We’ve already covered the first three months of 2020 with Part I of our 2020 review. We’re now heading into Part II with Jason Buck, CIO at Mutiny Fund and Adam Butler, CIO at ReSolve Asset Management discussing how the fall out of the first three months of 2020 dictated the ending 3/4 of the year. Tune into this next episode to hear more on the possible bond fallout, stimulus holding US markets hostage, the future of the traditional 60/40 portfolio, ReSolve’s Riffs, do deficits matter?, commodity’s role in inflation, “am I a socialist?,” technology improvements in commodity production, the Mutiny Podcast, and the VIX at all-time highs – and what that really means.

Chapters:

00:00-01:44 = Intro

01:45-16:05 = Where do Bonds belong?

16:06-40:13 =(MMT) Acronym of 2020, Inflation & a Dystopian Outlook

40:14-48:12 = Why we NEED Commodities      in our Portfolios

48:13-52:37 = Back to the VIX

52:38-59:16 = Favorites

Follow along with Adam on Twitter and LinkedIn, and with ReSolve on their websiteand their ReSolve’s Riffs series.

Follow along with Jason on Twitter and LinkedInand with Mutiny Fund on their website and the Mutiny Fund podcast.

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