Top Traders Unplugged24 Marras 2021

VOL05: Maintaining Liquidity & Cash Efficiency ft. Zed Francis

Jason Buck is joined today by Zed Francis to discuss the benefits of adding volatility strategies to your portfolio, achieving a negative a correlation to equities during market downturns, what Zed calls the ‘3 trading levers’, profiting from institutional volatility players, problems with some long-volatility strategies, when a discretionary approach is needed, how to adjust a portfolio if volatility is persisting, some thoughts on the VIX ETF, helping clients to achieve capital efficient accounts, maintaining liquidity for rebalancing during a selloff, and the deeper insight into the global macro landscape that being a volatility expert gives you.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In this episode, we discuss:

The benefits of volatility strategies to a portfolio
How to profit from large stock market selloffs
Some of Zed Francis’s unique approaches to volatility trading
Profiting from institutional volatility traders
When to apply a discretionary approach
The VIX ETF
Helping clients to be cash efficient in their portfolios
The need for liquidity during large market moves

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

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And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Jason on Twitter.

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Episode TimeStamps:

00:00 - Intro

01:41 - Why should somebody add volatility or tail-risk strategies into their portfolio?

03:10 - Seeking a negative correlation to equities

06:16 - Can you explain what you call your ‘3 trading levers’?

08:11 - Can you breakdown your approach to combining ‘long gamma’ and ‘short Vega’?

13:40 - Do you aim to profit off institutional volatility sellers?

15:16 - Tell us about the short-vega side of your approach?

28:34 - The problems with some common long-volatility strategies?

36:24 - How do you think about the ratio between your long-gamma trades and your short-Vega trades?

38:02 - Do you want to explain your ‘Price is Right’ gameshow anology for long gamma strategies?

40:57 - Do you think that a discretionary approach is always needed at times?

50:27 - How do you adjust if volatility persists longer-term?

55:36 - What are your thoughts on the VIX?

57:50 - How to help clients to achieve capital efficient accounts?

59:37 - How do you maintain capital efficient overlays and also maintain liquidity for rebalancing during a selloff?

1:04:18 - Does being a volatility expert give you a deeper insight into the global macro landscape?

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

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