Sales up...Expenses down S03:E01

Back on the high seas, we discuss: Hot Money, Optimal Leverage,

Commodity Strategies, Backtesting Mistakes, and ESG Retaliation.

00:00 Intro

02:50 The duality of man

15:00 Seasons of your life | Main character syndrome

22:30 Who regulates Porn?

37:39 Corey calls bullsh*t

43:20 Crypto

47:50 Bear market narratives

54:00 Recessions are the perfect time for startups

58:00 What is finance?

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ON OTHER PLATFORMS

 Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates)

OUR FIRM

️ Mutiny Fund: https://www.mutinyfund.com

OUR PODCASTS

 The Mutiny Podcast: https://mutinyfund.com/podcasts/

 Flirting with Models: https://www.thinknewfound.com/podcast

CONTACT US

 Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)

 Corey on Twitter @ choffstein (https://www.twitter.com/choffstein)

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.