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 offer 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.