Concentration
Many holdings. One hidden bet.
US growth, falling yields and continued multiple expansion.
Inside Alpha • free three-call live series
Make money. Protect capital. Navigate what comes next.
See how a professional portfolio manager approaches today's concentrated, volatile and geopolitically exposed markets.
Three current, practical calls: position for several outcomes, use options to reshape risk and connect trades over weeks to investments held for years.
Position nowProtect the portfolioUse options intelligentlyTrade weeks to years
One registration. All three calls, every replay and the attendee toolkit.
Brendan Walsh
Former global macro and multi-asset portfolio manager
Managed complex options and volatility strategies for institutional portfolios and billion-dollar hedge-fund mandates. EQDerivatives Hall of Fame inductee ↗
Three callsClick to register
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02
03
Position now
What Happens Next?
Regime, scenarios, opportunities and what changes the view.
Profit and protect
Make Money Beyond a Rising Market
Options, volatility, protection and asymmetric trades.
Run the portfolio
Manage Money Like a Professional PM
One portfolio across tactical, thematic and long-term horizons.
Join the calls + receive five practical tools→
Why this matters now
Most portfolios are ready for one outcome.
The problem is not a shortage of ideas. It is hidden concentration, changing inflation risk and no plan for a market that stops behaving politely.
Energy & rates
A shock can bring hikes forward.
Oil, LNG, freight and insurance feed into inflation and valuations.
Volatility
Protection works better before panic.
Put spreads and collars can reshape risk without liquidating everything.
Opportunity
Follow where value transfers.
Energy, commodities, shipping, industrial inputs and replacement capex.
Energy disruption→inflation and yields→portfolio pressure→defined-risk protection + scarcity opportunities
You have seen the thumbnails
Now see how the job is actually done.
Start with outcomes, not tickers.
What can happen, what is priced and what would prove the view wrong?
Build the whole portfolio.
Set cash, conviction, sleeves, time horizons and acceptable loss.
Choose the cleanest expression.
Stock, ETF or option; then size, hedge, monitor and review it.
Most online content answers “what should I buy?” Professional portfolio management deals with the inconvenient remaining questions: how much, for how long, what else it affects and how badly it can go wrong.
Three calls • live market examples
Immediate problems. A repeatable process.
Each call solves a live investor problem and shows the Alpha workflow behind the answer.
Call 1 • Position now
What Happens Next, and How Should You Position?
Read today's market before choosing tomorrow's trade.
- AI concentration, rates, liquidity, energy and geopolitical risk
- Scenario tree: rally, grind, shock or regime change
- What would make us add, reduce or redirect risk
Output: current market map + positioning framework.
Inside Alpha: Alpha Weather, House View and Tactical Views.
Call 2 • Profit and protect
Make Money in Rising, Falling and Sideways Markets
Use options to reshape risk, not merely add leverage.
- Protect concentration without selling everything
- Put spreads, collars, call spreads and defined risk
- Match shares, ETFs or options to the expected path
Output: protection, upside and difficult-market structures.
Inside Alpha: options education, Trade Builder, sizing and review.
Call 3 • Run the portfolio
Manage Your Money Like a Professional Portfolio Manager
Trade the next six weeks without destroying the next six years.
- Separate tactical, thematic and long-term sleeves
- Set cash, risk budgets and conviction deliberately
- Find duplication and review positions honestly
Output: what to own, how much, for how long and why.
Inside Alpha: model portfolios, themes, Position Review and community.
Included for registered attendees
Take the process home.
Five practical tools to use alongside the calls. Not another PDF destined for the Downloads folder graveyard.
01 • Options
Debit & Credit Spread Workbook
Compare payoff, breakeven, max gain, max loss and volatility assumptions.
WORKBOOK02 • Allocation
Portfolio Construction Workbook
Set cash, conviction, sleeves, themes and target allocations in one place.
WORKBOOK03 • Sizing
Portfolio Sizer
Turn acceptable loss and risk budget into a defensible position size.
SIZING TOOL04 • Risk
Portfolio Risk Workbook
Expose concentration, overlapping bets, drawdown risk and hedge requirements.
WORKBOOK05 • Implementation
Themes-to-ETFs Map
US-listed and European UCITS choices across Alpha themes and sub-themes.
US + UCITSWhat sits behind the calls
One connected Alpha decision system.
Four jobs. Each part exists because a portfolio decision needs an answer, not because dashboards enjoy breeding.
01 • Read
Understand the market
Convert macro, trend, volatility and positioning into a base posture.
Alpha Weather · House View · Daily Brief
02 • Find
Locate the opportunity
Map structural themes and tactical dislocations to investable expressions.
Themes · Sub-themes · Tactical Views · Research
03 • Build
Construct the portfolio
Combine beta, themes, trades, diversifiers and cash without hidden duplication.
Model Portfolios · Portfolio Sizer · Risk Tools
04 • Act and review
Express and monitor the view
Choose the instrument, define the loss, record the thesis and test it as evidence changes.
Trade Builder · Position Review · Journal · Alpha/community
The standard after the series:
- Outcome
- Portfolio role
- Time horizon
- Instrument
- Maximum loss
- Invalidation
Good fit
Serious self-directed investors
- Meaningful portfolio
- Several time horizons
- Options used with defined risk
- Views translated into decisions
Not the offer
Signals, certainty or magic
- No guaranteed returns
- No copy-trade room
- No obsession with this week's ticker
- No pretending uncertainty disappeared
One registration • complete series
Get the complete Inside Alpha series.
Three live calls. Every replay. Five practical investor tools. Free registration.
Cannot attend live? Register once and receive every replay and the complete toolkit.