{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Straits Signal","title":"Issue 04: Is the 60/40 Portfolio Dead? Two Ex-Bankers Bet Their Careers on It | Pantar.ai (Part 1)","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/bae1d1b9\"></iframe>","width":"100%","height":180,"duration":3520,"description":"Is the 60/40 portfolio still the right way to invest, or a comfortable idea that stopped working?Pantarai founders Nicolò Carpaneda and Bastien Seignolles left institutional finance to build Cartesio, an AI that adapts a portfolio to live market conditions instead of holding a fixed allocation. Part 1 is the origin story: how two operators met at the bottom of the 2009 financial crisis, and why one of them spent eighteen months teaching himself to code to build it.This is Issue 04 of Straits Signal, hosted by Kim Yeoh, media founder and strategic analyst, former investor relations at a private equity fund and co-founder of a commercial fleet electrification company.What you'll take away from this episode:Why \"don't time the market\" and the 60/40 portfolio are being questioned by two people who spent fifteen years inside the system that built that adviceHow an MBA friendship formed in the depths of the 2009 crash became a fifteen-year foundation strong enough to start a company onWhy the founders deliberately waited that long before building anything together, and what patient capital actually looks like in practiceThe conversation about risking a stable career for a startup that most founders have with their spouse but never talk about publiclyWhy Nicolò chose to spend eighteen months teaching himself to code rather than hire a CTO, and why that decision became the company's real advantage rather than a detourThe moment in spring 2022 when the 60/40 portfolio actually broke, in real numbers, not theoryPart 2, Cartesio itself, the markets thesis, the backtest, and why they're building from Singapore, is out now.Watch Cartesio's daily market read: pantar.aiThe backtest and performance figures discussed in this series are the founders' own, gross of fees, presented as a historical proxy and not a forecast. This conversation is for information only and is not investment advice or a solicitation to invest. Pantarai ADAPT is regulated in the UK and Europe and is not...","thumbnail_url":"https://img.transistorcdn.com/Jvuyoa6-0IXq4v0siuD9GonJpl1IgTQmKSKpdKs6wWg/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84NTgz/YmJmOTVhYjFhMzJm/NzljYTgyNDVjMzdh/MjQ2ZS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}