Capital Misallocation

Capital Misallocation

Trouble in Big Rock Candy Mountain?

Benny & The Squirrel: Ep. 17 with the "King of Convexity" David Dredge, CIO of Convex Strategies

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Capital Misallocation and The Blind Squirrel
Jan 16, 2026
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Benny (Capital Misallocation) & The Squirrel were joined live by David Dredge, Founder and CIO of Singapore-based Convex Strategies. The show was aired live at 6pm EST on Thursday 15th January.

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.

Benny & The Squirrel will be back on Sunday evening for our regular ‘Start the Week’ show.

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