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ALO13: Building Resilient Portfolios with Alternatives ft. Dylan Grice

Top Traders Unplugged

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Is the Opportunity Set Increasing?

I mean, there's always a, the opportunity set share set is as always moving. What might be very, very attractive right now may not have been attractive a couple of years ago. Sometimes the opportunity set does just shrink. It can be because the return, the expected return is declining or because the expected risk is increasing. But we also look at stuff like litigation finance trade finance and mortgage derivatives correlation trading volatility relative value. And so, you know, all of these kind of things are non trivial. I should say, my background as family office manager also as a, as a prop trader. My kind of prop trading was equity and equity products. This is kind of, I suppose

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