Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into the FTX rebalance trade, Strategy vs Structure, dry powder + much moarr
00:00 Intro
03:20 Edge
05:00 Strategy vs
18:30 Equity Risk Premium
22:00 Lux Letter
32:00 Discomfort
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INTRO MUSIC
By taylorgalford.bandcamp.com
THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.
