T-Bills vs. Timepieces: Locking Up Wealth or Acquiring Timeless Beauty
Pirates of Finance
PoF Season 04 Episode 25 The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Enigmatic Background Décor to Real Estate Roller Coasters. Come on in, the water is fine. 00:00 Intro 01:30 The Enigmatic Background Décor 03:00 Real Estate Roller Coaster: Astonishing Property Pricing 10:00 Calculated Risks: Mortgage Sizes and Investment Strategies 15:00 Private Ventures and Sporting Dreams 20:00 T-Bills vs. Timepieces: Locking Up Wealth or Acquiring Timeless Beauty ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance INTRO...
info_outline
Unintended Bets and Diversification: Navigating Long-Term Goals in Portfolio Construction
Pirates of Finance
PoF Season 04 Episode 24 The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Privates and Unintended Bets to Business Stability. Come on in, the water is fine. 00:00 Intro 01:30 Unintended Bets 03:00 Sector and Industry Tilt Considerations 07:30 Rebalancing and Market Efficiency 14:00 Consideration of Cryptocurrencies and NFTs 19:00 Portfolio Allocation in Relation to Business Stability 23:00 Real Estate and Private Equity ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance INTRO MUSIC By...
info_outline
1 Stock for 10 Years - What Are You Buying And Why
Pirates of Finance
PoF Season 04 Episode 23 The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Ritual Addiction to One Stock for the Next Decade. Come on in, the water is fine. 00:00 Intro 03:00 Ritual Addiction 10:30 Snobs all the way down 16:00 Corey's Question 27:00 Expanded to 10 stocks ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance 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...
info_outline
How To Network With Entrepreneurs
Pirates of Finance
PoF Season 04 Episode 22 The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from MaCrO talk to proper Networking. This week, the duo talk ARNOLD, The VIX, Hedge funds & ETF creation. Come on in, the water is fine. 00:00 Intro 03:00 Hedge eye 09:36 The Dungeon Master 21:00 The Mentor 30:15 What is the VIX 40:10 Playing dress up 57:15 Hedgefunds and ETF creation ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE...
info_outline
Reinvest Wisely So Your Family Will Love You: Enigmatic Fine Art Returns, Messi & Sports Financing
Pirates of Finance
PoF Season 04 Episode 21 The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Athlete Debt Financing to Variance clocks. This week, the duo talk Enigmatic Returns on Fine Art, Unique Datasets, our favorite finance pods & ALPHA. Come on in, the water is fine. 00:00 Intro 02:00 Alpha Exchange 05:00 Art Returns 08:00 Athlete Debt Financing 17:00 Tail Risk 30:00 Time Variance 38:30 Value 57:00 Alpha ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR...
info_outline
NVDA HITS $1,000,000,000,000
Pirates of Finance
PoF Season 04 Episode 20 The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Trademarks to NVDA Puts. This week, the duo talk Hustle P*rn, Yield Hurdle Rates, Nominal vs Excess Returns and moar Come on in, the water is fine. Intro EQD Conference Structured Products Futures Markets Return Stacking NVDA Return Framing ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT...
info_outline
Rescue Your Wallet
Pirates of Finance
The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Throwing Gold in the Ocean to the Ski Illuminati. This week, the duo talk Twitter Polls, Return Expectations, sophisticated market participants, inflation and moar Come on in, the water is fine. 00:00 Intro 07:15 Loud banging 08:35 Econompic 19:34 Running Amazon out of business 34:10 How much can you return a year 50:50 Return Blindness 59:59 Ski Illuminati ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT...
info_outline
Rescue Your Wallet
Pirates of Finance
The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Throwing Gold in the Ocean to the Ski Illuminati. This week, the duo talk Twitter Polls, Return Expectations, sophisticated market participants, inflation and moar Come on in, the water is fine. 00:00 Intro 07:15 Loud banging 08:35 Econompic 19:34 Running Amazon out of business 34:10 How much can you return a year 50:50 Return Blindness 59:59 Ski Illuminati ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT...
info_outline
The Money Paradox: Why More Wealth Doesn't Always Equal More Happiness
Pirates of Finance
The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from overrated investors to overweight penguins. This week, the duo talk Corey taking heat, The Money Paradox, Research papers, Flirting with Models and Pudgy Penguins. Come on in, the water is fine. 00:00 Intro 03:59 Corey takes heat 12:39 The Money Paradox 17:00 Corey on research papers 19:45 Never go full quant 23:05 Factor Ragnarök 26:00 Jason on Buffett and Munger 26:30 Flirting with models 52:38 Pudgy Penguins ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance INTRO...
info_outline
Make Generational Wealth: Main St vs Wall St Recessions, Portfolio Math, Fed Watchers & Family Offices
Pirates of Finance
The Pirates of Nonsense - a weekly show by @JasonCBuck and @choffstein covering everything from making generational wealth to the Kentucky Derby. This week, the duo talk Main St vs Wall St Recessions, family offices, hurdle rates, portfolio math plus much moar. Come on in, the water is fine. 00:00 Intro 07:00 Main vs Wall Street Recession 15:00 Cultural Relativism 16:00 Family Offices 36:00 Portfolio Math 56:40 Efficient Markets ON OTHER PLATFORMS Twitter @FinancePirates TikTok @PiratesOfFinance INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND...
info_outlineWith the duo out conquering Parenthood and the Kentucky Derby this week 🏴☠️⚔️🍼🐎 we're broadcasting a crossover episode of Corey's excellent podcast 'Flirting with Models' with Jason as a guest.
Jason made, and subsequently lost, a fortune in commercial real estate in the 2008 crash. This “ego destroying event” was the catalyst for him to completely rethink the idea of resiliency, both in business and investments.
Jason spent the better part of the 2010s developing the Cockroach portfolio, a modern take on Harry Brown’s permanent portfolio. A quarter stocks, a quarter bonds, a quarter CTA, and a quarter long volatility, Jason has designed the portfolio to provide all weather returns, with the possibility of serving as an entrepreneurial hedge.
We discuss the value of tail hedging, tail hedges versus long volatility trades, the limits of manager diversification, and managed futures/CTAs versus static commodity positions.
As a final note, this episode was recorded live at the Exchange ETF event in Miami.
Enjoy.