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Jason C. Buck 🪳🏴☠️’s Tweets
During the dotcom crash,
S&P 500: - 45%
60|40 Portfolio: -20%
The Cockroach portfolio: -5%!
- How to build a Cockroach portfolio?
- Can it survive outlier events like the Great Recession or 70’s stagflation?
- Backtest on last 50 years U.S. data
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Hey yo!
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just in case you missed it earlier this week…
new paper about rebalance timing luck dropped.
papers.ssrn.com/sol3/papers.cf
papers.ssrn.com/sol3/papers.cf7
A new Pirates of Finance gets published today @ 3 EST on our YouTube🏴☠️🫡🌊🚨
THREE HOURS BABYYY…
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YT link below 🔓⬇️
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Have lunch with , , , + more @ Miami Hedge Fund Week. Luncheon includes passed appetizers and a set menu with entrée selection during the featured panel discussions.
Get the session details here: hubs.li/Q01zdFx70
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Please check out Quadratic's year-end $IVOL letter, where we provide our 2023 outlook and a 2022 year-in-review regarding inflation, the Fed, and more.
Download here:
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1/ My obsession continues...
I am very excited to announce a new rebalance timing luck paper with my co-authors Steven Braun (), Roni Israelov (), and David Nze Ndong.
This time... with options!
papers.ssrn.com/sol3/papers.cf
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Institutional brain and mass media has numbed many peoples natural excitement toward ideas.
It's still quite rare to randomly find people that can riff about ideas without taking personal offense or needing to virtue signal something they believe
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I’ve done a full reversal.
I now very much prefer when someone just calls me on my phone.
No texts, no advanced notice, just a call.
ZERO build up or bandwidth
I barely do email, I’m so-so at texts, but a good call that you’re forced to take in the moment is such a relief.
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🤯After this convo DM'd me and offered to give away $1k worth of my book to listeners
Listen to the episode and you'll find the info
It was awesome - we touched on a lot: life & death, going all-in, find your lifes work & more
Listen: link.chtbl.com/senra
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By the time you've hired and explained it to a lawyer, they've drafted it, you've rewritten it yourself and paid $750/hr for the privilege...
You might a well study for and take the LSAT, graduate from law school, pass the bar, get the white shoe law firm job and do it yourself.
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Moontower #177
🌙Survey Results: A Little Bit About You
🌙A Socratic Dissection Of An Option Trade
🌙Moontower Munchies
moontower.substack.com/p/a-little-bit
refs:
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Audio🆙
Markets vs Marketing (Corey’s Confession) S04:E03
All streaming services belowww deck ⬇️
pod.link/1613745847
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PSA: The Pirates of Finance will not be live today…
BUT a new episode will be dropping today @ 3 EST on YoutTube
(link to come)
Don’t worry, we (I) f*cked the intro but you better believe it’s staying in
No ads, no editing 
PoF
@jasoncbuck x @choffstein
(link to come)
Don’t worry, we (I) f*cked the intro but you better believe it’s staying in
No ads, no editing PoF
@jasoncbuck x @choffstein2
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How to build wealth tax free? This is how I've applied the method Moses mentions below:
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One way to play the net-worth maximization game:
Figure out how to get ownership over scarce or income-producing assets...
...without using your own after-tax income to buy them.
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PSA: The Pirates of Finance will not be live today…
BUT a new episode will be dropping today @ 3 EST on YoutTube🏴☠️🫡🌊🚨 (link to come)
Don’t worry, we (I) f*cked the intro but you better believe it’s staying in
No ads, no editing ❌🎥😂🏴☠️ PoF
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Mammoth, California
read image description
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Volatility enthusiasts... reserve your spot today to see a dream team round table of volatility advisors. Volatility is changing, do not be left behind. Join in Miami Jan 31st.
hubs.ly/Q01yyTCL0
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I'll be in ☀️💃 Miami later this month for #hedgefundweek speaking at the event along with the great , and . Come by if you're in town! Register here 👇👇
hubs.li/Q01yw5wp0
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❓
I keep receiving the same question lately with respect to Return Stacking:
“Does an inverted yield curve make it a bad time to use Treasury futures?”
A few quick thoughts...
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I’ve been to too many networking dinners where ur not allowed to talk about work or who you know. Super lame.
So I’m hosting a dinner called “clouted friend show & tell/ let’s do deals”
Bring the person you’d name drop, show them off, & ur ONLY allowed to talk about work/ideas
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So a guilty pleasure of mine is listening to pirates of finance
Honestly its the Seinfeld equivalent of podcasts
It literally is a show about nothing (finance)
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Pirates of Finance - The @CliffordAsness appreciation show
@choffstein x @jasoncbuck
@choffstein x @jasoncbuckShow this thread
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If you need a new podcast / your feed isn’t spicy enough - check out my 𝗦𝘂𝗻𝗱𝗮𝘆 𝗡𝗲𝗮𝘁 🏴☠️
I post a weekly collection of noteworthy finds from Finance → Philosophy to curate:
1. WHO to follow 🔎
2. WHERE to find them 🌐
ʷᵉᵉᵏ ⁵⁸
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Drake & Nobu are basically the exact same thing.
It’s hard to tell if its cheesy or classy. Everyone is kinda ashamed how much they like it. It’s sceney but not too bad.
Whoever says they hate it is lying and every time you try to hate it, you realize it’s actually incredible.
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Ben Franklin designed the first penny.
The words he chose for the inscription? “Mind your Business.”
The founding fathers had it right.
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When things get tough, humanOS kicks in and tries to override the plan. How should you respond?
: “We try very hard not to make a change to a model in response to a bad period.”
(earlier):“I am proudest of the fact that I never overrode a model.”
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I’m sorry to be the bearer of bad news but normie friends are texting about crypto for the first time in a year.
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Your new rum🍹fueled Saturday morning cartoons🏴☠️🫡
No ads, no bs 📺✖️
Simply two Pirates looking at the open sea of our financial world and discussing new finds, ideas, and trends
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Watching @FinancePirates podcast with the two best looking guys in finance @jasoncbuck & @choffstein has somehow become a Saturday morning tradition
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the fed’s soft landing
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Never attribute to others stupidity that which can be explained by your own ignorance
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45 Minutes Pirates 🏴☠️🫡🍹
You better have a reminder set
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Tune-in to the Pirates of Finance live stream today @ 3 EST on YoutTube
FIVE HOURS BABYYY…
@jasoncbuck x @choffstein
YT link below 
youtu.be/m0LwMxyK5j8
FIVE HOURS BABYYY…
@jasoncbuck x @choffstein
YT link below
youtu.be/m0LwMxyK5j8Show this thread
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“More fiction has been written in Excel than in Word.”
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Replying to @morganhousel and @AmihaiGlazer
h/t @swhnorton on @iamdulma podcast
podcasts.apple.com/us/podcast/due
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great thread for those of you not as familiar with intricacies of some of the CRE high finance.
As they say...
crowdfunders hate him
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well, that was fast. but here's how retail gets effed on these. pref equity (cash out?) on commercial buildings with long leases means you're being sold a fixed income and future retenanting liability on contractual leases that burn off while common equity captures excess FCF twitter.com/EllliotttB/sta…
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Had so much fun interviewing yesterday about what he's learned as an exited founder & investor in CPG. From what makes brand storytelling to Overton windows to gross margins we cover a lot of ground and my favorite part is at the very end.
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I had an awesome time chatting with on his podcast, Invest with the Best.
I tell him magic is actually real and he thought I was crazy 🤣
If we’re friends, plz share/retweet. If u don’t, we aren’t friends.
Hope you guys enjoy❤️🫡
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