
PREVIEW: Convexity: The Dredge Dialogue
The ACID Capitalist Podcast
00:00
The Importance of Long Convexity in Emerging Markets
I think of you like Sampson and the whole artifice of the collage. They're all short vol. 12 years now. I mean, I think we might have to get you a wig really. So what three big ones for you in terms of where you really came through and kind of held the board? In a sense more than that, because really the concept of what we do, I stuck was the core of what I came up with when I pitched.
Transcript
Play full episode