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GM55: What Investors Need to Know about 2024 ft. Dave Dredge & Cem Karsan

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Jan 17, 2024
Renowned risk management experts Dave Dredge and Cem Karsan discuss the current market climate and the importance of long volatility and owning convexity in investment views. They also tackle the consequences of government debt and the challenges faced by central banks. The speakers explore the risks of unwinding non-recourse leverage and delve into the potential impact of expanding volatility in areas like FX and equity. A must-listen for investors looking for insights into the year ahead.
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