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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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.

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