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.

(0:00) Introduction to the Get Stacked Investment Podcast

(2:45) Introduction of podcast hosts and disclaimers

(3:33) Bitcoin as a digital hard currency compared to gold

(7:22) Regulatory clarity and adoption of Bitcoin in portfolios

(10:01) Evolving landscape for Bitcoin in traditional finance

(13:11) Risk premium of non-cashflow assets

(20:05) Benefits and methods of return stacking with Bitcoin

(24:34) Behavioral biases in long-term Bitcoin allocation

(26:28) Portfolio construction and the Bitwise paper on Bitcoin

(31:16) Adjusting portfolios for inflation expectations

(33:15) Risk budgeting with alternative assets like gold and Bitcoin

(37:10) Using volatility as a heuristic for allocation

(39:06) Global adoption and diversification with real assets

(41:13) Research resources and concluding remarks