Episode Details
| Title | Jeff Park Says the 60/40 Portfolio May Be Dead. Here’s His Radical Fix - Ep. 844 |
|---|---|
| Date | 6/3/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is seen as a core component of a 'radical portfolio' due to its energy-backed nature, which contradicts the fiat-based economy and provides robust scarcity value.
- “Bitcoin represents such a core ethos as to the radical portfolio because the very existence of Bitcoin is backed by energy. This very notion that only energy is the thing you must spend to actually produce this thing that otherwise you couldn't and therefore is extremely robust in valuing the scarcity value that directly contradicts the funding model of a fiat based economy.” - Jeff (43:49)
- 🟢 $MSTR - 🔒
- 🟢 $LITIGFIN - 🔒
- 🟢 $CULTIP - 🔒
Bearish:
- 🔻 $GCARRY - 🔒