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James Lavish: Is Bitcoin’s Price Being Suppressed So Banks Can Buy? Hedge Funds, Volatility & Turbocharging the 60/40
Mar 11, 2025
In this conversation with James Lavish, an investor and macro expert, they delve into Bitcoin's price volatility and the suspicion of market manipulation. James highlights how hedge funds are increasingly investing in Bitcoin, suggesting it could enhance traditional portfolios significantly. They discuss the importance of integrating Bitcoin into investment strategies as institutions begin adopting it as a major asset class. The potential for Bitcoin to act as a liquid store of value amid economic challenges is also explored, making a case for its role in the evolving financial landscape.
42:44
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Quick takeaways
- James Lavish emphasizes Bitcoin's growing recognition as a legitimate macro asset, crucial for enhancing traditional portfolio performance like the 60/40 model.
- The podcast highlights the cautious yet increasing institutional interest in Bitcoin driven by ETFs, despite ongoing misinformation and legislative hurdles.
Deep dives
The Importance of Bitcoin in Portfolio Allocation
Bitcoin is increasingly recognized as a legitimate global macro asset that investors should consider adding to their portfolios. Traditional investment strategies, such as the classic 60-40 portfolio, have not performed optimally due to recent changes in interest rates and economic climate. The only wrong answer regarding Bitcoin allocation is zero; this asset can enhance overall portfolio performance and Sharpe ratios. As Bitcoin continues to gather value, institutions are becoming more comfortable with it, recognizing its potential as a separate investable asset class akin to gold.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode