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From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio
Manage episode 497540020 series 2516748
Content provided by ReSolve Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ReSolve Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a foundational one, discuss its role alongside gold, and examine the structural shifts—from regulatory clarity to ETF innovation—that are driving institutional adoption. If you're rethinking diversification in a changing economic landscape, this conversation delivers the key insights.
Topics Discussed
• Differentiating Bitcoin and gold as scarce, non-cash flow assets that offer distinct diversification benefits
• The role of regulatory clarity and its accelerating impact on institutional and advisor adoption of Bitcoin
• Return stacking techniques that allow alternative assets like Bitcoin and gold to be layered on top of traditional cash-flow portfolios
• Key insights from the Ric Edelman paper regarding Bitcoin’s portfolio allocation and the existence of a measurable risk premium
• Portfolio construction strategies, including equal risk contribution approaches between Bitcoin and gold
• Analyzing the impact of Bitcoin’s volatility on overall portfolio risk metrics and diversification outcomes
• Innovations in digital asset accessibility through ETFs, buffered ETFs, and curated crypto index solutions
• The evolving investment narrative for Bitcoin as a global asset amidst shifting economic and fiscal paradigms
244 episodes
Share
Manage episode 497540020 series 2516748
Content provided by ReSolve Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ReSolve Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a foundational one, discuss its role alongside gold, and examine the structural shifts—from regulatory clarity to ETF innovation—that are driving institutional adoption. If you're rethinking diversification in a changing economic landscape, this conversation delivers the key insights.
Topics Discussed
• Differentiating Bitcoin and gold as scarce, non-cash flow assets that offer distinct diversification benefits
• The role of regulatory clarity and its accelerating impact on institutional and advisor adoption of Bitcoin
• Return stacking techniques that allow alternative assets like Bitcoin and gold to be layered on top of traditional cash-flow portfolios
• Key insights from the Ric Edelman paper regarding Bitcoin’s portfolio allocation and the existence of a measurable risk premium
• Portfolio construction strategies, including equal risk contribution approaches between Bitcoin and gold
• Analyzing the impact of Bitcoin’s volatility on overall portfolio risk metrics and diversification outcomes
• Innovations in digital asset accessibility through ETFs, buffered ETFs, and curated crypto index solutions
• The evolving investment narrative for Bitcoin as a global asset amidst shifting economic and fiscal paradigms
244 episodes
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Similar to Resolve Riffs Investment Podcast
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
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