Options Markets Class Outline
- Payoffs and replications: call, put, covered call, risk reversal, straddles, strangles, collar, log profile, variance swap, put-call parity, the idea of static hedging.Hull 8,9,10
- Options market: stock options, stock indices options, currency options, eurodollar futures options, caps/floors, swaptions.
- Where to get data.
- Dimensions that need to pay attention to: strike, expiry, spot, interest rates, dividend yields (discrete dividends), American premium.
- Trading activities, trading volume, open interest: Who are trading options, who are using them at different markets?
- Black-Scholes model
- Binominal method (Hull 11, code up, useful later for American options)
- Original model assumptions (Diffusion)
- BS formula
- Greeks
- The (extended) applicability of BS formula (risk premiums, predictability, local vols, st vol with terminal value of known terminal quadratic variation)
- PDE
- Probability density function.
- Characteristic function, cumulant-generating function, moment-generating function (Kendall: Chapter 4).
- Compute moments from them
- Inversion formula
- Quadrature method for cumulative distribution function.
- FFT for density inversion. Coding BS model: invert to get density from characteristic function. Quadrature method to get distribution. Leave density as a free input.
- Generalized Fourier transforms and option pricing.
- Two methods, theory and derivation.
- Modify the quadrature/fft code for option pricing, try it on BS.
- Levy models: BS, Merton, DPL.
- Derive Levy-Khintchine formula for different models
- Convexity adjustment for return dynamics.
- Coding:
- Code up P-characteristic function for density computation.
- Code up Q-Fourier transform for option pricing.
- Calibrate the Q-dynamics to option prices (one day)
- Calibrate the P-dynamics to time series returns (interest rates, exchange rates, stocks, stock indices; divide and conquer)
- Summarize the evidence, check the code.
- Time changetheory.
- Use Heston (93) as an example to illustrate the link to traditional specifications (memorize).
- General classes for multi-dimensional time changes.
- Affine class: Derive the Laplace transform from the PDE.Derive the Heston model solution independently and in closed book.
- The effect of jumps on the PDE and derivation.
- Quadratic class.
- Model design (Derive the Fourier transform of the asset return):
- Stocks, stock indices, and CAPM
- International CAPM
- Stock dynamics in the presence of corporate default
- Exchange rates
- Pricing kernel
- From Q to P, market prices of risks and expectation hypotheses
- Estimate Q-dynamics that involve time changes (stochastic volatilities)
- Estimate P- and Q-dynamics jointly.
- Other adventures
- CEV-type Levy models with time change
- Pricing interest-rate options
- 3/2 model and its extensions (numerical issues)