
Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Macro Hive Conversations With Bilal Hafeez
00:00
Learning by Doing Versus Simplified Math
David contrasts simplified additive models with tacit knowledge, advocating trial-and-error to optimize real utility and compounding.
Play episode from 05:13
Transcript


