How Much Bitcoin Should Be in your Portfolio?
On a recent internal ZEGA call, a few of us remarked how we have gotten some questions from clients around whether or not they should buy Bitcoin
Historically Markets Have Done Pretty Good in Periods of Rising Rates
Recently interest rates, or rather the move higher in both the 10-year treasury and 5-year treasury have captivated the financial news media. Someone recently asked me how the stock market has done during these periods of rising rates.
The Case for NOT Timing the Market but Hedging: The Hedgers Opportunity and Case Against Staying in Cash
New Podcast Listen Below: Jay and Derek talk Bitcoin, Gold, or Just Be Hedged?
This week Jay Pestrichelli and Derek Moore are back to discuss whether Bitcoin or Gold are good hedges. What the appeal of cryptocurrencies are? How just being long the market while have a hedged floor in the portfolio allows investors to be in the historically best inflation adjusted return asset.
ZEGA’s November 2020 Performance Numbers Release
Download a PDF version of ZEGA's latest performance numbers.
New Podcast: Why Investors Should Not Climb the Wall of Worry in the Stock Market
The Wall of Worry pertains to investors always worrying as markets climb higher. So, what are some of the bull and bear cases on the markets, valuations, inflation, interest rates, stocks, and bonds? Jay Pestrichelli and Derek Moore join up again...