3min chapter

Long Story Short cover image

Trend Setters: Crypto, Crowding & Convexity, with Prof. Cam Harvey

Long Story Short

CHAPTER

The Fundamentals of Trend Following for Asset Management

On our side, we frequently see tail hedgers come into the market around minus 10, 15% in equities when options are getting pretty expensive. What you're describing to me is basically insourcing it, taking that responsibility, and avoiding all that premium cost. And if you're going to be outsourcing that risk management to the options market for a price, well, that's probably not the most efficient way to run a portfolio.

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