by Derek Hernquist | Feb 8, 2022 | Market Updates
“Risk isn’t what you think is going to happen, it’s what hurts if it does happen.” David Dredge, Convex Strategies Reading and listening to David Dredge has been a joy; it’s a great thing to see how a practitioner can...
by Derek Hernquist | Oct 14, 2021 | Market Updates
“I argue that cost-effective risk mitigation, when done well, doesn’t just take you out of risk, but actually allows you to take on more risk.” Mark Spitznagel We’d tweak “take on more risk” to “pursue more return” but...
