Today Jason Buck is joined by Noel Smith in the second of our series on Volatility. Topics discussed include: the benefits of ensemble investing, the predictability of market volatility, how certain market environments fool investors into thinking they are better than they really are, allocating between different strategies during different market environments, why nothing beats having ‘skin in the game’, balancing judgement calls versus algorithmic calls, pairs-trading VIX & bonds, determining when an asset is cheap or overpriced,   and some thoughts on what might happen if markets enter a ‘stagflationary’ environment.

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02 Volatility Series ft Noel Smith — November 3rd, 2021

Niels Kaastrup-Larsen | Trend Following Expert | 10-Year+ Podcast with 10M+ Downloads | Talks about Alternative Investments, Hedge Funds, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, and Volatility. Join the conversation!

02 Volatility Series ft Noel Smith — November 3rd, 2021

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