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SLP401 Greg Foss - Sell Bonds, Buy Bitcoin

Stephan Livera Podcast

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Bitcoin Asset Management

I would like all asset managers in the world to attain at least a five % weighting in bitcoin. It will provide diversification benefits, which is to say, you can reduce the risk of your overall portfolio and maintain the same level of expected return. Sell some bonds, buy some bit coin. I mean, these user adoption numbers are absolutely astounding. That'll disintermediate a lot of traditional finance management, traditional finance payment ails. This is something that you cannot afford to have a zero exposure toBitcoin. The risk of having a zero exposure far outweighs the risk ofHaving a five % exposure that can have a symmetric returns that are non correlated to other risk assets.

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