Jurrien Timmer: Bitcoin in a 60/40 TradFi Portfolio, How Assets Perform in Election Years, Bitcoin Risk vs Reward

In this episode featuring Jurrien Timmer, Director of Global Macro for Fidelity, we discuss:

Why TradFi will embrace Bitcoin

Bitcoin has the 'supply characteristics of gold' and 'demand characteristics of a network'

How much should traditional investors allocate to Bitcoin?

How has the 60/40 paradigm evolved and where does Bitcoin fit in?

Why Bitcoin is exponential gold and an 'aspirational' store of value

Will Bitcoin be the dominant macro asset that demonetizes real estate, equities, bonds, etc?

Retail vs institutional demand for spot Bitcoin ETFs

Financial repression and fiscal dominance…

The skinny

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