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Jason Buck - Designing the Cockroach Portfolio (S6E1)
Flirting with Models
How to Make Your Fund Cataclysm-Proof
The fund has gone so far as to think about purchasing physical gold and storing it around the country when it comes to sort of cataclysmic events. The idea there is like, we've seen historically during war periods, more markets have shut down for weeks or months at a time. So what happens here? You don't need much stored physical gold for that to have quite an exponential return in those sorts of environments.
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