

Jason Buck, Mutiny Fund – Carry, Convexity & The Cockroach | #440
9 snips Sep 6, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33
Introduction
00:00 • 2min
Mutiny Funds Podcast - Jason B. Buck
01:43 • 2min
22 Steps to Make Wine
04:09 • 2min
The Pirates of Finance Podcast
05:51 • 2min
The Story of the Cockroach Guy
07:22 • 4min
Harry Brown Permanent Portfolio
11:41 • 2min
Using Offence and Defensive Assets in a Portfolio?
13:22 • 3min
Defensive Assets - The Biggest Thing We Think About
16:17 • 3min
Is Your Average Financial Adviser Four Times Leverage the Stock Market?
18:48 • 2min
I'm the Outlier on All Your Twitter Poolls
20:39 • 2min
Did It Go Through Some Stressers Durin the Pandemic?
22:21 • 4min
The Real State Debt Developers Are Preternaturally Optimists
26:15 • 2min
How to Get Out of Real Estate Markets
28:38 • 2min
What's Great About Options Greeks?
31:03 • 3min
What's Tail Risk and What Doesn't?
34:24 • 6min
Getting Your First Mutiny Manager Conference
40:15 • 4min
The Big Adman or Custodian?
44:21 • 2min
How Do You Think About Monotization Heristics?
46:40 • 3min
What's the Scratch?
49:40 • 5min
How Do You Think About Positionsizing Strategies and Managers?
54:11 • 2min
What Is the Hardest Question?
56:10 • 2min
What Is the Maximum Drawdown on 60 40 Real?
57:54 • 3min
How Much Should I Give You?
01:01:04 • 3min
The Real Answer Versus What You Do?
01:03:45 • 2min
Is There a Risk Reduction Strategy?
01:06:01 • 2min
The People That Drive Me Crazy Are the VCS Who Should Know Better About the Business Cycle
01:07:58 • 3min
The Second Idea Is Market to the v Cs
01:11:16 • 4min
What Do You Think About Fees?
01:15:06 • 3min
Interval Fund
01:18:10 • 2min
Cryptocurrency and the Office of Foreign Control
01:20:00 • 2min
The Most Memorable Trade
01:22:14 • 2min
A Sense of Humor
01:24:28 • 2min
Investing in Put Options
01:26:26 • 2min