Macro Hive Conversations With Bilal Hafeez
Business:Investing
David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years experience managing risk across global markets. Prior to launching Convex Strategies, David served as a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore, where he was responsible for the fixed income aspects of their volatility strategy. Earlier in his career, David built and ran Asian and Global EM trading businesses for RBS (ABN AMRO Group), Bankers Trust, and Bank of America. He currently sits on the Monetary Authority of Singapore Markets Committee (SFEMC). This podcast covers: the problem with the BoJ’s timid hike, fiscal dominance and the need for bond buyers, how central banks have shifted goalposts on inflation, and much more.
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Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics
Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI
Ep. 211: John Coates on How a Few Financial Institutions Control Everything
Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others
Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC
Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI
Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It
Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times
Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking
Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era
Ep. 200: Julia Azari on Trump’s Dictatorial Powers, Biden’s Unpopularity, and US Elections
Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning
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