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EssentialThe Essential Conversation

Building the Ultimate Anti-Fragile Portfolio

Featuring Wayne Himelsein and Michael Green

Jun 02, 2020 • 58 minutes

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Essential

The Essential Conversation

Building the Ultimate Anti-Fragile Portfolio

Wayne Himelsein, CIO of Logica Advisors, joins Mike Green to discuss investing through market paradigm shifts and their unique combination expertise.

Featuring Wayne Himelsein and Michael Green

Jun 02, 2020 • 58 minutes

Wayne Himelsein, CIO of Logica Advisors, joins his partner and Real Vision favorite, Mike Green, to discuss investing through market paradigm shifts and how they design their investment strategy to take advantage of their unique combination of quantitative and qualitative expertise. Himelsein and Green break down the power of non-recourse leverage, how Logica takes advantage of opportunities in the options markets, and their use of anti-momentum strategies after market shocks. They also share their perspective on collaborative investing, the dynamic between catalysts and mean reversion, and the post-COVID-19 market structure. Filmed on May 27, 2020. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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