What happens when an unexpected major event occurs and all of your supposedly diversified investments suddenly become correlated, before heading sharply to the downside? Jason Buck and his partner at Mutiny Fund have been thinking about this question for a long-time, and have created a portfolio designed to protect against these ‘Black Swan’, high-volatility events. Jason has been a long-time listener of the show, so it was only right that I invited him on to discuss some of the methods and thinking behind Mutiny Fund, and how these approaches can provide protection and profits during all market environments.
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
- How Jason got to where he is today
- If the initial risks Jason set out to protect his clients against, have changed
- Why CTAs could be considered ‘long-volatility’ assets that provide protection during broad market selloffs such as 2020
- The benefits of ‘ensemble’ investing
- The opposite requirements of building wealth versus keeping wealth
- Why a sample size of 100 years is still just an anomaly
- Why the typical ‘diverse’ portfolio might be riskier than investors realise
- What a ‘long-volatility’ asset looks like
- The history of long-volatility assets
- The term ‘crisis alpha’ and what it means to him and his clients
- How to overcome the challenges of educating investors about volatility-event risks
- Whether the addition of long-volatility components to portfolios today has affected his initial approach
- Why the Sharpe Ratio is often misunderstood as a risk measurement tool
- How much, and why, returns vary among different long-volatility managers
- How to approach position sizing with black swan events in mind
- Some of the common investor mistakes
- How to choose between different Trend Following managers
- How to create a strategy for inflationary and deflationary environments
- If less-liquid assets can be safely incorporated into a portfolio
- How to analyse backtests properly
- If Jason uses Gold and Bitcoin in his long-volatility strategies
- What keeps Jason up at night in terms of risks
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