About this episode

The episode discusses the evolving role of Bitcoin in modern portfolios and its potential allocation alongside traditional assets like gold.

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. Topics Discussed • Differentiating Bitcoin and gold as scarce, non-cash flow assets that offer distinct diversification benefits • The role of regulatory clarity and its accelerating impact on institutional and advisor adoption of Bitcoin • Return stacking techniques that allow alternative assets like Bitcoin and gold to be layered on top of traditional cash-flow portfolios • Key insights from the Ric Edelman paper regarding Bitcoin’s portfolio allocation and the existence of a measurable risk premium • Portfolio construction strategies, including equal risk contribution approaches between Bitcoin and gold • Analyzing…

More episodes of Resolve Riffs Investment Podcast

• Aahan Menon: Systematic Macro in a Shifting Economy: Signals Over Stories · December 18, 2025 · 1h 5m
• Mike Green: The Affordability Crisis & Rethinking the American Dream · December 5, 2025 · 1h 23m
• Wes Gray: Optimizing for After-Tax Returns · November 14, 2025 · 1h 2m
• Convexity Maven Harley Bassman: How To Survive The Next Rate Cycle · September 26, 2025 · 1h 2m
• Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots · September 18, 2025 · 1h 4m
• Mark Valek: Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies · June 26, 2025 · 1h 1m

Explore listener stats, chart rankings, contacts and more on the Resolve Riffs Investment Podcast podcast page.