Hey everyone, this week's #IdeaStreams episode is very topical and focuses on an alternate method of reducing portfolio risk. We use an alternative dataset from Quiver Quantitative which has correlations of stocks and Trump's presidential betting odds and use this to hedge against volatility inducing Tweets! It will be very interesting to see how this portfolio performs over the next coming days with the US election.

You can find the video here!

The code and backtest are attached below.

Happy coding!

Ollie