2020’s Best Strategies, Styles, and Stories with Adam Butler and Jason Buck
Episode description
2020 has been a year for the books – be it the fastest every market sell-off or a just as amazing tech rally from the lows. Whether you’re looking at it from a social/emotional/fiscal lens, it probably didn’t pan out the way you imagined based on your New Years Resolution. And in today’s podcast, we’re focusing out with the long lens to take a look back at the year that was 2020 to investigate what strategy types got it right, which got it very wrong, and more. We’ve brought on two of our favorite people in the space to add some vol/macro viewpoints to the conversation, Jason Buck, CIO at Mutiny Fund and Adam Butler, CIO at ReSolve Asset Management. To get rolling on part 1 of this 2-part series, we’re covering the early part of 2020 including: Early convexity through Jan/Feb, Cheap protection in the beginning of the year, How Corona blew up the markets in March, The craziest stats during the third week of March, Risk parity, Trend following & volatility strategy performances, The unbelievable rally that followed the crash, and The societal question of big corporations dictating the market.
**Don’t miss out on Part II coming out on Thursday, December 31. Subscribe to us on Apple, Spotify, Stitcher, and/or YouTube to be the first to listen next week!**
Chapters:
00:00-02:07 = Intro
02:08-21:27 = 2020: Pre-Pandemic
21:28-47:19 = The Third Week of March
47:20-53:40 = Let’s Talk Trend, Risk Parity, and Volatility
53:41-01:21:06 = The Rally
Follow along with Adam on Twitter and LinkedIn, and with ReSolve on their website and their ReSolve’s Riffs series and the Gestalt University podcast.
Follow along with Jason on Twitter and LinkedIn and with Mutiny Fund on their website and the Mutiny Fund podcast.
And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, or LinkedIn, and Facebook, and sign-up for our blog digest.
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