The Last Trade E071: Bitcoin’s Hidden Portfolio Power with Mark Connors
Mark Connors, OnRamp's Head of Global Macro Strategy, presents his comprehensive research report 'Bitcoin: The Emergent Asset Class Has Arrived,' which demonstrates that Bitcoin possesses more upside volatility than downside volatility—a rare and powerful characteristic that institutional portfolio managers care deeply about. The report challenges the conventional narrative that Bitcoin's volatility is purely a liability, showing that Bitcoin outperforms the NASDAQ more often than not and by larger margins when it does. Connors draws on his 15-year career as a risk practitioner at Credit Suisse and major hedge funds to explain why this 'good vol vs. bad vol' distinction is the key insight that should drive institutional allocation to Bitcoin. The episode connects these data-driven findings to the real-world adoption trajectory of RIAs, endowments, and family offices now beginning to allocate to Bitcoin.
Show Notes
Mark Connors, OnRamp's Head of Global Macro Strategy, presents his comprehensive research report 'Bitcoin: The Emergent Asset Class Has Arrived,' which demonstrates that Bitcoin possesses more upside volatility than downside volatility—a rare and powerful characteristic that institutional portfolio managers care deeply about. The report challenges the conventional narrative that Bitcoin's volatility is purely a liability, showing that Bitcoin outperforms the NASDAQ more often than not and by larger margins when it does. Connors draws on his 15-year career as a risk practitioner at Credit Suisse and major hedge funds to explain why this 'good vol vs. bad vol' distinction is the key insight that should drive institutional allocation to Bitcoin. The episode connects these data-driven findings to the real-world adoption trajectory of RIAs, endowments, and family offices now beginning to allocate to Bitcoin.
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