Mutiny funds creates an anti correlated asset with the things that most people own, which is like stocks and bonds. Money ends up split among a variety handful of hedge funds that are actively trading along volatility strategy. We have what are called s m a separately managed accounts, where we basily grant them limited power of returning to trade on our funds,. And then were monitoring their trade n they're doing within there.
Topics:
(6:21) - What is your specific knowledge?
(7:20) - Taylor’s career
(12:38) - Transaction Cost Economics
(20:02) - The work behind Taylor’s first book: The End of Jobs
(21:20) - Was publishing that book a major inflection point in your career?
(23:53) - Taylor’s writing on the crypto space and work in investing & finance
(29:03) - Mutiny Funds
(32:57) - The Long-Volatility Strategy
(36:33) - The Thousand-Year Portfolio
(40:49) - Who is using the long-volatility strategy and how are they using it?
(43:16) - What does the strategy look like day to day?
(50:07) - Volatility Index
(55:33) - Are there future products in the funnel for Mutiny?
(57:44) - What do you look for in the hedge funds you assemble?
(1:00:20) - How long have you been building this core of knowledge?
(1:04:11) - How do you know when to shift your focus?
(1:07:11) - Are there people you look up to who are great examples of playing the long game?
(1:09:25) - What is the long game for Mutiny?
(1:12:49) - How do you maintain discipline when the world tells you to take the other path?
(1:16:22) - What mental model do you use most often?