Grant’s Current Yield Podcast REALLY GOOD BREAKS
13 snips
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.
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David Dredge's Investment Approach
- David Dredge, at the Grant's conference, stated he doesn't try to make money but buys cheap volatility.
- He has a background in trading and sits on the Monetary Authority of Singapore's Markets Committee.
Volatility Concerns
- Volatility creates concern for Dredge as it can reduce opportunities in volatility markets.
- People become reluctant to sell insurance-like structures during shaky market conditions.
Anticipation of Market Explosion
- Despite market conditions that suggest a sell-off, an explosion in asset markets hasn't occurred.
- Dredge isn't overly concerned due to insights into potential market fire spread and contagion.