Pirates of Finance

The Pirates of Finance are back! With Season 3 Episode 4 🏴‍☠️ 00:00 Rum Talk 16:00 Generational Wealth 20:00 Entrepreneurship 29:00 Operators 35:00 Survivorship 41:00 Portfolio Construction 47:30 Movies 51:30 Financial Literacy -- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates) OUR FIRM ️ Mutiny Fund: https://www.mutinyfund.com OUR PODCASTS  The Mutiny Podcast: https://mutinyfund.com/podcasts/  Flirting with Models: https://www.thinknewfound.com/podcast CONTACT US  Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)  Corey on Twitter @ choffstein (https://www.twitter.com/choffstein) 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.

The Pirates of Finance are back! LIVE S03:E03 0:00 Intro 7:00 Inflation 31:00 The Wild West 38:00 Fertility 44:00 Dimension reduction 49:00 Experimentation 55:00 Content is the business 57:00 Network building 63:00 ETFs -- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates) OUR FIRM ️ Mutiny Fund: https://www.mutinyfund.com OUR PODCASTS  The Mutiny Podcast: https://mutinyfund.com/podcasts/  Flirting with Models: https://www.thinknewfound.com/podcast CONTACT US  Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)  Corey on Twitter @ choffstein (https://www.twitter.com/choffstein) 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.

Dive into the high seas of finance where the hosts tackle the art of due diligence and the complexities of path management. Discover how decision-making under opacity can shape investment outcomes. They humorously share experiences of dealing with foxes while comparing personal relationships to portfolio management. Explore the intriguing concept of return stacking and how market inefficiencies present unique trading opportunities. Join for a blend of enlightening insights and playful storytelling!

Back on the high seas, we discuss: Hot Money, Optimal Leverage, Commodity Strategies, Backtesting Mistakes, and ESG Retaliation. 00:00 Intro 02:50 The duality of man 15:00 Seasons of your life | Main character syndrome 22:30 Who regulates Porn? 37:39 Corey calls bullsh*t 43:20 Crypto 47:50 Bear market narratives 54:00 Recessions are the perfect time for startups 58:00 What is finance? -- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates) OUR FIRM ️ Mutiny Fund: https://www.mutinyfund.com OUR PODCASTS  The Mutiny Podcast: https://mutinyfund.com/podcasts/  Flirting with Models: https://www.thinknewfound.com/podcast CONTACT US  Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)  Corey on Twitter @ choffstein (https://www.twitter.com/choffstein) 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.

-- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates) OUR FIRMS ️ Mutiny Fund: https://www.mutinyfund.com ️ Newfound Research: https://www.thinknewfound.com OUR PODCASTS  The Mutiny Podcast: https://mutinyfund.com/podcasts/  Flirting with Models: https://www.thinknewfound.com/podcast CONTACT US  Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)  Corey on Twitter @ choffstein (https://www.twitter.com/choffstein) 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.

Dive into the fascinating world of commodities and how they're becoming the new SPACs amidst market volatility. Enjoy a humorous exchange as the hosts discuss their pajama fashion choices while uncovering the serious repercussions of inflation and central bank policies on commodities. Explore the intrigue of low SKU during bear markets and dissect Meta's metaverse gamble. Plus, learn about equity duration complexities and the art of portfolio management, all presented with a light-hearted flair!

-- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates) OUR FIRMS ️ Mutiny Fund: https://www.mutinyfund.com ️ Newfound Research: https://www.thinknewfound.com OUR PODCASTS  The Mutiny Podcast: https://mutinyfund.com/podcasts/  Flirting with Models: https://www.thinknewfound.com/podcast CONTACT US  Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)  Corey on Twitter @ choffstein (https://www.twitter.com/choffstein) 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.

-- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates) OUR FIRMS ️ Mutiny Fund: https://www.mutinyfund.com ️ Newfound Research: https://www.thinknewfound.com OUR PODCASTS  The Mutiny Podcast: https://mutinyfund.com/podcasts/  Flirting with Models: https://www.thinknewfound.com/podcast CONTACT US  Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)  Corey on Twitter @ choffstein (https://www.twitter.com/choffstein) 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.

-- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates) OUR FIRMS ️ Mutiny Fund: https://www.mutinyfund.com ️ Newfound Research: https://www.thinknewfound.com OUR PODCASTS  The Mutiny Podcast: https://mutinyfund.com/podcasts/  Flirting with Models: https://www.thinknewfound.com/podcast CONTACT US  Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)  Corey on Twitter @ choffstein (https://www.twitter.com/choffstein) 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.

-- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates) OUR FIRMS ️ Mutiny Fund: https://www.mutinyfund.com ️ Newfound Research: https://www.thinknewfound.com OUR PODCASTS  The Mutiny Podcast: https://mutinyfund.com/podcasts/  Flirting with Models: https://www.thinknewfound.com/podcast CONTACT US  Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)  Corey on Twitter @ choffstein (https://www.twitter.com/choffstein) 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.