48:20

EssentialThe Essential Conversation

Don't Worry, Buy Vol

Featuring Wayne Himelsein and Michael Green

Sep 09, 2019 • 48 minutes

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Essential

The Essential Conversation

Don't Worry, Buy Vol

Wayne Himelsein explains why he believes that markets aren't prepared for a dramatic volatility "phase shift."

Featuring Wayne Himelsein and Michael Green

Sep 09, 2019 • 48 minutes

Wayne Himelsein, CIO of Logica, explains to Mike Green of Thiel Macro why he believes that markets are not prepared for a likely “phase shift” from a low volatility world to one where volatility is dramatically more pronounced for an extended period of time. Himelsein has found a way to be long volatility, and has constructed a portfolio with minimal costs of carry during the bull market, but which is designed protect his clients through the next financial crisis. Filmed on August 27, 2019 in Los Angeles. 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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