Financial Meltdown: The Trades Of March 2020 | Alex Gurevich
Forward Guidance
00:00
The Importance of Long Beta Assets
I want to ask you about your move into long beta assets such as oil futures, dividend futures and the NICK. When did you start to roll into these long beta risk assets? And so maybe you talked about why you did a long duration oil instead of a April contract of oil. Yeah, yeah, yeah I like that example a lot because it illustrates the thinking. It's especially interesting now seeing that oil is trading very high. That illustrated you could have trade oil better than I have or worse than I have.
Transcript
Play full episode
