Hedge Funds
Discussion List
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Weekend Roundup: Fund Management, Client Risk + Prime Brokerage Risk (oh and + market risk)Make sure to follow the topic → Weekend Roundup https://vimeo.com/541415306ETFs Mike Green Update Live w/ @Max Wiethe: Game Changer - Mike Green ETFs Meb Faber & Jason Buck: ”If you buy & hold my ETF you will lose money“ - setting client expectations Hedge Funds: Mike Vranos & @Raoul Pal : Client Redemption Risk-Dependent Portfolio Construction + DIY Prime Broking Marc Cohodes w/ Jason Buck from Feb 2021 : When your prime broker fucks you over with a straight face RV Cl…
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On this week's segment of "The Vision," Nick Correa presents some of the upcoming programming, wh...On this week's segment of "The Vision," Nick Correa presents some of the upcoming programming, which will feature Jens Nordvig, Dan Suzuki, Chris Whalen, Scott Burg, and more. -
Part 2 Wrap Up: Gathering Thoughts on The Crypto Gatheringhttps://vimeo.com/529730978Following Part 1 Gathering Thoughts on The Crypto Gathering (see here) @John Ahearn @Seahyung Park @Jeremiah S @Weston Nakamura wrap up Crypto Gathering ‘21 with: •Irresponsibly Long/Short: Debate on replicating the traditional active asset management & hedge fund industry model → crypto assets •Irresponsible Outlooks: What will be on the Crypto Gathering 2022 agenda? (1 year forward looking predictions, risks and opportunities) •Revelations of being Responsi…
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What Put Options should I buy to hedge?Obviously a very open-ended question. Hoping for a lot of different solutions...
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Cahodes with Jason Buck on Short Selling in the current environment.https://www.realvision.com/shows/the-interview/videos/marc-cohodes-the-stock-market-is-not-a-game?source_collection=b57c7eabfc3945a5a3b2b72f7bc45735 I tend to shy away from stock-specific stuff. I don't trade individual stocks and I am very much a generalist when it comes to markets and about as far from a fundamental analysis practitioner as it gets. I ended up listening to this today while in the car just because it was in the Real Vision podcast que on my phone. It was really one of the bet… -
Would you today make the same bet that Ted Seides made with Warren Buffet in 2008 that hedge fund...Would you today make the same bet that Ted Seides made with Warren Buffet in 2008 that hedge funds will outperform the S&P 500 over the next 10 years?
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Which hedge fund strategy do you think will outperform as we continue on our path to recovery?Which hedge fund strategy do you think will outperform as we continue on our path to recovery?