matracey

About Matt Tracey

Matt Tracey is an investment management professional in New York City. The opinions contained herein are his and not those of his employer and such opinions are subject to change without notice. The information provided here is a summary of Mr. Tracey’s personal experience and is not based on any other parties’ particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific strategy, product or service. Individuals should consult with their own financial advisors to determine the most appropriate allocations for their financial situation, including their investment objectives, time frame, risk tolerance, savings and other investments. The information provided here is not intended as tax advice. Please consult your tax advisor for specific tax questions and concerns.

Fifty Shades of Grey Swans: Timeless Risks with a Modern Twist

The world is complex and ever-changing; news travels at warp speed, events happen fast, and popular narratives can distract and mislead us. Many risks important for our portfolios are new, hidden, or nuanced in some underappreciated way—and likely to be misunderstood and mispriced in the markets. Other risks can hide in plain sight. Good risk management can be described as a balancing act that employs the first principles of investing, lessons from history, behavioral psychology, a little math, and even our imagination in service of our objective: to detect and defend against the risks we can foresee and fortify our portfolios against those we cannot. In short: we need informed creativity, not calculation.

There and Back Again: My 180 Back to Simplicity

I’m 34. I have some savings (long-term investments), earn a respectable living, and am comfortable—and happy—spending modestly relative to income. I have a simple balance [...]

About Matt Tracey

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