When I think about who is the smartest guy in the room, my friend Adam Siegel comes to mind. With great pleasure, I welcomed Adam Siegel and his partner Brian Anast (a fellow Illinois alum) of Esoterica Investments on my podcast. We discussed a fascinating option position that took the opposite view from many recently fashionable ETFs.
Watch the YouTube video below, or listen to the episode on Spotify or Apple Podcasts for audio-only. You can read more about Esoterica at esoinv.com