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Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
The Meb Faber Show - Better Investing
Defensive Assets - The Biggest Thing We Think About
People are crazy when they try and draw inferences, that means conclusions from ten years on an asset class or actively managed fund. And how many? Every survey, one after another, shows people looking at one to three years at the most. So as soon as you have any savings left over after consumption that you don't need to put back into your business, you actually need to be solely investing in defensive assets.
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