
PREVIEW: Convexity: The Dredge Dialogue
The ACID Capitalist Podcast
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How to Trade Equity in a Short Time Period
Bonds are useless. They neither participate nor protect. Negative real yield is not going to compound over a long time horizon. So start with your 60-40, take the 40, split it 50-50 between long volatility and more equities. You're now 80-20. And so you now have 80-40, and that's so much less risky than the 60-40 was because of the efficiency of the long vol. I hope you enjoyed this modernization live from ZenBarts. The people in the cheap seats, you're going to leave. Whereas the Patreon members, me and Dave, we're going to have... I mean, I just wish you could stay. But
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