11 Comments
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Daniel Fenge's avatar

yes, the complexity of a product can be a substantial barrier of entry, even before and other rational assessments come into play at all. At the same time I think there are different margin requirements for bull spreads vs binary options, so this might be a factor too :)

Samir Varma's avatar

True. They even thought about that. The bull spread is still dominant.

Daniel Fenge's avatar

I see :) Another point I would raise is potential preselection of Nadex clientele, as the platform appears to be designed as a simplified derivatives environment, not a full options market.

Samir Varma's avatar

Very true, which proves their point.

Chetan Natesh's avatar

Kept thinking about how often people pay for ease without realizing the size of the trade they are making. The example with binaries and spreads makes that cost feel very concrete. It is not a small leak, it is a consistent gap that adds up fast. How would you design real-world safeguards that actually reduce this simplicity bias without removing access or choice for retail traders? For example, do you think clearer payoff visualizations or forced side-by-side comparisons would change behavior in a meaningful way, or would people still default to the simpler product despite better information?

Samir Varma's avatar

That’s an excellent question. I don’t think it is fixable since it is sheer mental laziness. You would have to anticipate every possible foolishness and intercept it somehow and that is almost impossible.

Paul Drake's avatar

It seems to me that there is also a value-of-time aspect. Doing and checking the more complex calculation consumes more time, and potentially much more, than doing the simple one. That time might be better used evaluating other investments or pursuing non-financial values.

Samir Varma's avatar

All of them, I would say. I think that’s the issue. Retail is paying the simplicity tax. The paper’s point is that nothing in standard academic finance has ever thought about this as being the binding constraint. They’re always focused on mismatched probability calculations. The paper is saying that this is the wrong way of thinking about it—no amount of fiddling with probability distributions, expectation mismatches, and so on helps.

Samir Varma's avatar

Yes, that is a very good point but the caveat is that the cost is giant. If it was a value of time aspect, the cost would be much less. It takes about 1 or 2 minutes to see the alternative.

Paul Drake's avatar

Good point. But for retail investors who do not do a lot of options investing that time lengthens a lot. I wonder what fraction of these trades are by such investors.

REPUBLIA8's avatar

"It has rattled my mind just as much as anyone else’s, as to why that Secret Service agent got off the back of Jack’s Motorcade. Until of course when one considers why the Secret Service was created in the first place, that is that it was initiated to protect the Treasury of the United States (government) as opposed to the common understanding today, which is that they exist for the solemn purpose of protecting the people’s Office of President." (https://republia.substack.com/p/the-us-dollar-and-the-jfk-assassination)