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Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
The Meb Faber Show - Better Investing
I'm the Outlier on All Your Twitter Poolls
i feel like i'm the outlier on all your twitter poolls, when you ask who owns emerging market stocks and commodities. My most recent pole was, has inflation top ticked? Have we seen the high print and inflation for the syc or no, i think it's nine. The best part of this earinotrolling people is that they don't know how to construct their own portfolios. And so it's fun for us to play this. But hopefully it doesn't affect our portfolio construction.
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