3 Questions in 3 Minutes: Mairs & Power (MINN) | Brent Miller

RMC Asia: David Dredge

Tail Risk Hedging, interview with David Dredge,CIO, Convex Strategies, City Financial Investment Company Pte at Cboe Risk Management Conference.

PCE

The Long & Short of It - Regime-based Investing & Options Strategies in Today's Markets | Jon Burkett-St. Laurent, Summitt Global Investments

Jon Burkett-St. Laurent from Summit Global Investments discusses his approach to portfolio management through regime-based thinking and options strategies. The conversation covers his background as a former market maker and how that experience shapes his current approach to helping RIAs and clients achieve their investment goals. Key topics include the concept of 'nowcasting' rather than forecasting, using current market conditions to inform investment decisions, and the forest fire analogy for risk management. The discussion explores client education challenges, particularly around managing expectations for tactical strategies and time horizons for performance evaluation. St. Laurent emphasizes the importance of flexibility in options trading, adapting strategies based on market regimes rather than mechanically following predetermined approaches. The conversation also touches on the rise of short-dated options trading and the distinction between using short-term tools versus having short-term performance expectations.