Talk Your Book: Hedging Your Portfolio with Options

Today’s Talk Your Book is sponsored by SpiderRock Advisors:

On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors.

On today’s show, we discuss:

  • The pending BlackRock acquisition of SpiderRock

  • The SpiderRock origin story

  • Utilizing covered-call strategies in a bull market

  • The most frequent use-case of SpiderRock option-overlay strategies

  • Tax benefits with options

  • How interest rate volatility affects option overlays

  • Exchange fund replication

  • What’s driving option-overlay growth

Listen here:

Charts:

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Clients of RWM may invest through SpriderRock.

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