MRPNL
Risk ManagementIntermediate

Black Swan

An extreme, unpredictable, high-impact event that falls outside the range of normal expectations and is rationalised as predictable only in hindsight.

Card view

Coined by Nassim Taleb, a Black Swan is an event that is (1) an outlier — outside regular expectations, (2) carries extreme impact, and (3) is explained as predictable only after the fact. For traders, examples include the 2008 financial crisis, the March 2020 COVID crash, and the 1987 single-day 22% market drop.

The key insight is not to predict Black Swans — they are by definition unpredictable — but to build portfolios and risk structures that can survive them: keep position sizes small, hold cash, consider tail hedges, and never use leverage that a single bad day can wipe out.

#risk#macro#philosophy

Related Terms