BCB027_FRISKY PENSIONS: Overweight Bonds, Underweight BTC

In this episode, Dan and Josh discuss the elephant in the room, public pension plans. We opine about exposure to Bonds and lack of BTC exposure in these defined benefit plans. We Discuss:

• Bond exposure in Pensions

• Why BTC is a no brainer

• Cat food

• How a 1% BTC position can improve a portfolio

• What we would do to improve performance

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Release date

Lydbog: 29. oktober 2021