Christopher Cole – Small Bets, Huge Payoffs - [Invest Like the Best, EP.13]
Invest Like the Best with Patrick O'Shaughnessy
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Long Volatility Strategy
The idea of being long convexity, longval is very appealing from a personal standpoint. But it seems like there are a lot of unknown that could cause that position to be wrong,. So i'm curious how you believead maybe how your investors actually do, size exposure to artemis and to this long volatility strategy in the context of a portfolio. I think one needs to look at the different pay outs. What is one hoping to get, and what type of change do you want to be positively exposed to? And then that informs the sizing decision.
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