Broadcast
January, 18th 2021
Resonance FM: The Naked Short Club
Interview with Fasanara Capital
How to fit 60/40 portfolios for a Digital Future
RECAP:
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Fugazi Markets: buy at whatever price, trend/central banks are your friends
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Evidence of market craziness mushrooming: density of market nutcases is informative. It is a seismograph of compounding market instability
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Transitioning to a new market system. The next crisis could resemble the 1971’s End of Bretton Woods more than Dot.Com or GFC. The new capital markets emerge from the ashes of the old.
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The 60/40 balanced portfolio is unsustainable: alternative sources of income are both badly needed and available in the digital world. At scale.
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Future-proofing 60/40 portfolios with high-tech infrastructure + data centricity. Embrace the Digital Future today.
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Two mega trends: Digital Lending (FinTech innovation, ‘’Platformification’’ of credit, AI-supremacy) + Digital Assets (cryptos, blockchain, DeFi).
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FinTech vs DeFi: tech-enhance the legacy financial infrastructure VS reinventing it from the ground up.
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Digital disruption is the emerging property of a system in chaotic transitioning to a new stable state.
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Regulation to come (in whatever form) as final seal of approval for emerging technologies, leading to mass adoption