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Benny & The Squirrel: Ep. 69 with David Dredge

Benny (Capital Misallocation) & The Squirrel (Blind Squirrel Macro) 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.

Become a paid subscriber to get full show notes, the episode slide deck, access to my AI Capex Monitor real time website and my Whatsapp channel chat that includes many PMs, traders, and investors alongside my subs as well as LPs where I share a morning summary of the markets, random trades I put on that I find interesting, research, and market color. There is often very interesting discussion that occurs on there among professional investors.

Episode Slide Deck (Below Paywall)