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E14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies episode artwork

EPISODE · Jun 26, 2025 · 1H 2M

E14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies

from Get Stacked Investment Podcast · host Rodrigo Gordillo, Corey Hoffstein

In this episode hosts Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. The discussion covers a diverse range of topics including macro investing, fiscal dominance, central bank gold accumulation, innovative portfolio allocations, and the emergence of Bitcoin as digital gold.

What this episode covers

In this episode hosts Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. The discussion covers a diverse range of topics including macro investing, fiscal dominance, central bank gold accumulation, innovative portfolio allocations, and the emergence of Bitcoin as digital gold.

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E14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies

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Frequently Asked Questions

How long is this episode of Get Stacked Investment Podcast?

This episode is 1 hour and 2 minutes long.

When was this Get Stacked Investment Podcast episode published?

This episode was published on June 26, 2025.

What is this episode about?

In this episode hosts Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold,...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Get Stacked Investment Podcast episode?

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