David Dredge, Founder and CIO of Convex Strategies with over 30 years of risk management experience, offers intriguing insights into modern investment practices. He challenges traditional risk frameworks, advocating for a 'barbell' approach to navigate market uncertainties. Dredge highlights the significance of convexity in investment strategies, critiquing conventional measures. He also explores economic risks related to rising interest rates and emphasizes the impact of divergent investment returns, illustrating how key moments can make or break long-term growth.

The podcast discusses the BoJ's timid hike, fiscal dominance in bond buying, central banks' shifting views on inflation, and strategies for risk management in volatile markets. David Dredge, CIO of Convex Strategies, shares insights on portfolio positioning, utilizing convexity for risk mitigation, navigating market volatility, and recommended books for understanding economics.

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.