E111 - A Macro Case For a 20% Allocation to Bitcoin (Part 1)
Description
This week, G3 speaks to Jordi Visser about his 50-30-20 (Money Market Assets / Fiat Assets / Bitcoin) portfolio recommendation, which he believes can lead to outperformance in the years to come.
This episode is the first installment in a series that will explore Jordi’s recommendation from a variety of vantage points. Inspired by the character Sherlock Holmes, G3 and Jordi treat this discussion like an unfolding mystery novel.
Please check important disclosures at the end of the episode.
Timestamps:
- What is Jordi’s 50-30-20 rule? [2:07 ]
- Is the 50-30-20 rule a reflection of a dark, bearish outlook? [11:35 ]
- Why is Web3 poised to be more of a disruptive force next year? [17:40 ]
- How does Jordi connect the ‘no more business cycles’ idea to the decline of the fiat system? [24:30 ]
- What other topics will be covered in the coming episodes of the 50-30-20 rule series? [32:37 ]
Resources:
- Mistral AI, the French Competitor of OpenAI, Prepares a €450 Million Fundraising Round
- Healthcare job growth
- How AI is making entrepreneurship more accessible
- Greenspan on technological advancement
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