Regarding the trade war deal, are you optimistic? Why or why not? Give us an update on your book. Talking about rates, have the recent comments out of Europe make you more confident in your prediction about no rate hikes for 2019?
Options Insider Radio Interviews: The Dark Art of Real-Time Margin Host: Mark S. Longo, Founder - The Options Insider Media Group Guest: Alex Lamb, Global Head of Marketing -The Technancial Company On this episode Mark and Alex discuss: The dark art of real-time margin How did Technancial weather the storm of MIFID 2 as well as the current Brexit furor? The importance of risk management in volatile markets. And much more...
Options Insider Radio: Funding Quants With CloudQuant Host: Mark Longo, Founder & CEO - The Options Insider Media Group Guest: Morgan Slade, CEO & CIO - CloudQuant Mark and Morgan discuss: What the heck is CloudQuant? Who should use it? What separates CloudQuant from the other competitors in the crowded online quant marketplace? How much capital has CloudQuant invested in new strategies? How you can get your strategy funded by CloudQuant. And much more...
In this episode, Mark is joined by Evan Schnidman, Founder and CEO of Prattle. They discuss: The Prattle origin story Real-time sentiment analysis Why social analysis is insufficient Causal language over causal relationships Who are the intended users? Sentiment alerts What did Prattle say about the recent Fed meeting? Any surprising take-aways from their analysis? Predictions for 2019? Is there a Prattle platform for retail traders? And more...
In this episode, Mark is joined by Jared Broad, Founder and CEO of QuantConnect. They discuss: What is QuantConnect? Who is using the platform? What are the most popular markets/products with QuantConnect users? The move from Brooklyn to Seattle What are Alpha Streams? What is the Algorithm Framework? The LEAN platform And more...
In this episode, Mark is joined by Thomas McInerney, Chief Product Officer at Open Finance Network. They discuss: Focusing on a subset of tokenized securities Tokenizing illiquid securities Blockchain transfer of tokens What is Open Finance? Who are early users of the platform? What else do they offer? Getting liquidity providers on board Regulatory worries And more...
In this episode, Mark is joined by Eric Metz, CIO of SpiderRock Advisors. They discuss: What is SpiderRock? What types of overlays do they trade? Automating SMAs for advisors How do they prefer to pay for puts? Have the recent volatility levels impacted the AUM? What is the near-term volatility outlook? What do customers want these days? What dis the adoption rate of options for advisors? And more....
In this episode, Mark is joined by Bernie Schwartz, the Trading Technologies Options Product Manager. They discuss: Options functionality at TT TT's enhanced strategy creation capabilities How easy is it to execute delta-neutral trade? What's TT's secret sauce? The TradeStation partnership Any other partnerships? Cryptocurrency options New listings Crypto selloff and impact on interest And more...
In this episode, Mark is joined by Mark Woolfenden, Managing Director at Euromoney Tradedata. They discuss: What is Euromoney Tradedata? What is MIFID 2? Doing the heavy lifting with regulators Dealing with the evolution of Dodd-Frank What about Brexit? What else is happening at Euromoney Tradedata? Has an API offering opened more doors? And more
In this episode, Mark is joined by Brian Kelly, Portfolio Manager, BKC ETF and BKCM Digital Assets Fund They discuss: How did he become interested in crypto and blockchain BKC ETF - a blockchain ETF Not holding the underlying in the fund What's the secret sauce to this portfolio allocation? The relationship with REX Shares How has the response been? Can blockchain be more impactful than the internet? Volume and interest to-date Volatility and portfolio performance To correlate or not correlate? Will there be options? And more
In this episode, Mark is joined by Shelly Brown, Executive of Vice President of MIAX, and Simon Ho, CEO of T3 Index. They discuss: What is T3? The Spikes Index Multi-listed SPY options How does it compare with VIX movement? Removing the abstraction between the index and the derivatives Does it include skew? Taking steps to avoid allegations of price manipulation When will they start trading? Getting regulatory approval Market maker response The T3-MIAX partnership The MIAX-OIC advisor education conference
In this episode, Mark is joined by Ian Grieves, Head of Product at ErisX. They discuss: Ian's background in financial services What is ErisX? Licensing swap futures to CME Getting investors on board What sets ErisX apart? What underlying will be delivered? Why is physical delivery important? The benefit of having a spot market in the same platform Getting institutional investors on board Working with different liquidity providers Will there be options? And more...
In this episode, Mark is joined by Josh Greenwald, CEO of LXDX. They discuss: What is LXDX? What makes LXDX different? Making crypto more palatable to institutional investors What is the goal of attending FIA? Crypto finding traction in Chicago What will LXDX offer at launch? What's the difference between the LXDX and CME methodologies? How can they put out so many trades per second? Routing orders away How has the response been? Thoughts on wash trading And more...
In this episdoe, Mark is joined by Eric Cott, Director of Financial Advisor Education at OIC. They discuss: What's happening at OIC for financial advisors? What has been the response to the uptick in volatility? Supporting advisors to support clients Alternative investments Online strategy course Working with MIAX Updates to the website Studies to look for And more...
In this episode, Mark is joined by Henry Schwartz from Trade Alert and What's Trading They discuss: What brings him to the FIA Conference Interesting trends in vendor presence What's going on in the market? What are people looking for these days? What are popular strategies right now? What new bells or whistles have they added? Plans for crypto? Linking to CME or ICE platforms? Will 2018 be a record-breaking year? And more...
In this episode, Mark is joined by Marie Swift and Mike Avila. They discuss: The upcoming Advisor Thought Leader Summit The celebrity platform day on November 9 Who should attend? How to build a brand And more
In this episode, Mark is joined by Mike Avila and Michael Flores. They discuss: Working in documentary film making What is making documentaries so hot these days? Why invest in a documentary? The power of three Exploring the Chicago trading scene as a documentary topic Why Chicago? How to participate? And more...
Phillip Capital's Trading Asia Symposium is the only annual event of its kind in the US that focuses on Trading Asia for the financial derivatives community. The final panel of the Trading Asia Symposium focused on trading in China, and featured: David Klotz, Moderator James Lear, Director of Proprietary Trading, DME Christopher Lee, Senior Vice President, HKEX Christopher Edmonds, Senior Vice President, ICE SG Rama Pillai, Senior Vice President and Chief Commercial Officer, SGX
Phillip Capital's Trading Asia Symposium is the only annual event of its kind in the US that focuses on Trading Asia for the financial derivatives community. Up next, Bill Herder, the head of FIA for the Asia-Pacific region, addresses the crowd.
Phillip Capital's Trading Asia Symposium is the only annual event of its kind in the US that focuses on Trading Asia for the financial derivatives community. Up first, the opening speech by Joseph Banyai and Lynette Lim
Phillip Capital's Trading Asia Symposium is the only annual event of its kind in the US that focuses on Trading Asia for the financial derivatives community. Up next, learn from the Asian Exchanges about the latest developments and trading opportunities.
In this episode, Mark is joined by Dave Weisberger, Co-Founder / CEO at CoinRoutes They discuss: What is CoinRoutes? Taking steps to bring crypto to institutional investors Crypto NBBO? Bid/ask spreads versus fees Dearth of data Does CoinRoutes have the secret sauce? Do they facilitate relationships between clients and exchanges? Regulation Being an early adopter of technology And more...
In this episode, Mark is joined by Cathy Clay, Global Head of Information Solutions at Cboe. They discuss: Speaking to equities traders from an options perspective Implementing CAT (consolidated audit trail) in the options space Have we reached the point where technology is sufficient to handle options data? Quote mitigation is an inefficiency problem, not a data problem Improvements to LiveVol Cboe DataShop Thoughts on crypto And more...
In this episode, Mark is joined by Sahak Manuelian, Managing Director of Equity Trading at Wedbush Securities. They discuss: What services does Wedbush offer? Covering the healthcare, consumers, tech and financial sectors Biotech's insulation from trade war concerns Is it a stock-pickers market? Passive investing versus active stock selection The explosion of ETF offerings Market fragmentation The importance of talking to policymakers Tick pilot And more...
In this episode, Mark is joined by Ravi Jain and Andrew Actman from Sterling Trading Tech. They discuss: What's new in Sterling Vol Trader? Integrations and subsequent challenges What is driving growth? Taking on real-time risk analytics Cloud-based services Keeping costs down Thoughts on crypto Potential crypto partnerships Advanced trading simulator And more...
In this episode, Mark is joined by Peter Maragos, CEO of Dash Financial. They discuss: Coming up for air after integration The Advanced Portfolio Trading Solution What brings Peter to STA? Ensuring a level playing field Transparency by design Best execution is an art, not a science How important is open outcry to their business? And more...
In this episode, Mark is joined by Jen Nayar, CEO of Vela. They discuss: Acquisitions and their integration Any surprises? The callenges of regulation Asset expansion plans New CTO How do they plan to bring in new users? What about crypto? The STA Conference And more
In this episode, Mark is joined by Soumya Basu, CTO at bloXroute. They discuss: What is bloXroute? What does Soumya do there? Closing the Bitcoin data gap What makes their approach different? Rethinking the block size What is it about Chicago? And more...
In this episode, Mark is joined by Toby Allen, Senior Partner and Head of Digital Assets at Akuna Capital They discuss: Toby's background in trading What does Akuna trade? The nuances of the CME and CBOE crypto futures What is their go-to crypto trading vehicle? What do the OTC skew graphs look like? Is there any bias to the flow? Getting the processes right for crypto trading Growing arbitrage opportunities Is the downturn in the underlying dampening demand? The plight of liquidity providers And more...
In this episode, Mark is joined by Mead Wells, Founder and CEO of Octogon Asset Management, and Co-founder and Chairman of ATLSO They discuss: What is A Leg to Stand On? How did Mead get involved with ALTSO? Rocktoberfest Chicago Rocktoberfest New York What's the Joshi limb? And more...
In this episode, Mark is joined by Lynette Lim, Co-CEO and Director of Phillip Capital Inc. They discuss: The origins of Phillip Capital Launching the FCM Asian roots The early years The upcoming Asian Trading Symposium The shifting trading strategies of Asian investors Government paternalism The ebb and flow of progress Different use cases for Asian investors Singapore's leadership role in the Asian markets RISK DISCLAIMER: Trading in futures products entails significant risks of loss which must be understood prior to trading and may not be appropriate for all investors. Past performance of actual trades or strategies cited herein is not necessarily indicative of future performance. The information contained herein is provided to you for information only and believed to be drawn from reliable sources but cannot be guaranteed; Phillip Capital Inc. assumes no responsibility for errors or omissions. The views and opinions expressed in this letter are those of the author and do not reflect the views of Phillip Capital Inc. or its staff.
In this episode, Mark is joined by Scott Nelson, CEO of Sweetbridge. They discuss: What is Sweetbridge? Why blockchain? The Sweetbridge wallet What brought him to the Voice of Blockchain conference? Is Chicago becoming the hub of crypto trading? What should we look for in the crypto derivatives space? Where can you find out more? Sweetbridge.com And more...