The Bitcoin Messenger Matters

To investors,

Ric Edelman is a legend. He was named the #1 financial advisor in the United States and Barron’s put him in the Financial Advisor Hall of Fame. Yes, that is a real thing. And Ric Edelman is sitting comfortably in the Hall of Fame.

So a lot of people were shocked to see Ric Edelman’s recent suggestion that investors should put 10% - 40% of their portfolio into crypto assets. These numbers dwarf any recommendation from financial advisors. Everyone is used to hearing 1-3% allocation recommendations. But to hear 10% - 40% is incredible.

Here are the five major arguments Ric made in a white paper he published:

The traditional 60/40 stock-bond allocation model is dead. This is due to unprecedented rates of longevity brought about by remarkable advances in exponential technologies.

After 39 years in the financial services field, I’m announcing for the first time the correct crypto allocation: Conservative investors should now have a 10% crypto allocation. Moderate clients should place 25% of their portfolios in crypto, and aggressive clients should allocate 40% of their investments to crypto.

Owning crypto is no longer a speculative position; failing to do so is. A passive market-weighted index comprised of all asset classes would have 3% in crypto, so an investor who lacks crypto is now effectively shorting it.

There’s no logic to omitting an asset class that’s outperformed all others for 15 consecutive years and is widely projected to continue doing so for the next decade or more. Historic performance data show that portfolios with bitcoin have generated higher returns with lower risks and produced superior Modern Portfolio Theory metrics — Sharpe and Sortino ratios, standard deviation and max drawdown — compared to portfolios that lacked bitcoin.

The real question: Are you a fiduciary serving your clients’ best interests, or are you simply an order taker avoiding difficult conversations?

Now here is the thing — Ric Edelman is not saying anything different than what Bitcoiners have been saying for years. The 60/40 portfolio is dead. Having a concentrated investment in bitcoin will outperform over the long run. Ignoring bitcoin’s success is dumb. All of these points have been widely used talking points for awhile.

But Ric Edelman is a different messenger. Just like Larry Fink was able to shake Wall Street to its core by launching the Bitcoin ETF, Ric Edelman will likely shake the wealth management industry to wake up to bitcoin and crypto assets.

Sometimes the messenger is more important than the message. And there is no better messenger than Edelman to give cover fire to the RIA community on bitcoin. These RIAs have more than $144 TRILLION in assets under their purview. That is a heck of a lot of money.

Now the RIAs can invest their client portfolios into bitcoin and not be worried they will be fired. There is nothing to be scared of anymore. That is a big, big deal. We should all say “thank you” to Ric Edelman.

Hope you all have a great day. I’ll talk to you tomorrow.

aaaa

- Anthony Pompliano

Founder & CEO, Professional Capital Management

Why Bitcoin & Stocks Are At All-Time Highs with Jordi Visser

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos.

In this conversation we discuss AI acceleration, why stocks, gold, bitcoin are hitting all-time highs, market outlook for second half of the year, how Salesforce is using AI, the government pressure on the fed to lower interest rates, the current financial mindset of the the younger generation, and more.

Enjoy!

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