Unintended Bets and Diversification: Navigating Long-Term Goals in Portfolio Construction

PoF Season 04 Episode 24

The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Privates and Unintended Bets to Business Stability.

Come on in, the water is fine.

00:00 Intro 

01:30 Unintended Bets

03:00 Sector and Industry Tilt Considerations

07:30 Rebalancing and Market Efficiency

14:00 Consideration of Cryptocurrencies and NFTs

19:00 Portfolio Allocation in Relation to Business Stability

23:00 Real Estate and Private Equity

ON OTHER PLATFORMS

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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.

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