Is Global Macro Gossip? S03:E06
Pirates of Finance
00:00
Is the New Marketing Rule Coming Out?
Guss: Trend following is basically risk parody, where you have taken all the assets of risk proty and buying straddles instead of buying the exposures. You're holding your equities in a more uncorrelated portfolio that's just randomly selected from global futures markets. Guss: I don't know whether it's the right expectation to sell crisis risk offset was sold hard post two thousand eight,. And i'm not sure i'm really comfortable with it.
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