Pirates of Finance

Reinvest Wisely So Your Family Will Love You: Enigmatic Fine Art Returns, Messi & Sports Financing

Jun 10, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
Ross Stevens: The Founder of Stone Ridge Holdings
02:08 • 2min
3
The Influence of Eugene Fama on the Principal Agent Problem
04:18 • 2min
4
How to Build a Database of War Points
05:59 • 4min
5
How to Buy a Player in the Minor Leagues
10:18 • 3min
6
Messi's Move to Miami Is a Way for Him to Bring His Extended Family to Miami
13:09 • 2min
7
Chaos Kings: The Story of All the Players at Universal
15:33 • 5min
8
Interval Mutual Funds: The Future of Investments
20:20 • 2min
9
The Importance of Liquidity in ETFs
22:00 • 4min
10
How to Get the Most Out of Your Investments
25:49 • 3min
11
The Auspicious Timing of Universal Wells
29:17 • 5min
12
The Importance of Rebalancing Bands
33:55 • 2min
13
How to Survive the Only Success
35:41 • 4min
14
The Importance of P&L in Emergent Portfolio Construction Properties
39:29 • 2min
15
The Importance of Tale Risk Hedging
41:40 • 4min
16
The Effect of Portfolio Rebalancing on Variance Drag
45:17 • 2min
17
The Benefits of Rebalancing Your Portfolio
47:31 • 2min
18
The Pirate Pinky Promise
49:05 • 2min
19
The Importance of Diversifying Risk
50:44 • 2min
20
The Risk Free Rate of Return
52:40 • 2min
21
The Limits of Diversification
54:51 • 2min
22
The Dismantling of Alpha
56:23 • 4min
23
The Limits of Capacity Constrained Strategies
59:55 • 2min
24
How to Take Advantage of AI
01:01:47 • 3min