We’ve already covered the first three months of 2020 with Part I of our 2020 review. We’re now heading into Part II with Jason Buck, CIO at Mutiny Fund and Adam Butler, CIO at ReSolve Asset Management discussing how the fall out of the first three months of 2020 dictated the ending 3/4 of the year. Tune into this next episode to hear more on the possible bond fallout, stimulus holding US markets hostage, the future of the traditional 60/40 portfolio, ReSolve’s Riffs, do deficits matter?, commodity’s role in inflation, “am I a socialist?,” technology improvements in commodity production, the Mutiny Podcast, and the VIX at all-time highs – and what that really means.
00:00-01:44 = Intro
01:45-16:05 = Where do Bonds belong?
16:06-40:13 =(MMT) Acronym of 2020, Inflation & a Dystopian Outlook
40:14-48:12 = Why we NEED Commodities in our Portfolios
48:13-52:37 = Back to the VIX
52:38-59:16 = Favorites
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
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