Resolve Riffs Investment Podcast ReSolve Riffs with Jerry Parker on Diversification, Outlier Hunting, and Loose Pants
9 snips
Mar 3, 2023 AI Snips
Chapters
Transcript
Episode notes
Labeling Confusion
- Jerry Parker recalls requesting to trade stocks but being denied by a client because he was labeled a "futures trader".
- Ironically, he was later allowed to trade single-stock futures due to that same label.
Perfect Portfolio, Not Hedge
- Managed futures are often seen as serving traditional assets by providing convexity during crises.
- Jerry Parker argues that managed futures should be viewed as a standalone portfolio, not a hedge.
Picking Outlier Stocks
- When selecting individual stocks, prioritize those with smaller market caps and singular business focuses.
- These stocks offer better chances for outlier moves than large, diversified companies.