Section
Rails
4 posts
The 11% Problem: Why the Traditional Portfolio Has Run Out of Road
In a September 2026 LinkedIn essay, Raoul Pal argues that conventional portfolio construction has not merely underperformed1 but…
Bitcoin and Digital Rails Are No Longer a Debate. The Question Now Is What You Do About It.
The loudest arguments about Bitcoin are over. What has replaced them is something quieter, more instructive, and in…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
What everyone gets wrong about Bitcoin in 2026
Listen on The Move Ric Edelman was early on Bitcoin. He was right. Now he explains why…
Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
Listen on The Move Bitcoin is down 50% from its highs — but Bitwise CIO Matt Hougan…