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Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
The Meb Faber Show - Better Investing
Harry Brown Permanent Portfolio
The harry brown permanent portfolio, decades old, was 25 % stocks, bonds, cash, gold. The modern version is like, what if you used, like, long baltilian terrorists? That gave you a much more comvex cash position to kind o offset the stock exposure. Instead of just gold, why don't we use commodity trend followers that can trade 80 to a hundred commodity markets? And that's a better ballast in an inflationry environment,. or maybe a better beta to really offset the the disinflationary bucket of bonds.
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