VOL07: Participate & Protect ft. Dave Dredge

Hari Krishnan is joined today by Dave Dredge, to discuss how long-volatility strategies can improve on the traditional 60/40 portfolio, the concept of ‘participate and protect’, the importance of understanding why compounding is the ultimate goal, the ‘always good weather’ portfolio, trading Bitcoin volatility, being a ‘value buyer’ of volatility, mechanisms for taking profits, and how to size portfolio allocations properly.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn this episode, we discuss:How to improve on the traditional 60/40 portfolioDave’s concept of ‘participate and protect’The importance of compoundingDave’s ‘always good weather’ portfolioLong-volatility Bitcoin strategiesValue investing in the volatility spaceMethods for taking profitsSizing portfolio allocationsFollow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Hari on Twitter.Follow Dave on LinkedIn.-----Episode TimeStamps: 00:00 - Intro02:01 - How did you end up in the long-volatility sector?04:55 - How options used to be considered as a redundant trading method07:53 - Do you have any idea why the Bitcoin skew is so high and flat?08:56 - What does it mean when you say you consider yourself a value-buyer of volatility?10:15 - Do you have any notion how to mix the various positions you warehouse?15:46 - How do you source good ideas, and has living in Singapore...