Episode description
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!
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
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Episode TimeStamps:
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
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