Investment Masterminds

– Episode 28  –

“Model All-Weather Portfolios with Founder & CEO of Swan Global Investments”

Guests: Randy Swan, Founder & CEO, Swan Global Investments

Portfolio design is evolving past traditional models, as longer-term inflation and interest rate risk will likely usher in a new era of historically low bond fund returns coupled with higher market volatility.


Please join this session with Swan Global Investments CEO & Lead Portfolio Manager, Randy Swan, as he tackles the topic of hedging market risk and attempting more consistent long-term outcomes through full market cycles.

Key Takeaways from this Investment Masterminds Session:

  • Understand how options can be an ally in the battle to mitigate large losses.
  • Identify different types of hedging strategies.
  • Learn ideas to implement hedged equity into portfolio design.

Swan Resources & Education

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