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Odd Lots
Odd Lots

Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now

Sep 13, 2025 · 45m
AI Summary
  • Vineer Bhansali, CIO of LongTail Alpha, discusses tail risk hedging as protection against portfolio collapse scenarios
  • Effective hedging requires understanding specific portfolio risks, identifying disaster states, and accepting high insurance costs
  • Loss of Federal Reserve independence identified as the biggest tail risk facing markets currently

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