#73 Jeff Sarti, Morton Wealth - Building Resilient Portfolios

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ
 

Connect with Jeff Sarti:

Website: https://www.mortonwealth.com/

X: @SartiJeff

LinkedIn: https://www.linkedin.com/in/jeff-sarti-mortonwealth/

Timestamps:

00:00 Introduction and Guest Welcome

00:42 Jeff's Unique Hobby: Fostering Kittens

02:45 Overview of Morton Wealth

03:42 Client Mindset and Investment Philosophy

06:20 Diversification and Resilient Portfolios

07:46 Exploring Alternative Asset Classes

15:34 The Importance of Liquidity

20:51 Investor Mindset and Behavioral Biases

25:35 Market Overconfidence and Investor Sentiment

26:08 Debt Levels and Economic Concerns

28:55 Gold as a Hedge Against Inflation

31:35 Crypto and Bitcoin: Perspectives and Hesitations

37:33 Diversification and Investment Strategies

41:39 Client Capital Deployment and Fund Structures

49:31 Market Outlook and Final Thoughts

Disclaimer:

The information presented herein is for educational purposes only and is not intended to constitute investment advice. Views and opinions expressed by the speakers are as of the date of the recording and are subject to change. It should not be assumed that Alt Funds Network and Morton Wealth will make recommendations in the future that are consistent with the views expressed herein. Morton and Alt Funds Network makes no representations as to the actual composition or performance of any asset class. The private investment opportunities discussed may only be available to eligible clients and can only be made after the client’ s careful review and completion of the applicable Offering Documents. 

Morton Capital Management, LLC dba Morton Wealth is an SEC-registered investment adviser; however, such registration does not imply any level of skill or knowledge. There is risk of loss investing in securities, including the loss of the principal amount invested. Past performance is no guarantee of future results. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.