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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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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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
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