Jason C. Buck 🪳🏴‍☠️

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Jason C. Buck 🪳🏴‍☠️

Jason C. Buck 🪳🏴‍☠️

@jasoncbuck

CIO/Founder @MutinyFunds. Offense + DEFENSE! Podcasts= Mutiny Investing, @excessreturnpod, @FinancePirates. 🙅🏻 Advice

Katılım Şubat 2019
235 Takip Edilen8.4K Takipçiler
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Jason C. Buck 🪳🏴‍☠️
How do we protect and grow our wealth for an unknown future? For the past decade, we’ve been researching and working on the answer to that question....The Cockroach Approach! Learn More and Download the Cockroach Approach Paper! mutinyfund.com/cockroach/
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Shannon Staton
Shannon Staton@Staton_tweeters·
Lots of time in-person over the past week with some incredible thinkers: @ttmygh and @ThematicMarkets Marvin Barth in London then with @BittelJulien in Zermatt Up next is Menlo Park April 7-9 with @Matt_Hougan @LakeDai - everyone brings one signal to watch and one “noise to ignore.” It’ll be a day of rolling up sleeves and digging into real ideas and sorting through noise.
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Ian Cassel
Ian Cassel@iancassel·
We appreciate the microcap community for rallying around @PlanetMicroCap Las Vegas, June 16-18th. We just announced the first 100 companies, initial speaker lineup, and sponsors. planetmicrocap.com/planet-microca… Epic speaker lineup brewing: @AKWilk @majgeoinvesting @longcastadviser @valuedontlie @ragingbullcap @jasoncbuck @Floebertus @Fairlight_Cap @NickCortellucci @paulcerro @RTelford_invest @DeepSailCapital @Whit_Huguley
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Shannon Staton
Shannon Staton@Staton_tweeters·
March: Skiing in Zermatt with @DrPippaM & @BittelJulien April: Geopolitics + VC in Menlo Park with @JacobShap (+ more TBA) and! Hong Kong for the Sevens with @gave_vincent Just some of what's on the docket for the 2026 Collective Season...and, there's still time to join us
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Jackson Dahl
Jackson Dahl@jacksondahl·
Notion co-founder Akshay and I talked a bit about my learnings and reflections on @DialecticPod so far. I've gotten to know Akshay over the past few months and I'm blown away by his thoughtfulness given how much ground he has to cover across so many different contexts for Notion. It's been a privilege to work with him and the team there, and while it's fun to reminisce, I'm most excited for what's in store for Dialectic in 2026 and beyond. More to come!!!
Akshay Kothari@akothari

If @NotionHQ ever made a podcast about the people we admire and the ideas we obsess over, it’d look a lot like @DialecticPod. I wasn't able to hire @JacksonDahl (yet!), so I did the next best thing: invested in him and Dialectic so he can do it full-time. Unreasonably excited!

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Matt Zeigler
Matt Zeigler@CultishCreative·
You might think you know @DaveNadig. Fintech pioneer/ETF expert/music nerd/etc. But, how he got here matters - like when Cramer called him a criminal, or the climbing accident that completely changed his philosophy on winning... New Intentional Investor out now @EpsilonTheory
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Grant Williams
Grant Williams@ttmygh·
I was there for those first seven hours and I can assure you it was FANTASTIC, so do NOT miss the continuation!
Shannon Staton@Staton_tweeters

Coffee and pastries in Nantucket with @jasoncbuck & @SKNWilkinson that turned into a 4+ hour deep dive....the kind of conversation you genuinely don't want to step away from (@ttmygh I believe you fell perilously behind on your to-do list??) We captured the continuation - now up on substack.

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Jason C. Buck 🪳🏴‍☠️ retweetledi
Shannon Staton
Shannon Staton@Staton_tweeters·
Coffee and pastries in Nantucket with @jasoncbuck & @SKNWilkinson that turned into a 4+ hour deep dive....the kind of conversation you genuinely don't want to step away from (@ttmygh I believe you fell perilously behind on your to-do list??) We captured the continuation - now up on substack.
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Jason C. Buck 🪳🏴‍☠️ retweetledi
Corey Hoffstein 🏴‍☠️
Cem was very kind to quote me on this, but I definitely wasn't the origin. There's a 1999 article – Strategic Risk Management: the New Competitive Edge – that addresses risk more broadly and explicitly says: "Like matter, risk cannot be destroyed. It can only be changed from one form to another."
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TopTradersLive.com@TopTradersLive

"Risk cannot be destroyed, only transformed." - Corey Hoffstein (@choffstein) @ConvexityDredge @jam_croissant Listen on: 🎧 Apple Podcasts: apple.co/3K7CtgJ 🎧 All Platforms: top-traders-unplugged.captivate.fm/listen?utm_cam…

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Ian Cassel
Ian Cassel@iancassel·
I have investors occasionally reach out about the fund. Many are good people, but they still lead with an impersonal - "Send me your letters, historical performance, pitch deck, etc, etc." I always respond, "No, I'm not sending anything right now. The minimum investment is xyz. We've beaten the S&P since inception. We invest in illiquid securities so I view our letters as our IP so we don't share with non LPs. I'm happy to send additional information after we have a conversation first and see if we would be a good fit for each other." 80% of the time I get no reply back, but the right type of investor always understands this and we start a dialogue like a normal relationship. Talking and getting to know each other. I think many emerging managers have a hard time because they give away too much in the beginning to transactional investors. Don't lower yourself and provide "everything" to everyone that shows any interest. If you are beating the market, take pride in what you've accomplished. Communicate in a way that attracts the type of investor you want, and turns away the ones you will regret taking. PS - A word of warning, my approach turns away 99.9% of institutional investors. But this is fine, this isn't who I'm trying to attract.
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Tina He
Tina He@fkpxls·
There are people whose presence strikes a clear note that calls forth the music sleeping in everyone they meet. @jacksondahl is one of them.
Jackson Dahl@jacksondahl

One year ago today I launched an experiment: a long, open-ended, deep dive conversation show based on a premise: I'm enamored with people who make things and love getting to know them by way of their ideas. More to come soon, but some reflections on @DialecticPod's anniversary: I'd long imagined doing something like this but figured it was too crowded. It wasn't worth doing without a more coherent strategy. It wouldn't stand out in a crowded media and podcast landscape. Fortunately, @ettinger, @BrennerSpear, and a few others pushed me to stop thinking about what the seed would look like in theory and instead plant it in soil. @phokarlsson says "make contact with reality." Just do an interview and release it. It turns out if you'd had a list in your phone for years of people you'd want to interview if you had a podcast someday, maybe you already know what you need to do. So I started and committed to doing 21 episodes, or the amount that some business insider article says puts you in the top 1% of podcasts. Silly but a real, serious goal. I quickly realized that it was easy for me to care a lot about this, and the fact that every episode is a new person to briefly obsess over makes it easy for me to *keep* caring a lot about it. Since then, I've been fortunate to be reminded that as @FoundersPodcast says, there's always room for great. And that if you can find something that's easy for you to care a lot about, maybe you have a shot at approaching great. It's still early, but I feel lucky that my conversations have resonated with a lot of people, and more importantly, people I admire. And I've been reminded how much I truly love, to use my guest @cyantist's words, collecting rare minds. I wrote a personal mission statement on a whim a few years ago: "help people be true to themselves." I think I am doing that in a very small way by talking to special people about what makes their eyes light up. By trying to see if I can make them shine just a little brighter than usual. I feel especially proud that one of the dominant emergent themes of Dialectic is that we only get so many things to care about, and choosing what you will care deeply about is the antidote to many of modernity's challenges and certainly a core part of a meaningful life (h/t @nabeelqu). I'm proud to put a lot of care on display by way of the people I curate. There are many more lessons and much more I could say, and I'm so excited about what year 2 of Dialectic holds. Slow, rapid iteration is a magical thing (as I just got to discuss first hand with @johncoogan @jordihays). I hope to do much more of that. But for now I will leave you with this. Everything is possible. You have more potential than you can possibly know. It is not too late. You don't need more plans. You don't need more time. Tomorrow isn't real. You have what you need. You were built for this. Go make something that is easy for you to care about. Try it, experiment, launch and get feedback, feel the material in your hands and notice when aliveness arises within you. You don't need permission, you just need a little belief. Launch. Pull the thread and see what magical things you find. An infinite horizon awaits. And soon you will find yourself asking: How lucky are we?

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Jackson Dahl
Jackson Dahl@jacksondahl·
12 Lessons from @johncoogan and @jordihays on building @tbpn 1. You can’t copy compounding. 2. Discipline eliminates inspiration as a bottleneck. 3. Entertain, inspire or educate—Simply. 4. Go high and low at the same time. 5. Borrow laterally, not recursively. 6. Your niche is enough. 7. The show is the end, not the means. 8. Start with obsession, not opportunity. 9. Platform-Native or Bust. 10. A brand is what you feel. 11. Humor is a way in. 12. Complementary obsessions multiply.
Jackson Dahl tweet mediaJackson Dahl tweet mediaJackson Dahl tweet mediaJackson Dahl tweet media
Dialectic with Jackson Dahl@DialecticPod

Ep. 33: TBPN (John Coogan & Jordi Hays) - Inside Tech's Water Cooler @johncoogan and @jordihays are the hosts of @TBPN, a daily live show covering the technology business. TBPN was launched only about a year ago, but has become a mainstay in tech culture and a center of gravity for terminally online technologists. John was previously an EIR at Founders Fund and tech YouTuber. He co-founded Lucy Nicotine and Soylent. Jordi has co-founded and invested in many business including Party Round/Capital and Branded Native, a podcast and youtube ad network. We cover the origins of TBPN, or the Technology Business Programming Network, from its beginnings as "Technology Brothers" to the interplay between John's love for technology and Jordi's for business. They share how they've built a media business in an era of infinite competition by leaning into high volume and constant iteration, all while treating media as the "main thing." We discuss brand building and innovating on form by borrowing ideas from outside the tech industry—from Formula One and SportsCenter to Hollywood films—to avoid tech's tendency toward circular references. We also talk about their focus on X/Twitter and a niche, highly informed audience, rather than trying to go too wide. We also chat about what makes their partnership work and how they take the work incredibly seriously while not taking themselves seriously at all. Timestamps: 0:00 - Opening Highlights 3:18 - Intro & Background 6:08 - Technology vs. Business and the Strategy behind TBPN 12:08 - Building a Media Business when Distribution is not Scarce 22:26 - Being Entrepreneurs and Talent 30:33 - Avoiding Audience Capture 35:57 - Why Advertising is a Good Model 44:04 - Technology's Circular References and Borrowing Ideas from New Places 53:20 - Narrow vs. Wide Appeal 59:44 - X (Twitter)-First Content and Other Platforms 1:14:35 - Making Content People Want to Share and Taking Yourself Seriously and Unseriously 1:20:28 - Valuing Brand 1:30:10 - Balancing Focus and Iteration 1:35:25 - Endurance & Evolution 1:40:34 - A Day in the Life of TBPN & Learning to be Newscasters 1:49:59 - Jordi & John as a duo, Will Manidis, and the beginnings of TBPN 2:02:57 - Grab Bag: Bias to Action, 15 Minute Interviews, Not Journalism, Talent, and Domination of Spirit Available on all platforms. Full transcript and all links available below.

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Jackson Dahl
Jackson Dahl@jacksondahl·
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Erik - Outlier Trading
Erik - Outlier Trading@outlieroptions·
Had a really fun conversation with @KrisAbdelmessih yesterday on some of the nuances of volatility in option prices, human processing tendencies, and context around tools like GEX. Check it out here! youtu.be/SsbI2qzsLGY
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Jason C. Buck 🪳🏴‍☠️
@jacksondahl thank you. One of my favorite things is having a topic of debate for my wife and I on longer car trips. Last night was your quote, “it’s not vanity, it’s utility”
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Jason C. Buck 🪳🏴‍☠️
Another absolute banger! I’m glad Chris is speaking publicly again, such a great raconteur. I would say that Jackson is the best interviewer in the game right now, but these are not interviews
Jackson Dahl@jacksondahl

I talked to Chris Sacca about storytelling, risk, and playing the game of life by your own scorecard. @sacca is one of the great early-stage investors ever, a massive climate and nuclear fusion investor, an incredible writer, a provocateur, a former Shark (Tank), and my old boss. Sadly for the rest of us, Chris is less public than he used to be (and tweets a lot less). I'm thrilled to share a long, winding conversation that exposes some of what I think makes him great. That's a deep-seated love of words, a rational relationship with risk that leans into rigged games, and a lifelong pursuit of authenticity. Available on all platforms, including X, and transcript all below. Please enjoy!

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Jackson Dahl
Jackson Dahl@jacksondahl·
There's one thing all of @sacca's best founders have in common: success is inevitable.
Jackson Dahl@jacksondahl

I talked to Chris Sacca about storytelling, risk, and playing the game of life by your own scorecard. @sacca is one of the great early-stage investors ever, a massive climate and nuclear fusion investor, an incredible writer, a provocateur, a former Shark (Tank), and my old boss. Sadly for the rest of us, Chris is less public than he used to be (and tweets a lot less). I'm thrilled to share a long, winding conversation that exposes some of what I think makes him great. That's a deep-seated love of words, a rational relationship with risk that leans into rigged games, and a lifelong pursuit of authenticity. Available on all platforms, including X, and transcript all below. Please enjoy!

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Ian Cassel
Ian Cassel@iancassel·
New Article In 1989, Jack Schwager profiled Ed Seykota in the original “Market Wizards”. Seykota is widely regarded as one of the best traders ever. He quietly built one of the first computerized trading systems, then let math and discipline do the work. The results were astonishing: one account grew more than 250,000% in sixteen years... microcapclub.com/master-and-app…
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