VOL05: Maintaining Liquidity & Cash Efficiency ft. Zed Francis

Published: Nov. 24, 2021, 9 p.m.

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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 \\u20183 trading levers\\u2019, 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.

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In this episode, we discuss:

  • The benefits of volatility strategies to a portfolio
  • How to profit from large stock market selloffs
  • Some of Zed Francis\\u2019s unique approaches to volatility trading
  • Profiting from institutional volatility traders
  • When to apply a discretionary approach
  • The VIX ETF
  • Helping clients to be cash efficient in their portfolios
  • The need for liquidity during large market moves

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Episode TimeStamps:

00:00 - Intro

01:41 - Why should somebody add volatility or tail-risk strategies into their portfolio?

03:10 - Seeking a negative correlation to equities

06:16 - Can you explain what you call your \\u20183 trading levers\\u2019?

08:11 - Can you breakdown your approach to combining \\u2018long gamma\\u2019 and \\u2018short Vega\\u2019?

13:40 - Do you aim to profit off institutional volatility...'