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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 https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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.
#investing #finance #business #investing #stockmarket #inflation
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 https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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.
#investing #finance #business #investing #stockmarket #inflation
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 https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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.
#investing #finance #business #investing #stockmarket #inflation
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 https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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.
#investing #finance #business #investing #stockmarket #inflation
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 https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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. #investing #finance #business #investing #stockmarket #inflation
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.
00:00 Intro
02:00 EQD Conference
07:00 Structured Products
11:00 Futures Markets
14:00 Return Stacking
18:00 NVDA
24:00 Return Framing
ON OTHER PLATFORMS
Twitter @FinancePirates https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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. #investing #finance #business #investing #stockmarket #inflation
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 https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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. #investing #finance #business #investing #stockmarket #inflation
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 https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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. #investing #finance #business #investing #stockmarket #inflation
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 https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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.
#investing #finance #business #investing #stockmarket
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 https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@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 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. #investing #finance #business #investing #stockmarket
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