Macro Hive Conversations With Bilal Hafeez cover image

Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty

Macro Hive Conversations With Bilal Hafeez

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Buying Convexity from Vol Supply

David describes accumulating cheap convexity amid widespread vol-selling and structured-product supply that creates leverage pockets.

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