Pirates of Finance: Recent Episodes
Corey Hoffstein & Jason Buck
Unearth nuggets of buried treasure discovered throughout the week in the world of finance, business, and markets with Corey Hoffstein and Jason Buck. Pirates of Finance looks at the open sea of our financial world and discusses new finds, new ideas, and new trends. Pirates of Finance is livestreamed once a week on Fridays.
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 nail the intro (three in a row), talk ChatGPT, Midjourney and why stock photos are dead. Not to mention caselaw for influencers, Corey goes OFF on ~Finfluencers, digital pimps and Treasuries oh my - Jam packed episode you don't want to miss.
00:00 Intro
2:30 ChatGPT
13:30 Death to Stock Photos
17:30 Corey doesn’t Kink Shame
21:30 Millennial Money Crew - Sued
26:35 Digital Pimps
30:25 Daddy Brain
42:16 CBDC - USDC
46:08 Every month brings a new crisis
49:00 Market Maker Gamesmanship
53:00 Rum talk
59:59 Snowball effects
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 nail the intro (two in a row), welcome the newest member of the booty crew, breakdown banks, talk transaction costs of building businesses then touch on manic markets before closing with Self-fulfilling Psychologies and a broader Branding discussion.
00:00 Intro
01:20 IT’S A BOY
08:12 The Taxonomy of Banks
20:15 This week in startups
27:10 Transaction Costs of building companies
38:28 Bond Talk
48:15 Self-fulfilling Psychologies
55:49 Branding
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
NTRO 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 nail the intro then answer the most important FMK question ever posed, breakdown Hedge Funds vs ETFs, then Asset vs Investment Management + much moarr
00:00 Intro
06:09 FMK
38:00 Hedge Funds vs ETFs
46:58 Asset vs Investment Mgmt
53:19 What it takes to run an ETF
58:05 Unconferences
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 talk 0 DTE Options, Gammageddon, Equity Vol, the beasts that are CTA / Managed Futures, Jump Risk & a DEEP DIVE on the NFT Landscape + much moarr
00:00 Intro
03:30 0 DTE Options
23:27 Equity Volatility
34:35 CTA / Managed Futures Managers
54:30 Farm to Death
59:59 NFT MOMENTUM
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 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.
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 PPs, Open vs close loop systems, Anti bro culture, the heavily anticipated RUM SAMPLE + much moarr00:00 Intro03:20 hedge words 11:00 Co-pilot 12:20 Coding is NOT safe12:30 Open vs close loop systems22:00 Intellectual dyslexia 29:00 Meet Kevin34:40 Cock punch and PP36:00 Anti bro culture43:00 Digital and real estates 46:00 Hidden forces47:00 Crypto resiliency 51:00 Catch up journalism55:00 Playing off doubt57:00 RUM SAMPLE01:02:00 Jason on readingON OTHER PLATFORMSTwitter @FinancePirates https://twitter.com/FinancePiratesTikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinanceDownload Our Podcasts https://pod.link/1613745847INTRO MUSICBy taylorgalford.bandcamp.comTHIS 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.
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 FTX's spectacular blow up, powder kegs, leverage, liquidity phantoms, morality of hosting a podcast + much moarr
00:00 Intro
07:30 Due Diligence Daisy Chains
15:00 Crypto Clawbacks
29:30 Market Volatility
39:00 Leverage as a tool
44:10 You are....
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 trend following, product chasing, the burden of success + much moarr
00:00 Intro
07:30 Booty Crew Meetups - EQD @ Miami
16:00 Trend following
32:00 The Era of Product Chasing
36:20 The Burden of Proof
50:00 The curse of success
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 @JasonCMutiny and @choffstein unearthing this week's buried treasure in the world of investing. This week the duo talks time and sweat equity "arbitrage", Why retail is often ignored, Honest conversations around total comp, the ambiguity of business building + much moarr
00:00 Intro 10:45 The Finance show about anything but 19:30 Time and sweat equity "arbitrage" 30:30 Why is retail often ignored? 42:20 My First Million w/ Palmer Luckey 50:20 Employee vs family 01:00:00 Rum talk 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.
For the curious corsairs, send questions to 𝗔𝘀𝗸𝟮𝗽𝗶𝗿𝗮𝘁𝗲𝘀@𝗴𝗺𝗮𝗶𝗹.𝗰𝗼𝗺 🏴☠️ that MAY get answered live Fridays @ 3 📺
ON OTHER PLATFORMS 🏴☠️ Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates)
OUR 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.
For the curious corsairs, send questions to 𝗔𝘀𝗸𝟮𝗽𝗶𝗿𝗮𝘁𝗲𝘀@𝗴𝗺𝗮𝗶𝗹.𝗰𝗼𝗺 🏴☠️ that MAY get answered live Fridays @ 3 📺
00:00 Intro 02:25 Corey's Tiktok Experiment 24:00 The endowment effect 31:00 Engagement hack 36:30 Sales 46:00 Distribution models
ON OTHER PLATFORMS 🏴☠️ Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates)
OUR 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.
Jason's Hierarchy of Entertainment S03:E07
00:00 Intro 22:20 The finance show about everything but.. 33:00 Jason's hierarchy of Entertainment 45:00 Point in time tests 55:00 Serious Content 01:06:48 Rum Talk
ON OTHER PLATFORMS Pirates of Finance on Twitter @ PiratesFinance
OUR FIRM ️ Mutiny Fund
OUR PODCASTS The Mutiny Podcast Flirting with Models
CONTACT US Jason on Twitter @ JasonMutiny Corey on Twitter @ 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! With Season 3 Episode 6🏴☠️
00:00 Intro 7:00 Corey the rebalancing wizard 22:50 Reducing luck 29:00 Back tests 35:00 Rebalance bands 51:00 Operation burns
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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.
00:00 Intro 3:50 All Weather TM 8:30 Movie talk 18:45 Expectations 32:30 Capital efficiency 40:00 Balancing Beta 43:00 RUM 51:00 Apprenticeship
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
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
Back on the high seas, we discuss: Due Diligence, Path Management 🛣️, Incepting Corey, Decision Making Under Opacity & Return Stacking 🥞
0:00 Intro 🔰 17:50 Due Diligence 🔎 29:30 Path Management 🛣️ 39:20 Incepting Corey 46:00 Decision Making Under Opacity 50:20 Return Stacking 🥞 57:00 What gets rid of foxes? 🤣🤣🤣
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?
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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.
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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.
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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.
--
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.
Corey Hoffstein & Jason Buck take viewers through the perplexing and ill-defined world of investment "alternatives." What are they? Private Equity? Racehorses? Wine? Crypto? The pirates discuss.
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.
Corey Hoffstein and Jason Buck unwind and explore the finer points of finance, such as the risk/reward of investing in bonds during hiking cycles, the $HYG Drawdown fallacy, and the "Two Times Duration Minus 1 Rule." With boatswain Jack Farley, they entertain the possibility that the global economy is headed for a "commodity supercycle," and they consider what such an environment would mean for correlations and investment styles such as CTAs (Commodity Trading Advisors).
Follow Jason on Twitter @JasonMutiny Follow Corey on Twitter @choffstein Follow Jack on Twitter @JackFarley96 -- Timestamps: (00:00) Corey's Conference (5:40) Cathie Wood's $ARKK Call (8:30) The High-Yield ($HYG) Drawdown Fallacy (14:00) Bond Returns During Rate Hiking Cycles (22:40) The "Two Times Duration Minus 1 Rule" (29:30) The Commodity Supercycle (50:50) CTAs as an Inflation Hedge (1:00:31) Commodities Congestion Trades
Pirates of Finance Jason Buck and Corey Hoffstein lament on bonds and answer the burning question of why exactly bonds just can't catch a break this quarter.
Pirates of Finance Jason Buck and Corey Hoffstein talk the Big Short, bonds this quarter, inflation's affect on the world, and more.
Pirates of Finance Jason Buck and Corey Hoffstein talk bubbles, safety, and carry on this week's episode.
Pirates of Finance Jason Buck and Corey Hoffstein talk ApeCoin, real estate, and the investment technique of going "halfsies."
Corey Hoffstein, chief investment officer of Newfound Research, and Jason Buck, chief investment officer at Mutiny Funds, talk the "end times" approaching as the markets get crazier, sell offs increase, and the only thing left is the survivor's guide for hedging-- which this episode focuses on.
Corey Hoffstein, chief investment officer of Newfound Research, and Jason Buck, chief investment officer at Mutiny Funds, talk gamma squeezes, structured products, and the lack of substance that easy macro narratives offer to long-term investors.