AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
The Last Trade E010: Building and Managing Generational Wealth with Morgen Rochard
Onramp Media
How to Allocate Assets for Bikwin
One analyst had an 80 Bitcoin 50 15 stock 4% or 5 bond allocation recommendation in that one document you mentioned. Clients ranging anywhere from 1% exposure to 100 exposure for bikwin. How do you as a financial advisor approach the discussion of the appropriate allocation? "It's really not a one size fits all question for sure"
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode