Get actionable insights on how to trade the latest opportunities using options on futures, provided by a veteran institutional trader who successfully managed multi-billion-dollar portfolios.
Rich Excell reflects on his 2024 options tactics in his annual review, covering a range of markets and highlighting achievements in Interest Rates, Metals, and Energy. However, he also acknowledges a combination of positive and negative outcomes in Equities and Crypto. Emphasizing the significance of risk management and increasing returns, Rich explains how options play a crucial role, stressing the need to carefully examine market trends and volatility for making well-informed choices.
Rich Excell is a Clinical Assistant Professor of Finance at the University of Illinois Gies College of Business and has over 30 years in the global financial industry serving in senior leadership roles. He recently retired as a Senior Portfolio Manager at Wolverine Asset Management in Chicago, where he ran a global equity long/short hedge fund portfolio. Before joining WAM, he was CIO/Partner at Satori Investment Partners and a Managing Director at UBS O’Connor.
Rich has a B.S. in Finance from the University of Illinois and an M.B.A. from the University of Chicago. He’s been a CFA charter holder since 1999 and CMT charter holder since 2018. He is the host of the Investment Exchange Forum podcast which has been downloaded in over 80 countries.
- November 12 issue: Excell with Options: What's Your Post-Election Oil Strategy?
- October 29 issue: Excell with Options: Options Strategies For Election Jitters
- October 15 issue: Excell with Options: Decoding Bitcoin's Seasonal Patterns
- October 1 issue: Excell with Options: Mining Economic Drivers for the Next Move in Gold Prices
- September 17 issue: Excell with Options: Navigating Fed Funds Using Ratio Spreads ahead of Sept. FOMC Meeting
- September 03 issue: Excell with Options: Exploring Central Banks as a Catalyst for JPY/USD Options
- August 20 issue: Excell with Options: Managing Potential Volatility Around Presidential Election Events
- August 06 issue: Excell with Options: Examining Opportunities in Aluminum & Copper
- August 06 issue: Excell with Options: Examining Opportunities in Aluminum & Copper
- July 23 issue: Excell with Options: Trading the ETH/BTC Spread in a Year of Catalysts for Crypto Prices
- July 09 issue: Excell with Options: Weather's Impact on Oil Supply and Demand
- June 25 issue: Excell with Options: Trading the USDA acreage report for corn and soybean options
- June 11 issue: Excell with Options: Trading FOMC events with Wednesday Weekly options
- May 28 issue: Excell with Options: Inflationary pressures on GBP vs USD FX futures
- May 14 issue: Excell with Options: How Recent Market Data Impacts Russell 2000 Futures
- April 30 issue: Excell with Options: The impact of inflation and the Fed on gold
- April 16 issue: Excell with Options: Bitcoin Halving on the Horizon
- April 02 issue: Excell with Options: Three-Pronged Approach to Analyzing the Crude Oil Market
- March 19 issue: Excell with Options: Identifying Options Across the Entire Soybean Complex
- March 05 issue: Excell with Options: Will We See a Repeat Performance from the Mexican Peso?
- February 20 issue: Excell with Options: Opportunities in the SOFR market based on FOMC uncertainty
- February 06 issue: Excell with Options: Navigating a Potential Sector Rotation of Energy vs. Tech
- January 23 issue: Excell with Options: Are Base Metals Positioned for a Rise?
- January 09 issue: Excell with Options: Exploring Soybean Oil vs. Meal Supply Dynamics
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