Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
The Meb Faber Show - Better Investing
The Second Idea Is Market to the v Cs
The first idea is get all the leveraged equity brous to do something else with their portfolio, cause they don't. Idea too, and this is an enormous idea, corporate treasury. 99 point nine, nine nine % of corporate treasuries just put their money in cash and tea bills. We should wes to write a paper on this. The only thing people do with treasury other than that is crypto, rightto which isa even worse idea. And then have talk to actual corporates and ontrmanoers like you, just saying, like run your treasury.
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