The Risk Reward of Owning Public Equity

The risk reward of owning public equities right now especially when you're talking about the the mega caps is horrible. I'm also way overexposed on long risk through real estate holdings, and other different types of hedge funds that I invested in. You know, oil. One of the reasons why I worry about oil is that I have a large oil private equity exposure long term but short-term not withstanding the rally which has been off of seasonals and dollar weakness.