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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Riffs with Mutineer Jason Buck on All Weather and Cockroach Portfolios for the Long Run
Description: This week we welcomed back our good friend Jason Buck (founder and CIO of Mutiny Fund) for the final episode before the summer break. Our conversation included: Recent price action in the commodity space The incredible confidence of the ‘buy the dip’ equity investors An end to the “bad news is good news” regime The mental pivot required to successfully navigate regime shift Why prolonged bear markets have become a foreign idea to most investors The kind of environment in which the difference between nominal and real returns matters most Human’s constant pursuit of historical analogues The Farmer’s F...