Sales up...Expenses down S03:E01

Back on the high seas, we discuss: Hot Money, Optimal Leverage, Commodity Strategies, Backtesting Mistakes, and ESG Retaliation. 00:00 Intro 02:50 The duality of man 15:00 Seasons of your life | Main character syndrome 22:30 Who regulates Porn? 37:39 Corey calls bullsh*t 43:20 Crypto 47:50 Bear market narratives 54:00 Recessions are the perfect time for startups 58:00 What is finance? -- ON OTHER PLATFORMS  Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates) OUR FIRM ️ Mutiny Fund: https://www.mutinyfund.com OUR PODCASTS  The Mutiny Podcast: https://mutinyfund.com/podcasts/  Flirting with Models: https://www.thinknewfound.com/podcast CONTACT US  Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny)  Corey on Twitter @ choffstein (https://www.twitter.com/choffstein) 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.