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.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn this episode, we discuss:The benefits of volatility strategies to a portfolioHow to profit from large stock market selloffsSome of Zed Francis’s unique approaches to volatility tradingProfiting from institutional volatility tradersWhen to apply a discretionary approachThe VIX ETFHelping clients to be cash efficient in their portfoliosThe need for liquidity during large market movesFollow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.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 [email protected] 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.-----Episode TimeStamps: 00:00 - Intro01:41 - Why should somebody add volatility or tail-risk strategies into their portfolio?03:10 - Seeking a negative correlation to equities06:16 - 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