
Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Macro Hive Conversations With Bilal Hafeez
00:00
Demographics, Debt, and Fiscal Dominance
David links aging populations and high debt to inflationary fiscal loops and long-term pressures on policy and portfolios.
Play episode from 27:10
Transcript


