The Realistic about Risk: Software development with Real Options presentation on Agile development practices is interesting. It explains how agile projects and agile firms can further improve their portfolio management by more overtly using financial options practices -- both as a buyer and as a seller. I don't fully understand all that was said, yet, but it did strike me as a useful perspective for thinking about a project's and a firm's cost risks and revenue risks.
The presentation pacing is slow. The Q&A at the end is worthwhile.