Corey Hosting's Return Stacking Idea Is Really Interesting

Long short equity is defensive equity allocation with hopefully a bit of alpha stacked on top. It's not a standalone or thogonal completely, you know, it's not like managed futures,. Managed futures is no correlation and it goes up in a year like this. What you want to manage futures portfolio is for it to go down a lot less than equity markets in a yearlike this. And by cutting out some fees and expenses over that same period of time, we're up seven or eight. That's all they want.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app