Topics Covered:
What tail risk funds are and why many of them underperform
How to build a long volatility strategy that doesn’t bleed capital
Why rebalancing is a critical component of portfolio resilience
Liquidity fragility and how it amplifies market moves
Retail's role in the latest rally and the fading institutional bid
Structural risks created by passive flows and policy shifts
Monetizing volatility spikes
The psychological traps that lead to poor volatility trading decisions
Why volatility might stay elevated for far longer than most expect
Related Videos
The Hidden Trade War Opportunity | Kai Wu on What Investors Are Missing
In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to break down his latest research piece, Investing Amid Trade Wars. Using over two dozen insightful visuals, Kai explores how inv...
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap
Are we heading toward a recession—or just stuck in macroeconomic purgatory? In this episode of Excess Returns, Dave Nadig and Matt Zeigler sit down with Cameron Dawson, CIO of NewEdge Wealth, to explo...
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge
In this episode of Excess Returns, Justin and Jack welcome Travis Prentice from Informed Momentum Company to discuss the ins and outs of momentum investing. Travis brings nearly three decades of momen...