# Alternative Realities: Rethinking the 60/40 portfolio Page: https://stenobird.com/podcast/insights-now-163657/alternative-realities-rethinking-the-60-40-portfolio Text version: https://stenobird.com/podcast/insights-now-163657/alternative-realities-rethinking-the-60-40-portfolio.md Podcast: [Insights Now](https://stenobird.com/podcast/insights-now-163657) Published: 2025-10-16T12:00:00+00:00 Episode link: https://insightsnow.podbean.com/e/alternative-realities/ Audio file: https://mcdn.podbean.com/mf/web/9ykqr8uapa6rchbr/Alternative_Realities_Episode_17_Season_2_Podcast_1_6neii.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/alternative-realities-rethinking-the-60-40-portfolio Duration seconds: 1718 ## Resource In this episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Ashmi Mehrotra, Global Co-Head of J.P. Morgan Asset Management’s Private Equity Group, and Jeremy Beal, Head of Products and Advisory Solutions at Morgan Stanley Wealth Management. The discussion covers how access to alternative investments is expanding to more investors, current developments in private equity and the role these assets can play in today’s investment portfolios. Watch the video version on YouTube. For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/alternative-realities-rethinking-the-60-40-portfolio/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/insights-now-163657/alternative-realities-rethinking-the-60-40-portfolio.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.