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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Recommended Reading on Ergodicity and Demographics

David recommends books on ergodicity, Herbert Simon, and demographics to better understand path dependence and policy implications.

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