In this conversation, Ric and Anthony discuss 60/40 portfolios, Bitcoin regulation, Federal Reserve actions, Bitcoin adoption among RIAs, and the new financial advisor certificate program Ric helped launch.
Pomp writes a daily letter to over 50,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
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0:00 – Intro
0:24 – Background
03:48 – Lesson to Ric’s Younger Self
05:55 – Client Concerns and client trends during 2020
09:13 – Financial Advisors as “Therapists”
09:52 – Bitcoin
16:28 – What are financial advisors thoughts on Bitcoin?
20:09 – Bitcoin’s obstacles for mass adoption.
24:17 – Providing clients with Crypto Knowledge
28:18 – Current Portfolio allocations
31:15 – Crypto Diversification for Clients?
35:35 – Ric’s Financial Education Course
37:59 – Most Important Book You’ve Read
38:56 – Sleep Habits
41:37 – Aliens. Believer?
43:55 – Question For Pomp
46:24 – Where to Find Ric