Show Us Your Portfolio: Mike Green
Excess Returns
00:00
How to Build a Portfolio of Leverage
The right way to think about the current structure on the market is it's not definitive or decisive in either direction. I can make very cogent cases for markets going much higher under a continued stimulus and fiscal stimulus framework. If that's right, you want to construct the portfolio as a straddle. That's just the simplest description of how I've tried to build my portfolio right now.
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