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The Grant Williams Podcast

The Grant Williams Podcast: Dave Dredge - PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 18 October 2021

⏱️ 13 minutes

🧾️ Download transcript

Summary

My guest in this episode of The Grant Williams Podcast is Dave Dredge of Convex Strategies in Singapore - a man with whom I had several epic conversations during my time at Real Vision. This time, our discussion was sparked by a recent monthly letter Dave published which examined the recent US withdrawal from Afghanistan and used it to look at financial markets through the prism of ‘self-organized criticality.’ Dave’s ability to communicate complex ideas with brilliantly-chosen metaphors is to the fore in what was a hugely engaging conversation that will leave you with much to ponder. Be sure to download the letter which sparked this conversation at the link provided below - it will provide invaluable background to yet another fantastic hour of rich discourse. https://convex-strategies.com/2021/09/22/risk-update-august-2021/ As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

Transcript

Click on a timestamp to play from that location

0:00.0

Before we get going, here's a bit where I remind you that nothing we discussed should

0:14.1

be considered as investment advice.

0:16.6

This conversation is for informational and hopefully entertainment purposes only.

0:20.6

So while we hope you find it both informative and entertaining, please do your own research

0:25.6

or speak to a financial advisor before putting a dime of your money into these crazy markets.

0:38.2

You're about to listen to a special preview edition of the Grant Williams podcast featuring

0:41.6

my special guest Dave Dredge of Convex Strategies in Singapore.

0:46.3

This is one of those conversations that I've been looking forward to so much and yet it

0:50.1

managed to surpass my expectations dramatically and I think you're going to enjoy it tremendously.

0:57.0

Every episode of the Grant Williams podcast, including the end game, The Supertrophic

1:00.1

Happier and The Narrative Game, is available to copper and silver tier subscribers at my website

1:05.3

grant-volumes.com.

1:07.5

Copper tier subscribers get access to all the podcasts, while members of the Silver tier

1:11.2

get both the podcasts and my monthly newsletter, Things That Make You Go Whom.

1:15.5

So if you enjoy what you hear on the show and you want more high quality content like it,

1:19.5

please make your way over to grant-volumes.com and join our exciting community today.

1:24.5

And with that, please enjoy the show.

1:37.8

Well Dave, mate, good to see you again.

1:39.2

It's been way too long.

1:40.4

Thanks for staying in the office late on a Friday night, no less to have a chat with me.

1:45.8

It, given the giant stodgers playoff games tomorrow morning, I figured this was better for me.

1:51.0

Yeah, actually, good point.

...

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