Comments
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JMI guess "buy the dip" will always work?
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KFMakes me want to short more when an “expert” says it’s too risky to short. 10 year bull markets do that.
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EBSummary - Risk Management for Bears: Do not go short... I feel that topic could have been covered more adequately.
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VSInteresting but he did not make a case on what to do?
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SWguys, the suggestion has been made on multiple occasions to have an audible utterance of the question in addition to a visual display, thus providing the option for aural-only consumption. This is a seemingly straightforward and reasonable request.
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SRThank you Ken! Investors would benefit more by spending more time due diligence the risk manager and risk processes - as opposed to second guessing the portfolio manager(s).
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JOThis was published on Wednesday. Tuesday was a fantastic day to be short.
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RAFor the one millionth time RV, stop dorking those who are listening rather than watching, and voice over the questions, please, please, please.
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VSInteresting but he did not make a case on what to do?
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CMThought it was a interesting video to watch. Cash is king in a world that is unpredictable. Hence, don't go short since a short term political change can drive the market against you. Also agree on the voice overs for the titles. Since I am working while watching, have to keep re-winding to see the question.
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RMVery interesting and enjoyable discussion! Ken seems like a very bright guy and was pretty spot on in his observations. I have leaned to the short side the last year or two (but fortunately Fleck kept me from making any short trades as they would have been premature and loss making ventures - but the time is coming soon!). Would like to have Ken back on in 2019 as I'm sure volatility will return in a big way (as markets jig and jag in a downward progression).
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CCIf you did not get this, then either this wonderfully semi-autistic gentleman who has survived and thrived for decades (generations) in the markets is wrong, or you have something to learn. This interview is another great gift from RealVision we get to open before Christmas. Hope you enjoyed and learned as much as I did. Happy holidays all.
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AANo useful information.
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RSYour graphics department needs to fix the timing on almost every video. No one reads text that fast lol.
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HJI’m relatively sure that most who practice the moves he referred to are aware of the issues surrounding his commentary.
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MMVery good. Much appreciated.
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NHSeemed like a waste of time.
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MHKen does raise a few questions. He makes a number of statements that should have received further inquiry. On what basis, what facts does he state the uncertainty in the market? The capital outflows (if I understood things correctly). I would have loved to have heard more details, added with data. I understand not every interview can be filled with graphs like the ones Raoul presents but a bit more data please.
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MP"How to speak for 30 minutes without saying anything...btw institutionally priced" Includes: name dropping, industry jargon hot words, cnbc headline one-liners, double talking so that any outcome can be proven right, 90% hindsight narratives, and last but not least smug attitude semantics
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RSToo general for retail investor. Perhaps hid S newsletter might be better.
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MSThis guys a vol expert? Please, more Chris Cole and less Ken Grant when it comes to vol.
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DSWell done. Practical knowledge should always be headed. For newer investors - A zero net position may sound like low risk, but money at risk is 100% on the long and possibly more than a 100% on the short. As Mr. Grant pointed out the long is less risky than the short as on the deadline is always getting nearer on the short. This is why we need RVTV. Thanks Mr. Grant and good luck. DLS
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LJReally
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MCI enjoyed watching this. I think it would be useful to go into more detail about the different purposes for short positions and how one would implement risk controls on short positions given the purpose. For example, if the short position is a hedge against a long position in the same sector, what triggers the PM to cover the short position? How is this different from a situation where an equity index is being held short as a hedge against a basket of long positions with a sector mismatch? How is this different from a short position that is being held with no offsetting long with the expectation of seeing a significant drop in the share price? Perhaps it will seem obvious to RV subscribers, but a discussion of the risk controls for each of these situations could be rather helpful as we head into 2019.
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tWI take no risk in praising this insightful presentation.
Chapters
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Tell us about your Background
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Significance of the CME in the Volatility Market
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How has the Texture of Volatility Changed over the Years?
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Where are We Now with Respect to Volatility?
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What Does That Suggest about Equity Market Direction?
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How Does a Portfolio Manage Navigate Such an Environment?
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What can a Super Bearish Investor Do?
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How Have Investors Been Navigating These Waters?
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What Does This “Impairment” Suggest about Market Direction?
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How are Investors Trying to Influence the Fed
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Are we Seeing Complacency Catch up to Investors?
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How are Risk Managers Treating the Current Environment