Show notes
本集我們聊了如何運用不同的方式來做避險.
- Proxy Hedge: XLV
- Rate Duration: TLT
- Directional Hedging: trend follow
- Risk Aversion Hedging: put, vix call, 現金
ps: 雖然我們說Buffett沒有hedge, 但他老人家滿手現金是很優質的hedge
連結:
DX2 Capital連結: DX2 Capital Management – Be Bold, Be Cautious
Apple Podcast連結: https://apple.co/3ln1uCJ
Spotify連結: https://spoti.fi/36zPZU5
KKBOX連結: https://bit.ly/3ddW6yZ
合作聯絡: [email protected]