Welcome back to another insightful episode of the Canadian Investor Podcast with Simon and Braden. In this week's episode, our hosts delve into the intricacies of Modern Portfolio Theory (MPT), exploring its relevance in today's dynamic investment landscape. They unravel the complexities of businesses navigating competing incentives among stakeholders, shedding light on key strategies for sustainable growth and profitability.
As the conversation evolves, Simon and Braden shift their focus to a hot topic in the investment world: Spot Bitcoin ETFs. With seven weeks since their launch, they analyze the performance of these ETFs, dissecting fund flows and assets under management to determine whether they've lived up to the hype or fallen short of expectations.
Randy Cohen Blog on 60/40 performance
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