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11min chapter
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
On The Margin
Balancing Crypto and Equity Portfolios: De-Risking and Hedging Strategies
This chapter explores a unique investment strategy involving balancing crypto and equity portfolios, emphasizing de-risking by transferring profits from crypto to the stock market. It discusses the complexities of hedging in the current market environment, citing examples like ineffective VIX calls and the impact of low bond yields on investment tactics. The conversation delves into the risks of high volatility, ineffectiveness of traditional protection buying, and the influence of derivative products on asset prices, offering insights on portfolio rebalancing and potential unwinding of short volatility trades.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode