Models can help advisors spend less time managing portfolios and more time focused on client goals and scaling their practice. Explore how advisors are putting models to work ⏩ #financialadvisor# #investing# #modelportfolio#

When stocks and bonds move in the same direction, where else can investors look for diversification? See how liquid alternatives can offer differentiated return streams and the role they can play in model portfolios. Explore our latest thinking on incorporating liquid alternatives into models here: #AssetAllocation# #ModelPortfolios# #Alternative#

"There's tokenized gold, and there's tokenized NVIDIA. If you wanna put tokenized gold and tokenized NVIDIA together in a model portfolio, you can do that." - @Matt_Hougan "It's really hard to take commodities and stocks and put them together in the same portfolio for various really arcane rules. The system is fragile and segmented." "A lot of what tokenization does is to break down those barriers... It's global." CIO of @Bitwise on the live show.

Hyperscalers burning billions in cash is extremely bullish for semiconductor stocks over the next 12 months. I sat down with @JackFarley96 to go through his new model portfolio and high-conviction trade ideas, the short trades he likes right now, the risks in AI pricing power, and what comes next for hyperscalers. Jack has very nuanced views that combine a near-term bull case and long-term risk for a potential crash. This is a fun conversation full of actionable ideas. TIMESTAMPS: 0:00 - Bull market's 5th year? 3:30 - Hyperscaler capex 5:04 - Free cash flow concerns 6:47 - AI pricing power 9:43 - Semiconductor pricing power 11:59 - Favorite sectors 14:02 - $LRCX 18:13 - Could China crash memory? 20:37 - Short ideas 22:09 - Silver bull case 26:11 - Macro risks 27:55 - Jack's model portfolio 28:54 - Texas Pacific Land 30:28 - Sulfur stock idea 32:24 - $EWY 34:57 - Shorting ethereum:0x294559fa758c88d639fd085751e463fee7806eab 35:52 - Follow Jack