Advisors Option 41: The Dark Math Behind Investment Returns

The Buzz: Today we are joined by Micah Wakefield, Director of Research and Product Development at Swan Global Investments. They discuss: A preview of the upcoming Swan Global CIO Conference. When it is? What is it? Who is attending? Who should consider attending future Swan events? Math Matters: Rethinking Investment Returns and How Math Impacts Results by Micah Wakefield IRA ban on options raises its ugly head again - By late March, investors should learn if the Labor Department will ban options trading in retirement accounts. The outcome right now is too hard to call. Office Hours: Listener questions and comments Question from NVid - The junk bond market is melting down and interest rates are hovering around zero. Is the best place to find income these days via options writing rather than investing in fixed income or related products. Question from Bas431 - A client recently contacted me regarding the concept of pin risk in conjunction with options. I was unfamiliar with the term so I turned to the experts. Can you explain what this risk is and where it occurs? Is this something that I need to take into consideration with my clients positions. FYI - the vast majority of my options positions are call overwrites in broad equity ETFs like SPY. Thank you for your highly informative program. It is now on regular rotation on my iPhone along with Options Boot Camp and the Options News Rundown.