Pirates of Finance

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo champion some OSV Swag, surf Inflation Waves, Shrinking Alpha, Crypto Momentum, CEFs and pour out some rum for the Greatest Podcast Never Recorded + much moarr   00:00 Intro 01:00 OSV Swag 12:30 Inflation Waves 21:00 Shrinking Alpha 28:22 Crypto Momentum 43:44 CEFs - Close End Funds 54:45 The Greatest Podcast Never Recorded   ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 FwM https://pod.link/1402620531 Mutiny https://pod.link/1475281033   INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into Dispersion, Who moves markets, The Quant Quake, Factor Dynamics, Currency, Complex Systems, Ridiculousness + much moarr 00:00 Intro 07:00 Dispersion 19:00 The Quant Quake 29:25 Currency and Markets 34:10 Complex Systems 49:00 Ridiculousness ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 FwM https://pod.link/1402620531 Mutiny https://pod.link/1475281033 INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into AI weightings, podcasting, Swashbuckling, Interviews vs Conversations, WFH, Cyclical vs Structural decision making plus maybe answer how many stocks you should own + much moarr 00:00 Intro 07:00 Pulling the Curtain back on Podcasting 15:00 Interviews vs Conversations 27:50 Bullwhip Effects 30:45 Recessionary impacts on WFH 47:15 The Industry of uncertainty ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 FwM https://pod.link/1402620531 Mutiny https://pod.link/1475281033 INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into content strategy, 'Smart' beta, Alpha, education, a look into Flirting with Models + much moarr 00:00 Intro 07:00 Open vs Closed tab 13:45 Confessions with Corey 23:30 Putting your name behind it 41:45 Smart Beta 55:30 Flirting with Models ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 FwM https://pod.link/1402620531 Mutiny https://pod.link/1475281033 INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into investment philosophy, spreads (butter and value), execution, media BTS + much moarr 00:00 Intro 04:15 Kids and Conferences 12:00 Begging The Question 24:00 Butter Talk 32:15 Flirting With SNIPD 36:00 The Value Spread 51:20 Optimizing for Eyeballs 48:00 The Duo on Conferences 54:00 Corey on Cliff ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 FwM https://pod.link/1402620531 Mutiny https://pod.link/1475281033 INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into the real Calculus of residential real-estate, Elasticity, The role of Auditors, Haircut Alpha, Conferences + much moarr 00:00 Intro 05:30 Jason on elasticity 09:00 Perception vs reality 17:30 Consequences Around Fraud 31:30 'Blackrock owns everything' 33:00 |Residential Real-Estate - Doing the Housing Calculous| 46:45 Haircut Alpha 48:00 The Duo on Conferences ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 FwM https://pod.link/1402620531 Mutiny https://pod.link/1475281033 INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into what gets Jason heated, 60/40s, resolutions, Corey catching fire + much moarr 00:00 Intro 02:00 Jason's take on resolutions 05:00 Partnership Planning 09:30 60/40 and AUM 16:45 Reflections 20:00 Execution 21:00 Time passes either way 24:05 Corey Catching Fire ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into what gets Corey heated, dividends, dilution, why the duo started podcasting + much moarr 00:00 Intro 06:00 Corey Calls Bull 12:15 Total Return Profiles 20:45 Looking for cash (flow) 29:00 Audience building 36:00 Rewatchables ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into the FTX rebalance trade, Strategy vs Structure, dry powder + much moarr 00:00 Intro 03:20 Edge 05:00 Strategy vs 18:30 Equity Risk Premium 22:00 Lux Letter 32:00 Discomfort ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.

A weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into Liver "King", ego, leverage + much moarr 7:00 Liver King 18:00 Jason on Ego 22:00 Thread boys - gate keepers vs goal keepers 29:00 Leveraged bets 31:30 Knock-outs investment vs business 41:00 Artists 44:00 RUM 50:00 Pre-Sales ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance Download Our Podcasts https://pod.link/1613745847 INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.