The Meb Faber Show - Better Investing cover image

Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes | #317

The Meb Faber Show - Better Investing

00:00

Hedge Funds Are Shorting Volatility

Hedge funds have been shorting volatility, either implicitly or explicitly. Many strategies that actually have, they might not seem like their short ball. There in many instances, they have aspects that replicate a short ball trade. If there are huge gains, but rapidly rising inflation becomes really difficult to debt finance all of these acquisition targets.

Play episode from 28:00
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app