

#1041 - What's the New 60/40 Portfolio? With Jim Bianco
10 snips May 22, 2024
Jim Bianco, President of Bianco Research, discusses the rally in equities and crypto, the importance of Nvidia earnings, future of rates, and spike in crypto. Topics include evolving portfolio models, regulatory changes in crypto, and self-custody debate in Bitcoin.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Anticipating Nvidia's Earnings Impact on AI Market
02:21 • 4min
Evolution of the Traditional 60/40 Portfolio Model and Shift Towards Dynamic Investment
06:01 • 5min
Rethinking Portfolio Strategies in a Correlated Market Environment
10:58 • 10min
Analysis of Recent Regulatory Changes in the Crypto Market
21:10 • 5min
Bitcoin Regulation and Self-Custody Debate
25:59 • 6min
Cryptocurrency Regulatory Shift Analysis and Future Outlook on ETH, Solana, and Bitcoin
31:57 • 4min