David Dredge @ConvexityDredge
Joined July 2023-
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Great chat with the visionaries behind JellyC, @DrewGbradford and @jellycritta. Just old friends talking about risk and innovation. Thanks guys! youtube.com/watch?v=WEk2t5…
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The July Update is up at the Convex Strategies website! A little look at the standard justifications for Sharpe World muted performance. Also, further thoughts on factors driving the Hunger Games competition for debt issuance. convex-strategies.com/2025/08/18/ris…
June Update up at the website - “I See No Ships”. More on the faux confidence of central bankers and regulators. The Hunger Games competition to issue bonds is at the heart of it all. convex-strategies.com/2025/07/14/ris…
As good as it gets. Who is thinking about what true change could take place, not just incremental tinkering around the edges of the status quo? Pippa is!
As good as it gets. Who is thinking about what true change could take place, not just incremental tinkering around the edges of the status quo? Pippa is!
Really great conversation by a couple quality thinkers. Worth a listen.
Really great conversation by a couple quality thinkers. Worth a listen.
Aside from the obvious bias, there are some really good links here.
Aside from the obvious bias, there are some really good links here.
Huge gratitude this month to many of our friends and inspirational leaders. Please keep writing and thinking you all! @DrPippaM @ttmygh @EpsilonTheory @ole_b_peters @nntaleb
Huge gratitude this month to many of our friends and inspirational leaders. Please keep writing and thinking you all! @DrPippaM @ttmygh @EpsilonTheory @ole_b_peters @nntaleb
A link, fwiw bloomberg.com/news/videos/20…
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