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