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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Targeting Frequency vs Magnitude

David criticizes harvesting mean returns and advocates bounding downside while increasing upside participation for better compounding.

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