Talk Your Book: The Case For Tactical Equity

On this week’s Talk Your Book, Michael sat down with Corey Hoffstein from Newfound Research. I had to sit this one out with a sick child but this was a fun one because Corey is such a sharp thinker about the markets and risk management.

They discuss:

  • The case for tactical strategies in the current market environment
  • Setting the right expectations for tactical strategies
  • What part of the portfolio can tactical risk management replace?
  • How to think about tactical strategies within the portfolio context
  • Whipsaws and drawdowns in tactical asset allocation
  • Why diversification of signals is just as important as diversification of holdings
  • Specificity risk
  • Objective-based investment strategies and more

Listen here:

Stories mentioned:

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