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Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
The Meb Faber Show - Better Investing
How Much Should I Give You?
Somblak: Most people secretly want to gamble, like they don't actually want the correct answer. They actually like the concept of perfectly picking, like, the right choice and tell me when to be in and out of stocks. But if i'm honest, it's not a good ballast of the portfolio. It's not going to be enough to help you out when these liquidity events happen.
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