Zed Francis - Convexitas youtu.be/9AhKyAUJPbw | Lots of interesting ideas to ponder from this one.
1. Jason proposes a theory that systematic option selling strategies aren't, in fact, strategies but rolling structures that are too passive &should be much more active.
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2. Zed discusses the phenomenon of cash buyers and how alot of the all cash home purchases are most likely Boomers who are transferring cash from super liquid portfolios (equities) into illiquid 2nd and 3rd homes.
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3. I texted Jason about this after finishing the episode, but the topic of cash-out refi's/HELOCs came up as well. Anecdotally knowing my own household situation, I think there is a decent amount of untapped equity in alot of Americans' homes that they can't access bc banks suck.
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