Be Aggressively Defensive!
Benny & The Squirrel: Episode 69 with David Dredge, CIO of Convex Strategies.
Benny (Capital Misallocation) & The Squirrel were joined once again by David Dredge, Founder and CIO of Singapore-based Convex Strategies.
The show was aired live at 6pm EST on Thursday 16th July.
David has had a front row seat for pretty much every complex economic and market event going back to the October ’87 crash, actively managing risk and risk businesses for Bank of America, Bankers Trust, ABN Amro /RBS before moving to the buyside with Artradis, Fortress, City Financial and now Convex Strategies. Dave’s excellent monthly essays can be found at Updates – Convex Strategies.
Benny & The Squirrel will be back on Sunday evening for our regular ‘Start the Week’ show.
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