Digital Assets Weekly: April 3rd, 2020

Apr 5, 2020 • 11 Min Read

Please see important disclosures at the bottom of this report

Portfolio Strategy

Howard Marks, the CIO of Oak Tree Capital said something this past week that caught my attention: 

“There’s no argument for spending all your money now, but there’s also no argument for not spending any.”

In many respects, this statement summarizes my continued view on the crypto markets. We’ve been recommending investors have exposure to the crypto markets for the past few months. Following the recent sell off, we started recommending investors overweight crypto during the next 3-5 ...

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