In Episode 50 of Beyond 60/40, host Sonali Basak, iCapital’s Chief Investment

Strategist, sits down with Anshul Sharma, Chief Investment Officer at Savvy

Wealth, to explore how advisors are navigating today’s market environment.

They discuss the breakdown of the traditional 60/40 portfolio, the

accelerating shift toward alternatives, and how private markets, structured

investments, and defined outcome solutions are reshaping portfolio

construction.

Anshul also breaks down common misconceptions around liquidity, how

semi-liquid structures fit into a modern allocation, and why technology is

becoming essential for advisor efficiency—saving teams 15–20 hours per

week by streamlining compliance, trading, and monitoring.

Finally, they examine the growing role of AI in powering insights and

elevating the client experience.

Watch on YouTube: https://bit.ly/4rJEMGV

What turns 2025’s headwinds into 2026 tailwinds—and what still argues for caution? Host Sonali Basak sits down with Torsten Slok, Chief Economist and Partner at Apollo Global Management, to unpack sticky ~3% inflation and a “higher for longer” policy backdrop, the fragile labor market amid falling immigration, fiscal forces pushing up long rates, and how AI’s uneven trajectory could reshape portfolios. Slok also explores the growing role of stablecoins in the Treasury market and why diversification beyond AI-exposed assets remains essential.

Highlights:

• Why 2026 could see growth tailwinds (policy changes, AI/data center buildout, lower oil, weaker dollar, World Cup effects).
• Sticky inflation near ~3% and a cautious Fed keeping front-end yields elevated.
• Labor supply as the swing factor: immigration’s drop and a lower break-even job growth rate.
• AI’s uncertain macro impact—risks if it disappoints, disruption if it scales.
• Fiscal dynamics and issuance mix driving higher long rates; stablecoins as new T-bill buyers.

In Episode 48 of Beyond 60/40, iCapital’s Chief Investment Strategist, Sonali Basak, sits down with Peter Mintzberg, CEO of Grayscale, to break down the evolving crypto landscape — from Bitcoin’s role as a portfolio diversifier to how regulatory clarity and wealth platforms are shaping the next phase of adoption.

Topics discussed include:

· Bitcoin’s value as a decentralized asset in a world facing geopolitical and inflation challenges

· Why small allocations (1–3%) can meaningfully improve risk-adjusted returns

· Where institutional, government, and wealth platform adoption is heading in 2026 and beyond

· How ETFs and specialist managers are simplifying access for advisors

· Grayscale’s selective approach to token research and diversification

· The regulatory milestones that could drive the next wave of growth

Watch now to hear Peter’s insights on how digital assets are maturing — and what it means for investors moving forward.