Don’t Worry, Buy Vol

Published on
September 9th, 2019
49 minutes

Don’t Worry, Buy Vol

Real Vision Essential ·
Featuring Wayne Himelsein and Michael Green

Published on: September 9th, 2019 • Duration: 49 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.