Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors The Future of Investing is Dead? His $3B Is Quietly Making Moves
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For decades, the 60/40 portfolio—a simple mix of 60% stocks and 40% bonds—was the undisputed king of investment strategy. It was a reliable engine for wealth creation during an era of falling interest rates and cheap capital.
That era is over.
Today, we face a new reality: persistent structural inflation, crushing US debt levels, and historically dangerous market valuations. The strategy that got generations of investors here will not get them there.
Jeff Sarti is here to expose why this once-sacred strategy is now a liability and to reveal the quiet, radical shifts the smart money is making right now. Learn what replaces the 60/40, how to protect your wealth from currency debasement, and why liquidity is your greatest enemy.
This is an essential discussion for anyone serious about financial planning, risk management, and building a truly resilient investment portfolio.
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[THE GUEST]:Jeff Sarti is Morton Wealth’s Chief Executive Officer, he leads the company’s mission of helping investors to achieve their financial goals.
[THE HOST]: Ryan Miller is a recovering CFO turned angel investor in technology and
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