Giuliana Bordigoni - Alternative Markets & Specialist Strategies (S5E14)
Flirting with Models
00:00
Is Momentum Suitable?
For many of these assets that we're talking about, they might trade OTC and you might not have easily available data for them. So my question would be when you're thinking about exploring whether a new asset can fit in the system, are you trying to come up with a hypothesis as to why momentum or trend might emerge? I'm really looking for diversification for different drivers. That is the main thing that I look at. But as I say, you need still to be comfortable that there is a chance for that addition to be profitable.
Transcript
Play full episode
