When Did Noah Build The ARK? S03:E05

00:00 Intro

3:50 All Weather TM

8:30 Movie talk

18:45 Expectations

32:30 Capital efficiency

40:00 Balancing Beta

43:00 RUM

51:00 Apprenticeship

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ON OTHER PLATFORMS

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

OUR FIRM

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OUR PODCASTS

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CONTACT US

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 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.