Dry Powder - Hedge, Consolidate, Dominate S03:E16

Pirates of Finance - a weekly show by @JasonCBuck and @choffstein unearthing this week's buried treasure in the world of investing. This week, the duo dive deep into the FTX rebalance trade, Strategy vs Structure, dry powder + much moarr

00:00 Intro

03:20 Edge

05:00 Strategy vs

18:30 Equity Risk Premium

22:00 Lux Letter

32:00 Discomfort

ON OTHER PLATFORMS

Twitter @FinancePirates https://twitter.com/FinancePirates

TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance

Download Our Podcasts https://pod.link/1613745847

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.