Max Gokhman on Why the 60/40 Portfolio Is Dead
Franklin Templeton's Deputy CIO Max Gokhman breaks down why 60/40 is dead, how $1.7T heads onchain, and why TradFi and DeFi are merging into one market.
Max Gokhman is Deputy CIO at Franklin Templeton Investment Solutions, managing $1.7T across equities, fixed income, and digital assets.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:14 Rise of 24/7 Trading
05:30 NYSE's Blockbuster Moment
08:45 Alpha in Onchain vs. Off-Chain
12:20 Arb Opportunities Decaying Fast
15:10 Franklin x Ondo Partnership…
The skinny
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