#042 Black Swans, The End of Jobs, and Long Volatility with Taylor Pearson of Mutiny Fund
Smart Friends
00:00
The Peranent Portfolio
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?
Transcript
Play full episode
