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Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
The Meb Faber Show - Better Investing
The People That Drive Me Crazy Are the VCS Who Should Know Better About the Business Cycle
"The people that drive me craziest are the vcs who should absolutely know better about the business cycle, and consistently get upside down when things turn," he says. "They're shitting their pants over existing portfolios while salvating over potentially more reasonable valuations." He offers two ideas on how to hedge your portfolio: Leverage or ark; learn capital efficiency with jason mutiny.
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