Wealth is being redefined, and your portfolio might be dangerously outdated. In this insightful episode of Speak Up, Anthony Scaramucci sits down with early Bitcoin adopter and WindRock Wealth founder Brett Rentmeester to unpack what comes after the collapse of the 60/40 portfolio. From the inflation crisis to the Fourth Turning, from blockchain to AI, this is a must-watch for anyone serious about future-proofing their investments.
Key Topics:
- Why Bitcoin could 10x, and a credible path to $1M
- The psychology of holding through extreme volatility
- How governments and institutions are changing the Bitcoin game
- Why the 60/40 portfolio is obsolete in today’s macro environment
- Investing in crypto with a framework: BTC, Ethereum, Solana, AI tokens
- The coming AI revolution and how crypto and AI will merge
Brett lays out a clear, practical investment philosophy grounded in macro realities, risk management, and asymmetric opportunities.
Chapters:
0:22 - How Brett Discovered Bitcoin at $3
2:08 - Why Bitcoin? Digging Into the Early Appeal
3:21 - Pitching Bitcoin to a Skeptical 61-Year-Old Client
4:57 - Navigating a World Upside-Down: Debt, Tariffs & Trust
7:48 - Breaking the 60/40 Mindset: Embracing Change
10:06 - What the “Fourth Turning” Means for Money
12:12 - Will Bitcoin’s Boom-Bust Cycle Change?
13:21 - Could Bitcoin Become a $20 Trillion Asset Class?
15:56 - AI & Crypto Convergence: Opportunity or Threat?
18:18 - How to Invest in the AI-Crypto Future
20:49 - Will Bitcoin Decouple from Risk Assets?
22:15 - Bitcoin in 5 Years: Million-Dollar Coin?
23:39 - Ideal Bitcoin Allocation for 50-Somethings
24:47 - Staying Ahead in Crypto: Trusted Sources
25:33 - Rebuilding the Portfolio: Beyond Stocks & Bonds
Volatility got you concerned? Get a free portfolio review with Brett Rentmeester and WindRock at https://bit.ly/4jjTrUA
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
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