From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio
In this episode, the hosts explore Ric Edelman’s case for a 10–40% Bitcoin allocation and why the traditional 60/40 portfolio may no longer hold up.
Stacking Merger Arbitrage with Corey Hoffstein
Originally recorded for Advisor Analyst (advisoranalyst.com), this conversation offers valuable insights for investors exploring alternative risk premia and advanced portfolio construction techniques.
Mastering Diversified Carry with Adam Butler
In this exclusive interview hosted by Advisor Analyst (advisoranalyst.com), Adam Butler dives deep into the mechanics of diversified carry strategies, cross-asset risk management, and return stacking.
Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies
In this episode of Get Stacked, host Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report.
In Gold We Trust 2025 – The Big Long LIVE Debate
In this engaging episode, Mike and Rodrigo explore a broad range of topics, including gold’s structural fundamentals, bitcoin’s emerging role, portfolio diversification techniques, behavioral biases, and the macro trends shaping global investment strategies.