Top Traders Unplugged

GM31: The Art of Volatility Investing ft. Dave Dredge

15 snips
Dec 21, 2022
Guest
Dave Dredge
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Episode notes
1
Introduction
00:00 • 2min
2
The 60, the Basic Optimized Portfolio Model Is Wrong
02:24 • 4min
3
I'm Just Curious, Why Did Interest Rates Get to Zero?
06:01 • 4min
4
Is the Fed Going to Step Away?
10:30 • 4min
5
The Fed Is the Least of the Problem
14:36 • 3min
6
The Fed Is Making All the Same Mistakes Today
17:18 • 2min
7
Liquidity and Volatility
19:10 • 4min
8
Volatility in the Interest Rate Space
22:58 • 3min
9
Equity Vol Is a Negative Predictor of Volatility in the Short Term
25:29 • 3min
10
How Do You Decide What Is Good Value?
28:15 • 3min
11
LDI Investors - You're Hedging Too Much in Korea
31:44 • 4min
12
I'm Not Trying to Make Money I'll Just Be the Best Brakes
36:02 • 6min
13
The Next Korean Ship Builder
41:44 • 5min
14
The Importance of Knowing What You Don't Know
46:16 • 4min
15
Is There a Gaussian Distribution?
50:45 • 3min
16
The Distributions Change and How Do You Measure Them?
53:20 • 3min
17
You Know I'm Not Trying to Save Money on My Car
55:53 • 4min
18
The ECB Is Not Shrinking Their Balance Sheet but It's Providing Liquidity to the System
01:00:00 • 3min
19
Equity Vault - Is There Anything Left to Buy?
01:03:04 • 6min
20
The Biggest Vol Event in the Emerging Markets After the China De Val
01:09:01 • 4min
21
Capital Controls Are Coming
01:13:01 • 3min
22
Price Controls Are Not Solving the Inflation Problem
01:15:53 • 3min
23
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01:18:42 • 2min