The extreme difficulty and personal sacrifice required for entrepreneurship, which can be a significant deterrent.
The historical complexity, compliance burdens, and scalability issues associated with implementing options strategies for advisors.
The need for vigilance against AI 'hallucinations' when using generative AI for research and information gathering.
Opportunities Identified
Growing advisor and investor demand for risk-managed solutions that provide downside protection, especially after the 60/40 portfolio's failure in 2022.
The large market of affluent investors playing the "stay rich game" who prioritize capital preservation over aggressive growth.
The ongoing trend of packaging complex institutional strategies into more accessible and liquid vehicles like ETFs.