#042 Black Swans, The End of Jobs, and Long Volatility with Taylor Pearson of Mutiny Fund
About the Episode
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:
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 Origin of Wealth by Eric Beinhocker
Fortune’s Formula by William Poundstone
A Man for All Markets by Edward Thorp
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