How a Portfolio Manager Manages Risks

The video discusses the challenges of predicting market outcomes due to political events like the US election and Brexit. It emphasizes the need for diversified portfolio strategies, including the use of duration and cash reserves, to manage volatility. The video also analyzes the oil market, highlighting the correlation inversion with the MSI World Index and forecasting oil prices based on supply and demand dynamics.

How does the speaker perceive the relationship between supply and demand in the oil market?

What are the speaker's views on the future of oil prices and the factors influencing them?