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 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...

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...

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...

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...

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.co...

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 @F...

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 moarr 00:00 Intro 03:20 hedge words 11:00 Co-pilot 12:20 Coding is NOT safe 12:30 Open vs close loop systems 22:00 Intellectual dyslexia 29:00 Meet Kevin 34:40 Co...

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 PUR...

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 OTHE...

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...

 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...

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 T...

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:/...

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  C...

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 -- 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://mutinyf...

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 -- 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:  htt...

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 PODCAS...

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 M...

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? 🤣🤣🤣 -- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance ( https://...

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...

-- 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...

-- 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...

-- 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...

-- 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...

-- 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...