#042 Black Swans, The End of Jobs, and Long Volatility with Taylor Pearson of Mutiny Fund
Smart Friends
English - July 12, 2022 11:19 - 1 hour - ★★★★★ - 96 ratingsEntrepreneurship Business entrepreneurship angelinvesting business coursecorrectly ericjorgenson evergreen happiness health investing leverage Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Topics:
(6:21) - What is your specific knowledge?
(7:20) - Taylor’s career
(12:38) - Transaction Cost Economics
(20:02) - The work behind Taylor’s first book: The End of Jobs
(21:20) - Was publishing that book a major inflection point in your career?
(23:53) - Taylor’s writing on the crypto space and work in investing & finance
(29:03) - Mutiny Funds
(32:57) - The Long-Volatility Strategy
(36:33) - The Thousand-Year Portfolio
(40:49) - Who is using the long-volatility strategy and how are they using it?
(43:16) - What does the strategy look like day to day?
(50:07) - Volatility Index
(55:33) - Are there future products in the funnel for Mutiny?
(57:44) - What do you look for in the hedge funds you assemble?
(1:00:20) - How long have you been building this core of knowledge?
(1:04:11) - How do you know when to shift your focus?
(1:07:11) - Are there people you look up to who are great examples of playing the long game?
(1:09:25) - What is the long game for Mutiny?
(1:12:49) - How do you maintain discipline when the world tells you to take the other path?
(1:16:22) - What mental model do you use most often?
Links:
Mutiny Funds
Taylor’s website
Taylor’s The Interesting Times newsletter
The End of Jobs by Taylor Pearson
Blog post: Markets Are Eating The World by Taylor Pearson
The Kelly Criterion with Edward Thorp
The Cockroach Portfolio
The Volatility Index
The Origin of Wealth by Eric Beinhocker
Fortune's Formula by William Poundstone
A Man for All Markets by Edward Thorp
To support this costs of producing this podcast:
>> Buy a copy of the Navalmanak: www.navalmanack.com/
>> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage
>> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun
>> Join the free weekly email list at ejorgenson.com/newsletter
>> Text the podcast to a friend
>> Give the podcast a positive review to help us reach new listeners
>> Name-your-price subscription monthly, annual, or one-time: https://app.omella.com/o/9Bufa
>> Follow me on Twitter: @ericjorgenson
>> Get in touch about sponsoring this podcast by replying to an email or DMing me on Twitter.
Topics:
(6:21) - What is your specific knowledge?
(7:20) - Taylor’s career
(12:38) - Transaction Cost Economics
(20:02) - The work behind Taylor’s first book: The End of Jobs
(21:20) - Was publishing that book a major inflection point in your career?
(23:53) - Taylor’s writing on the crypto space and work in investing & finance
(29:03) - Mutiny Funds
(32:57) - The Long-Volatility Strategy
(36:33) - The Thousand-Year Portfolio
(40:49) - Who is using the long-volatility strategy and how are they using it?
(43:16) - What does the strategy look like day to day?
(50:07) - Volatility Index
(55:33) - Are there future products in the funnel for Mutiny?
(57:44) - What do you look for in the hedge funds you assemble?
(1:00:20) - How long have you been building this core of knowledge?
(1:04:11) - How do you know when to shift your focus?
(1:07:11) - Are there people you look up to who are great examples of playing the long game?
(1:09:25) - What is the long game for Mutiny?
(1:12:49) - How do you maintain discipline when the world tells you to take the other path?
(1:16:22) - What mental model do you use most often?
Links:
Taylor’s The Interesting Times newsletter
The End of Jobs by Taylor Pearson
Blog post: Markets Are Eating The World by Taylor Pearson
The Kelly Criterion with Edward Thorp
The Origin of Wealth by Eric Beinhocker
Fortune's Formula by William Poundstone
A Man for All Markets by Edward Thorp
To support this costs of producing this podcast:
>> Buy a copy of the Navalmanak: www.navalmanack.com/
>> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage
>> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun
>> Join the free weekly email list at ejorgenson.com/newsletter
>> Text the podcast to a friend
>> Give the podcast a positive review to help us reach new listeners
>> Name-your-price subscription monthly, annual, or one-time: https://app.omella.com/o/9Bufa
>> Follow me on Twitter: @ericjorgenson
>> Get in touch about sponsoring this podcast by replying to an email or DMing me on Twitter.