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Adjusted for Risk: Equity Hedging in Focus with Swan Global Investments' Marc OdoAdjusted for Risk: Equity Hedging in Focus with Swan Global Investments' Marc Odo

Swan Global's Marc Odo details why financial advisors should incorporate equity hedging into client portfolios.

Ryan Nauman, Market Strategist

September 26, 2023

 

In this very fun and informative episode of the Adjusted for Risk podcast, Ryan is joined by Marc Odo, CFA of Swan Global Investments.

Marc shared a ton of valuable insight into why financial advisors should incorporate equity hedging into client portfolios and how much, the different types of hedging strategies and the importance of knowing what is under the hood. We also have a friendly conversation about UW vs UW football.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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