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The decanted portfolio

The decanted portfolio

By: Nico and Basti
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About this listen

A podcast run by friends, sommeliers and investors, where we discuss about our favorite wines, share tasting notes, and talk about our startup adventure in the fields of investing. What?! Why such an unusual association? It is a fascinating fit. We launched and manage an all-weather investment strategy that is like a master winemaker able to leverage the terroir (macro fundamentals) and daily atmospheric conditions (momentum signals) to create the perfect wine blend (portfolio asset mix) best fitting the current vintage (market environment).Nico and Basti
Episodes
  • Unpredictable bitcoin, Chianti & wine merchants
    Dec 5 2025

    Welcome to the Decanted portfolio podcast, available on Spotify and Apple podcast, where Bastien and I talk about wines and investing every week. This episode is related to Chianti, merchants and the bitcoin, all wildly unpredictable. The bitcoin lost 8% and recovered 10% in a couple of sessions for no apparent logical reason, away from demand-driven flows (we are at the end of Nov 2025). Such unpredictability can be also found in Tuscany, an Italian region full of beautiful landscapes and great wines. Did you know that the Chianti region was the first one on the planet to be limited in 1716? Around that initial Chianti Classico, 6 additional sub-regions were added. The quality of the Sangiovese, solid and winemaking is not consistent. You can find gems and stellar values, but also light wines with big acidity. We discuss about it with more insights in the episode.Moreover, who's the manufacturer behind any wine - a coop, an estate or a merchant - is important to know. Merchants in fact can be guarantee of quality, or can add unpredictability to a region. Bastien discusses examples about Condrieu in Norther Rhone, France.The show is sponsored by Pantarai ADAPT, an all weather investment strategy able to adjust daily to any markets conditions. It seeks to deliver consistent performance in all phases of the economic cycle. Approved and regulated for retail and institutional clients, listed on the stock exchanges of London and Amsterdam in Europe.

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    34 mins
  • Singapore's Decanter wine tour 2025
    Nov 28 2025

    Bastien has been at the Decanter wine show at Singapore meeting over the week-end several great wine producers from key global regions - from New Zealand's Cloudy Bay to Spain's Aalto.

    He has a lot to share, tune in!

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    13 mins
  • Champagne, what else?!
    Nov 28 2025

    Did you know that Bastien, co-founder of Pantarai, worked in a champagne house a few years ago? In this episode we'll deep-dive into champagne grapes, sub-regions, how to consume, recommended bottles but also why global financial markets have been so bubbly in the last week up to the end of November 2025.

    Enjoy.

    Disclaimers apply.

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    29 mins
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