The Advisor's Option 147: The Evolution of Advisors and Options
Update: 2025-09-29
Description
In this episode, Mark Longo and Matt Amberson (ORATS) reflect on the evolution of options trading and the role of financial advisors since the show's inception in 2011. They discuss the dramatic growth in options volume, the rise of zero-DTE trading, the democratization of tools and education for advisors, and the increasing client demand for options strategies. They also delve into current market conditions, strategies like collars and the wheel, and the potential impact of AI on options trading. Listener questions about tax implications and the implications of AI in options trading are answered, providing a comprehensive look at the state of options and advisory services today.
00:00 Introduction and Welcome
04:40 Market Update: P&L Statement
11:19 Earnings Volatility Report
20:16 Options Market Evolution
31:39 The Evolution of Weekly Options
32:24 The Impact of Zero DTE Options
33:21 Backtesting and Zero DTE Strategies
36:21 The Democratization of Options Trading
38:06 The Rise of Trading Tools for Advisors
40:51 Understanding Volatility and VIX
43:31 Earnings Trading and Data Analysis
46:57 Client Demand and Advisor Evolution
49:08 Office Hours: Answering Listener Questions
59:45 Final Thoughts
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