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Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
The Meb Faber Show - Better Investing
Is There a Risk Reduction Strategy?
Longfoll: Most people, like you said, are looking for risk reduction. So that's part of it. You can get a lot weirder with what you're doing oncpornurly, or what you're investing in privately. And so that's really exciting to me. Longfoll: Not only do you have a convex cash position, but now cash is incredibly value.
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