I was looking up like a stuffed animal scale phone case, ecause i thought it would be really nice to, like, instead of pinching your phone against your shoulder. And you had, i do, kind of like writing the play book for the rest of your career. For me, for sure, writing is very much like u figured out as you go along process. H wain, i was like trying to figure out, ye what it meant and how it workedd, and all that gon of stuff. So was was definitly sort of a an emergeant phenomenon, if you will. You know, my friends from growing up really right, it's like, hey
Topics:
(6:21) - What is your specific knowledge?
(7:20) - Taylor’s career
(12:38) - Transaction Cost Economics
(20:02) - The work behind Taylor’s first book: The End of Jobs
(21:20) - Was publishing that book a major inflection point in your career?
(23:53) - Taylor’s writing on the crypto space and work in investing & finance
(29:03) - Mutiny Funds
(32:57) - The Long-Volatility Strategy
(36:33) - The Thousand-Year Portfolio
(40:49) - Who is using the long-volatility strategy and how are they using it?
(43:16) - What does the strategy look like day to day?
(50:07) - Volatility Index
(55:33) - Are there future products in the funnel for Mutiny?
(57:44) - What do you look for in the hedge funds you assemble?
(1:00:20) - How long have you been building this core of knowledge?
(1:04:11) - How do you know when to shift your focus?
(1:07:11) - Are there people you look up to who are great examples of playing the long game?
(1:09:25) - What is the long game for Mutiny?
(1:12:49) - How do you maintain discipline when the world tells you to take the other path?
(1:16:22) - What mental model do you use most often?