How Financial Advisors Use Bitcoin for Client Portfolios | Ric Edelman episode artwork

EPISODE · Sep 22, 2025 · 35 MIN

How Financial Advisors Use Bitcoin for Client Portfolios | Ric Edelman

from Talking Wealth · host The Compound

On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by Ric Edelman to discuss: the right allocation to Bitcoin, the rise of Bitcoin ETFs, using blockchain technology for inventory management, entrepreneurship, and more! For more from The Unlock, be sure to sign up at: https://www.advisorunlock.com/ This episode is sponsored by Opto. Opto’s Co-Founder Jacob Miller recently joined Michael and Ben on an episode of Animal Spirits: Talk Your Book. Check it out: https://podcasts.apple.com/us/podcast/talk-your-book-private-investing-for-fiduciaries/id1310192007?i=1000647910669 Learn more about Opto at: https://www.optoinvest.com/?utm_source=podcast&utm_medium=cpm&utm_campaign=advisor-unlock Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation Learn more about your ad choices. Visit megaphone.fm/adchoices

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How Financial Advisors Use Bitcoin for Client Portfolios | Ric Edelman

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