Grant’s Current Yield Podcast cover image

Grant’s Current Yield Podcast

REALLY GOOD BREAKS

Mar 14, 2025
David Dredge, CIO and CEO of Convex Strategies, dives into the intriguing world of market volatility and risk management. He shares insights on how COVID-19 and monetary policies shape investor behavior and financial stability. Dredge discusses challenges retail investors face in accessing volatility strategies and analyzes Singapore's financial landscape amid global pressures. He critiques traditional economic models, highlighting gaps between theory and practice while exploring the implications of recent market shocks and rising living costs.
40:53

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • David Dredge emphasizes the importance of acquiring cheap volatility to protect investors against market uncertainties and enable more aggressive strategies.
  • He discusses how historical patterns of excessive leverage and rigid monetary policies could lead to severe economic repercussions, urging a reevaluation of governmental interventions.

Deep dives

The Nature of Volatility Business

Volatility plays a critical role in the financial markets, particularly for investors who seek to manage risk effectively. David Dredge emphasizes that his approach does not involve taking a speculative stance but instead focuses on providing protective measures for clients facing market uncertainties. By acquiring cheap volatility, he helps investors navigate risk without needing to predict market movements or futures. This method empowers clients to be more aggressive in their investment strategies, knowing they have safeguards in place.

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