E16. From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio

In this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a foundational one, discuss its role alongside gold, and examine the structural shifts—from regulatory clarity to ETF innovation—that are driving institutional adoption. If you're rethinking diversification in a changing economic landscape, this conversation delivers the key insights.

Speakers

AI Chat

Unidentified

Michael Philbrick

Host • 44%

Unidentified

Unidentified

Rodrigo Gordillo

Host • 51%

Chapters

0:00	Introduction to the Get Stacked Investment Podcast
2:45	Introduction of podcast hosts and disclaimers
3:33	Bitcoin as a digital hard currency compared to gold
7:22	Regulatory clarity and adoption of Bitcoin in portfolios
10:01	Evolving landscape for Bitcoin in traditional finance
13:11	Risk premium of non-cashflow assets
20:05	Benefits and methods of return stacking with Bitcoin
24:34	Behavioral biases in long-term Bitcoin allocation
26:28	Portfolio construction and the Bitwise paper on Bitcoin
31:16	Adjusting portfolios for inflation expectations
33:15	Risk budgeting with alternative assets like gold and Bitcoin
37:10	Using volatility as a heuristic for allocation
39:06	Global adoption and diversification with real assets
41:13	Research resources and concluding remarks

Transcript

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