FTX, Inflation, and Navigating Hype Cycles | AWM Insights #137

Tailoring a portfolio to your needs is very similar to designing and constructing a home for you. A general plan needs to be established based on how many rooms are needed, what style and functionality are desired, and what amenities and extras can fit in the most optimal and seamless way.

It takes communication for the architect and designer to understand what is needed, and a plan needs to be drawn up to execute on those requirements.

Your portfolio is constructed in a similar fashion. Your most important priorities are used to sculpt the foundation, and the placement of rooms, amenities, and features flow from this foundation. 

A thoughtful approach ensures that you have everything you need and that you don’t run into any shortcomings in the future. Planning and intentionality separate a portfolio that works for now from one that will work for the rest of your life to achieve your purpose.

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EPISODE HIGHLIGHTS

• 0:00 Intro
• 1:09 Inflation- Does it matter and how are we navigating through it
• 2:30 What can we do to outpace inflation
• 3:56 How to insulate your portfolio against inflationary pressures
• 6:18 Why taking a purpose-driven approach makes life less stressful and improves your odds of achieving your goals
• 7:33 FOMO in the crypto world, News around SBF
• 9:35 How do we evaluate risky opportunities, and why due diligence matters
• 12:01 Governance and red flags with FTX
• 12:43 Involvement and Endowments with Athletes and Celebrities
• 13:47 What do excess resources mean to you
• 14:15 Hype Cycles
• 15:45 Key takeaway- Ask questions, do your research, take an appropriate level of risk
• 16:57 Wrap up