Season 1 · Episode 16
E16. From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio
Get Stacked Investment Podcast · Rodrigo Gordillo, Corey Hoffstein
July 31, 202543m 16s
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Show Notes
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.
(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