Big First Half for Stocks, Now What?
MRKT Matrix
00:00
The Importance of Being Hedged
I always have longs and shorts, right? I don't think, and look, a lot of people just don't want a short. So by being hedged, whether it's with options, or having an equal amount of longs and shorter, or you have to be paid a neutral and dollar neutral. But I do think it's important, because then you don't get too caught up writing any one thing or any one view, because that is very dangerous. It's really hard to kinda change your mind when you're out there, and doing market call every day, or doing on the team.
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