Tick Tock, is it Time to Buy Tech?
Real Vision: Finance & Investing
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The Biggest Risk in a Long Term Portfolio?
On the long only portfolio, we actually can't own much cash and we can't hedge. So you do have to care about the dollar because you could be in a country where if the currency, you know, did well, it can have an impact on your portfolio. I think there's still a lot of factor trading going on. We're rolling short-term treasury. That is something I totally admit that we've been doing. But from that perspective, I think you can still, like on Longbow, we quickly can see earlier this week, all the inverse ETFs are on the things that could do the best.
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