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About

Investing Obsession. 

Unpack Investing makes content to document concepts and practical takeaways from my experience as an options trader,  a DeFi newbie, and a strong believer in process drives better outcomes.

One of my biggest fears is not having enough financial resources.  I believe deducing it to the following formula can help face this fear:

Goal: income from assets > expenses

I plan to take a first principles approach to understand and apply fundamental investing concepts like compounding or diversification to modern topics like how and when to use stock options strategically or how to earn yield from digital assets with DeFi.
 
My motivation to create this content is to keep myself accountable in creating material so others can benefit and one day have my children understand and benefit as I don't believe their education will cover this domain in depth.
 
 
 

My Background:

  • over 20 years of experience in the Financial Industry in New York
  • deep experience with Options / Derivatives Market Making, Volatility Arbitrage and Correlation/Dispersion Trading
  • education includes Computer Science Degree and Executive MBA
  • crypto newbie

Potential Topics:

If you want a particular topic prioritized or more in-depth, please send an email contact@unpackinvesting.com

  • Fundamental
    • Why and How to start investing? <- Math Approach
    • Investment Policy
    • Investment Choices: Traditional, Alternatives
    • Leverage
    • Portfolio Allocation, Pension Fund, Endowment Fund, Holdings
    • Risk Management
    • Correlation / Skew
    • Retail Vs Institutional
  • Administration
    • Investment Accounts ( Brokerage Accounts, Margin, Portfolio Margin, IRA/ROTH, 401k, HSA, Education accounts)
    • Tax Implications: Short-term / Long-term, Futures, REITS, Munibond
  • Investments
    • Tribes: Global Macro, Deep Value, Indexer, Innovation
    • Factor / Quant Investing
      • Growth vs Value
    • Derivatives
      • Options Strategies
      • Vix Tail Strategies 
  • Frontier - Crypto
    • Bitcoin
    • DeFi vs CeFi - Ethereum, UniSwap vs Coinbase
    • Yield Farming

Comments

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