Investing in 2024: Risks & Rewards | feat. Dave Dredge | Global Macro 55
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- Опубликовано: 18 сен 2024
- Get ready for a powerhouse discussion as two titans of risk management, Dave Dredge and Cem Karsan, come together once again. These experts are renowned for their insights, and today, they're diving deep into what's unfolded since their last conversation and where the smart money should be in 2024. From avoiding pitfalls to uncovering lucrative opportunities, Dave and Cem have you covered. Tune in for a dynamic start to the year!
#toptraders #investing #trendfollowing
Episode Summary
02:37 - Looking back on our last conversation
07:55 - Are markets looking too good to be true?
14:04 - The importance of long volatility and owning convexity
24:41 - Why is volatility compression normalizing?
31:35 - A system under pressure
38:48 - How is now different to the 1970's?
42:09 - Can deglobalization be a good thing?
53:00 - Where is the debt problem going?
01:04:25 - Volatility and liquidity are opposite sides of the same coin
01:09:08 - How Dredge is carrying out volatility selling
Full episode can be found here:
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The immense amounts of knowledge that is being shared for free to us is a great credit to the character of these men. Kudos to the 3 of you
Great Moderator !
Outstanding discussion
Thank you :)
Truly brilliant Deep dive please give us more elucidating more in simpler terms thank you for being❤😂🎉😊
Thank you :)