Ike: I have a very high degree of, like, like iverget 99 personaros of my life. We want these diversified, und correlated things with different return drivers they can combine to form a better long term compounding growth rate. They don't go up and down at the same time because some people just call them psychological gaffes. Ike says he's never going to make 50 % in the ar with he permanent portfolio,. Because you're shupeoversified. Right? And so if that's from a portfolio construction perspective, like, that's how we think bot, right?
Topics:
(6:21) - What is your specific knowledge?
(7:20) - Taylor’s career
(12:38) - Transaction Cost Economics
(20:02) - The work behind Taylor’s first book: The End of Jobs
(21:20) - Was publishing that book a major inflection point in your career?
(23:53) - Taylor’s writing on the crypto space and work in investing & finance
(29:03) - Mutiny Funds
(32:57) - The Long-Volatility Strategy
(36:33) - The Thousand-Year Portfolio
(40:49) - Who is using the long-volatility strategy and how are they using it?
(43:16) - What does the strategy look like day to day?
(50:07) - Volatility Index
(55:33) - Are there future products in the funnel for Mutiny?
(57:44) - What do you look for in the hedge funds you assemble?
(1:00:20) - How long have you been building this core of knowledge?
(1:04:11) - How do you know when to shift your focus?
(1:07:11) - Are there people you look up to who are great examples of playing the long game?
(1:09:25) - What is the long game for Mutiny?
(1:12:49) - How do you maintain discipline when the world tells you to take the other path?
(1:16:22) - What mental model do you use most often?