Fat Tony made his fortune betting against fragility. My question is: How do you get the timing right? One could buy puts on fragile companies, but run out of capital before the company goes under.
Also, with regard to the barbell investing strategy, where most of your money is in safe assets and a smaller portion in very risky assets. We all know what is risky - options, emerging markets, biotechs, etc. But what do you consider safe?
WillKane15 karma
Fat Tony made his fortune betting against fragility. My question is: How do you get the timing right? One could buy puts on fragile companies, but run out of capital before the company goes under.
Also, with regard to the barbell investing strategy, where most of your money is in safe assets and a smaller portion in very risky assets. We all know what is risky - options, emerging markets, biotechs, etc. But what do you consider safe?
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