Luke Davis joined Ashton Addison for a Crypto Coin Show interview about how investors think through diversification when inflation, government borrowing and technology are changing together.
The conversation covered the role of equities, gold and Bitcoin, the assumptions behind using bonds for protection, and the concentration of earnings growth in AI-related businesses. Luke also discussed the challenge of maintaining a long-term view while markets generate a constant stream of short-term reasons to react.
The interview page includes the full conversation and chapters for readers who want to explore a particular part of the discussion.
