Monday on INK Ultra Money: Using volatility strategies now plus a low rate REIT idea
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1.Drilling down on long vol - Real Vision
Should I be short volatility or long volatility? After last week's dramatic sell-off the answer might seem obvious, but Matt Rowe of Headwaters Solutions argues the answer is both. Rowe and Headwaters love the long vol trade, but only as an appropriately sized portion of a portfolio that is in general, short vol. He makes the case that most portfolios are indirectly short vol and that there is nothing wrong with that, as short vol is how money is and will continued to be made over time. He also answers the questions of if and how long vol can be added to a standard retail portfolio. Filmed on February 25, 2020 in New York.
A new volatility environment
2. The lower rates Dream - INK Research
If the predictions of some high profile bond market watchers come true and we head back towards zero interest rates, Dream Office (D.UN) could be a REIT that benefits.
A new instituional investor jumps in
3. The Psychology of High Performers
What separates the best of us from the rest of us? Dr. Gio Valiante, former performance coach to Steve Cohen at Point 72, and pro golfers including Justin Rose and Jordan Spieth, endeavors to answer that question in this unique Real Vision interview. Dr. Gio uses his experience working with top traders, pro athletes, and leading academics to understand the distinct ways high-achievers outperform the market or the competition. He also explains why he believes amateur traders and investors can still find edge in a market where even some of the most accomplished pros have struggled. Filmed on February 11, 2020 in New York.