Listen to the full episode here: Why the Best Portfolios Are Built to Be Wrong: https://www.toptradersunplugged.com/podcast/why-the-best-portfolios-are-built-to-be-wrong-ft-david-dredge-richard-brennan/ I have just spent two hours with Dave Dredge and Niels Kaastrup-Larsen, and I am still thinking about it. Here is the odd thing...
“The future is not hidden.It is unfinished.” This essay is the first in a short series exploring what it means to trade the present rather than the past. A race is not won by driving at the average speed of...
Financial markets move through alternating states. There are long stretches of calm where volatility remains contained and returns progress in small increments. Then there are rough cycles where volatility expands, correlations collapse, and dislocations dominate price behaviour. Each environment rewards...
Convexity: The Trend Following Game-Changer What if the key to long-term trading success isn’t just about capturing trends but harnessing convexity? I recently sat down with Niels Kaastrup-Larsen on the Systematic Investor Series of Top Traders Unplugged to dive deep...
Introduction At ATS Trading Solutions, we’ve long recognized the power of convexity in trading. While many investors chase smooth, predictable returns, trend followers have historically thrived by embracing uncertainty, volatility, and non-linearity–hallmarks of financial markets. The inspiration for this article...
Better Brakes, Faster Gains: Unlocking the True Power of Convexity in Outlier Hunting David Dredge, the founder and CIO of Convex Strategies, recently shared powerful insights on risk and growth during a thought-provoking podcast discussion. His key message: better brakes...
