Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
The Meb Faber Show - Better Investing
Using Offence and Defensive Assets in a Portfolio?
The only form of actual winning in this game is surviving. That's the way we have to play the game. As long as you can stay in the game where most people blew up, blow up and they get kicked out of the game. The idea of wat this would help me prior to two thousand seven, two thousand eight was that by adding long volatility, toris, commodity trinmanagers, may be a little bit of gold and crypto currencies, that allows you to survive. And so when people are offered a portfolio, even if they're diversifying into v c p, e, real state, all these different things, those are all still long g d p. Therefore
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
