As part our dedicated effort to raise awareness and educate the curious minded, we’re touring the country hosting events on what exactly someone should be looking for in an Alternative Investment.
Phd Ben Hunt and author of Epsilon Theory was a great keynote, talking about current and future global factors that might shake up market volatility. He was followed by a panel of six alternative investment managers, showing their thoughts on the perceptions of Alternatives, the issues surrounded with long only commodity exposure, and the debate over choosing an emerging manager vs established manager.
For those that missed it, here’s a recap of the live tweeting of the event.
Hunt of @ForwardInv: Last time we had problem with overwhelming debt like today was in the 1930’s #HoustonAlts2015
— RCM Alternatives (@rcmAlts) October 7, 2015
Hunt: 3 ways to get out of debt: 1 Grow your way out of debt. #HoustonAlts2015 US needs to have 3.3% growth rate to do this @ForwardInv — RCM Alternatives (@rcmAlts) October 7, 2015
Hunt of @ForwardInv : 2nd way to get out of debt. Financial Asset Inflation. #HoustonAlts2015
— RCM Alternatives (@rcmAlts) October 7, 2015
Ben Hunt of @ForwardInv says all countries having more and more polarization in politics. #HoustonAlts2015 pic.twitter.com/tibLUktUC8 — RCM Alternatives (@rcmAlts) October 7, 2015
Now to questions from audience. “Will govt. be able to crush volatility? #HoustonAlts2015
— RCM Alternatives (@rcmAlts) October 7, 2015
Hunt: “What the fed did in Q1 in 2009 saved the global economy.” #HoustonAlts2015. Effect is it’s hard to get off of FOMC policies. — RCM Alternatives (@rcmAlts) October 7, 2015
Roland: Today, the allocation to alternatives should be higher than what the studies suggest. #HoustonAlts2015
— RCM Alternatives (@rcmAlts) October 7, 2015
Marty Bergin of Dunn Capital: We strive for a Sharpe Ratio above 1.00 #HoustonAlts2015 Here our recap on Sharpe: https://t.co/MnMXj0tolx — RCM Alternatives (@rcmAlts) October 7, 2015
MC @CavyChi: Can you talk about the differences between buy and hold commodities like crude vs. active management? #HoustonAlts2015
— RCM Alternatives (@rcmAlts) October 7, 2015
Charles of Bensboro: What most people are looking for in Commodities is market movement. #HoustonAlts2015 — RCM Alternatives (@rcmAlts) October 7, 2015
Darren Kottle of Caddo Capital: “Dow Jones Commodity Index is a terrible way to invest in Commodities. Will lose.” #HoustonAlts2015 $DJP
— RCM Alternatives (@rcmAlts) October 7, 2015
Marty Bergin Dunn: Alts isn’t something can just decide to try, it’s something you need because cant time markets. #HoustonAlts2015 — RCM Alternatives (@rcmAlts) October 7, 2015
Marty Bergin of Dunn: It’s easy to put a trade on. The trick is how to get out of trade when the market starts turning. #HoustonAlts2015
— RCM Alternatives (@rcmAlts) October 7, 2015
Roland: “Crude is Oversupplied market. Going to have opportunity on the rally on short side cuz of supply.” #HoustonAlts2015 $CL_F $USO — RCM Alternatives (@rcmAlts) October 7, 2015
Great event by @rcmAlts at the @Westin Galleria in Houston #HoustonAlts2015
— Cara Smith (@HBJCara) October 8, 2015
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