Social•Apr 28, 2026
Equity Hedging and Commodities Boost Portfolio Performance
I recently had the pleasure of appearing on Dean Curnutt's excellent AlphaExchange podcast. The goal was to detail how a carefully designed combination of equity index hedging and long commodities can meaningfully improve the performance of a traditional asset allocation mix. Cheers, Hari https://t.co/L6KiAlIJvx
By Hari P. Krishnan
Social•Apr 2, 2026
Buying Opposite‑direction Short Options = Long Volatility
Q: if you buy short-dated calls after sharp sell offs and buy short-dated puts after rips, are you effectively long or short vol? Asking for a friend :-)
By Hari P. Krishnan