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PREVIEW: Convexity: The Dredge Dialogue

The ACID Capitalist Podcast

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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.

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