Christopher King of Eaglebrook Advisors - Understanding the Urgency of Crypto for Advisors

In today’s episode, Rusty and Robyn talk to Christopher King, Founder and CEO of Eaglebrook Advisors. Christopher King is a seasoned financial advisor who’s based in Jersey City, New Jersey. Together with his team at Eaglebrook Advisors, they provide digital asset-focused investment management solutions to wealth managers, RIAs, private banks, and institutions.  Chris talks with Rusty and Robyn about the role of bitcoin as an emerging store value, why advisors need to educate themselves around crypto, and some brilliant strategies on why to use crypto as a portfolio diversifier. “We’re seeing from an advisor’s perspective that understanding how Bitcoin and crypto work from an education perspective is a now defense as opposed to offense. Advisors need to talk about it articulately to their clients—or their clients are gonna go somewhere else.” ~ @cjking711 Main takeaways  Bitcoin is an emerging store value, comparable to gold, even with its extreme volatility. This blue-chip asset satisfies Paul Tudor Jones’ four characteristics of a store value: trustworthiness, liquidity, portability, and purchasing power.  Advisors need to talk about crypto investing articulately to their clients. They need to be informed and updated with how crypto is changing the investment landscape.   There are 3 (+1) talking points for advisors when clients are looking into adding crypto to their portfolios. And, in terms of position sizing, a 3-4% slice of a client’s portfolio can be allocated to crypto. Links Christopher King on LinkedIn Christopher King on Twitter Eaglebrook Advisors Official Website Bitcoin Ethereum Paul Tudor Jones’ Bitcoin Investment Thesis Charlie Munger calls Bitcoin ‘disgusting and contrary to the interests of civilization’ | CNBC Nic Carter Raoul Pal The Block Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024