David Dredge @ConvexityDredge
Joined July 2023-
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Worth a listen. The guys cover a lot!
Worth a listen. The guys cover a lot!
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A stunningly good week at CBOE RMC in Munich. Truly special treat to get some live in the flesh time with brothers in Vol @jam_croissant @HariPKrishnan2
A stunningly good week at CBOE RMC in Munich. Truly special treat to get some live in the flesh time with brothers in Vol @jam_croissant @HariPKrishnan2
Our August update is up at the Convex Strategies website- “Resilience”. We do our usual review of Jackson Hole, finding their way to demographics! And discuss the resiliency dividend. Enjoy! convex-strategies.com/2025/09/16/ris…
David Dredge retweeted
No one, so far, who has read "An introduction to ergodicity economics" has had anything negative to say. That, plus many many very thoughtful positive comments. Makes me very happy.
No one, so far, who has read "An introduction to ergodicity economics" has had anything negative to say. That, plus many many very thoughtful positive comments. Makes me very happy.
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…
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
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