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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Learning by Doing Versus Simplified Math

David contrasts simplified additive models with tacit knowledge, advocating trial-and-error to optimize real utility and compounding.

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