Jeff Park thinks the most popular investing strategy of the last decades — the 60/40 portfolio — is dead.
Jeff has spent his early career inside the traditional system. But now, after two years in finance, he’s calling for a full rethink of the modern portfolio: from what counts as “safe” to how inflation actually works to why Bitcoin may be the real anchor asset in a world that’s spinning off its axis.
In this episode, the first in a two-part series, he and Laura dig into:
Why the 60/40 portfolio is quietly failing
What the rise of “resistance” assets says about trust in institutions
Why STRK and BTC are the distillation of Jeff’s radical portfolio
How traditional finance may be more correlated to crypto than you think
Why “time is liquid energy” and bitcoin is so valuable