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MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

Macro Voices

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Investing in the Asset Management Industry

bitcoin has a realized fullatility of a hundred %, which is more than five times higher than eqites. The whole asset management industry must think about how to incorporate this without having it dominating all of the portfolio characteristic and i think that at this point is a challenge. If you stick with half a %, i think wit wit someua, very rigid monotory, it could work. But if if you want to add that because you're positive to five %, then the whole risk be turn trade off that you aim for by having a miltias portfolio goes out of the window.

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