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Options Insider Radio Interviews


Options Insider Radio is the longest-running options podcast and the flagship program on the Options Insider Radio Network. Options Insider Radio features unique and compelling interviews with the thought leaders, icons, radicals, movers and shakers that shape the options market. Whether you are an options professional looking for insightul discussion about your industry, or an active retail trader who wants a glimpse behind the scenes, this is the program for you.

Aug 9, 2017

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