@optionbob Hey, just wondering, for those of us who have a relatively low risk tolerance, what do you think about the option positions of the SWAN etf?
@optionbob Right, it could underperform significantly if rates go up and the market doesn't, or at the extreme end, or (as the ultimate black swan event), if the USG defaults on its debt. Still, I think it's a cute concept, especially for the second half of a bull market, and it has performed really well over the past 18 months. Possibly an especially good bet at the point of an economic cycle where you see a trend towards a yield curve inversion?
@Saolof I don't like it it. If the next crisis is one of solvency, then it's a lose/lose "solution".
  • 1
1 Like