The Cockroach Portfolio
Pirates of Finance
00:00
How to Make Your Fund Cataclysm-Proof
We think about a lot of things even outside of markets because I think it's easier to hedge your market risk. Historically, what happens to the war? That's why we think about physical gold. The idea there is like, we've seen historically during war periods, more markets have shut down for weeks or months at a time. You don't need much stored physical gold for that to have quite an exponential return in those sorts of environments. We're trying to just do our best with what we have.
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