Options Investing for Income, Liquidity and Volatility

Markets have had plenty to absorb this year, yet volatility has stayed comparatively contained. On this episode of Disruptive Forces, host Anu Rajakumar sits down with Derek Devens, Senior Portfolio Manager in Neuberger's Options Group, who argues it now takes events with greater scale and duration to move the needle. Together they discuss what's setting today's volatility regime, how options can diversify portfolio cash flows, and why overlay and synthetic-borrowing techniques long reserved for institutions are now reaching a much broader set of investors.

On this episode:

How scale and duration can spook markets How inflation and real rates could keep volatility persistent Options as a third source of portfolio cash flow Capital-efficient overlays without reshuffling the portfolio

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