E113 - A Macro Case for a 20% Allocation to Bitcoin (Part 2)
Description
In this episode, which was recorded earlier in December, G3 continues his inquiry into Jordi Visser’s new portfolio recommendation that calls for a 50-30-20 allocation between money market funds, fiat assets and Bitcoin.
Those who missed Part 1 of the discussion may want to first listen to Episode 111, which was released on December 8th.
Please, check important disclosures at the end of the episode, and join us for this far-reaching discussion.
Note: This episode was recorded on December 7th, 2023.
Timestamps:
- How do the trends in demographics fit into Jordi’s 50-30-20 allocation model? [2:34 ]
- What exactly are money market funds, and how do they impact other assets within the fiat system? [11:09 ]
- How has the evolution of AI contributed to making entrepreneurship a more critical element in our economic landscape? [20:43 ]
- What does Jordi foresee as the key areas where AI will cause major disruptions in the future? [30:20 ]
- Why does Jordi believe that those who haven't invested in Bitcoin will soon feel a sense of missing out (FOMO)? [47:24 ]
Resources:
- The Continued Rise of the Extended Workforce
- AI and Covid-19 Vaccine: Moderna’s Dave Johnson
- The world’s largest proteins? These mega-molecules turn bacteria into predators
- What is AlphaMissense?
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