Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach

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

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