Business
Returning to the podcast this time around is my great friend, and one of my most-requested guests, Dave Dredge of Convex Strategies in Singapore, who joins me to update us on his thinking around the state of 'Sharpe World,' the 'arrow of time' and the importance of solvency in investment portfolios.
Dave emphasizes the need to focus on control rather than prediction and highlights the benefits of optimizing to divergences rather than the mean and also discusses the challenges of navigating the current low volatility environment and the limitations of traditional investment structures.
Finally, we focus on the importance of finding cheap volatility and taking advantage of convexity in the market as well as the potential risks and consequences of the current financial system.
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