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BTC136: The FED Pause & Q2 Current Events w/ Luke Gromen (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
The All-Weather Risk Parity Portfolio
I think the classic 60 40 is not going to work in what we're in and heading forward. Bitcoin equities because the only way they can make the math work is with severely negative real interest rates. And I think long duration bonds are going to get killed versus everything, but especially on real basis, but especially against Bitcoin. There's still a lot of capital management that needs to be done for us to have any kind of economic growth moving forward.
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