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90 - Offense wins Games. Defense wins Championships w/ Jason Buck
The Trade Busters
How to Create a Liquid Portfolio That Outpaces Inflation
The Cockroach Fund uses leverage to create a liquid portfolio that's kind of like all the world's liquid asset classes. The other 50% you can use for these illiquid private assets. And this creates this beautiful symbiotic feedback loop because they don't have the granularity that you're looking for with liquid markets, right?
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