
Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Macro Hive Conversations With Bilal Hafeez
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Where Convexity Opportunities Live
David outlines markets where convexity is purchasable—rates, FX, equities and pockets of credit—driven by vol supply dynamics.
Play episode from 32:20
Transcript


