“ “ Trump talking about the COVID-19 risk gave investors an incredible gift: It kept the markets resilient much longer than they should, and allowed us to ensure that our portfolio was positioned sensibly. ” “ That’s Axon Capital co-founder Dinakar Singh, winking at the president and his handling of …
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“ “If you don’t have tail coverage, I suggest that not being in the market we face great uncertainty.” “ That is the author of “Black Swan: The Impact of the Highly Unlikely”, Nassim Nicholas Taleb, who offers his point of view on the risks that arise in the market …
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As the twin black swans of the coronavirus pandemic and the historic collapse in oil prices rocked financial markets in early 2020, opportunities arose. So did the media narratives. One of the most popular: Bored youths, trapped at home with no access to sports, bars, or live entertainment, went into …
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