My guest in this episode of The Grant Williams Podcast is Dave Dredge of Convex Strategies in Singapore - a man with whom I had several epic conversations during my time at Real Vision.
This time, our discussion was sparked by a recent monthly letter Dave published which examined the recent US withdrawal from Afghanistan and used it to look at financial markets through the prism of 'self-organized criticality.'
Dave's ability to communicate complex ideas with brilliantly-chosen metaphors is to the fore in what was a hugely engaging conversation that will leave you with much to ponder.
Be sure to download the letter which sparked this conversation at the link provided in the transcript - it will provide invaluable background to yet another fantastic hour of rich discourse.
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