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SI200: Stacking Returns into a Tightning Cycle ft. Alan Dunne

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Sinopse

Today, Alan Dunne and I discuss the use of return stacking in asset management when building a diversified portfolio and the risk implications, adding CPPI on top of Trend Following and using options to achieve a constant cash flow. We also discuss the increasing inflation and rising uncertainty in the economy, the relationship between inflation and unemployment and how we are in the middle of a different Fed tightening cycle, as well as ways to build a portfolio in a difficult asset environment and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of