The Importance of Structure in Oil, China and Rates

I'm completely cognizant of the fact that markets can turn around and go back to an equilibrium. So our strategy that we're looking at is not just always buying protection. I mentioned that it's a very expensive way to generate returns because volatility does rise. And in some markets actually already happened in the last couple of weeks, we're set up to make the other side. We need to become a provider of that liquidity. People become a providers of the sale of the insurance.

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