
Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Macro Hive Conversations With Bilal Hafeez
00:00
Historical Parallels and the Risk of Complacency
David compares current conditions to the late 1990s, warning never to assume easing or tightening will be one-directional forever.
Play episode from 34:45
Transcript


