Degenerate Business School artwork

Post Modern Portfolio Theory

Degenerate Business School

English - April 17, 2021 23:00 - 36 minutes - 25.1 MB - ★★★★★ - 16 ratings
Investing Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed


PLUG sees its star fade to the almost 3x club, but we hold on for dear life.

The aristocrats of crypto, $BTC and $ETH, soar to all time highs on the cusp of Coinbase's IPO. And somehow BLOK does not follow.

Coinbase nestles into ~$67B valuation after opening with a burst. 

And we explore the death of the old hat Wall Street portfolio of equities and bonds. Now that bonds are negative yield in real terms and Bitcoin has replaced Gold as a store of value, how will modern portfolio theory evolve. Into a block chain no one understands.