Building the Ultimate Anti-Fragile Portfolio

Wayne Himelsein, CIO of Logica Advisors, joins his partner and Real Vision favorite, Mike Green, to discuss investing through market paradigm shifts and how they design their investment strategy to take advantage of their unique combination of quantitative and qualitative expertise. Himelsein and Green break down the power of non-recourse leverage, how Logica takes advantage of opportunities in the options markets, and their use of anti-momentum strategies after market shocks. They also share their perspective on collaborative investing, the dynamic between catalysts and mean reversion, and the post-COVID-19 market structure. Filmed on May 27, 2020.

Only pay $239 for 1 year of Real Vision video access

SIGN UP

By clicking submit you agree to our Terms & Conditions and Privacy Policy

LOG IN