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

00:00

Practical Advice: Be Convex and Hedged

David advises owning cost-efficient convexity, participating in upside while professionals maintain asymmetric downside hedges.

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