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3min chapter
Jason Buck - Designing the Cockroach Portfolio (S6E1)
Flirting with Models
How to Be a 25% Long Ball Investor
When Chris Cole wrote the Dragon Portfolio paper, his was fifth in stocks, fifth in bonds, fifth long ball, fifth CTA or commodity trend and fifth gold. What does that mean to be a quarter long ball? Like, what's the sizing? Of course, you know how to ask the most difficult question there is a setback. The trick is what you're monetizing heuristics to make sure you monetize it properly.
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