Black Swans, The End of Jobs, and Long Volatility with Taylor Pearson of Mutiny Fund
Description
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
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Links:
Scribe Media
Paul’s website
The Pathless Path by Paul Millerd
Good Work by Paul Millerd
Paul on X
Topics:
(00:00:00) - Intro
(00:03:15) - Introducing Paul, and the early days of the publishing industry.
(00:06:48) - The earliest days of publishing, distribution of profit, and printing...
Published 10/29/24
This is a replay of episode 34 of this podcast.
Links:
Josh’s Bio - Autogeny.org
Where is my flying car? By J. Storrs Hall
Little Fuzzy by H. Beam Piper
The Martian by Andy Weir
Snow Crash by Neal Stephenson
Beyond AI by J. Storrs Hall
Nanofuture: What’s Next For Nanotechnology by J....
Published 10/02/24