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
Introduction
00:00 • 4min
Are You Hitting Risk Limits Because You're So Unbelievably Wealthy?
03:30 • 2min
Rolex
05:07 • 2min
What's Happening in Napa Valley?
06:53 • 3min
How to Grow a Good Quality Grapes
10:23 • 3min
Harvest Rebalancing Timing Luck
13:04 • 2min
How to Hedge Mutual Insurance in California
15:23 • 3min
China Is a Big Wine Region and It's Getting Bigger and Bigger
18:47 • 3min
Is There a Crop Hedge to Temperature?
21:55 • 2min
The Permaculture Front
23:32 • 2min
Amazon Clarkson's Farm
25:49 • 2min
What's Up With the Status Game?
27:38 • 2min
Are We All Enthralling Each Other?
29:43 • 2min
The TikTok Algorithm Is Playing Me
32:13 • 4min
TikTok
36:40 • 2min
Are You Just Going to Be Wrong?
39:03 • 1min
Is Kim Kardashian a Partner in a Private Equity Fund?
40:33 • 2min
LPs Aren't Just for the Kardashians, Right?
42:05 • 2min
Are You Alienating the Military?
44:07 • 1min
The Immaculate Rebalance
45:11 • 5min
The Immaculate Rebalance of Research Affiliates
50:09 • 2min
Hedge Funds - What Makes or Breaks Your Fund?
52:17 • 2min
Rebalance Timing Work
54:02 • 3min
You'll Play on TikTok
57:08 • 3min
How Many Times a Day Do You Think You're a Fucking Idiot?
01:00:21 • 3min
I'm Gonna Be the First Person to Die
01:03:47 • 3min
Creating a Blended Rum of Multiple Countries, You Know?
01:06:51 • 3min
Getting a Custom Blend for a Special Event?
01:10:16 • 2min
The Pirates of Finance
01:11:56 • 2min