Options Insider Radio Interviews: Talking VIX, Trump and Buffered Notes with Exceed Investments

Published: Aug. 9, 2017, 2:01 p.m.

b'

In this episode, Mark is joined by Joe Halpern, Founder and CEO of Exceed Investments.

They discuss:

  • What is Exceed Investments?
  • The Exceed Defined Shield Investment Fund
  • Is there a standardized methodology for the fund?
  • The obsession with short duration
  • How did they arrive at 12.5%
  • How are they dealing with record low volatility?
  • The volatility in the political sphere
  • On the hunt for yield
  • The use of options by financial advisors
  • Want more information? Check out catalystmf.com or exceedinvestments.com
'