About this episode
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 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
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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