Does diversification include crypto?

About this episode

This episode discusses the impact of cryptocurrency on diversification and portfolio construction.

The rapid evolution of the crypto landscape is reshaping how investors approach diversification, risk and opportunity. As digital assets like Bitcoin and Ether move from the fringes to the mainstream, their unique characteristics—decentralization, scarcity and volatility—are prompting new conversations about portfolio construction. Regulatory milestones, such as the Genius Act, are bringing greater legitimacy and structure to the market, while innovations like stablecoins are unlocking new possibilities for seamless, secure transactions. In this episode, join the Market Insights team's Jack Manley, Global Market Strategist, and Brandon Hall, Research Analyst, as they share expert perspectives on navigating the complexities and opportunities of the modern crypto market Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

People in this episode

Hosts: Dr. David Kelly, Gabriela Santos

Guests: Jack Manley, Brandon Hall

Topics covered

• diversification
• crypto
• portfolio construction
• digital assets
• risk management
• market trends

Keywords

• diversification
• crypto
• Bitcoin
• Ether
• portfolio
• risk
• Genius Act
• stablecoins
• digital assets

Mentioned in this episode

Organizations: J.P. Morgan Asset Management

Products: Bitcoin, Ether

More episodes of Insights Now

• Alternative Realities: Absolute return strategies & trouble in private credit? · June 11, 2026 · 24 min
• Making sense of geopolitical risk · June 4, 2026 · 30 min
• Saving smarter for college · May 29, 2026 · 20 min
• Alternative Realities: Investing in national security · May 21, 2026 · 21 min
• Taking stock of today's markets · May 14, 2026 · 18 min
• Alternative Realities: How will portfolios evolve with inflation, credit and innovation? · May 7, 2026 · 25 min