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Jeff Park thinks the most popular investing strategy of the last decades — the 60/40 portfolio — is dead.

Jeff has spent his early career inside the traditional system. But now, after two years in finance, he’s calling for a full rethink of the modern portfolio: from what counts as “safe” to how inflation actually works to why Bitcoin may be the real anchor asset in a world that’s spinning off its axis.

In this episode, the first in a two-part series, he and Laura dig into:

  • Why the 60/40 portfolio is quietly failing
  • What the rise of “resistance” assets says about trust in institutions
  • Why STRK and BTC are the distillation of Jeff’s radical portfolio
  • How traditional finance may be more correlated to crypto than you think
  • Why “time is liquid energy” and bitcoin is so valuable

EPISODE TRANSCRIPT

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Guest:

  • Jeff Park, Head of Alpha Strategies at Bitwise

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