Blog

Noel Smith

Video: Noel Smith interviewed by Mike Green and Harley Bassman of Simplify

Noel Smith discusses the changes in market structure created by high-frequency trading and short-tenor options.

Noel Smith

Video: The Age of Turbulence - Noel Smith on Lead-Lag

Noel Smith discusses the performance of options strategies through the COVID pandemic and presents rationale for actionable ideas.

Noel Smith

Video: Why the Market isn't Crashing

Noel Smith's June prediction that the market would not crash played out well. Does Noel think volatility will return? Watch to find out!

Noel Smith

Video: Noel Smith featured on The Derivative Part 2/2

In part two of this two-part episode of The Derivative, Noel Smith discusses Convex's main options strategies in detail.

Noel Smith & Leo Capalleja

Risk Parity and Why You Should Care

Used by the largest hedge funds, this strategy could be a victim of its own success due to its popularity and systemic risk to correlation.

Noel Smith

3-Min Video: Breaking Down Convex's Strategies

In this three minute video, Noel Smith breaks down Convex AM's main strategies.

Noel Smith & Leo Capalleja

Correlation, A Hidden Risk To Your 60/40 Portfolio

The 60/40 portfolio has worked well for a long time. But what if stocks and bonds move down at the same time?

Noel Smith

Podcast: Noel Smith featured on Top Traders Unplugged

Discussion includes the benefits of ensemble investing, the predictability of market volatility, allocating between different strategies dur

Noel Smith & Leo Capalleja

Three Reasons to be Bullish on Bonds

In this brief 'show and tell' we give you three reasons that make a bull case for bonds.

Noel Smith

Video: Noel Smith Discusses Strategies on Real Vision with Jack Farley

Noel Smith returns to Real Vision to dive into his core options trading strategies implemented at Convex Asset Management.