The Meb Faber Show - Better Investing

Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440

9 snips
Sep 6, 2022
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1
Introduction
00:00 • 2min
2
Mutiny Funds Podcast - Jason B. Buck
01:43 • 2min
3
22 Steps to Make Wine
04:09 • 2min
4
The Pirates of Finance Podcast
05:51 • 2min
5
The Story of the Cockroach Guy
07:22 • 4min
6
Harry Brown Permanent Portfolio
11:41 • 2min
7
Using Offence and Defensive Assets in a Portfolio?
13:22 • 3min
8
Defensive Assets - The Biggest Thing We Think About
16:17 • 3min
9
Is Your Average Financial Adviser Four Times Leverage the Stock Market?
18:48 • 2min
10
I'm the Outlier on All Your Twitter Poolls
20:39 • 2min
11
Did It Go Through Some Stressers Durin the Pandemic?
22:21 • 4min
12
The Real State Debt Developers Are Preternaturally Optimists
26:15 • 2min
13
How to Get Out of Real Estate Markets
28:38 • 2min
14
What's Great About Options Greeks?
31:03 • 3min
15
What's Tail Risk and What Doesn't?
34:24 • 6min
16
Getting Your First Mutiny Manager Conference
40:15 • 4min
17
The Big Adman or Custodian?
44:21 • 2min
18
How Do You Think About Monotization Heristics?
46:40 • 3min
19
What's the Scratch?
49:40 • 5min
20
How Do You Think About Positionsizing Strategies and Managers?
54:11 • 2min
21
What Is the Hardest Question?
56:10 • 2min
22
What Is the Maximum Drawdown on 60 40 Real?
57:54 • 3min
23
How Much Should I Give You?
01:01:04 • 3min
24
The Real Answer Versus What You Do?
01:03:45 • 2min
25
Is There a Risk Reduction Strategy?
01:06:01 • 2min
26
The People That Drive Me Crazy Are the VCS Who Should Know Better About the Business Cycle
01:07:58 • 3min
27
The Second Idea Is Market to the v Cs
01:11:16 • 4min
28
What Do You Think About Fees?
01:15:06 • 3min
29
Interval Fund
01:18:10 • 2min
30
Cryptocurrency and the Office of Foreign Control
01:20:00 • 2min
31
The Most Memorable Trade
01:22:14 • 2min
32
A Sense of Humor
01:24:28 • 2min
33
Investing in Put Options
01:26:26 • 2min