Jason Buck (@jasoncbuck), founder and CIO of @MutinyFunds, joins Infinite Loops to explore risk, religion, failure, resilience, the Cockroach Portfolio, and why being less certain may be the ultimate edge.
TIMESTAMPS
0:00 Intro
4:32 Jason Buck’s Unusual Career Path
10:26 The Crash That Changed Everything
15:23 Does Alpha Really Exist?
16:52 Why Diversification Should Hurt
26:05 The Cockroach Portfolio
30:38 Firing Potential Clients
50:21 Right About the Crash, Wrong Trade
1:17:13 Walking Through Nihilism
2:02:12 Enjoy Your Burrito
For much of history, alcohol was not an occasional indulgence. It was woven into daily life.
@chellivia explains that people in the past drank at levels that seem almost impossible by modern standards — and that even children drank from very young ages.
Real diversification means owning something you hate.
If everything in your portfolio feels good, you’re probably not diversified.
@jasoncbuck on why resilient portfolios often feel uncomfortable.
Jason Buck (@jasoncbuck) was right about the housing crash in '08 — and still lost money betting against it.
A brutal lesson in risk, timing, and humility.
Jason Buck (@jasoncbuck), founder and CIO of @MutinyFunds, joins Infinite Loops to explore risk, religion, failure, resilience, the Cockroach Portfolio, and why being less certain may be the ultimate edge.
TIMESTAMPS
0:00 Intro
4:32 Jason Buck’s Unusual Career Path
10:26 The Crash That Changed Everything
15:23 Does Alpha Really Exist?
16:52 Why Diversification Should Hurt
26:05 The Cockroach Portfolio
30:38 Firing Potential Clients
50:21 Right About the Crash, Wrong Trade
1:17:13 Walking Through Nihilism
2:02:12 Enjoy Your Burrito
For most of human history, child loss was tragically common.
Chelsea Follett (@chellivia) shares a personal story about childbirth, modern medicine, and the kind of progress we often take for granted.
The “good old days” were not as good as you think.
Chelsea Follett (@chellivia) explains why nostalgia gives us a false view of history — and why understanding the past clearly is essential if we want progress to continue.
The “good old days” were not as good as you think.
Chelsea Follett (@chellivia) joins Infinite Loops to explain why the past was far more brutal than nostalgia suggests — and why progress is real, fragile, and worth defending.
TIMESTAMPS
0:00 Intro
02:24 Why We Romanticize the Past
04:00 Child Mortality and Modern Medicine
07:04 Rousseau and the Myth of Nature
09:00 The False View of History
12:24 Life Was Nasty, Brutal, and Short
22:02 Why Doomsday Predictions Persist
31:23 Science Is Never Settled
54:32 Freedom, Systems, and Progress
01:12:26 What Blocks Progress Today?
01:26:02 Chelsea’s Two Ideas for the World
What comes after chatbots?
Mykhailo Marynenko (@0x77dev) explains Infinite Canvas: “a new category of AI product” and “a whiteboard that understands what you do.”
The next frontier in AI is not prettier output.
It is semiotics.
A red coat is not just pixels.
A character name is not just a token.
A prompt is not just text.
Signs carry memory, status, tension, trust, incentives, and consequences.
AI has to understand not only meaning, but what meaning changes.
Mykhailo Marynenko (@0x77dev) on the missing piece of AI.
Mykhailo Marynenko explains how he got his first software engineering gig at just nine years old—without formal training, while helping out in his father’s phone repair shop.
Mykhailo Marynenko (@0x77dev) joins Infinite Loops to discuss AI tools that give creators more control.
From Ukraine phone repairs to Infinite Canvas, synthetic audiences, privacy, and data ownership, this is a conversation about building AI systems that expand human judgment instead of flattening it.
TIMESTAMPS
00:00 Intro
01:09 Mykhailo’s Ukrainian Origin Story
07:09 Hardware, Cybersecurity, and Privacy
15:03 DeepSeek and Data Security
16:34 Fellowship, AI Art, Raves
27:27 Human-in-the-Loop AI
34:14 Infinite Canvas and Semiotics
55:29 Synthetic Audiences and Ownership
01:18:20 Markets, Systems, and OSV
01:28:11 Privacy, Films, and Advice